BELLEVUE ASSET MANAGEMENT, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$3,944
+15.7%
540.0%0.00%
+50.0%
Q2 2023$3,409
+7.5%
540.0%0.00%0.0%
Q1 2023$3,170
-4.0%
540.0%0.00%
-33.3%
Q4 2022$3,302
+10.1%
54
+14.9%
0.00%
+50.0%
Q3 2022$3,0000.0%470.0%0.00%0.0%
Q2 2022$3,0000.0%470.0%0.00%0.0%
Q1 2022$3,0000.0%47
-19.0%
0.00%0.0%
Q4 2021$3,0000.0%58
+41.5%
0.00%0.0%
Q3 2021$3,0000.0%410.0%0.00%0.0%
Q2 2021$3,0000.0%41
-8.9%
0.00%0.0%
Q1 2021$3,000
-50.0%
45
-28.6%
0.00%
-50.0%
Q4 2020$6,000
+100.0%
630.0%0.00%
+100.0%
Q3 2020$3,000
-25.0%
630.0%0.00%
-50.0%
Q2 2020$4,000
+33.3%
630.0%0.00%
+33.3%
Q1 2020$3,000
+50.0%
63
+186.4%
0.00%
+50.0%
Q4 2019$2,000220.00%
Other shareholders
HEALTHEQUITY INC shareholders Q4 2020
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders