Raymond James Financial Services Advisors, Inc. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
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$2,110,00052,0680.02%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2023
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