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 | $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 ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |