GoalVest Advisory LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q4 2022$8,691
-3.4%
1410.0%0.01%0.0%
Q3 2022$9,000
+12.5%
1410.0%0.01%
+20.0%
Q2 2022$8,000
-20.0%
1410.0%0.01%
-16.7%
Q1 2022$10,000
-41.2%
141
-32.2%
0.01%
-45.5%
Q2 2021$17,000
+21.4%
2080.0%0.01%
+10.0%
Q1 2021$14,0000.0%2080.0%0.01%
-16.7%
Q4 2020$14,0002080.01%
Other shareholders
HEALTHEQUITY INC shareholders Q3 2021
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