Geneos Wealth Management Inc. - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 2 filers reported holding HEALTHEQUITY INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$5,844
+15.7%
800.0%0.00%
Q2 2023$5,051
+7.5%
800.0%0.00%
Q1 2023$4,697
-4.7%
800.0%0.00%
Q4 2022$4,931
-1.4%
800.0%0.00%
Q3 2022$5,000
+25.0%
800.0%0.00%
Q2 2022$4,000
-20.0%
800.0%0.00%
Q1 2022$5,000
+66.7%
800.0%0.00%
Q4 2021$3,000
-40.0%
800.0%0.00%
Q3 2021$5,000
-16.7%
800.0%0.00%
Q2 2021$6,000
-25.0%
80
-27.9%
0.00%
Q1 2021$8,000
+60.0%
1110.0%0.00%
Q4 2020$5,000
+66.7%
111
+38.8%
0.00%
Q3 2020$3,000
-25.0%
800.0%0.00%
Q2 2020$4,000
-76.5%
80
-75.8%
0.00%
-100.0%
Q1 2020$17,000
-29.2%
3300.0%0.00%0.0%
Q4 2019$24,000
-29.4%
330
-47.6%
0.00%
-50.0%
Q3 2019$34,000
-24.4%
630
-10.0%
0.00%
-33.3%
Q2 2019$45,0007000.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2023
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