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 | $671,195 | +22.9% | 9,189 | +6.9% | 0.00% | 0.0% |
| Q2 2023 | $546,049 | +3.2% | 8,592 | -4.9% | 0.00% | 0.0% |
| Q1 2023 | $529,164 | -23.7% | 9,033 | -19.8% | 0.00% | 0.0% |
| Q4 2022 | $693,678 | +11.9% | 11,259 | +21.8% | 0.00% | 0.0% |
| Q3 2022 | $620,000 | +22.0% | 9,246 | +11.0% | 0.00% | 0.0% |
| Q2 2022 | $508,000 | -50.4% | 8,331 | +27.6% | 0.00% | -50.0% |
| Q1 2022 | $1,025,000 | +282.5% | 6,530 | +8.6% | 0.00% | +100.0% |
| Q4 2021 | $268,000 | -39.1% | 6,013 | -11.0% | 0.00% | 0.0% |
| Q3 2021 | $440,000 | -1.6% | 6,758 | +21.6% | 0.00% | 0.0% |
| Q2 2021 | $447,000 | +53.1% | 5,559 | +29.4% | 0.00% | 0.0% |
| Q1 2021 | $292,000 | +35.8% | 4,296 | +38.5% | 0.00% | 0.0% |
| Q4 2020 | $215,000 | -15.7% | 3,102 | -35.5% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | -77.1% | 4,809 | -74.6% | 0.00% | -75.0% |
| Q2 2020 | $1,114,000 | +187.9% | 18,969 | -68.9% | 0.00% | +100.0% |
| Q1 2020 | $387,000 | – | 60,924 | – | 0.00% | – |
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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% |