APPLETON GROUP, 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
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 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