Capital Advisory Group Advisory Services, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q2 2020$145,000
-44.7%
2,465
-30.4%
0.08%
-41.3%
Q4 2019$262,000
+2520.0%
3,543
+1815.1%
0.14%
+1871.4%
Q3 2019$10,000
+25.0%
185
+65.2%
0.01%
+40.0%
Q2 2019$8,0001120.01%
Other shareholders
HEALTHEQUITY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 329,987$24,105,5505.68%
ASHFORD CAPITAL MANAGEMENT INC 404,279$29,532,5814.35%
WASATCH ADVISORS LP 7,267,775$530,910,9643.36%
Summit Creek Advisors LLC 276,513$20,199,2752.75%
Van Berkom & Associates Inc. 1,042,470$76,1522.48%
Aureus Asset Management, LLC 417,923$30,529,2752.45%
Eversept Partners, LP 338,516$24,728,5942.09%
Lisanti Capital Growth, LLC 180,980$13,220,5892.09%
SECTORAL ASSET MANAGEMENT INC 143,875$10,510,0692.05%
Redwood Investments, LLC 169,436$12,377,3001.67%
View complete list of HEALTHEQUITY INC shareholders