HARBOR INVESTMENT ADVISORY, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.

Quarter-by-quarter ownership
HARBOR INVESTMENT ADVISORY, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$85,249
+15.7%
1,1670.0%0.01%
+10.0%
Q2 2023$73,684
+7.5%
1,1670.0%0.01%0.0%
Q1 2023$68,515
-4.8%
1,1670.0%0.01%
-9.1%
Q4 2022$71,934
-21.8%
1,167
-14.4%
0.01%
-26.7%
Q3 2022$92,000
+9.5%
1,3630.0%0.02%
+15.4%
Q2 2022$84,000
-22.2%
1,363
-15.2%
0.01%
-7.1%
Q1 2022$108,000
+61.2%
1,608
+6.8%
0.01%
+75.0%
Q4 2021$67,000
-46.0%
1,506
-21.4%
0.01%
-52.9%
Q3 2021$124,000
+158.3%
1,915
+219.2%
0.02%
+142.9%
Q2 2021$48,000
+242.9%
600
+200.0%
0.01%
+250.0%
Q1 2021$14,000
-46.2%
200
-60.0%
0.00%
-60.0%
Q3 2020$26,000
-82.8%
500
-80.5%
0.01%
-84.4%
Q2 2020$151,000
+13.5%
2,570
-1.9%
0.03%
-11.1%
Q1 2020$133,000
-31.4%
2,6200.0%0.04%
-20.0%
Q4 2019$194,0002,6200.04%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2021
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders