HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,529,275 | +11.7% | 417,923 | -3.5% | 2.45% | +19.7% |
| Q2 2023 | $27,343,598 | +3.2% | 433,063 | -4.1% | 2.05% | -2.3% |
| Q1 2023 | $26,504,571 | +7.6% | 451,449 | +12.9% | 2.10% | -1.5% |
| Q4 2022 | $24,637,077 | -10.2% | 399,693 | -2.1% | 2.13% | -11.0% |
| Q3 2022 | $27,434,000 | -13.0% | 408,426 | -20.5% | 2.39% | -6.1% |
| Q2 2022 | $31,544,000 | -8.2% | 513,826 | +0.8% | 2.55% | +11.5% |
| Q1 2022 | $34,367,000 | +100.1% | 509,590 | +31.2% | 2.28% | +115.3% |
| Q4 2021 | $17,177,000 | -17.8% | 388,275 | +20.4% | 1.06% | -22.8% |
| Q3 2021 | $20,889,000 | -8.4% | 322,555 | +13.8% | 1.37% | -6.3% |
| Q2 2021 | $22,808,000 | +24.3% | 283,395 | +5.0% | 1.47% | +2.9% |
| Q1 2021 | $18,354,000 | -7.3% | 269,910 | -5.0% | 1.42% | -14.6% |
| Q4 2020 | $19,804,000 | +36.6% | 284,098 | +0.7% | 1.67% | +21.6% |
| Q3 2020 | $14,495,000 | -7.2% | 282,168 | +6.0% | 1.37% | -19.4% |
| Q2 2020 | $15,614,000 | +13.8% | 266,128 | -1.9% | 1.70% | -10.5% |
| Q1 2020 | $13,718,000 | -28.9% | 271,158 | +4.1% | 1.90% | -11.7% |
| Q4 2019 | $19,302,000 | +32.8% | 260,588 | +2.5% | 2.16% | +19.2% |
| Q3 2019 | $14,534,000 | -12.4% | 254,328 | +0.2% | 1.81% | -11.5% |
| Q2 2019 | $16,595,000 | -10.3% | 253,746 | +1.5% | 2.04% | -16.6% |
| Q1 2019 | $18,499,000 | +46.8% | 250,049 | +18.4% | 2.45% | +23.7% |
| Q4 2018 | $12,600,000 | -35.8% | 211,239 | +1.6% | 1.98% | -20.6% |
| Q3 2018 | $19,633,000 | +24.7% | 207,952 | -0.8% | 2.50% | +15.4% |
| Q2 2018 | $15,741,000 | +5.1% | 209,602 | -15.3% | 2.16% | -3.9% |
| Q1 2018 | $14,984,000 | +29.6% | 247,502 | -0.1% | 2.25% | +25.8% |
| Q4 2017 | $11,561,000 | +27.9% | 247,762 | +38.7% | 1.79% | +25.3% |
| Q3 2017 | $9,036,000 | +2.5% | 178,642 | +0.9% | 1.43% | -3.6% |
| Q2 2017 | $8,818,000 | +6.1% | 176,962 | -1.9% | 1.48% | +2.8% |
| Q1 2017 | $8,308,000 | +19.3% | 180,303 | +4.9% | 1.44% | +5.7% |
| Q4 2016 | $6,964,000 | +64.9% | 171,863 | +54.1% | 1.36% | +61.4% |
| Q3 2016 | $4,222,000 | +22.0% | 111,533 | -2.1% | 0.84% | +13.4% |
| Q2 2016 | $3,461,000 | +25.8% | 113,913 | +2.1% | 0.74% | +24.0% |
| Q1 2016 | $2,752,000 | +21.6% | 111,533 | +23.5% | 0.60% | +18.3% |
| Q4 2015 | $2,264,000 | -16.1% | 90,290 | -1.1% | 0.51% | -24.3% |
| Q3 2015 | $2,699,000 | -14.3% | 91,340 | -7.1% | 0.67% | +1.4% |
| Q2 2015 | $3,150,000 | +42.1% | 98,278 | +10.8% | 0.66% | +29.8% |
| Q1 2015 | $2,216,000 | – | 88,661 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |