Prestige Wealth Management Group 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
Prestige Wealth Management Group LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$13,515
+18.9%
185
+2.8%
0.00%0.0%
Q2 2023$11,366
+7.6%
1800.0%0.00%0.0%
Q1 2023$10,568
-4.7%
1800.0%0.00%0.0%
Q4 2022$11,095
-7.5%
1800.0%0.00%0.0%
Q3 2022$12,000
+9.1%
1800.0%0.00%0.0%
Q2 2022$11,000
-8.3%
1800.0%0.00%0.0%
Q1 2022$12,000
+50.0%
1800.0%0.00%
+50.0%
Q4 2021$8,000
-33.3%
1800.0%0.00%
-33.3%
Q3 2021$12,000
-14.3%
1800.0%0.00%
-25.0%
Q2 2021$14,000
+16.7%
1800.0%0.00%
+33.3%
Q1 2021$12,000
-7.7%
1800.0%0.00%
-25.0%
Q4 2020$13,000
+44.4%
1800.0%0.00%
+33.3%
Q3 2020$9,000
-18.2%
1800.0%0.00%
-25.0%
Q2 2020$11,000
+22.2%
1800.0%0.00%0.0%
Q1 2020$9,000
-30.8%
1800.0%0.00%
-42.9%
Q4 2019$13,000
+30.0%
1800.0%0.01%
+16.7%
Q3 2019$10,000
-16.7%
1800.0%0.01%
-14.3%
Q2 2019$12,000
-7.7%
1800.0%0.01%
-12.5%
Q1 2019$13,000
+18.2%
180
-5.3%
0.01%0.0%
Q4 2018$11,0001900.01%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
Iron Triangle Partners LP 486,862$32,834,0003.90%
Crestwood Capital Management, L.P. 83,324$5,619,0003.38%
Philadelphia Financial Management of San Francisco, LLC 145,737$9,829,0003.16%
SECTORAL ASSET MANAGEMENT INC 240,000$16,186,0002.87%
DFPG INVESTMENTS, LLC 98,132$6,760,0002.63%
ASHFORD CAPITAL MANAGEMENT INC 354,290$23,893,0002.57%
WASATCH ADVISORS LP 7,638,935$515,170,0002.54%
AMUSSEN HUNSAKER ASSOCIATES LLC 159,522$10,758,0002.46%
Aureus Asset Management, LLC 509,590$34,367,0002.28%
Summit Creek Advisors LLC 298,071$20,102,0002.28%
View complete list of HEALTHEQUITY INC shareholders