HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |