Aristotle Capital Boston, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 324 filers reported holding HEALTHEQUITY INC in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aristotle Capital Boston, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$45,366,514
+21.1%
621,034
+4.7%
1.46%
+30.2%
Q2 2023$37,455,306
+8.5%
593,210
+0.9%
1.12%
+5.3%
Q1 2023$34,516,710
-1.0%
587,918
+3.9%
1.07%
-3.0%
Q4 2022$34,867,344
-3.8%
565,661
+4.8%
1.10%
-10.3%
Q3 2022$36,252,000
+0.7%
539,710
-7.9%
1.23%
+14.2%
Q2 2022$35,983,000
-7.2%
586,138
+2.0%
1.07%
+9.7%
Q1 2022$38,769,000
+49.1%
574,871
-2.2%
0.98%
+60.5%
Q4 2021$26,010,000
-33.3%
587,923
-2.4%
0.61%
-33.3%
Q3 2021$39,002,000
-4.8%
602,252
+18.3%
0.92%
-2.5%
Q2 2021$40,973,000
+12.2%
509,106
-5.2%
0.94%
+15.5%
Q1 2021$36,516,000
+10.1%
536,993
+12.9%
0.81%
+3.3%
Q4 2020$33,165,000
+37.8%
475,750
+1.5%
0.79%
+12.6%
Q3 2020$24,075,000468,6660.70%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2022
NameSharesValueWeighting ↓
BERKLEY W R CORP 481,717$45,479,0007.00%
Iron Gate Global Advisors LLC 87,626$7,395,0004.82%
INSPIRION WEALTH ADVISORS, LLC 100,000$9,441,0004.00%
Aureus Asset Management, LLC 207,952$19,633,0002.50%
NEXT CENTURY GROWTH INVESTORS LLC 168,026$15,863,0001.84%
WASATCH ADVISORS LP 1,579,080$149,081,0001.70%
DE BURLO GROUP INC 95,050$8,974,0001.68%
PICTON MAHONEY ASSET MANAGEMENT 251,477$23,743,0001.67%
ASHFORD CAPITAL MANAGEMENT INC 142,789$13,481,0001.63%
Lisanti Capital Growth, LLC 40,495$3,823,0001.33%
View complete list of HEALTHEQUITY INC shareholders