HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,045 | +15.4% | 82,751 | -0.2% | 0.02% | +25.0% |
| Q2 2023 | $5,238 | +7.3% | 82,951 | -0.2% | 0.01% | +9.1% |
| Q1 2023 | $4,882 | -4.7% | 83,151 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $5,125 | -99.9% | 83,151 | +0.1% | 0.01% | -13.3% |
| Q3 2022 | $5,579,000 | +9.4% | 83,051 | 0.0% | 0.02% | +25.0% |
| Q2 2022 | $5,099,000 | -9.0% | 83,051 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $5,601,000 | +52.4% | 83,051 | 0.0% | 0.01% | +57.1% |
| Q4 2021 | $3,674,000 | -22.7% | 83,051 | +13.2% | 0.01% | -30.0% |
| Q3 2021 | $4,752,000 | -14.1% | 73,383 | +6.8% | 0.01% | -16.7% |
| Q2 2021 | $5,529,000 | +18.3% | 68,700 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $4,672,000 | +0.9% | 68,700 | +3.5% | 0.01% | 0.0% |
| Q4 2020 | $4,629,000 | +35.7% | 66,400 | 0.0% | 0.01% | +25.0% |
| Q3 2020 | $3,411,000 | +34.0% | 66,400 | +53.0% | 0.01% | +33.3% |
| Q2 2020 | $2,546,000 | +45.9% | 43,400 | +25.8% | 0.01% | +20.0% |
| Q1 2020 | $1,745,000 | -31.7% | 34,500 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $2,555,000 | +121.4% | 34,500 | +70.8% | 0.01% | +100.0% |
| Q3 2019 | $1,154,000 | +7.5% | 20,200 | +23.2% | 0.00% | 0.0% |
| Q2 2019 | $1,073,000 | -12.1% | 16,400 | -0.6% | 0.00% | 0.0% |
| Q1 2019 | $1,221,000 | +44.2% | 16,500 | +16.2% | 0.00% | +50.0% |
| Q4 2018 | $847,000 | -30.5% | 14,200 | +10.1% | 0.00% | -33.3% |
| Q3 2018 | $1,218,000 | -53.6% | 12,900 | -63.1% | 0.00% | -50.0% |
| Q2 2018 | $2,625,000 | +27.1% | 34,957 | +2.5% | 0.01% | +20.0% |
| Q1 2018 | $2,065,000 | +29.7% | 34,116 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $1,592,000 | -6.5% | 34,116 | +1.4% | 0.00% | 0.0% |
| Q3 2017 | $1,702,000 | +9.7% | 33,651 | +8.0% | 0.00% | 0.0% |
| Q2 2017 | $1,552,000 | +3.7% | 31,151 | -11.6% | 0.00% | 0.0% |
| Q1 2017 | $1,496,000 | +18.9% | 35,251 | +13.5% | 0.00% | +33.3% |
| Q4 2016 | $1,258,000 | +8.8% | 31,051 | +1.6% | 0.00% | 0.0% |
| Q3 2016 | $1,156,000 | +37.1% | 30,551 | +10.1% | 0.00% | +50.0% |
| Q2 2016 | $843,000 | +22.7% | 27,757 | -0.4% | 0.00% | 0.0% |
| Q1 2016 | $687,000 | -2.0% | 27,857 | -0.4% | 0.00% | 0.0% |
| Q4 2015 | $701,000 | -15.1% | 27,957 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $826,000 | +80.7% | 27,957 | +96.0% | 0.00% | +100.0% |
| Q2 2015 | $457,000 | – | 14,263 | – | 0.00% | – |
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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% |