HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,056 | -52.1% | 7,215 | -58.6% | 0.00% | -50.0% |
| Q2 2023 | $1,099,520 | +506.1% | 17,414 | +463.6% | 0.00% | +300.0% |
| Q1 2023 | $181,414 | -81.8% | 3,090 | -80.9% | 0.00% | -80.0% |
| Q4 2022 | $998,815 | +110.3% | 16,204 | +129.0% | 0.01% | +66.7% |
| Q3 2022 | $475,000 | +98.7% | 7,075 | +99.4% | 0.00% | +50.0% |
| Q1 2022 | $239,000 | -55.6% | 3,549 | -70.8% | 0.00% | -66.7% |
| Q4 2021 | $538,000 | -28.3% | 12,159 | +5.1% | 0.01% | -33.3% |
| Q3 2021 | $750,000 | +6.7% | 11,574 | +32.5% | 0.01% | -10.0% |
| Q2 2021 | $703,000 | +17.0% | 8,735 | -1.2% | 0.01% | 0.0% |
| Q1 2021 | $601,000 | +1.5% | 8,840 | +4.0% | 0.01% | -9.1% |
| Q4 2020 | $592,000 | -37.3% | 8,496 | -53.8% | 0.01% | -45.0% |
| Q3 2020 | $944,000 | -47.1% | 18,372 | -23.7% | 0.02% | -75.3% |
| Q4 2019 | $1,784,000 | +23.0% | 24,079 | -5.1% | 0.08% | +145.5% |
| Q3 2019 | $1,450,000 | +2.6% | 25,381 | +17.5% | 0.03% | -5.7% |
| Q2 2019 | $1,413,000 | -23.7% | 21,601 | +10.2% | 0.04% | -50.0% |
| Q3 2018 | $1,851,000 | – | 19,608 | – | 0.07% | – |
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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% |