HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,718 | +14.7% | 6,786 | -0.8% | 0.09% | +21.9% |
| Q2 2023 | $432,068 | +10.4% | 6,843 | +2.7% | 0.07% | -2.7% |
| Q1 2023 | $391,243 | -4.8% | 6,664 | 0.0% | 0.08% | -12.8% |
| Q4 2022 | $410,769 | -10.7% | 6,664 | -2.6% | 0.09% | -16.5% |
| Q3 2022 | $460,000 | +9.5% | 6,841 | 0.0% | 0.10% | +25.6% |
| Q2 2022 | $420,000 | -8.9% | 6,841 | 0.0% | 0.08% | +9.3% |
| Q1 2022 | $461,000 | +52.6% | 6,841 | +0.1% | 0.08% | +53.1% |
| Q4 2021 | $302,000 | -35.2% | 6,834 | -4.9% | 0.05% | -40.2% |
| Q3 2021 | $466,000 | -19.7% | 7,189 | -0.2% | 0.08% | -19.6% |
| Q2 2021 | $580,000 | +18.4% | 7,207 | 0.0% | 0.10% | +9.7% |
| Q1 2021 | $490,000 | -3.2% | 7,207 | -0.6% | 0.09% | -7.9% |
| Q4 2020 | $506,000 | +34.6% | 7,254 | -0.9% | 0.10% | +17.4% |
| Q3 2020 | $376,000 | -15.5% | 7,319 | -3.4% | 0.09% | -21.1% |
| Q2 2020 | $445,000 | +16.8% | 7,579 | +0.6% | 0.11% | -6.8% |
| Q1 2020 | $381,000 | -34.3% | 7,534 | -3.7% | 0.12% | -10.7% |
| Q4 2019 | $580,000 | +24.5% | 7,825 | -4.0% | 0.13% | +12.0% |
| Q3 2019 | $466,000 | -13.7% | 8,154 | -1.2% | 0.12% | -2.5% |
| Q2 2019 | $540,000 | -14.0% | 8,252 | -2.8% | 0.12% | -12.4% |
| Q1 2019 | $628,000 | +23.9% | 8,492 | 0.0% | 0.14% | -34.1% |
| Q4 2018 | $507,000 | +61.0% | 8,492 | +25.3% | 0.21% | +184.9% |
| Q4 2017 | $315,000 | – | 6,775 | – | 0.07% | – |
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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% |