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 | $1,563 | +12.2% | 21,401 | -3.0% | 0.00% | +33.3% |
| Q2 2023 | $1,393 | -34.8% | 22,061 | -39.4% | 0.00% | -40.0% |
| Q1 2023 | $2,135 | -5.7% | 36,375 | -1.0% | 0.01% | -16.7% |
| Q4 2022 | $2,264 | -99.9% | 36,734 | -38.4% | 0.01% | -45.5% |
| Q3 2022 | $4,007,000 | +9.8% | 59,666 | +0.3% | 0.01% | +10.0% |
| Q2 2022 | $3,651,000 | -8.5% | 59,470 | +0.5% | 0.01% | +25.0% |
| Q1 2022 | $3,991,000 | +12.1% | 59,183 | -26.4% | 0.01% | +14.3% |
| Q4 2021 | $3,560,000 | -0.9% | 80,461 | +45.1% | 0.01% | 0.0% |
| Q3 2021 | $3,591,000 | -20.3% | 55,456 | -1.0% | 0.01% | -22.2% |
| Q2 2021 | $4,506,000 | +18.5% | 55,990 | +0.2% | 0.01% | +12.5% |
| Q1 2021 | $3,801,000 | -2.0% | 55,900 | +0.5% | 0.01% | -11.1% |
| Q4 2020 | $3,878,000 | +265.5% | 55,633 | +169.3% | 0.01% | +200.0% |
| Q3 2020 | $1,061,000 | -8.3% | 20,655 | +4.7% | 0.00% | 0.0% |
| Q2 2020 | $1,157,000 | +23.5% | 19,723 | +6.5% | 0.00% | 0.0% |
| Q1 2020 | $937,000 | -31.7% | 18,520 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $1,372,000 | +30.7% | 18,520 | +0.8% | 0.00% | +33.3% |
| Q3 2019 | $1,050,000 | +11.1% | 18,376 | +27.2% | 0.00% | 0.0% |
| Q2 2019 | $945,000 | -9.1% | 14,444 | +2.7% | 0.00% | 0.0% |
| Q1 2019 | $1,040,000 | +26.8% | 14,063 | +2.3% | 0.00% | 0.0% |
| Q4 2018 | $820,000 | -31.4% | 13,745 | +8.5% | 0.00% | -25.0% |
| Q3 2018 | $1,196,000 | -55.8% | 12,667 | -64.8% | 0.00% | -55.6% |
| Q2 2018 | $2,706,000 | +28.8% | 36,029 | +3.8% | 0.01% | +28.6% |
| Q1 2018 | $2,101,000 | +43.0% | 34,706 | +10.2% | 0.01% | +40.0% |
| Q4 2017 | $1,469,000 | -5.9% | 31,491 | +2.0% | 0.01% | -16.7% |
| Q3 2017 | $1,561,000 | -38.8% | 30,870 | -39.7% | 0.01% | -45.5% |
| Q2 2017 | $2,552,000 | -49.7% | 51,223 | -57.1% | 0.01% | -50.0% |
| Q1 2017 | $5,071,000 | +6.5% | 119,473 | +1.7% | 0.02% | +4.8% |
| Q4 2016 | $4,760,000 | +8.2% | 117,473 | +1.1% | 0.02% | +5.0% |
| Q3 2016 | $4,399,000 | -26.4% | 116,223 | -41.0% | 0.02% | -28.6% |
| Q2 2016 | $5,980,000 | +24.0% | 196,823 | +0.7% | 0.03% | +21.7% |
| Q1 2016 | $4,821,000 | +1182.2% | 195,423 | +1204.6% | 0.02% | +1050.0% |
| Q4 2015 | $376,000 | – | 14,980 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |