DIMENSIONAL FUND ADVISORS LP - HEALTHEQUITY INC ownership

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
DIMENSIONAL FUND ADVISORS LP ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$95,088,521
+26.5%
1,301,632
+9.3%
0.03%
+29.2%
Q2 2023$75,160,243
+15.8%
1,190,424
+7.7%
0.02%
+9.1%
Q1 2023$64,913,271
+109201.8%
1,105,700
+14.8%
0.02%
+22.2%
Q4 2022$59,389
-99.9%
963,521
+3.0%
0.02%
-25.0%
Q3 2022$62,830,000
+30.5%
935,297
+19.3%
0.02%
+41.2%
Q2 2022$48,146,000
+2.1%
784,162
+12.1%
0.02%
+13.3%
Q1 2022$47,175,000
+97.5%
699,519
+29.6%
0.02%
+114.3%
Q4 2021$23,884,000
-28.1%
539,889
+5.3%
0.01%
-36.4%
Q3 2021$33,211,000
-3.5%
512,743
+19.9%
0.01%0.0%
Q2 2021$34,423,000
+98.4%
427,636
+67.6%
0.01%
+83.3%
Q1 2021$17,347,000
+348.8%
255,144
+360.1%
0.01%
+500.0%
Q4 2020$3,865,000
+30.5%
55,450
-3.8%
0.00%0.0%
Q3 2020$2,961,000
+4.1%
57,645
+18.9%
0.00%0.0%
Q2 2020$2,845,000
-71.0%
48,497
-75.0%
0.00%
-80.0%
Q1 2020$9,816,000
-76.7%
194,040
-65.9%
0.01%
-66.7%
Q4 2019$42,136,000
+18.6%
568,882
-8.5%
0.02%
+7.1%
Q3 2019$35,529,000
-3.4%
621,790
+10.6%
0.01%0.0%
Q2 2019$36,771,000
-8.5%
562,250
+3.5%
0.01%
-12.5%
Q1 2019$40,198,000
+33.2%
543,377
+7.4%
0.02%
+14.3%
Q4 2018$30,171,000
-35.7%
505,825
+1.8%
0.01%
-22.2%
Q3 2018$46,922,000
+9.8%
497,012
-12.7%
0.02%
+5.9%
Q2 2018$42,753,000
+17.3%
569,255
-5.4%
0.02%
+13.3%
Q1 2018$36,436,000
+45.5%
601,854
+12.2%
0.02%
+50.0%
Q4 2017$25,035,000
-6.8%
536,530
+1.0%
0.01%
-16.7%
Q3 2017$26,872,000
+13.9%
531,288
+12.2%
0.01%
+9.1%
Q2 2017$23,591,000
+47.1%
473,433
+25.3%
0.01%
+37.5%
Q1 2017$16,042,000
+45.0%
377,919
+38.5%
0.01%
+33.3%
Q4 2016$11,061,000
+27.3%
272,959
+18.9%
0.01%
+20.0%
Q3 2016$8,689,000229,5560.01%
Other shareholders
HEALTHEQUITY INC shareholders Q3 2020
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders