HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,953 | +78.2% | 191 | +54.0% | 0.00% | – |
| Q2 2023 | $7,829 | -5.4% | 124 | -12.1% | 0.00% | – |
| Q1 2023 | $8,278 | -18.1% | 141 | -14.0% | 0.00% | – |
| Q4 2022 | $10,109 | +1.1% | 164 | +5.1% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 156 | -15.2% | 0.00% | -100.0% |
| Q2 2022 | $11,000 | +37.5% | 184 | +54.6% | 0.00% | – |
| Q1 2022 | $8,000 | +100.0% | 119 | +38.4% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 86 | +24.6% | 0.00% | – |
| Q3 2021 | $4,000 | +300.0% | 69 | +885.7% | 0.00% | – |
| Q2 2021 | $1,000 | -80.0% | 7 | -92.5% | 0.00% | – |
| Q3 2020 | $5,000 | -50.0% | 93 | -50.3% | 0.00% | -100.0% |
| Q2 2020 | $10,000 | +11.1% | 187 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -25.0% | 187 | +17.6% | 0.00% | 0.0% |
| Q1 2019 | $12,000 | – | 159 | – | 0.00% | – |
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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% |