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 | $7,034,788 | -9.7% | 96,301 | -21.9% | 1.48% | -5.1% |
| Q2 2023 | $7,787,624 | +8.2% | 123,339 | +0.6% | 1.56% | +3.9% |
| Q1 2023 | $7,196,554 | +51.7% | 122,578 | +59.3% | 1.50% | +56.0% |
| Q4 2022 | $4,742,643 | -42.6% | 76,941 | -37.4% | 0.96% | -36.7% |
| Q3 2022 | $8,259,000 | -9.4% | 122,962 | -17.2% | 1.52% | -3.6% |
| Q2 2022 | $9,117,000 | -15.0% | 148,503 | -6.7% | 1.57% | -1.9% |
| Q1 2022 | $10,729,000 | +60.8% | 159,094 | +5.5% | 1.60% | +68.8% |
| Q4 2021 | $6,674,000 | +30.6% | 150,848 | +91.2% | 0.95% | +2.1% |
| Q3 2021 | $5,109,000 | +28.3% | 78,899 | +59.5% | 0.93% | +21.4% |
| Q2 2021 | $3,981,000 | +24.5% | 49,467 | +5.2% | 0.77% | +14.0% |
| Q1 2021 | $3,198,000 | -30.8% | 47,029 | -29.1% | 0.67% | -33.5% |
| Q4 2020 | $4,624,000 | -28.5% | 66,339 | -47.3% | 1.01% | -32.3% |
| Q3 2020 | $6,464,000 | +4.3% | 125,839 | +19.2% | 1.49% | +3.0% |
| Q2 2020 | $6,195,000 | +54.5% | 105,598 | +33.2% | 1.45% | +1.5% |
| Q1 2020 | $4,009,000 | -49.2% | 79,254 | -25.7% | 1.43% | -32.9% |
| Q4 2019 | $7,899,000 | – | 106,641 | – | 2.13% | – |
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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% |