HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $25,604,000 | +24.6% | 676,468 | 0.0% | 55.70% | -20.7% |
| Q2 2016 | $20,554,000 | -50.3% | 676,468 | -59.6% | 70.21% | +352.3% |
| Q1 2016 | $41,358,000 | -1.6% | 1,676,468 | 0.0% | 15.52% | -32.6% |
| Q4 2015 | $42,029,000 | -15.2% | 1,676,468 | 0.0% | 23.02% | -22.5% |
| Q3 2015 | $49,540,000 | -45.3% | 1,676,468 | -40.7% | 29.69% | -7.0% |
| Q2 2015 | $90,588,000 | -10.1% | 2,826,468 | -29.9% | 31.91% | -6.0% |
| Q1 2015 | $100,746,000 | -1.8% | 4,031,468 | 0.0% | 33.94% | +11.3% |
| Q4 2014 | $102,601,000 | +39.0% | 4,031,468 | 0.0% | 30.50% | +21.8% |
| Q3 2014 | $73,816,000 | – | 4,031,468 | – | 25.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |