HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,767,810 | +12.0% | 24,200 | -3.2% | 0.04% | +17.1% |
| Q2 2023 | $1,578,500 | +19.5% | 25,000 | +11.1% | 0.04% | +6.1% |
| Q1 2023 | $1,320,975 | +94729.5% | 22,500 | -0.4% | 0.03% | -13.2% |
| Q4 2022 | $1,393 | -99.9% | 22,600 | +0.9% | 0.04% | -13.6% |
| Q3 2022 | $1,505,000 | +13.2% | 22,400 | +0.9% | 0.04% | +22.2% |
| Q2 2022 | $1,330,000 | -15.2% | 22,200 | +1.4% | 0.04% | -2.7% |
| Q1 2022 | $1,568,000 | +64.9% | 21,900 | +1.9% | 0.04% | +76.2% |
| Q4 2021 | $951,000 | -31.0% | 21,500 | +0.9% | 0.02% | -36.4% |
| Q3 2021 | $1,379,000 | -20.7% | 21,300 | -1.4% | 0.03% | -21.4% |
| Q2 2021 | $1,738,000 | +18.9% | 21,600 | +0.5% | 0.04% | +10.5% |
| Q1 2021 | $1,462,000 | +9.3% | 21,500 | +12.0% | 0.04% | -2.6% |
| Q4 2020 | $1,338,000 | +35.7% | 19,200 | 0.0% | 0.04% | -13.3% |
| Q3 2020 | $986,000 | -5.6% | 19,200 | +7.9% | 0.04% | -27.4% |
| Q2 2020 | $1,044,000 | +20.7% | 17,800 | +4.1% | 0.06% | -1.6% |
| Q1 2020 | $865,000 | -31.7% | 17,100 | 0.0% | 0.06% | 0.0% |
| Q4 2019 | $1,267,000 | +30.5% | 17,100 | +0.6% | 0.06% | +23.5% |
| Q3 2019 | $971,000 | -23.9% | 17,000 | -4.5% | 0.05% | -20.3% |
| Q2 2019 | $1,276,000 | +18.9% | 17,800 | +22.8% | 0.06% | +18.5% |
| Q1 2019 | $1,073,000 | +24.9% | 14,500 | +0.7% | 0.05% | +10.2% |
| Q4 2018 | $859,000 | -38.5% | 14,400 | -2.7% | 0.05% | -18.3% |
| Q3 2018 | $1,397,000 | -20.8% | 14,800 | -37.0% | 0.06% | -25.0% |
| Q2 2018 | $1,765,000 | +27.3% | 23,500 | +2.6% | 0.08% | +27.0% |
| Q1 2018 | $1,386,000 | +34.4% | 22,900 | +3.6% | 0.06% | +34.0% |
| Q4 2017 | $1,031,000 | -1.5% | 22,100 | +6.8% | 0.05% | -4.1% |
| Q3 2017 | $1,047,000 | +16.1% | 20,700 | +14.4% | 0.05% | +11.4% |
| Q2 2017 | $902,000 | +18.7% | 18,100 | +1.1% | 0.04% | +15.8% |
| Q1 2017 | $760,000 | +8.4% | 17,900 | +3.5% | 0.04% | +5.6% |
| Q4 2016 | $701,000 | -2.5% | 17,300 | -8.9% | 0.04% | -5.3% |
| Q3 2016 | $719,000 | +50.7% | 19,000 | +21.0% | 0.04% | +52.0% |
| Q2 2016 | $477,000 | +23.9% | 15,700 | +0.6% | 0.02% | +25.0% |
| Q1 2016 | $385,000 | -0.3% | 15,600 | +1.3% | 0.02% | 0.0% |
| Q4 2015 | $386,000 | -14.6% | 15,400 | +0.7% | 0.02% | -13.0% |
| Q3 2015 | $452,000 | -6.6% | 15,300 | +1.3% | 0.02% | 0.0% |
| Q2 2015 | $484,000 | – | 15,100 | – | 0.02% | – |
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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% |