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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,670,763 | +15.7% | 50,250 | 0.0% | 0.01% | +18.2% |
| Q2 2023 | $3,172,785 | +7.5% | 50,250 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $2,950,178 | -4.8% | 50,250 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $3,097,410 | -8.2% | 50,250 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $3,375,000 | +9.4% | 50,250 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $3,085,000 | -9.0% | 50,250 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $3,389,000 | +52.5% | 50,250 | 0.0% | 0.01% | +83.3% |
| Q4 2021 | $2,223,000 | -31.1% | 50,250 | +0.9% | 0.01% | -40.0% |
| Q3 2021 | $3,226,000 | -17.9% | 49,816 | +2.0% | 0.01% | -23.1% |
| Q2 2021 | $3,929,000 | +23.7% | 48,817 | +4.5% | 0.01% | +18.2% |
| Q1 2021 | $3,177,000 | +0.9% | 46,721 | +3.5% | 0.01% | 0.0% |
| Q4 2020 | $3,148,000 | +28.9% | 45,154 | -5.0% | 0.01% | +10.0% |
| Q3 2020 | $2,443,000 | -14.1% | 47,555 | -1.9% | 0.01% | -16.7% |
| Q2 2020 | $2,843,000 | +4.7% | 48,459 | -9.7% | 0.01% | -7.7% |
| Q1 2020 | $2,715,000 | -31.7% | 53,660 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $3,975,000 | +46.5% | 53,660 | +13.0% | 0.02% | +50.0% |
| Q3 2019 | $2,714,000 | – | 47,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |