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 | $15,848,000 | +557.0% | 216,946 | +467.8% | 0.02% | +566.7% |
| Q2 2023 | $2,412,000 | +14.2% | 38,205 | +6.2% | 0.00% | 0.0% |
| Q1 2023 | $2,112,000 | -40.8% | 35,966 | -37.8% | 0.00% | -25.0% |
| Q4 2022 | $3,565,000 | +0.4% | 57,836 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $3,552,000 | +16.3% | 51,841 | +4.2% | 0.00% | +33.3% |
| Q2 2022 | $3,054,000 | -15.9% | 49,746 | -7.7% | 0.00% | 0.0% |
| Q1 2022 | $3,633,000 | +31.8% | 53,874 | -13.5% | 0.00% | +50.0% |
| Q4 2021 | $2,756,000 | -62.8% | 62,303 | -45.6% | 0.00% | -66.7% |
| Q3 2021 | $7,412,000 | -40.7% | 114,459 | -26.3% | 0.01% | -40.0% |
| Q2 2021 | $12,499,000 | +99.0% | 155,305 | +68.1% | 0.01% | +11.1% |
| Q1 2021 | $6,282,000 | -77.8% | 92,383 | -77.2% | 0.01% | -78.0% |
| Q4 2020 | $28,262,000 | +76.7% | 405,411 | +30.2% | 0.04% | +51.9% |
| Q3 2020 | $15,990,000 | +32.3% | 311,263 | +51.1% | 0.03% | +28.6% |
| Q2 2020 | $12,082,000 | -15.5% | 205,934 | -27.2% | 0.02% | -27.6% |
| Q1 2020 | $14,304,000 | -40.7% | 282,741 | -13.2% | 0.03% | -14.7% |
| Q4 2019 | $24,132,000 | +37.8% | 325,800 | +6.3% | 0.03% | +17.2% |
| Q3 2019 | $17,514,000 | -66.2% | 306,481 | -61.3% | 0.03% | 0.0% |
| Q2 2019 | $51,813,000 | +315.5% | 792,258 | +370.0% | 0.03% | +38.1% |
| Q1 2019 | $12,469,000 | +697.3% | 168,551 | +542.7% | 0.02% | +600.0% |
| Q4 2018 | $1,564,000 | -70.6% | 26,226 | -53.4% | 0.00% | -66.7% |
| Q3 2018 | $5,312,000 | +13.9% | 56,268 | -9.4% | 0.01% | +12.5% |
| Q2 2018 | $4,663,000 | -0.1% | 62,093 | -19.5% | 0.01% | -11.1% |
| Q1 2018 | $4,667,000 | +59.3% | 77,094 | +22.8% | 0.01% | +80.0% |
| Q4 2017 | $2,930,000 | -7.2% | 62,791 | +0.6% | 0.01% | -16.7% |
| Q3 2017 | $3,157,000 | +15.9% | 62,423 | +14.2% | 0.01% | +20.0% |
| Q2 2017 | $2,723,000 | +6.5% | 54,639 | -9.3% | 0.01% | 0.0% |
| Q1 2017 | $2,558,000 | +2.6% | 60,248 | -2.1% | 0.01% | 0.0% |
| Q4 2016 | $2,493,000 | -3.7% | 61,528 | -10.0% | 0.01% | 0.0% |
| Q3 2016 | $2,588,000 | -44.0% | 68,364 | -55.0% | 0.01% | 0.0% |
| Q2 2016 | $4,618,000 | – | 151,988 | – | 0.01% | – |
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% |