Gradient Investments LLC - HEALTHEQUITY INC ownership

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
Gradient Investments LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$3,562,79548,772
+1625633.3%
0.09%
Q3 2021$0
-100.0%
3
-88.5%
0.00%
Q2 2021$2,000
-33.3%
26
-45.8%
0.00%
Q1 2021$3,000
-99.6%
48
-99.7%
0.00%
-100.0%
Q4 2020$783,000
-3.1%
15,237
-3.1%
0.03%
-2.9%
Q3 2020$808,000
-46.5%
15,731
-38.9%
0.03%
-50.7%
Q2 2020$1,510,000
+17.9%
25,730
+1.6%
0.07%0.0%
Q1 2020$1,281,000
-14.5%
25,329
+25.1%
0.07%
+3.0%
Q4 2019$1,499,000
+39.7%
20,239
+7.8%
0.07%
+26.4%
Q3 2019$1,073,000
-1.0%
18,769
+13.3%
0.05%
-5.4%
Q2 2019$1,084,000
+61.5%
16,572
+82.7%
0.06%
+30.2%
Q1 2019$671,0009,0690.04%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders