Arkadios Wealth Advisors - 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
Arkadios Wealth Advisors ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$459,411
-0.5%
6,289
-14.0%
0.04%
-18.5%
Q2 2023$461,617
+8.2%
7,311
+0.6%
0.05%
+5.9%
Q1 2023$426,822
-16.3%
7,270
-12.1%
0.05%
-25.0%
Q4 2022$509,763
+50876.3%
8,270
+32980.0%
0.07%
Q3 2021$1,000
-96.8%
25
-93.7%
0.00%
-100.0%
Q2 2021$31,0003950.00%
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