Mount Yale Investment Advisors, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 313 filers reported holding HEALTHEQUITY INC in Q3 2022. The put-call ratio across all filers is 0.33 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 Q3 2022
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 348,954$22,032,9564.59%
ASHFORD CAPITAL MANAGEMENT INC 419,789$26,505,4773.70%
WASATCH ADVISORS LP 7,128,322$450,082,2512.72%
Van Berkom & Associates Inc. 990,646$62,5492.27%
Aureus Asset Management, LLC 433,063$27,343,5982.05%
SECTORAL ASSET MANAGEMENT INC 183,375$11,578,2981.93%
Summit Creek Advisors LLC 228,368$14,419,1561.80%
Advantage Alpha Capital Partners LP 123,339$7,787,6241.56%
NBW CAPITAL LLC 87,946$5,552,9101.30%
ArrowMark Colorado Holdings LLC 1,656,862$104,614,2671.15%
View complete list of HEALTHEQUITY INC shareholders