HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,339,449 | +10.3% | 1,578,911 | -4.7% | 1.40% | +22.2% |
| Q2 2023 | $104,614,267 | +7.6% | 1,656,862 | +0.1% | 1.15% | +4.0% |
| Q1 2023 | $97,192,291 | +4.9% | 1,655,464 | +10.2% | 1.10% | -0.2% |
| Q4 2022 | $92,613,484 | -30.5% | 1,502,490 | -24.3% | 1.11% | -32.3% |
| Q3 2022 | $133,236,000 | +17.4% | 1,983,563 | +7.3% | 1.63% | +25.9% |
| Q2 2022 | $113,442,000 | -13.0% | 1,847,890 | -4.4% | 1.30% | +13.8% |
| Q1 2022 | $130,411,000 | +41.5% | 1,933,736 | -7.2% | 1.14% | +54.4% |
| Q4 2021 | $92,187,000 | -10.1% | 2,083,800 | +31.6% | 0.74% | -7.9% |
| Q3 2021 | $102,535,000 | -12.3% | 1,583,308 | +9.0% | 0.80% | -8.9% |
| Q2 2021 | $116,900,000 | -12.9% | 1,452,541 | -26.4% | 0.88% | -12.4% |
| Q1 2021 | $134,269,000 | -13.6% | 1,974,549 | -11.4% | 1.00% | -16.6% |
| Q4 2020 | $155,435,000 | +23.0% | 2,229,737 | -9.4% | 1.20% | -0.1% |
| Q3 2020 | $126,408,000 | +70.4% | 2,460,733 | +94.6% | 1.20% | +57.3% |
| Q2 2020 | $74,188,000 | +96.4% | 1,264,495 | +69.4% | 0.77% | +54.4% |
| Q1 2020 | $37,774,000 | -19.6% | 746,673 | +17.5% | 0.50% | +12.0% |
| Q1 2019 | $46,996,000 | +31.4% | 635,254 | +6.0% | 0.44% | +18.1% |
| Q4 2018 | $35,759,000 | -35.6% | 599,483 | +1.9% | 0.38% | -19.4% |
| Q3 2018 | $55,519,000 | -23.4% | 588,058 | -39.1% | 0.46% | -30.1% |
| Q2 2018 | $72,476,000 | +10.2% | 965,060 | -11.2% | 0.66% | +1.2% |
| Q1 2018 | $65,776,000 | +61.8% | 1,086,495 | +24.7% | 0.66% | +59.5% |
| Q4 2017 | $40,656,000 | -11.4% | 871,326 | -4.0% | 0.41% | -20.9% |
| Q3 2017 | $45,893,000 | +12.6% | 907,342 | +10.9% | 0.52% | +3.2% |
| Q2 2017 | $40,757,000 | – | 817,917 | – | 0.50% | – |
Download | ||||||
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% |