HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,370,399 | -10.1% | 32,449 | -22.3% | 0.00% | 0.0% |
| Q2 2023 | $2,637,863 | +56.4% | 41,778 | +45.4% | 0.00% | 0.0% |
| Q1 2023 | $1,686,562 | -36.2% | 28,727 | -27.0% | 0.00% | 0.0% |
| Q3 2022 | $2,645,000 | +39.6% | 39,378 | +27.6% | 0.00% | 0.0% |
| Q2 2022 | $1,895,000 | -79.9% | 30,870 | -77.9% | 0.00% | -75.0% |
| Q1 2022 | $9,409,000 | +117.2% | 139,506 | +42.5% | 0.00% | +300.0% |
| Q4 2021 | $4,332,000 | -39.1% | 97,910 | -10.8% | 0.00% | -66.7% |
| Q3 2021 | $7,111,000 | +219.0% | 109,799 | +296.3% | 0.00% | – |
| Q2 2021 | $2,229,000 | -92.6% | 27,703 | -93.7% | 0.00% | -100.0% |
| Q1 2021 | $30,022,000 | +167.1% | 441,498 | +173.8% | 0.02% | +150.0% |
| Q4 2020 | $11,240,000 | +8.4% | 161,239 | -20.1% | 0.01% | -14.3% |
| Q3 2020 | $10,372,000 | +150.3% | 201,907 | +185.8% | 0.01% | +75.0% |
| Q2 2020 | $4,143,000 | +139.6% | 70,642 | +106.7% | 0.00% | +300.0% |
| Q1 2020 | $1,729,000 | -46.3% | 34,174 | -21.4% | 0.00% | -75.0% |
| Q4 2019 | $3,221,000 | +973.7% | 43,479 | +729.0% | 0.00% | – |
| Q3 2019 | $300,000 | -73.0% | 5,245 | -69.1% | 0.00% | -100.0% |
| Q2 2019 | $1,111,000 | -18.5% | 17,000 | -7.7% | 0.00% | -33.3% |
| Q1 2019 | $1,364,000 | -86.3% | 18,428 | -88.9% | 0.00% | -85.7% |
| Q4 2018 | $9,922,000 | +2374.3% | 166,332 | +2409.2% | 0.02% | +2000.0% |
| Q1 2018 | $401,000 | -44.2% | 6,629 | -54.0% | 0.00% | -66.7% |
| Q2 2017 | $718,000 | +159.2% | 14,400 | +120.7% | 0.00% | +200.0% |
| Q1 2017 | $277,000 | -48.3% | 6,525 | -50.7% | 0.00% | -50.0% |
| Q4 2016 | $536,000 | +132.0% | 13,228 | +41.1% | 0.00% | +100.0% |
| Q1 2016 | $231,000 | -19.8% | 9,373 | -18.4% | 0.00% | -50.0% |
| Q4 2015 | $288,000 | -20.9% | 11,486 | -42.2% | 0.00% | -50.0% |
| Q3 2014 | $364,000 | – | 19,858 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |