HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 313 filers reported holding HEALTHEQUITY INC in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,402,686 | +15.3% | 87,648 | -0.3% | 1.57% | +21.1% |
| Q2 2023 | $5,552,910 | +7.4% | 87,946 | -0.2% | 1.30% | +3.0% |
| Q1 2023 | $5,172,292 | -4.2% | 88,099 | +0.6% | 1.26% | -8.8% |
| Q4 2022 | $5,396,520 | -7.9% | 87,549 | +0.4% | 1.38% | -12.2% |
| Q3 2022 | $5,859,000 | +13.5% | 87,233 | +3.7% | 1.57% | +10.9% |
| Q2 2022 | $5,164,000 | +52.8% | 84,121 | +67.8% | 1.42% | +76.6% |
| Q1 2022 | $3,380,000 | +52.0% | 50,126 | -0.3% | 0.80% | +62.0% |
| Q4 2021 | $2,224,000 | -51.9% | 50,275 | -29.6% | 0.50% | -55.6% |
| Q3 2021 | $4,626,000 | -19.1% | 71,429 | +0.5% | 1.11% | -20.0% |
| Q2 2021 | $5,719,000 | +64.7% | 71,066 | +39.2% | 1.39% | +45.6% |
| Q1 2021 | $3,472,000 | -25.7% | 51,056 | -23.8% | 0.96% | -32.6% |
| Q4 2020 | $4,671,000 | +49.6% | 67,001 | +10.2% | 1.42% | +36.2% |
| Q3 2020 | $3,122,000 | -3.5% | 60,773 | +10.3% | 1.04% | -10.2% |
| Q2 2020 | $3,234,000 | +47.7% | 55,121 | +27.4% | 1.16% | +11.3% |
| Q1 2020 | $2,189,000 | -28.7% | 43,271 | +4.4% | 1.04% | +19.5% |
| Q4 2019 | $3,071,000 | +25.1% | 41,458 | -3.5% | 0.87% | +19.8% |
| Q3 2019 | $2,455,000 | -16.8% | 42,957 | -4.8% | 0.73% | -10.2% |
| Q2 2019 | $2,952,000 | -8.0% | 45,133 | +4.1% | 0.81% | -7.5% |
| Q1 2019 | $3,207,000 | +33.2% | 43,353 | +7.5% | 0.88% | +2.7% |
| Q4 2018 | $2,407,000 | -37.1% | 40,345 | -0.4% | 0.86% | -17.0% |
| Q3 2018 | $3,825,000 | +20.8% | 40,520 | -3.9% | 1.03% | +13.7% |
| Q2 2018 | $3,167,000 | +3.4% | 42,175 | -16.6% | 0.91% | -5.3% |
| Q1 2018 | $3,062,000 | -5.1% | 50,581 | -26.8% | 0.96% | +12.7% |
| Q4 2017 | $3,226,000 | -6.4% | 69,137 | +1.5% | 0.85% | -9.4% |
| Q3 2017 | $3,446,000 | +85.6% | 68,136 | +82.8% | 0.94% | +81.9% |
| Q2 2017 | $1,857,000 | +18.3% | 37,266 | +0.8% | 0.52% | +17.8% |
| Q1 2017 | $1,570,000 | +95.0% | 36,974 | +86.0% | 0.44% | +89.2% |
| Q4 2016 | $805,000 | +4.7% | 19,876 | -2.2% | 0.23% | +4.5% |
| Q3 2016 | $769,000 | -52.7% | 20,323 | -62.0% | 0.22% | -55.7% |
| Q2 2016 | $1,626,000 | +39.8% | 53,525 | +13.5% | 0.50% | +35.2% |
| Q1 2016 | $1,163,000 | -3.8% | 47,155 | -2.2% | 0.37% | -0.5% |
| Q4 2015 | $1,209,000 | – | 48,223 | – | 0.37% | – |
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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% |