HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,336,175 | +6.5% | 59,359 | -7.9% | 0.33% | +17.3% |
| Q2 2023 | $4,071,457 | +15.7% | 64,483 | +7.6% | 0.28% | +29.3% |
| Q1 2023 | $3,518,255 | +210.5% | 59,926 | +210.4% | 0.22% | +147.1% |
| Q2 2020 | $1,133,000 | -18.7% | 19,307 | -29.9% | 0.09% | -42.0% |
| Q1 2020 | $1,394,000 | -46.6% | 27,557 | -21.8% | 0.15% | -38.3% |
| Q4 2019 | $2,610,000 | +40.4% | 35,232 | +8.3% | 0.24% | +20.3% |
| Q3 2019 | $1,859,000 | -6.1% | 32,532 | +7.5% | 0.20% | -1.9% |
| Q2 2019 | $1,979,000 | -11.4% | 30,257 | +0.2% | 0.21% | -18.6% |
| Q1 2019 | $2,233,000 | -7.3% | 30,182 | -25.3% | 0.25% | -18.1% |
| Q4 2018 | $2,410,000 | -20.3% | 40,407 | +26.1% | 0.31% | -1.6% |
| Q3 2018 | $3,024,000 | +1.3% | 32,032 | -19.4% | 0.31% | +2.6% |
| Q2 2018 | $2,984,000 | -18.3% | 39,732 | -34.1% | 0.31% | -25.9% |
| Q1 2018 | $3,652,000 | +209.0% | 60,325 | +138.2% | 0.41% | +168.2% |
| Q4 2017 | $1,182,000 | +131.8% | 25,325 | +151.4% | 0.15% | +97.4% |
| Q3 2017 | $510,000 | -20.4% | 10,075 | -71.2% | 0.08% | -50.0% |
| Q3 2014 | $641,000 | – | 35,000 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |