HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |