HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,791,787 | +47.9% | 120,353 | +27.9% | 0.71% | +33.5% |
| Q2 2023 | $5,942,484 | +4.0% | 94,116 | -3.3% | 0.53% | -16.3% |
| Q1 2023 | $5,716,006 | -0.6% | 97,360 | +4.4% | 0.63% | -2.5% |
| Q4 2022 | $5,748,238 | -12.6% | 93,255 | -4.8% | 0.65% | +0.2% |
| Q3 2022 | $6,580,000 | +11.1% | 97,957 | -2.7% | 0.65% | +16.2% |
| Q2 2022 | $5,923,000 | -17.6% | 100,674 | -5.5% | 0.56% | +5.7% |
| Q1 2022 | $7,185,000 | -9.5% | 106,539 | -40.6% | 0.53% | +3.7% |
| Q4 2021 | $7,937,000 | -33.5% | 179,417 | -2.6% | 0.51% | -34.5% |
| Q3 2021 | $11,930,000 | -20.2% | 184,218 | -0.8% | 0.78% | -21.5% |
| Q2 2021 | $14,943,000 | +15.3% | 185,679 | -2.6% | 0.99% | +5.7% |
| Q1 2021 | $12,957,000 | +5.6% | 190,549 | +8.3% | 0.93% | +2.1% |
| Q4 2020 | $12,265,000 | +47.4% | 175,939 | +9.1% | 0.92% | +23.8% |
| Q3 2020 | $8,320,000 | +84.3% | 161,329 | +109.7% | 0.74% | +63.5% |
| Q2 2020 | $4,514,000 | +132.9% | 76,946 | +100.8% | 0.45% | +80.1% |
| Q1 2020 | $1,938,000 | -32.3% | 38,316 | -0.9% | 0.25% | -18.5% |
| Q4 2019 | $2,863,000 | +25.4% | 38,646 | -3.3% | 0.31% | +15.8% |
| Q3 2019 | $2,284,000 | +13.7% | 39,966 | +30.2% | 0.27% | +18.8% |
| Q2 2019 | $2,008,000 | +32.7% | 30,707 | +50.2% | 0.22% | +28.0% |
| Q1 2019 | $1,513,000 | +48.6% | 20,449 | +19.8% | 0.18% | +23.2% |
| Q4 2018 | $1,018,000 | – | 17,069 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |