HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 313 filers reported holding HEALTHEQUITY INC in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,996,966 | +16.4% | 136,851 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $8,588,050 | +74.8% | 136,016 | +62.5% | 0.00% | +50.0% |
| Q1 2023 | $4,913,558 | -19.3% | 83,692 | -15.3% | 0.00% | 0.0% |
| Q4 2022 | $6,087,566 | +178.1% | 98,760 | +203.0% | 0.00% | +100.0% |
| Q3 2022 | $2,189,000 | -46.0% | 32,592 | -50.6% | 0.00% | -50.0% |
| Q2 2022 | $4,054,000 | +82.6% | 66,033 | +100.7% | 0.00% | +100.0% |
| Q1 2022 | $2,220,000 | +54.9% | 32,908 | +1.6% | 0.00% | – |
| Q4 2021 | $1,433,000 | -59.0% | 32,395 | -40.0% | 0.00% | -100.0% |
| Q3 2021 | $3,494,000 | +7.6% | 53,950 | +33.7% | 0.00% | 0.0% |
| Q2 2021 | $3,247,000 | -76.9% | 40,348 | -80.5% | 0.00% | -80.0% |
| Q1 2021 | $14,046,000 | -10.1% | 206,560 | -7.8% | 0.01% | 0.0% |
| Q4 2020 | $15,623,000 | +257.5% | 224,108 | +163.4% | 0.01% | +150.0% |
| Q3 2020 | $4,370,000 | -13.8% | 85,075 | -1.5% | 0.00% | 0.0% |
| Q2 2020 | $5,069,000 | +33.5% | 86,390 | +15.1% | 0.00% | 0.0% |
| Q1 2020 | $3,798,000 | -64.9% | 75,089 | -48.6% | 0.00% | -50.0% |
| Q4 2019 | $10,824,000 | +83.1% | 146,130 | +41.3% | 0.00% | +100.0% |
| Q3 2019 | $5,912,000 | -24.9% | 103,437 | -14.0% | 0.00% | -33.3% |
| Q2 2019 | $7,870,000 | -21.0% | 120,330 | -10.6% | 0.00% | -25.0% |
| Q1 2019 | $9,957,000 | +23.1% | 134,587 | -0.7% | 0.00% | 0.0% |
| Q4 2018 | $8,088,000 | -30.7% | 135,599 | +9.7% | 0.00% | -20.0% |
| Q3 2018 | $11,669,000 | +31.4% | 123,596 | +4.5% | 0.01% | +25.0% |
| Q2 2018 | $8,881,000 | +23.3% | 118,254 | -0.6% | 0.00% | +33.3% |
| Q1 2018 | $7,205,000 | +54.2% | 119,020 | +18.9% | 0.00% | +50.0% |
| Q4 2017 | $4,672,000 | +10.2% | 100,128 | +19.4% | 0.00% | 0.0% |
| Q3 2017 | $4,241,000 | -25.7% | 83,844 | -26.8% | 0.00% | -33.3% |
| Q2 2017 | $5,711,000 | +24.1% | 114,611 | +5.7% | 0.00% | 0.0% |
| Q1 2017 | $4,602,000 | +67.1% | 108,415 | +59.5% | 0.00% | +50.0% |
| Q4 2016 | $2,754,000 | +11.3% | 67,961 | +4.0% | 0.00% | +100.0% |
| Q3 2016 | $2,474,000 | +52.5% | 65,355 | +22.4% | 0.00% | 0.0% |
| Q2 2016 | $1,622,000 | -27.0% | 53,398 | -40.7% | 0.00% | 0.0% |
| Q1 2016 | $2,222,000 | -11.9% | 90,089 | -10.4% | 0.00% | -50.0% |
| Q4 2015 | $2,522,000 | +67.0% | 100,596 | +96.7% | 0.00% | +100.0% |
| Q3 2015 | $1,510,000 | +59.5% | 51,141 | +73.1% | 0.00% | 0.0% |
| Q2 2015 | $947,000 | +330.5% | 29,543 | +235.0% | 0.00% | – |
| Q1 2015 | $220,000 | +249.2% | 8,819 | +253.9% | 0.00% | – |
| Q4 2014 | $63,000 | – | 2,492 | – | 0.00% | – |
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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% |