HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,289,528 | +29.0% | 250,370 | +11.5% | 0.03% | +33.3% |
| Q2 2023 | $14,182,697 | +2.7% | 224,623 | -4.6% | 0.02% | -4.5% |
| Q1 2023 | $13,816,283 | +8.7% | 235,331 | +14.2% | 0.02% | 0.0% |
| Q4 2022 | $12,706,963 | +42.8% | 206,148 | +55.6% | 0.02% | +29.4% |
| Q3 2022 | $8,901,000 | +16.3% | 132,512 | +6.3% | 0.02% | +21.4% |
| Q2 2022 | $7,656,000 | -37.3% | 124,716 | -31.1% | 0.01% | -22.2% |
| Q1 2022 | $12,211,000 | +95.5% | 181,063 | +28.3% | 0.02% | +100.0% |
| Q4 2021 | $6,245,000 | -49.0% | 141,161 | -25.3% | 0.01% | -52.6% |
| Q3 2021 | $12,243,000 | -11.3% | 189,065 | +10.2% | 0.02% | -9.5% |
| Q2 2021 | $13,806,000 | +89.3% | 171,549 | +59.9% | 0.02% | +75.0% |
| Q1 2021 | $7,295,000 | -7.6% | 107,268 | -5.3% | 0.01% | -14.3% |
| Q4 2020 | $7,898,000 | +22.1% | 113,293 | -10.0% | 0.01% | +7.7% |
| Q3 2020 | $6,469,000 | -4.9% | 125,931 | +8.6% | 0.01% | -7.1% |
| Q2 2020 | $6,802,000 | -0.2% | 115,931 | -13.9% | 0.01% | -22.2% |
| Q1 2020 | $6,814,000 | -39.7% | 134,683 | -11.7% | 0.02% | -21.7% |
| Q4 2019 | $11,302,000 | +42.4% | 152,588 | +9.8% | 0.02% | +27.8% |
| Q3 2019 | $7,938,000 | -13.5% | 138,920 | -1.0% | 0.02% | -10.0% |
| Q2 2019 | $9,178,000 | -0.2% | 140,329 | +12.9% | 0.02% | -4.8% |
| Q1 2019 | $9,199,000 | +25.9% | 124,350 | +1.5% | 0.02% | +10.5% |
| Q4 2018 | $7,304,000 | -31.4% | 122,456 | +8.6% | 0.02% | -17.4% |
| Q3 2018 | $10,647,000 | -16.1% | 112,781 | -33.3% | 0.02% | +64.3% |
| Q2 2018 | $12,694,000 | +104.4% | 169,030 | +64.8% | 0.01% | 0.0% |
| Q1 2018 | $6,210,000 | +76.2% | 102,576 | +35.8% | 0.01% | +250.0% |
| Q4 2017 | $3,524,000 | +83.6% | 75,514 | +99.0% | 0.00% | 0.0% |
| Q3 2017 | $1,919,000 | -45.2% | 37,942 | -46.0% | 0.00% | -50.0% |
| Q2 2017 | $3,501,000 | +94.3% | 70,262 | +65.5% | 0.01% | +100.0% |
| Q1 2017 | $1,802,000 | +33.2% | 42,466 | +27.2% | 0.00% | +33.3% |
| Q4 2016 | $1,353,000 | +8.5% | 33,387 | +1.3% | 0.00% | 0.0% |
| Q3 2016 | $1,247,000 | -46.6% | 32,950 | -57.2% | 0.00% | -50.0% |
| Q2 2016 | $2,337,000 | +172.7% | 76,921 | +125.1% | 0.01% | +200.0% |
| Q4 2015 | $857,000 | -61.9% | 34,168 | -55.1% | 0.00% | -60.0% |
| Q3 2015 | $2,249,000 | -5.0% | 76,120 | +3.0% | 0.01% | 0.0% |
| Q2 2015 | $2,368,000 | -0.7% | 73,892 | -22.6% | 0.01% | 0.0% |
| Q1 2015 | $2,385,000 | – | 95,423 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |