HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,636,869 | +27.6% | 35,921 | +9.8% | 0.00% | +100.0% |
| Q2 2023 | $2,065,862 | -5.6% | 32,719 | -12.3% | 0.00% | -50.0% |
| Q1 2023 | $2,189,398 | -16.4% | 37,292 | -12.5% | 0.00% | 0.0% |
| Q4 2022 | $2,617,979 | -5.5% | 42,607 | +3.3% | 0.00% | -33.3% |
| Q3 2022 | $2,770,000 | +11.8% | 41,244 | +2.0% | 0.00% | +50.0% |
| Q2 2022 | $2,477,000 | -4.5% | 40,434 | +5.0% | 0.00% | 0.0% |
| Q1 2022 | $2,594,000 | +72.5% | 38,500 | +13.0% | 0.00% | +100.0% |
| Q4 2021 | $1,504,000 | -31.5% | 34,062 | +0.6% | 0.00% | -50.0% |
| Q3 2021 | $2,197,000 | -9.4% | 33,874 | +12.5% | 0.00% | 0.0% |
| Q2 2021 | $2,424,000 | +54.8% | 30,114 | +30.7% | 0.00% | 0.0% |
| Q1 2021 | $1,566,000 | +1.8% | 23,033 | +4.4% | 0.00% | 0.0% |
| Q4 2020 | $1,538,000 | +37.6% | 22,069 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,118,000 | -12.4% | 21,770 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $1,276,000 | +30.6% | 21,749 | +12.6% | 0.00% | 0.0% |
| Q1 2020 | $977,000 | -38.8% | 19,317 | -10.8% | 0.00% | -33.3% |
| Q4 2019 | $1,597,000 | +29.2% | 21,653 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $1,236,000 | -13.4% | 21,625 | -1.2% | 0.00% | 0.0% |
| Q2 2019 | $1,427,000 | +14.4% | 21,893 | +30.0% | 0.00% | 0.0% |
| Q1 2019 | $1,247,000 | +21.7% | 16,845 | -1.9% | 0.00% | 0.0% |
| Q4 2018 | $1,025,000 | -35.2% | 17,177 | +2.4% | 0.00% | -25.0% |
| Q3 2018 | $1,583,000 | +23.8% | 16,768 | -1.5% | 0.00% | +33.3% |
| Q2 2018 | $1,279,000 | +25.3% | 17,025 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $1,021,000 | +30.4% | 16,862 | +0.8% | 0.00% | +50.0% |
| Q4 2017 | $783,000 | -7.3% | 16,726 | -0.0% | 0.00% | -33.3% |
| Q3 2017 | $845,000 | -60.9% | 16,727 | -61.4% | 0.00% | -62.5% |
| Q2 2017 | $2,160,000 | +161.5% | 43,355 | +119.1% | 0.01% | +33.3% |
| Q1 2017 | $826,000 | -7.1% | 19,784 | -10.5% | 0.01% | -14.3% |
| Q4 2016 | $889,000 | -10.1% | 22,108 | -16.0% | 0.01% | -22.2% |
| Q3 2016 | $989,000 | +22.2% | 26,320 | -1.4% | 0.01% | +28.6% |
| Q2 2016 | $809,000 | +138.6% | 26,706 | +98.0% | 0.01% | +600.0% |
| Q1 2016 | $339,000 | -43.8% | 13,487 | -34.4% | 0.00% | -66.7% |
| Q3 2015 | $603,000 | +154.4% | 20,550 | +170.4% | 0.00% | +200.0% |
| Q2 2015 | $237,000 | – | 7,600 | – | 0.00% | – |
Download | ||||||
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% |