Mount Yale Investment Advisors, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$302,938
+12.6%
4,147
-2.7%
0.03%
+13.8%
Q2 2023$269,103
-10.6%
4,262
-16.8%
0.03%
-14.7%
Q1 2023$300,889
+6.7%
5,125
+12.0%
0.03%
+6.2%
Q4 2022$282,065
-6.9%
4,576
+1.5%
0.03%
-20.0%
Q3 2022$303,000
+24.2%
4,508
+13.3%
0.04%
+29.0%
Q2 2022$244,000
-17.0%
3,980
-8.6%
0.03%
-3.1%
Q1 2022$294,000
+38.0%
4,356
+32.5%
0.03%
+33.3%
Q3 2021$213,0003,2880.02%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Crestwood Capital Management, L.P. 82,034$5,036,0004.74%
Iron Triangle Partners LP 485,541$29,807,0003.86%
ASHFORD CAPITAL MANAGEMENT INC 358,048$21,981,0003.12%
SECTORAL ASSET MANAGEMENT INC 240,600$14,770,0002.98%
Iron Gate Global Advisors LLC 157,944$9,693,0002.67%
WASATCH ADVISORS LP 6,628,751$406,939,0002.57%
DFPG INVESTMENTS, LLC 100,139$5,852,0002.55%
Aureus Asset Management, LLC 513,826$31,544,0002.55%
Summit Creek Advisors LLC 298,196$18,306,0002.33%
Van Berkom & Associates Inc. 737,777$45,292,0001.90%
View complete list of HEALTHEQUITY INC shareholders