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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $681,975 | +19.7% | 10,801 | +11.3% | 0.07% | +4.3% |
| Q1 2023 | $569,546 | +71.6% | 9,701 | +79.6% | 0.07% | +12.9% |
| Q2 2022 | $332,000 | 0.0% | 5,400 | +20.5% | 0.06% | +8.8% |
| Q4 2019 | $332,000 | -1.5% | 4,482 | -1.7% | 0.06% | -12.3% |
| Q1 2019 | $337,000 | -30.7% | 4,558 | -29.6% | 0.06% | -40.4% |
| Q2 2018 | $486,000 | +9.7% | 6,472 | -11.6% | 0.11% | -3.5% |
| Q1 2018 | $443,000 | -36.4% | 7,325 | -46.7% | 0.11% | -31.9% |
| Q3 2017 | $696,000 | +160.7% | 13,751 | +118.3% | 0.17% | +30.7% |
| Q1 2017 | $267,000 | +27.8% | 6,300 | -8.4% | 0.13% | +1.6% |
| Q2 2016 | $209,000 | – | 6,880 | – | 0.12% | – |
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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% |