Prestige Wealth Management Group LLC - 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
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 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