HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,777,745 | +18.2% | 24,336 | +2.2% | 0.02% | +25.0% |
| Q2 2023 | $1,503,616 | +4.6% | 23,814 | -2.8% | 0.01% | -7.7% |
| Q1 2023 | $1,437,984 | -2.0% | 24,493 | +2.9% | 0.01% | -7.1% |
| Q4 2022 | $1,467,402 | -4.7% | 23,806 | +3.8% | 0.01% | -12.5% |
| Q3 2022 | $1,540,000 | +10.7% | 22,926 | +1.2% | 0.02% | +14.3% |
| Q2 2022 | $1,391,000 | -8.6% | 22,656 | +0.4% | 0.01% | +16.7% |
| Q1 2022 | $1,522,000 | +53.3% | 22,574 | +0.6% | 0.01% | +50.0% |
| Q4 2021 | $993,000 | -32.5% | 22,444 | -1.2% | 0.01% | -33.3% |
| Q3 2021 | $1,471,000 | -18.2% | 22,711 | +1.7% | 0.01% | -20.0% |
| Q2 2021 | $1,798,000 | +18.1% | 22,336 | -0.2% | 0.02% | +15.4% |
| Q1 2021 | $1,522,000 | -1.8% | 22,375 | +0.6% | 0.01% | -7.1% |
| Q4 2020 | $1,550,000 | +40.0% | 22,241 | +3.2% | 0.01% | +27.3% |
| Q3 2020 | $1,107,000 | +17.9% | 21,544 | +34.7% | 0.01% | -15.4% |
| Q2 2020 | $939,000 | +11.9% | 15,998 | -3.5% | 0.01% | -7.1% |
| Q1 2020 | $839,000 | -71.8% | 16,579 | -58.8% | 0.01% | -61.1% |
| Q4 2019 | $2,977,000 | +18.4% | 40,193 | -8.7% | 0.04% | +16.1% |
| Q3 2019 | $2,515,000 | -2.9% | 44,013 | +11.1% | 0.03% | +3.3% |
| Q2 2019 | $2,590,000 | -10.2% | 39,606 | +1.6% | 0.03% | -11.8% |
| Q1 2019 | $2,883,000 | +24.1% | 38,975 | +0.0% | 0.03% | +13.3% |
| Q4 2018 | $2,324,000 | -36.0% | 38,958 | +1.3% | 0.03% | -11.8% |
| Q3 2018 | $3,631,000 | -36.7% | 38,461 | -49.7% | 0.03% | -41.4% |
| Q2 2018 | $5,739,000 | +16.6% | 76,420 | -6.0% | 0.06% | +16.0% |
| Q1 2018 | $4,923,000 | +22.1% | 81,318 | -5.9% | 0.05% | +28.2% |
| Q4 2017 | $4,032,000 | +200.9% | 86,418 | +226.1% | 0.04% | +143.8% |
| Q3 2017 | $1,340,000 | +16.4% | 26,497 | +14.7% | 0.02% | 0.0% |
| Q2 2017 | $1,151,000 | +18.4% | 23,097 | +0.9% | 0.02% | +14.3% |
| Q1 2017 | $972,000 | +8.6% | 22,897 | +3.6% | 0.01% | +7.7% |
| Q4 2016 | $895,000 | +6.5% | 22,097 | -0.5% | 0.01% | 0.0% |
| Q3 2016 | $840,000 | +50.3% | 22,197 | +20.7% | 0.01% | +62.5% |
| Q2 2016 | $559,000 | +25.3% | 18,397 | +1.7% | 0.01% | +33.3% |
| Q1 2016 | $446,000 | +1.6% | 18,097 | +3.4% | 0.01% | 0.0% |
| Q4 2015 | $439,000 | -10.4% | 17,497 | +5.4% | 0.01% | -14.3% |
| Q3 2015 | $490,000 | – | 16,597 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |