HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,026 | +0.9% | 55,140 | -12.7% | 0.00% | 0.0% |
| Q2 2023 | $3,989 | +27.0% | 63,181 | +18.1% | 0.00% | +200.0% |
| Q1 2023 | $3,142 | +53.0% | 53,511 | +60.6% | 0.00% | 0.0% |
| Q4 2022 | $2,054 | -99.8% | 33,318 | +67.8% | 0.00% | 0.0% |
| Q3 2022 | $1,332,000 | +174.1% | 19,853 | +150.9% | 0.00% | – |
| Q2 2022 | $486,000 | -54.0% | 7,912 | -49.5% | 0.00% | -100.0% |
| Q1 2022 | $1,057,000 | -89.5% | 15,673 | -93.1% | 0.00% | -50.0% |
| Q4 2021 | $10,060,000 | +74.0% | 227,382 | +154.6% | 0.00% | -33.3% |
| Q3 2021 | $5,783,000 | +18.2% | 89,305 | +47.0% | 0.00% | +50.0% |
| Q2 2021 | $4,891,000 | -8.0% | 60,758 | -22.2% | 0.00% | -33.3% |
| Q1 2021 | $5,314,000 | +87.4% | 78,144 | +92.2% | 0.00% | +200.0% |
| Q4 2020 | $2,835,000 | -43.1% | 40,663 | -58.1% | 0.00% | -66.7% |
| Q3 2020 | $4,984,000 | +9.2% | 97,036 | +24.7% | 0.00% | -25.0% |
| Q2 2020 | $4,564,000 | +191.1% | 77,812 | +151.1% | 0.00% | +300.0% |
| Q1 2020 | $1,568,000 | -72.7% | 30,987 | -60.1% | 0.00% | -66.7% |
| Q4 2019 | $5,750,000 | +168.6% | 77,623 | +107.1% | 0.00% | +200.0% |
| Q3 2019 | $2,141,000 | -58.2% | 37,480 | -52.2% | 0.00% | -66.7% |
| Q2 2019 | $5,124,000 | +37.6% | 78,351 | +55.7% | 0.00% | 0.0% |
| Q1 2019 | $3,723,000 | +120.2% | 50,320 | +77.6% | 0.00% | +200.0% |
| Q4 2018 | $1,691,000 | -69.1% | 28,341 | -51.1% | 0.00% | -75.0% |
| Q3 2018 | $5,477,000 | +150.0% | 58,010 | +98.8% | 0.00% | +100.0% |
| Q2 2018 | $2,191,000 | -29.4% | 29,186 | -43.1% | 0.00% | 0.0% |
| Q1 2018 | $3,104,000 | -9.7% | 51,262 | -30.4% | 0.00% | -33.3% |
| Q4 2017 | $3,438,000 | +146.8% | 73,684 | +167.6% | 0.00% | +50.0% |
| Q3 2017 | $1,393,000 | -72.5% | 27,539 | -73.0% | 0.00% | -60.0% |
| Q2 2017 | $5,074,000 | +79.6% | 101,831 | +52.9% | 0.01% | +66.7% |
| Q1 2017 | $2,825,000 | +24.0% | 66,579 | +18.4% | 0.00% | +50.0% |
| Q4 2016 | $2,279,000 | +5326.2% | 56,230 | +4943.0% | 0.00% | – |
| Q3 2016 | $42,000 | +4100.0% | 1,115 | +1822.4% | 0.00% | – |
| Q4 2015 | $1,000 | -83.3% | 58 | -69.5% | 0.00% | – |
| Q3 2015 | $6,000 | -72.7% | 190 | -72.6% | 0.00% | – |
| Q2 2015 | $22,000 | +214.3% | 694 | +120.3% | 0.00% | – |
| Q1 2015 | $7,000 | -66.7% | 315 | -62.9% | 0.00% | – |
| Q4 2014 | $21,000 | – | 850 | – | 0.00% | – |
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% |