HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 282 filers reported holding HEALTHEQUITY INC in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,410,517 | +24.6% | 238,337 | +0.6% | 0.10% | +26.6% |
| Q2 2023 | $13,976,318 | +0.6% | 237,026 | +0.2% | 0.08% | 0.0% |
| Q1 2023 | $13,888,788 | -5.3% | 236,566 | -0.6% | 0.08% | -8.1% |
| Q4 2022 | $14,665,511 | -17.8% | 237,922 | -10.5% | 0.09% | -23.9% |
| Q3 2022 | $17,848,000 | +1.2% | 265,742 | -7.5% | 0.11% | +9.7% |
| Q2 2022 | $17,637,000 | -18.1% | 287,308 | -10.0% | 0.10% | -2.8% |
| Q1 2022 | $21,530,000 | +52.6% | 319,258 | +0.1% | 0.11% | +58.2% |
| Q4 2021 | $14,113,000 | -6.3% | 319,026 | +37.1% | 0.07% | -14.1% |
| Q3 2021 | $15,067,000 | -22.0% | 232,680 | -3.1% | 0.08% | -22.0% |
| Q2 2021 | $19,317,000 | +15.7% | 240,027 | -2.2% | 0.10% | +11.1% |
| Q1 2021 | $16,695,000 | -22.8% | 245,532 | -20.8% | 0.09% | -24.4% |
| Q4 2020 | $21,618,000 | +26.5% | 310,123 | -6.8% | 0.12% | +16.7% |
| Q3 2020 | $17,084,000 | -23.4% | 332,599 | -12.5% | 0.10% | -25.0% |
| Q2 2020 | $22,313,000 | -45.3% | 380,320 | -30.9% | 0.14% | -26.9% |
| Q1 2020 | $40,778,000 | 0.0% | 550,551 | 0.0% | 0.19% | 0.0% |
| Q4 2019 | $40,778,000 | +15.9% | 550,551 | -10.6% | 0.19% | +15.5% |
| Q3 2019 | $35,181,000 | +20.4% | 615,651 | +37.8% | 0.16% | +25.8% |
| Q2 2019 | $29,228,000 | -12.1% | 446,921 | -0.5% | 0.13% | -14.7% |
| Q1 2019 | $33,243,000 | +37.3% | 449,367 | +10.7% | 0.15% | +27.1% |
| Q4 2018 | $24,217,000 | +142352.9% | 405,998 | +178753.7% | 0.12% | – |
| Q2 2018 | $17,000 | +325.0% | 227 | +131.6% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q3 2017 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | – | 98 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |