APPLETON GROUP, LLC - HEALTHEQUITY INC ownership

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
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 2023
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