APPLETON GROUP, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
APPLETON GROUP, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$356,338
+15.7%
4,8780.0%1.24%
+189.3%
Q2 2023$307,997
+9.6%
4,878
+16.5%
0.43%
-46.4%
Q3 2022$281,000
+9.8%
4,187
+0.4%
0.80%
-46.1%
Q2 2022$256,000
-48.8%
4,172
-43.7%
1.49%
+113.9%
Q1 2022$500,000
+38.9%
7,413
+33.2%
0.70%
+124.5%
Q3 2021$360,000
-16.5%
5,566
+4.0%
0.31%
-6.3%
Q2 2021$431,000
+58.5%
5,354
+33.7%
0.33%
-7.0%
Q1 2021$272,0004,0050.36%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2021
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 348,954$22,032,9564.59%
ASHFORD CAPITAL MANAGEMENT INC 419,789$26,505,4773.70%
WASATCH ADVISORS LP 7,128,322$450,082,2512.72%
Van Berkom & Associates Inc. 990,646$62,5492.27%
Aureus Asset Management, LLC 433,063$27,343,5982.05%
SECTORAL ASSET MANAGEMENT INC 183,375$11,578,2981.93%
Summit Creek Advisors LLC 228,368$14,419,1561.80%
Advantage Alpha Capital Partners LP 123,339$7,787,6241.56%
NBW CAPITAL LLC 87,946$5,552,9101.30%
ArrowMark Colorado Holdings LLC 1,656,862$104,614,2671.15%
View complete list of HEALTHEQUITY INC shareholders