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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,726,095 | +17.8% | 187,900 | +1.8% | 0.01% | +37.5% |
| Q2 2023 | $11,655,644 | +8.8% | 184,600 | +1.2% | 0.01% | +14.3% |
| Q1 2023 | $10,708,704 | -14.7% | 182,400 | -10.5% | 0.01% | -22.2% |
| Q4 2022 | $12,556,068 | -6.6% | 203,700 | +1.8% | 0.01% | -10.0% |
| Q3 2022 | $13,441,000 | +11.1% | 200,100 | +1.6% | 0.01% | +25.0% |
| Q2 2022 | $12,094,000 | -9.2% | 197,000 | -0.3% | 0.01% | 0.0% |
| Q1 2022 | $13,319,000 | +63.8% | 197,500 | +7.5% | 0.01% | +60.0% |
| Q4 2021 | $8,131,000 | -31.8% | 183,800 | -0.2% | 0.01% | -37.5% |
| Q3 2021 | $11,929,000 | -18.2% | 184,200 | +1.7% | 0.01% | -11.1% |
| Q2 2021 | $14,575,000 | +22.1% | 181,100 | +3.1% | 0.01% | +12.5% |
| Q1 2021 | $11,941,000 | -1.2% | 175,600 | +1.3% | 0.01% | -11.1% |
| Q4 2020 | $12,088,000 | +45.4% | 173,400 | +7.2% | 0.01% | +28.6% |
| Q3 2020 | $8,312,000 | -10.5% | 161,800 | +2.3% | 0.01% | -12.5% |
| Q2 2020 | $9,282,000 | +33.9% | 158,200 | +15.5% | 0.01% | +14.3% |
| Q1 2020 | $6,931,000 | -30.6% | 137,000 | +1.6% | 0.01% | -30.0% |
| Q4 2019 | $9,992,000 | +33.8% | 134,900 | +3.2% | 0.01% | +25.0% |
| Q3 2019 | $7,469,000 | +9.3% | 130,700 | +25.1% | 0.01% | +14.3% |
| Q2 2019 | $6,834,000 | -9.5% | 104,500 | +2.4% | 0.01% | -12.5% |
| Q1 2019 | $7,553,000 | +28.3% | 102,100 | +3.4% | 0.01% | 0.0% |
| Q4 2018 | $5,887,000 | -35.7% | 98,700 | +1.8% | 0.01% | -20.0% |
| Q3 2018 | $9,158,000 | +28.2% | 97,000 | +2.0% | 0.01% | +25.0% |
| Q2 2018 | $7,142,000 | +32.8% | 95,100 | +7.1% | 0.01% | +14.3% |
| Q1 2018 | $5,376,000 | +34.1% | 88,800 | +3.4% | 0.01% | +75.0% |
| Q4 2017 | $4,008,000 | -5.8% | 85,900 | +2.1% | 0.00% | -20.0% |
| Q3 2017 | $4,254,000 | +1.5% | 84,100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $4,191,000 | +34.9% | 84,100 | +14.9% | 0.01% | +25.0% |
| Q1 2017 | $3,107,000 | +7.1% | 73,200 | +2.2% | 0.00% | -20.0% |
| Q4 2016 | $2,901,000 | +12.5% | 71,600 | +5.1% | 0.01% | +25.0% |
| Q3 2016 | $2,578,000 | +20.5% | 68,100 | -3.3% | 0.00% | +33.3% |
| Q2 2016 | $2,139,000 | +57.4% | 70,400 | +23.5% | 0.00% | +50.0% |
| Q1 2016 | $1,359,000 | +16.4% | 57,000 | +22.3% | 0.00% | -33.3% |
| Q4 2015 | $1,168,000 | -15.2% | 46,600 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $1,377,000 | +14.0% | 46,600 | +23.6% | 0.00% | +33.3% |
| Q2 2015 | $1,208,000 | +153.2% | 37,700 | +97.4% | 0.00% | +200.0% |
| Q1 2015 | $477,000 | +34.0% | 19,100 | +36.4% | 0.00% | 0.0% |
| Q4 2014 | $356,000 | – | 14,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 329,987 | $24,105,550 | 5.68% |
| ASHFORD CAPITAL MANAGEMENT INC | 404,279 | $29,532,581 | 4.35% |
| WASATCH ADVISORS LP | 7,267,775 | $530,910,964 | 3.36% |
| Summit Creek Advisors LLC | 276,513 | $20,199,275 | 2.75% |
| Van Berkom & Associates Inc. | 1,042,470 | $76,152 | 2.48% |
| Aureus Asset Management, LLC | 417,923 | $30,529,275 | 2.45% |
| Eversept Partners, LP | 338,516 | $24,728,594 | 2.09% |
| Lisanti Capital Growth, LLC | 180,980 | $13,220,589 | 2.09% |
| SECTORAL ASSET MANAGEMENT INC | 143,875 | $10,510,069 | 2.05% |
| Redwood Investments, LLC | 169,436 | $12,377,300 | 1.67% |