HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 352 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,506,105 | -1.2% | 96,102 | -1.1% | 0.51% | -17.0% |
| Q3 2023 | $6,582,726 | +4.0% | 97,162 | -2.8% | 0.61% | +7.4% |
| Q2 2023 | $6,326,924 | +7.4% | 99,983 | -0.3% | 0.57% | -9.8% |
| Q1 2023 | $5,889,024 | +3.7% | 100,307 | +0.2% | 0.63% | -32.4% |
| Q4 2022 | $5,676,841 | -23.5% | 100,103 | +2.0% | 0.94% | -70.4% |
| Q3 2022 | $7,419,000 | +26.8% | 98,103 | -2.0% | 3.16% | +23.6% |
| Q2 2022 | $5,852,000 | -13.4% | 100,139 | +2.0% | 2.55% | -3.0% |
| Q1 2022 | $6,760,000 | +40.6% | 98,132 | +0.0% | 2.63% | +31.1% |
| Q4 2021 | $4,808,000 | -23.0% | 98,097 | -0.0% | 2.01% | -15.0% |
| Q3 2021 | $6,242,000 | -18.7% | 98,107 | +0.0% | 2.36% | -18.7% |
| Q2 2021 | $7,676,000 | +16.0% | 98,062 | -1.0% | 2.90% | +2.7% |
| Q1 2021 | $6,618,000 | -11.2% | 99,050 | 0.0% | 2.83% | -17.5% |
| Q4 2020 | $7,455,000 | +36.6% | 99,050 | -1.0% | 3.43% | +17.7% |
| Q3 2020 | $5,457,000 | -6.1% | 100,050 | 0.0% | 2.91% | -17.7% |
| Q2 2020 | $5,813,000 | +26.0% | 100,050 | -0.6% | 3.54% | +3.0% |
| Q1 2020 | $4,613,000 | – | 100,650 | – | 3.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 368,285 | $21,622,000 | 4.02% |
| ASHFORD CAPITAL MANAGEMENT INC | 398,806 | $23,413,900 | 3.50% |
| WASATCH ADVISORS LP | 7,712,589 | $452,806,100 | 2.82% |
| Van Berkom & Associates Inc. | 1,038,377 | $60,963 | 2.25% |
| Aureus Asset Management, LLC | 451,449 | $26,504,571 | 2.10% |
| SECTORAL ASSET MANAGEMENT INC | 183,375 | $10,765,946 | 2.07% |
| Summit Creek Advisors LLC | 228,126 | $13,393,277 | 1.74% |
| Advantage Alpha Capital Partners LP | 122,578 | $7,196,554 | 1.50% |
| NBW CAPITAL LLC | 88,099 | $5,172,292 | 1.26% |
| ArrowMark Colorado Holdings LLC | 1,655,464 | $97,192,291 | 1.10% |