HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193,235,074 | +9.6% | 2,645,244 | -5.3% | 0.64% | +13.6% |
| Q2 2023 | $176,333,604 | +4.6% | 2,792,740 | -2.7% | 0.56% | -3.7% |
| Q1 2023 | $168,507,622 | -8.5% | 2,870,169 | -3.9% | 0.59% | -16.6% |
| Q4 2022 | $184,075,162 | -17.8% | 2,986,294 | -10.4% | 0.70% | -20.5% |
| Q3 2022 | $223,876,000 | +35.7% | 3,332,969 | +24.0% | 0.88% | +44.8% |
| Q2 2022 | $164,991,000 | -21.4% | 2,687,591 | -13.6% | 0.61% | -2.6% |
| Q1 2022 | $209,900,000 | +33.0% | 3,112,394 | -12.8% | 0.63% | +46.8% |
| Q4 2021 | $157,855,000 | -35.3% | 3,568,161 | -5.3% | 0.43% | -38.0% |
| Q3 2021 | $244,132,000 | -18.6% | 3,769,799 | +1.1% | 0.69% | -26.8% |
| Q2 2021 | $299,998,000 | +16.3% | 3,727,613 | -1.7% | 0.94% | +12.7% |
| Q1 2021 | $257,900,000 | +1.2% | 3,792,641 | +3.8% | 0.84% | -1.5% |
| Q4 2020 | $254,746,000 | +35.9% | 3,654,363 | +0.1% | 0.85% | +16.0% |
| Q3 2020 | $187,505,000 | +25.8% | 3,650,089 | +43.6% | 0.73% | +20.4% |
| Q2 2020 | $149,089,000 | +97.1% | 2,541,151 | +70.0% | 0.61% | +64.9% |
| Q1 2020 | $75,630,000 | – | 1,494,952 | – | 0.37% | – |
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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% |