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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,512 | +13.2% | 12,122 | -2.2% | 0.01% | +20.0% |
| Q2 2023 | $782,368 | -0.1% | 12,391 | -7.1% | 0.01% | -9.1% |
| Q1 2023 | $783,074 | -4.3% | 13,338 | +0.5% | 0.01% | -15.4% |
| Q4 2022 | $818,333 | -8.4% | 13,276 | -0.2% | 0.01% | -23.5% |
| Q3 2022 | $893,000 | +8.2% | 13,297 | -1.1% | 0.02% | 0.0% |
| Q2 2022 | $825,000 | -3.1% | 13,449 | +6.6% | 0.02% | +21.4% |
| Q1 2022 | $851,000 | +50.6% | 12,622 | -1.0% | 0.01% | +55.6% |
| Q4 2021 | $565,000 | -32.5% | 12,755 | -1.3% | 0.01% | -43.8% |
| Q3 2021 | $837,000 | -20.4% | 12,922 | -1.0% | 0.02% | -15.8% |
| Q2 2021 | $1,051,000 | +70.1% | 13,056 | +43.6% | 0.02% | +46.2% |
| Q1 2021 | $618,000 | -18.7% | 9,094 | -16.6% | 0.01% | -23.5% |
| Q4 2020 | $760,000 | +35.5% | 10,907 | -0.2% | 0.02% | +21.4% |
| Q3 2020 | $561,000 | -1.1% | 10,933 | +13.1% | 0.01% | -6.7% |
| Q2 2020 | $567,000 | – | 9,664 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |