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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $492,000 | – | 8,155 | – | 0.03% | – |
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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% |