HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,761 | -16.2% | 3,597 | -27.6% | 0.02% | -15.0% |
| Q2 2023 | $313,553 | -17.2% | 4,966 | -23.0% | 0.02% | -13.0% |
| Q1 2023 | $378,621 | -60.7% | 6,449 | -58.7% | 0.02% | -54.0% |
| Q4 2022 | $962,755 | +112.1% | 15,619 | +131.1% | 0.05% | +212.5% |
| Q3 2022 | $454,000 | +85.3% | 6,759 | +69.2% | 0.02% | +128.6% |
| Q2 2022 | $245,000 | -87.0% | 3,995 | -85.2% | 0.01% | -85.4% |
| Q4 2020 | $1,885,000 | +60.3% | 27,033 | +18.0% | 0.05% | -15.8% |
| Q3 2020 | $1,176,000 | +79.8% | 22,909 | +159.3% | 0.06% | +54.1% |
| Q1 2019 | $654,000 | +19.6% | 8,835 | -3.7% | 0.04% | 0.0% |
| Q4 2018 | $547,000 | -45.1% | 9,174 | -13.1% | 0.04% | -36.2% |
| Q3 2018 | $997,000 | +69.0% | 10,562 | +34.4% | 0.06% | +56.8% |
| Q2 2018 | $590,000 | +40.8% | 7,858 | +13.6% | 0.04% | +23.3% |
| Q1 2018 | $419,000 | +31.8% | 6,917 | +1.5% | 0.03% | +15.4% |
| Q4 2017 | $318,000 | – | 6,817 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |