Creative Planning - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 316 filers reported holding HEALTHEQUITY INC in Q4 2019. The put-call ratio across all filers is 2.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$500,977
+50.4%
6,858
+30.0%
0.00%
Q2 2023$333,064
+38.2%
5,275
+48.8%
0.00%
Q1 2021$241,000
-2.0%
3,546
+0.6%
0.00%
-100.0%
Q4 2020$246,000
+2.1%
3,525
-14.2%
0.00%0.0%
Q2 2020$241,000
+13.7%
4,109
-2.2%
0.00%0.0%
Q1 2020$212,000
-13.5%
4,200
+27.0%
0.00%0.0%
Q4 2019$245,000
-14.9%
3,307
-25.0%
0.00%0.0%
Q2 2019$288,000
+2.1%
4,408
+15.5%
0.00%0.0%
Q1 2019$282,000
+17.5%
3,817
-5.0%
0.00%0.0%
Q4 2018$240,000
-19.7%
4,020
+26.9%
0.00%0.0%
Q3 2018$299,000
+49.5%
3,168
+18.7%
0.00%0.0%
Q2 2018$200,000
-10.7%
2,668
-39.6%
0.00%0.0%
Q1 2018$224,000
+37.4%
4,416
+34.9%
0.00%0.0%
Q2 2017$163,000
+129.6%
3,274
+94.4%
0.00%
Q1 2017$71,000
+238.1%
1,684
+221.4%
0.00%
Q4 2016$21,000
+950.0%
524
+948.0%
0.00%
Q3 2016$2,00050
+400.0%
0.00%
Q2 2016$0100.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2019
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders