JFS WEALTH ADVISORS, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$3,288
+24.0%
45
+7.1%
0.00%
Q2 2023$2,652
+7.5%
420.0%0.00%
Q1 2023$2,466
-13.0%
42
-8.7%
0.00%
Q4 2022$2,835
-5.5%
46
-11.5%
0.00%
Q3 2022$3,000
-25.0%
52
-18.8%
0.00%
Q2 2022$4,000
+100.0%
64
+88.2%
0.00%
Q1 2022$2,000
+100.0%
34
+161.5%
0.00%
Q4 2021$1,000130.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
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