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 | $6,691,307 | +12.9% | 91,599 | -2.4% | 0.05% | +20.5% |
| Q2 2023 | $5,925,058 | +7.9% | 93,840 | +0.3% | 0.04% | +7.3% |
| Q1 2023 | $5,490,560 | -6.7% | 93,520 | -2.1% | 0.04% | -12.8% |
| Q4 2022 | $5,886,250 | -9.2% | 95,494 | -1.0% | 0.05% | -16.1% |
| Q3 2022 | $6,479,688 | +9.1% | 96,467 | -0.2% | 0.06% | +14.3% |
| Q2 2022 | $5,936,843 | -8.8% | 96,707 | +0.2% | 0.05% | +14.0% |
| Q1 2022 | $6,509,241 | +113.7% | 96,519 | +40.2% | 0.04% | +65.4% |
| Q4 2021 | $3,046,543 | -31.3% | 68,864 | +0.6% | 0.03% | -36.6% |
| Q3 2021 | $4,433,146 | -23.1% | 68,455 | -4.4% | 0.04% | -25.5% |
| Q2 2021 | $5,764,219 | +16.5% | 71,623 | -1.6% | 0.06% | +17.0% |
| Q1 2021 | $4,949,856 | -2.9% | 72,792 | -0.5% | 0.05% | -9.6% |
| Q4 2020 | $5,098,659 | +29.5% | 73,141 | -4.5% | 0.05% | +20.9% |
| Q3 2020 | $3,935,815 | -8.3% | 76,617 | +4.8% | 0.04% | -12.2% |
| Q2 2020 | $4,290,948 | +22.0% | 73,137 | +5.2% | 0.05% | -2.0% |
| Q1 2020 | $3,518,079 | -33.1% | 69,541 | -2.0% | 0.05% | -9.1% |
| Q4 2019 | $5,256,822 | +28.9% | 70,971 | -0.5% | 0.06% | +17.0% |
| Q3 2019 | $4,077,924 | +4.4% | 71,361 | +19.4% | 0.05% | +9.3% |
| Q2 2019 | $3,907,188 | -6.6% | 59,743 | +5.6% | 0.04% | -8.5% |
| Q1 2019 | $4,184,531 | +24.0% | 56,563 | -0.0% | 0.05% | +11.9% |
| Q4 2018 | $3,374,579 | -36.9% | 56,573 | -0.1% | 0.04% | -25.0% |
| Q3 2018 | $5,347,194 | +187.8% | 56,638 | +129.0% | 0.06% | +154.5% |
| Q2 2018 | $1,858,000 | +31.4% | 24,735 | +5.9% | 0.02% | +29.4% |
| Q1 2018 | $1,414,000 | +29.7% | 23,357 | 0.0% | 0.02% | +41.7% |
| Q4 2017 | $1,090,000 | – | 23,357 | – | 0.01% | – |
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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% |