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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,125,590 | +20.1% | 42,787 | +3.8% | 0.02% | +23.1% |
| Q2 2023 | $2,603,010 | +9.9% | 41,226 | +2.2% | 0.01% | 0.0% |
| Q1 2023 | $2,368,303 | -29.4% | 40,339 | -25.9% | 0.01% | -27.8% |
| Q4 2022 | $3,353,339 | -30.7% | 54,402 | -24.5% | 0.02% | -37.9% |
| Q3 2022 | $4,841,000 | +10.6% | 72,070 | +1.1% | 0.03% | +20.8% |
| Q2 2022 | $4,377,000 | +17.3% | 71,300 | +28.9% | 0.02% | +33.3% |
| Q1 2022 | $3,730,000 | +175.9% | 55,310 | +81.0% | 0.02% | +200.0% |
| Q4 2021 | $1,352,000 | -31.6% | 30,550 | 0.0% | 0.01% | -40.0% |
| Q3 2021 | $1,978,000 | -19.6% | 30,550 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $2,459,000 | +18.4% | 30,550 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $2,077,000 | -5.2% | 30,550 | -2.9% | 0.01% | -8.3% |
| Q4 2020 | $2,192,000 | +20.8% | 31,450 | -10.9% | 0.01% | +9.1% |
| Q3 2020 | $1,814,000 | -42.5% | 35,310 | -34.3% | 0.01% | -50.0% |
| Q2 2020 | $3,155,000 | +28.0% | 53,770 | +10.4% | 0.02% | +4.8% |
| Q1 2020 | $2,464,000 | -31.5% | 48,710 | +0.3% | 0.02% | -12.5% |
| Q4 2019 | $3,596,000 | +29.4% | 48,555 | -0.2% | 0.02% | +20.0% |
| Q3 2019 | $2,780,000 | -12.7% | 48,640 | -0.1% | 0.02% | -13.0% |
| Q2 2019 | $3,184,000 | -35.1% | 48,685 | -26.6% | 0.02% | -39.5% |
| Q1 2019 | $4,908,000 | +16.7% | 66,340 | -5.9% | 0.04% | +2.7% |
| Q4 2018 | $4,207,000 | -38.3% | 70,525 | -2.3% | 0.04% | -27.5% |
| Q3 2018 | $6,813,000 | +20.6% | 72,165 | -4.0% | 0.05% | +10.9% |
| Q2 2018 | $5,648,000 | +17.4% | 75,210 | -5.4% | 0.05% | +15.0% |
| Q1 2018 | $4,811,000 | +18.6% | 79,465 | -8.6% | 0.04% | +21.2% |
| Q4 2017 | $4,058,000 | -18.2% | 86,960 | -11.3% | 0.03% | -23.3% |
| Q3 2017 | $4,960,000 | -8.9% | 98,070 | -10.3% | 0.04% | -12.2% |
| Q2 2017 | $5,445,000 | +8.8% | 109,275 | -7.3% | 0.05% | +6.5% |
| Q1 2017 | $5,005,000 | -24.7% | 117,905 | -28.1% | 0.05% | -27.0% |
| Q4 2016 | $6,644,000 | -38.1% | 163,960 | -42.2% | 0.06% | -40.0% |
| Q3 2016 | $10,737,000 | -6.1% | 283,670 | -24.6% | 0.10% | -6.2% |
| Q2 2016 | $11,429,000 | +49.1% | 376,130 | +21.1% | 0.11% | +47.4% |
| Q1 2016 | $7,663,000 | – | 310,620 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |