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 | $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 ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |