HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 236 filers reported holding HEALTHEQUITY INC in Q2 2017. The put-call ratio across all filers is 1.55 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,658,838 | +37.8% | 5,648,992 | +19.1% | 0.04% | +44.0% |
| Q2 2023 | $299,362,432 | -43.7% | 4,741,249 | -47.6% | 0.02% | +4.2% |
| Q1 2023 | $531,724,962 | +99.5% | 9,056,804 | +109.5% | 0.02% | -7.7% |
| Q4 2022 | $266,532,823 | -0.4% | 4,324,024 | +8.5% | 0.03% | -7.1% |
| Q3 2022 | $267,594,000 | +21.4% | 3,983,836 | +11.0% | 0.03% | +27.3% |
| Q2 2022 | $220,378,000 | +1.6% | 3,589,800 | +11.6% | 0.02% | +29.4% |
| Q1 2022 | $216,923,000 | +68.3% | 3,216,536 | +10.4% | 0.02% | +70.0% |
| Q4 2021 | $128,910,000 | +70.3% | 2,913,886 | +149.3% | 0.01% | +66.7% |
| Q3 2021 | $75,706,000 | -20.5% | 1,169,016 | -1.2% | 0.01% | -14.3% |
| Q2 2021 | $95,196,000 | +15.7% | 1,182,851 | -2.2% | 0.01% | 0.0% |
| Q1 2021 | $82,271,000 | -8.5% | 1,209,868 | -6.2% | 0.01% | -12.5% |
| Q4 2020 | $89,928,000 | +370.2% | 1,290,030 | +246.5% | 0.01% | +300.0% |
| Q3 2020 | $19,124,000 | -44.8% | 372,279 | -36.9% | 0.00% | -50.0% |
| Q2 2020 | $34,616,000 | -51.1% | 590,001 | -57.8% | 0.00% | -60.0% |
| Q1 2020 | $70,810,000 | -75.7% | 1,399,707 | -64.4% | 0.01% | -68.8% |
| Q4 2019 | $291,562,000 | +48.7% | 3,936,310 | +14.7% | 0.03% | +33.3% |
| Q3 2019 | $196,031,000 | +500.6% | 3,430,403 | +587.3% | 0.02% | +500.0% |
| Q2 2019 | $32,639,000 | -84.6% | 499,082 | -82.6% | 0.00% | -84.0% |
| Q1 2019 | $212,437,000 | +7.3% | 2,871,544 | -13.5% | 0.02% | -7.4% |
| Q4 2018 | $198,029,000 | -39.9% | 3,319,868 | -4.8% | 0.03% | -27.0% |
| Q3 2018 | $329,312,000 | +28.6% | 3,488,107 | +2.3% | 0.04% | +27.6% |
| Q2 2018 | $256,132,000 | +57.0% | 3,410,542 | +26.5% | 0.03% | +52.6% |
| Q1 2018 | $163,161,000 | +55.1% | 2,695,101 | +19.6% | 0.02% | +58.3% |
| Q4 2017 | $105,185,000 | +3.4% | 2,254,277 | +12.0% | 0.01% | 0.0% |
| Q3 2017 | $101,764,000 | -8.6% | 2,011,945 | -10.0% | 0.01% | -14.3% |
| Q2 2017 | $111,378,000 | +70.9% | 2,235,150 | +45.6% | 0.01% | +75.0% |
| Q1 2017 | $65,179,000 | +28.8% | 1,535,422 | +23.0% | 0.01% | +14.3% |
| Q4 2016 | $50,587,000 | +135.4% | 1,248,441 | +119.9% | 0.01% | +133.3% |
| Q3 2016 | $21,490,000 | +357.6% | 567,770 | +267.4% | 0.00% | +200.0% |
| Q2 2016 | $4,696,000 | +4.2% | 154,547 | -15.4% | 0.00% | 0.0% |
| Q1 2016 | $4,507,000 | -68.2% | 182,690 | -67.7% | 0.00% | -50.0% |
| Q4 2015 | $14,188,000 | +37.0% | 565,906 | +61.5% | 0.00% | +100.0% |
| Q3 2015 | $10,354,000 | +115.3% | 350,400 | +133.6% | 0.00% | 0.0% |
| Q2 2015 | $4,808,000 | +205.3% | 150,000 | +74.4% | 0.00% | – |
| Q3 2014 | $1,575,000 | – | 86,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |