O'SHAUGHNESSY ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$452,983
+41.8%
6,201
+22.5%
0.01%
+40.0%
Q2 2023$319,488
+11.1%
5,060
+3.3%
0.01%0.0%
Q1 2023$287,679
-35.5%
4,900
-32.3%
0.01%
-28.6%
Q4 2022$446,274
-10.9%
7,240
-2.9%
0.01%
-22.2%
Q3 2022$501,000
+7.7%
7,456
-1.5%
0.01%0.0%
Q2 2022$465,000
-8.5%
7,571
+0.5%
0.01%
+12.5%
Q1 2022$508,000
+53.5%
7,531
+0.7%
0.01%
+33.3%
Q4 2021$331,000
-31.8%
7,4770.0%0.01%
-40.0%
Q3 2021$485,000
+1.7%
7,477
+26.0%
0.01%
+11.1%
Q2 2021$477,000
+24.5%
5,932
+5.3%
0.01%
+12.5%
Q1 2021$383,000
+41.9%
5,636
+45.6%
0.01%
+14.3%
Q4 2020$270,000
+167.3%
3,871
+94.2%
0.01%
+250.0%
Q3 2017$101,000
-22.9%
1,993
-24.1%
0.00%
-33.3%
Q2 2017$131,000
+15.9%
2,627
-1.1%
0.00%0.0%
Q1 2017$113,000
+4.6%
2,6560.0%0.00%0.0%
Q4 2016$108,0002,6560.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders