HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,181,272 | +63.3% | 84,617 | +41.2% | 0.00% | +50.0% |
| Q2 2023 | $3,784,106 | +10.2% | 59,932 | +2.4% | 0.00% | 0.0% |
| Q1 2023 | $3,435,063 | -29.7% | 58,509 | -26.1% | 0.00% | -33.3% |
| Q4 2022 | $4,883,121 | -7.4% | 79,220 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $5,273,000 | +23.3% | 78,506 | +12.7% | 0.00% | +50.0% |
| Q2 2022 | $4,278,000 | -6.0% | 69,684 | +3.2% | 0.00% | 0.0% |
| Q1 2022 | $4,553,000 | +117.1% | 67,509 | +42.4% | 0.00% | +100.0% |
| Q4 2021 | $2,097,000 | -29.0% | 47,407 | +4.0% | 0.00% | -50.0% |
| Q3 2021 | $2,953,000 | -8.2% | 45,600 | +14.0% | 0.00% | 0.0% |
| Q2 2021 | $3,218,000 | +60.5% | 39,989 | +35.6% | 0.00% | +100.0% |
| Q1 2021 | $2,005,000 | +35.9% | 29,485 | +39.4% | 0.00% | 0.0% |
| Q4 2020 | $1,475,000 | +17.1% | 21,157 | -13.7% | 0.00% | 0.0% |
| Q3 2020 | $1,260,000 | +5.8% | 24,529 | +20.9% | 0.00% | 0.0% |
| Q2 2020 | $1,191,000 | +20.8% | 20,294 | +4.1% | 0.00% | 0.0% |
| Q1 2020 | $986,000 | -15.4% | 19,491 | +23.8% | 0.00% | 0.0% |
| Q4 2019 | $1,166,000 | -30.3% | 15,741 | -46.2% | 0.00% | -50.0% |
| Q3 2019 | $1,672,000 | -29.8% | 29,261 | -19.7% | 0.00% | -33.3% |
| Q2 2019 | $2,383,000 | +47.6% | 36,431 | +66.9% | 0.00% | +50.0% |
| Q1 2019 | $1,615,000 | +37.0% | 21,828 | +10.4% | 0.00% | 0.0% |
| Q4 2018 | $1,179,000 | +294.3% | 19,765 | +395.5% | 0.00% | +100.0% |
| Q2 2018 | $299,000 | -28.1% | 3,989 | -40.3% | 0.00% | 0.0% |
| Q1 2018 | $416,000 | +63.8% | 6,677 | +22.8% | 0.00% | 0.0% |
| Q4 2017 | $254,000 | -7.0% | 5,438 | +1.3% | 0.00% | 0.0% |
| Q3 2017 | $273,000 | +78.4% | 5,370 | +41.8% | 0.00% | 0.0% |
| Q4 2016 | $153,000 | -14.0% | 3,787 | -19.5% | 0.00% | 0.0% |
| Q3 2016 | $178,000 | +29.0% | 4,707 | +3.5% | 0.00% | 0.0% |
| Q2 2016 | $138,000 | – | 4,550 | – | 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% |