CAPTRUST FINANCIAL ADVISORS - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$895,301
+93.5%
12,256
+67.2%
0.00%
+50.0%
Q2 2023$462,690
+5.5%
7,328
-1.9%
0.00%0.0%
Q1 2023$438,681
+23.4%
7,472
+29.5%
0.00%0.0%
Q4 2022$355,602
-40.5%
5,769
-35.2%
0.00%
-33.3%
Q3 2022$598,000
+411.1%
8,906
+366.0%
0.00%
+200.0%
Q2 2022$117,000
+48.1%
1,911
+62.5%
0.00%0.0%
Q1 2022$79,000
+192.6%
1,176
+92.5%
0.00%
Q4 2021$27,000
-25.0%
611
+8.9%
0.00%
Q3 2021$36,000
+2.9%
561
+27.2%
0.00%
Q2 2021$35,000
-62.4%
441
-67.7%
0.00%
-100.0%
Q1 2021$93,000
+17.7%
1,364
+20.8%
0.00%0.0%
Q4 2020$79,000
-70.8%
1,129
-78.4%
0.00%
-75.0%
Q3 2020$271,000
+72.6%
5,234
+97.7%
0.00%
+33.3%
Q2 2020$157,000
-49.5%
2,647
-62.6%
0.00%
-57.1%
Q1 2020$311,000
-41.2%
7,076
-3.3%
0.01%
-12.5%
Q4 2019$529,000
+23.0%
7,318
-2.7%
0.01%
-46.7%
Q3 2019$430,000
-16.2%
7,523
-4.0%
0.02%
-21.1%
Q2 2019$513,000
-8.7%
7,837
+3.2%
0.02%
-17.4%
Q1 2019$562,000
+23.0%
7,597
-0.9%
0.02%
-8.0%
Q4 2018$457,000
-7.1%
7,666
-6.0%
0.02%
-16.7%
Q1 2018$492,0008,1550.03%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2021
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 348,954$22,032,9564.59%
ASHFORD CAPITAL MANAGEMENT INC 419,789$26,505,4773.70%
WASATCH ADVISORS LP 7,128,322$450,082,2512.72%
Van Berkom & Associates Inc. 990,646$62,5492.27%
Aureus Asset Management, LLC 433,063$27,343,5982.05%
SECTORAL ASSET MANAGEMENT INC 183,375$11,578,2981.93%
Summit Creek Advisors LLC 228,368$14,419,1561.80%
Advantage Alpha Capital Partners LP 123,339$7,787,6241.56%
NBW CAPITAL LLC 87,946$5,552,9101.30%
ArrowMark Colorado Holdings LLC 1,656,862$104,614,2671.15%
View complete list of HEALTHEQUITY INC shareholders