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 | $12,829,260 | +75.5% | 175,623 | +51.7% | 0.00% | +200.0% |
Q2 2023 | $7,311,297 | -18.8% | 115,795 | -24.5% | 0.00% | 0.0% |
Q1 2023 | $9,000,301 | -18.9% | 153,301 | -14.9% | 0.00% | -66.7% |
Q4 2022 | $11,104,076 | -5.6% | 180,144 | +2.9% | 0.00% | 0.0% |
Q3 2022 | $11,760,000 | +124.0% | 175,082 | +104.7% | 0.00% | +200.0% |
Q2 2022 | $5,251,000 | -55.5% | 85,545 | -51.1% | 0.00% | -50.0% |
Q1 2022 | $11,788,000 | +183.6% | 174,789 | +86.1% | 0.00% | – |
Q4 2021 | $4,156,000 | -0.7% | 93,940 | +45.4% | 0.00% | – |
Q3 2021 | $4,184,000 | -48.2% | 64,600 | -35.6% | 0.00% | -100.0% |
Q2 2021 | $8,075,000 | -19.1% | 100,334 | -31.6% | 0.00% | -50.0% |
Q1 2021 | $9,976,000 | -44.9% | 146,695 | -43.5% | 0.00% | +100.0% |
Q4 2020 | $18,110,000 | +37.9% | 259,776 | +1.6% | 0.00% | -50.0% |
Q3 2020 | $13,129,000 | -9.3% | 255,576 | +3.6% | 0.00% | -50.0% |
Q2 2020 | $14,475,000 | +45.4% | 246,718 | +25.4% | 0.00% | 0.0% |
Q1 2020 | $9,953,000 | +145.6% | 196,741 | +259.6% | 0.00% | +300.0% |
Q4 2019 | $4,053,000 | -68.9% | 54,705 | -76.0% | 0.00% | -75.0% |
Q3 2019 | $13,045,000 | -71.2% | 228,288 | -67.0% | 0.00% | -20.0% |
Q2 2019 | $45,234,000 | +248.7% | 691,650 | +294.5% | 0.01% | 0.0% |
Q1 2019 | $12,971,000 | -10.9% | 175,325 | -28.2% | 0.01% | -16.7% |
Q4 2018 | $14,557,000 | +8.9% | 244,041 | +72.4% | 0.01% | +50.0% |
Q3 2018 | $13,362,000 | +96.4% | 141,544 | +56.2% | 0.00% | +100.0% |
Q2 2018 | $6,804,000 | -30.3% | 90,600 | -43.8% | 0.00% | -50.0% |
Q1 2018 | $9,760,000 | +235.2% | 161,221 | +158.4% | 0.00% | +300.0% |
Q4 2017 | $2,912,000 | -30.6% | 62,394 | -24.8% | 0.00% | -50.0% |
Q3 2017 | $4,198,000 | -46.4% | 83,007 | -47.2% | 0.00% | -33.3% |
Q2 2017 | $7,830,000 | -9.0% | 157,123 | -22.5% | 0.00% | -25.0% |
Q1 2017 | $8,609,000 | +43.4% | 202,808 | +36.9% | 0.00% | +33.3% |
Q4 2016 | $6,004,000 | +103.4% | 148,156 | +89.9% | 0.00% | +200.0% |
Q3 2016 | $2,952,000 | -15.4% | 78,000 | -32.1% | 0.00% | -50.0% |
Q2 2016 | $3,488,000 | +197.6% | 114,800 | +141.7% | 0.00% | +100.0% |
Q1 2016 | $1,172,000 | -44.9% | 47,500 | -44.0% | 0.00% | 0.0% |
Q4 2015 | $2,126,000 | -40.5% | 84,800 | -29.9% | 0.00% | 0.0% |
Q3 2015 | $3,575,000 | +23.0% | 121,000 | +33.5% | 0.00% | 0.0% |
Q2 2015 | $2,906,000 | +134.0% | 90,669 | +82.4% | 0.00% | 0.0% |
Q1 2015 | $1,242,000 | -18.3% | 49,700 | -16.8% | 0.00% | 0.0% |
Q4 2014 | $1,520,000 | +230.4% | 59,746 | +138.0% | 0.00% | – |
Q3 2014 | $460,000 | – | 25,100 | – | 0.00% | – |
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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% |