HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,366,000 | +16.3% | 86,940 | +0.4% | 0.01% | +9.1% |
| Q2 2023 | $5,475,000 | +8.9% | 86,600 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $5,028,000 | -3.6% | 85,560 | +1.0% | 0.01% | -8.3% |
| Q4 2022 | $5,217,000 | -6.9% | 84,717 | +1.6% | 0.01% | -20.0% |
| Q3 2022 | $5,601,000 | +9.8% | 83,387 | +0.3% | 0.02% | +15.4% |
| Q2 2022 | $5,101,000 | -8.4% | 83,142 | +0.7% | 0.01% | +8.3% |
| Q1 2022 | $5,569,000 | +54.4% | 82,558 | +1.3% | 0.01% | +50.0% |
| Q4 2021 | $3,606,000 | -34.2% | 81,529 | -3.7% | 0.01% | -46.7% |
| Q3 2021 | $5,481,000 | -18.9% | 84,666 | +0.9% | 0.02% | -25.0% |
| Q2 2021 | $6,758,000 | +19.2% | 83,940 | +0.7% | 0.02% | +11.1% |
| Q1 2021 | $5,668,000 | -2.2% | 83,397 | +0.2% | 0.02% | -25.0% |
| Q4 2020 | $5,797,000 | +35.6% | 83,195 | -0.0% | 0.02% | +14.3% |
| Q3 2020 | $4,274,000 | -12.9% | 83,216 | -0.4% | 0.02% | -22.2% |
| Q2 2020 | $4,905,000 | +14.7% | 83,592 | -1.1% | 0.03% | -3.6% |
| Q1 2020 | $4,275,000 | -31.3% | 84,539 | +0.6% | 0.03% | -24.3% |
| Q4 2019 | $6,227,000 | +30.0% | 84,071 | +0.3% | 0.04% | +42.3% |
| Q3 2019 | $4,791,000 | -17.2% | 83,844 | -5.3% | 0.03% | -23.5% |
| Q2 2019 | $5,789,000 | -39.7% | 88,506 | -31.8% | 0.03% | -46.9% |
| Q1 2019 | $9,604,000 | +26.0% | 129,823 | +1.5% | 0.06% | +10.3% |
| Q4 2018 | $7,623,000 | -38.9% | 127,843 | -3.3% | 0.06% | -35.6% |
| Q3 2018 | $12,476,000 | +26.1% | 132,144 | +0.3% | 0.09% | +16.9% |
| Q2 2018 | $9,895,000 | +27.1% | 131,725 | +2.4% | 0.08% | +18.5% |
| Q1 2018 | $7,785,000 | +33.9% | 128,624 | +3.2% | 0.06% | +35.4% |
| Q4 2017 | $5,814,000 | -8.1% | 124,593 | -0.4% | 0.05% | -11.1% |
| Q3 2017 | $6,325,000 | -18.7% | 125,078 | -19.9% | 0.05% | -22.9% |
| Q2 2017 | $7,779,000 | +23.7% | 156,116 | +5.4% | 0.07% | +16.7% |
| Q1 2017 | $6,287,000 | -9.2% | 148,087 | -13.3% | 0.06% | -20.0% |
| Q4 2016 | $6,921,000 | +7.1% | 170,794 | -0.0% | 0.08% | 0.0% |
| Q3 2016 | $6,465,000 | +25.1% | 170,799 | +0.4% | 0.08% | +15.4% |
| Q2 2016 | $5,167,000 | +23.2% | 170,068 | 0.0% | 0.06% | +364.3% |
| Q1 2016 | $4,195,000 | -1.7% | 170,068 | -0.1% | 0.01% | -72.5% |
| Q4 2015 | $4,267,000 | -50.2% | 170,209 | -41.3% | 0.05% | -54.9% |
| Q3 2015 | $8,572,000 | – | 290,068 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |