Steward Partners Investment Advisory, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$63,627
+15.7%
8710.0%0.00%0.0%
Q2 2023$54,995
-50.4%
871
-53.9%
0.00%
-50.0%
Q1 2023$110,844
+16.4%
1,888
+22.2%
0.00%0.0%
Q4 2022$95,234
-11.8%
1,545
-3.7%
0.00%0.0%
Q3 2022$108,000
+18.7%
1,605
+8.2%
0.00%0.0%
Q2 2022$91,000
-1.1%
1,484
+8.2%
0.00%
+100.0%
Q1 2022$92,000
+95.7%
1,371
+30.0%
0.00%0.0%
Q4 2021$47,000
-45.3%
1,055
-20.6%
0.00%0.0%
Q3 2021$86,000
-18.1%
1,329
+2.3%
0.00%
-50.0%
Q2 2021$105,000
-100.0%
1,299
-66.5%
0.00%0.0%
Q1 2021$263,432,000
+207326.8%
3,874
+113.3%
0.00%
-33.3%
Q4 2020$127,000
-34.2%
1,816
-51.6%
0.00%
-40.0%
Q3 2020$193,000
-18.2%
3,753
-6.9%
0.01%
-28.6%
Q2 2020$236,000
-0.4%
4,031
-14.1%
0.01%
-22.2%
Q1 2020$237,000
-87.7%
4,693
-82.0%
0.01%
-84.2%
Q4 2019$1,934,000
+7958.3%
26,114
+6073.5%
0.06%
+5600.0%
Q3 2019$24,000
-90.9%
423
-90.3%
0.00%
-94.4%
Q1 2018$265,000
+13150.0%
4,381
+8662.0%
0.02%
Q3 2017$2,0000.0%500.0%0.00%
Q2 2017$2,000500.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders