O'SHAUGHNESSY ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

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
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 Q3 2021
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders