HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,223,003 | +23.6% | 16,742 | +6.8% | 0.11% | +27.4% |
| Q2 2023 | $989,593 | +2.1% | 15,673 | -5.1% | 0.08% | +1.2% |
| Q1 2023 | $969,243 | +5.4% | 16,509 | +10.7% | 0.08% | +13.7% |
| Q4 2022 | $919,484 | +8.3% | 14,917 | +18.1% | 0.07% | -18.0% |
| Q3 2022 | $849,000 | +9.5% | 12,634 | +0.1% | 0.09% | +14.1% |
| Q2 2022 | $775,000 | +12.6% | 12,624 | +23.7% | 0.08% | +25.8% |
| Q1 2022 | $688,000 | +107.9% | 10,209 | +36.4% | 0.06% | +113.8% |
| Q4 2021 | $331,000 | -19.1% | 7,484 | +18.4% | 0.03% | -31.0% |
| Q3 2021 | $409,000 | +4.3% | 6,320 | +29.7% | 0.04% | +7.7% |
| Q2 2021 | $392,000 | +38.0% | 4,873 | +16.6% | 0.04% | +21.9% |
| Q1 2021 | $284,000 | -2.7% | 4,180 | -0.1% | 0.03% | -13.5% |
| Q4 2020 | $292,000 | +41.7% | 4,186 | +4.2% | 0.04% | +27.6% |
| Q3 2020 | $206,000 | -12.3% | 4,017 | +0.1% | 0.03% | -14.7% |
| Q2 2020 | $235,000 | +31.3% | 4,012 | +13.3% | 0.03% | +9.7% |
| Q1 2020 | $179,000 | -20.8% | 3,541 | +16.3% | 0.03% | -3.1% |
| Q4 2019 | $226,000 | +4.1% | 3,045 | -19.9% | 0.03% | +3.2% |
| Q3 2019 | $217,000 | -12.5% | 3,802 | +0.3% | 0.03% | -13.9% |
| Q2 2019 | $248,000 | -6.4% | 3,792 | +6.0% | 0.04% | -16.3% |
| Q1 2019 | $265,000 | +26.8% | 3,576 | +2.0% | 0.04% | -71.9% |
| Q4 2018 | $209,000 | – | 3,507 | – | 0.15% | – |
Download | ||||||
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% |