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 | $388,531 | +5.2% | 5,319 | -9.0% | 0.00% | -50.0% |
| Q2 2023 | $369,224 | -40.3% | 5,848 | -44.4% | 0.00% | +100.0% |
| Q1 2023 | $617,981 | -45.9% | 10,526 | -43.2% | 0.00% | -66.7% |
| Q4 2022 | $1,142,621 | -8.4% | 18,537 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $1,248,000 | +4.8% | 18,573 | -4.2% | 0.00% | 0.0% |
| Q2 2022 | $1,191,000 | +4.2% | 19,396 | +14.5% | 0.00% | +50.0% |
| Q1 2022 | $1,143,000 | +44.3% | 16,947 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $792,000 | -57.7% | 17,892 | -38.1% | 0.00% | -60.0% |
| Q3 2021 | $1,872,000 | -17.5% | 28,904 | +2.5% | 0.01% | -16.7% |
| Q2 2021 | $2,269,000 | +309.6% | 28,196 | +246.0% | 0.01% | +200.0% |
| Q1 2021 | $554,000 | -32.5% | 8,149 | -30.8% | 0.00% | -33.3% |
| Q4 2020 | $821,000 | +157.4% | 11,777 | +89.6% | 0.00% | +200.0% |
| Q3 2020 | $319,000 | -91.4% | 6,212 | -89.1% | 0.00% | -95.0% |
| Q2 2019 | $3,715,000 | +107.7% | 56,807 | +134.9% | 0.02% | +122.2% |
| Q1 2019 | $1,789,000 | – | 24,181 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |