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 | $10,336,434 | +33.3% | 141,235 | +14.9% | 0.60% | +30.9% |
| Q2 2023 | $7,753,328 | +6.2% | 122,957 | -1.1% | 0.46% | +0.2% |
| Q1 2023 | $7,299,601 | -4.6% | 124,333 | +0.1% | 0.46% | -14.1% |
| Q4 2022 | $7,649,514 | -8.7% | 124,165 | -0.4% | 0.53% | -3.1% |
| Q3 2022 | $8,376,000 | +9.7% | 124,693 | +0.3% | 0.55% | +14.4% |
| Q2 2022 | $7,633,000 | -9.3% | 124,343 | -0.4% | 0.48% | +19.2% |
| Q1 2022 | $8,416,000 | +51.8% | 124,791 | -0.4% | 0.40% | +66.8% |
| Q4 2021 | $5,545,000 | -33.6% | 125,333 | -2.8% | 0.24% | -33.6% |
| Q3 2021 | $8,354,000 | -21.1% | 129,007 | -1.9% | 0.36% | -18.4% |
| Q2 2021 | $10,586,000 | +17.3% | 131,536 | -0.9% | 0.44% | +9.6% |
| Q1 2021 | $9,024,000 | -3.2% | 132,708 | -0.8% | 0.41% | -2.2% |
| Q4 2020 | $9,323,000 | +37.9% | 133,735 | +1.6% | 0.42% | +18.2% |
| Q3 2020 | $6,761,000 | +147.0% | 131,612 | +182.2% | 0.35% | +125.0% |
| Q2 2020 | $2,737,000 | – | 46,643 | – | 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% |