HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,106 | +13.6% | 14,866 | -1.1% | 0.02% | +19.0% |
| Q2 2023 | $974 | +2.5% | 15,038 | -7.1% | 0.02% | -4.5% |
| Q1 2023 | $950 | -4.6% | 16,190 | +0.3% | 0.02% | -12.0% |
| Q4 2022 | $996 | -99.9% | 16,146 | +3.3% | 0.02% | -13.8% |
| Q3 2022 | $1,050,000 | +6.0% | 15,625 | -3.2% | 0.03% | +11.5% |
| Q2 2022 | $991,000 | -18.1% | 16,141 | -10.0% | 0.03% | -3.7% |
| Q1 2022 | $1,210,000 | +74.6% | 17,941 | +14.6% | 0.03% | +80.0% |
| Q4 2021 | $693,000 | -4.0% | 15,661 | +40.5% | 0.02% | -11.8% |
| Q3 2021 | $722,000 | -19.8% | 11,143 | -0.3% | 0.02% | -19.0% |
| Q2 2021 | $900,000 | +16.1% | 11,180 | -1.9% | 0.02% | +10.5% |
| Q1 2021 | $775,000 | +3.3% | 11,400 | +5.9% | 0.02% | 0.0% |
| Q4 2020 | $750,000 | +126.6% | 10,760 | +66.8% | 0.02% | +111.1% |
| Q3 2020 | $331,000 | -9.8% | 6,450 | +3.0% | 0.01% | -18.2% |
| Q2 2020 | $367,000 | +22.7% | 6,260 | +5.9% | 0.01% | 0.0% |
| Q1 2020 | $299,000 | -31.9% | 5,910 | -0.3% | 0.01% | -8.3% |
| Q4 2019 | $439,000 | +38.1% | 5,930 | +6.5% | 0.01% | +33.3% |
| Q3 2019 | $318,000 | -0.9% | 5,570 | +13.4% | 0.01% | 0.0% |
| Q2 2019 | $321,000 | -14.9% | 4,910 | -3.7% | 0.01% | -18.2% |
| Q1 2019 | $377,000 | +22.8% | 5,100 | -0.8% | 0.01% | +10.0% |
| Q4 2018 | $307,000 | -32.5% | 5,140 | +6.6% | 0.01% | -16.7% |
| Q3 2018 | $455,000 | -27.5% | 4,820 | -42.3% | 0.01% | -29.4% |
| Q2 2018 | $628,000 | +29.8% | 8,360 | +4.5% | 0.02% | +30.8% |
| Q1 2018 | $484,000 | +9.3% | 8,000 | -15.8% | 0.01% | +18.2% |
| Q4 2017 | $443,000 | -9.2% | 9,500 | -1.6% | 0.01% | -15.4% |
| Q3 2017 | $488,000 | 0.0% | 9,650 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $488,000 | – | 9,650 | – | 0.01% | – |
Download | ||||||
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% |