HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 379 filers reported holding HEALTHEQUITY INC in Q2 2024. The put-call ratio across all filers is 1.51 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $857,605 | -21.8% | 10,506 | -43.8% | 0.08% | -45.6% |
| Q1 2023 | $1,096,879 | +249.3% | 18,683 | +285.2% | 0.15% | +547.8% |
| Q3 2021 | $314,000 | +15.0% | 4,850 | -8.6% | 0.02% | +27.8% |
| Q3 2020 | $273,000 | -44.6% | 5,307 | -45.6% | 0.02% | -53.8% |
| Q1 2020 | $493,000 | -85.6% | 9,748 | -85.8% | 0.04% | -71.5% |
| Q2 2017 | $3,418,000 | +17.4% | 68,600 | 0.0% | 0.14% | -10.5% |
| Q1 2017 | $2,912,000 | +4.7% | 68,600 | 0.0% | 0.15% | -15.9% |
| Q4 2016 | $2,780,000 | +52.4% | 68,600 | +42.3% | 0.18% | +70.1% |
| Q3 2016 | $1,824,000 | +185.9% | 48,200 | +88.6% | 0.11% | +568.8% |
| Q1 2015 | $638,000 | – | 25,550 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Gate Global Advisors LLC | 173,240 | $11,780,000 | 3.76% |
| DFPG INVESTMENTS, LLC | 99,050 | $6,618,000 | 2.83% |
| SYQUANT CAPITAL SAS | 125,000 | $8,500,000 | 2.20% |
| ASHFORD CAPITAL MANAGEMENT INC | 315,330 | $21,442,000 | 2.00% |
| Pantheon Investment Group, LLC | 26,790 | $1,822,000 | 1.75% |
| WASATCH ADVISORS LP | 5,633,940 | $383,108,000 | 1.72% |
| Summit Creek Advisors LLC | 204,563 | $13,910,000 | 1.66% |
| Aureus Asset Management, LLC | 269,910 | $18,354,000 | 1.42% |
| Physician Wealth Advisors, Inc. | 65,188 | $4,355,000 | 1.42% |
| Jackson Square Partners, LLC | 3,624,618 | $246,474,000 | 1.40% |