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 | $47,568,420 | +26.0% | 651,176 | +8.9% | 0.08% | +28.8% |
| Q2 2023 | $37,760,127 | +4.1% | 598,038 | -3.2% | 0.07% | -1.5% |
| Q1 2023 | $36,256,004 | +106.9% | 617,545 | +117.3% | 0.07% | +71.8% |
| Q4 2022 | $17,520,705 | -44.4% | 284,242 | -39.4% | 0.04% | -44.3% |
| Q3 2022 | $31,531,000 | +69.2% | 469,419 | +54.9% | 0.07% | +75.0% |
| Q2 2022 | $18,634,000 | -1.1% | 302,985 | +8.6% | 0.04% | +5.3% |
| Q1 2022 | $18,837,000 | +52.2% | 278,939 | -0.2% | 0.04% | +65.2% |
| Q4 2021 | $12,377,000 | -17.7% | 279,567 | +20.7% | 0.02% | -28.1% |
| Q3 2021 | $15,030,000 | -77.9% | 231,641 | -72.6% | 0.03% | -78.8% |
| Q2 2021 | $68,126,000 | +21.1% | 846,664 | +2.4% | 0.15% | +6.3% |
| Q1 2021 | $56,240,000 | -14.8% | 827,068 | -12.7% | 0.14% | -17.0% |
| Q4 2020 | $66,002,000 | +76.6% | 946,949 | +30.3% | 0.17% | +58.3% |
| Q3 2020 | $37,364,000 | +41.8% | 726,920 | +61.8% | 0.11% | +31.7% |
| Q2 2020 | $26,359,000 | -0.3% | 449,270 | -13.9% | 0.08% | -15.5% |
| Q1 2020 | $26,429,000 | -31.8% | 522,072 | -0.3% | 0.10% | -16.4% |
| Q4 2019 | $38,761,000 | +37.7% | 523,397 | +6.3% | 0.12% | +61.1% |
| Q3 2019 | $28,153,000 | +2.1% | 492,382 | +16.8% | 0.07% | -20.0% |
| Q2 2019 | $27,571,000 | +36.2% | 421,565 | +54.0% | 0.09% | +32.4% |
| Q1 2019 | $20,243,000 | +13860.7% | 273,685 | +11935.4% | 0.07% | +6700.0% |
| Q4 2018 | $145,000 | +29.5% | 2,274 | +86.1% | 0.00% | – |
| Q3 2018 | $112,000 | -92.1% | 1,222 | -93.5% | 0.00% | -100.0% |
| Q2 2018 | $1,413,000 | +388.9% | 18,816 | +294.1% | 0.01% | +400.0% |
| Q1 2018 | $289,000 | -14.7% | 4,774 | -34.3% | 0.00% | 0.0% |
| Q4 2017 | $339,000 | -53.8% | 7,271 | -49.8% | 0.00% | -66.7% |
| Q3 2017 | $733,000 | +259.3% | 14,478 | +255.1% | 0.00% | +200.0% |
| Q2 2017 | $204,000 | +74.4% | 4,077 | +48.5% | 0.00% | 0.0% |
| Q1 2017 | $117,000 | -96.0% | 2,746 | -96.2% | 0.00% | -92.9% |
| Q4 2016 | $2,915,000 | – | 71,951 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 329,987 | $24,105,550 | 5.68% |
| ASHFORD CAPITAL MANAGEMENT INC | 404,279 | $29,532,581 | 4.35% |
| WASATCH ADVISORS LP | 7,267,775 | $530,910,964 | 3.36% |
| Summit Creek Advisors LLC | 276,513 | $20,199,275 | 2.75% |
| Van Berkom & Associates Inc. | 1,042,470 | $76,152 | 2.48% |
| Aureus Asset Management, LLC | 417,923 | $30,529,275 | 2.45% |
| Eversept Partners, LP | 338,516 | $24,728,594 | 2.09% |
| Lisanti Capital Growth, LLC | 180,980 | $13,220,589 | 2.09% |
| SECTORAL ASSET MANAGEMENT INC | 143,875 | $10,510,069 | 2.05% |
| Redwood Investments, LLC | 169,436 | $12,377,300 | 1.67% |