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 | $3,033,620 | +0.9% | 41,528 | -12.8% | 0.01% | 0.0% |
| Q2 2023 | $3,005,969 | +16.4% | 47,608 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $2,582,535 | -9.7% | 43,988 | -5.2% | 0.01% | -16.7% |
| Q4 2022 | $2,860,404 | -28.4% | 46,405 | -22.0% | 0.01% | -33.3% |
| Q3 2022 | $3,996,000 | +2.0% | 59,485 | -6.8% | 0.01% | 0.0% |
| Q2 2022 | $3,918,000 | -19.6% | 63,824 | -38.4% | 0.01% | 0.0% |
| Q1 2022 | $4,875,000 | +29.9% | 103,535 | +3.0% | 0.01% | +28.6% |
| Q4 2021 | $3,754,000 | -6.1% | 100,474 | +62.8% | 0.01% | -12.5% |
| Q3 2021 | $3,996,000 | +45.0% | 61,701 | +80.2% | 0.01% | +33.3% |
| Q2 2021 | $2,755,000 | -3.2% | 34,235 | -52.8% | 0.01% | 0.0% |
| Q1 2021 | $2,845,000 | -38.5% | 72,576 | +9.3% | 0.01% | -50.0% |
| Q4 2020 | $4,627,000 | -56.0% | 66,379 | -71.1% | 0.01% | -60.0% |
| Q3 2020 | $10,521,000 | -22.8% | 229,593 | -1.2% | 0.03% | -30.2% |
| Q2 2020 | $13,627,000 | +0.2% | 232,273 | -13.6% | 0.04% | -27.1% |
| Q1 2020 | $13,606,000 | -23.4% | 268,937 | +12.1% | 0.06% | +3.5% |
| Q4 2019 | $17,767,000 | +311.2% | 239,864 | +217.2% | 0.06% | +256.2% |
| Q3 2019 | $4,321,000 | -0.9% | 75,609 | +13.4% | 0.02% | -5.9% |
| Q2 2019 | $4,361,000 | -19.8% | 66,687 | -9.2% | 0.02% | -26.1% |
| Q1 2019 | $5,435,000 | +34.2% | 73,466 | +8.2% | 0.02% | +9.5% |
| Q4 2018 | $4,049,000 | -61.1% | 67,874 | -38.5% | 0.02% | -55.3% |
| Q3 2018 | $10,421,000 | +41.8% | 110,382 | +12.8% | 0.05% | +27.0% |
| Q2 2018 | $7,349,000 | +45.0% | 97,854 | +16.9% | 0.04% | +27.6% |
| Q1 2018 | $5,069,000 | +27.9% | 83,723 | -1.4% | 0.03% | +16.0% |
| Q4 2017 | $3,963,000 | -5.6% | 84,933 | +2.3% | 0.02% | -7.4% |
| Q3 2017 | $4,199,000 | +5.5% | 83,016 | +3.9% | 0.03% | -3.6% |
| Q2 2017 | $3,981,000 | +37.4% | 79,884 | +17.0% | 0.03% | +27.3% |
| Q1 2017 | $2,898,000 | +37.3% | 68,266 | +31.1% | 0.02% | +22.2% |
| Q4 2016 | $2,110,000 | – | 52,068 | – | 0.02% | – |
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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% |