HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,976 | +57.9% | 602 | +36.5% | 0.00% | – |
| Q2 2023 | $27,845 | +37.5% | 441 | +27.8% | 0.00% | – |
| Q1 2023 | $20,255 | -95.2% | 345 | -94.9% | 0.00% | -100.0% |
| Q4 2022 | $420,385 | -22.4% | 6,820 | -15.5% | 0.00% | -33.3% |
| Q3 2022 | $542,000 | -15.2% | 8,071 | -22.4% | 0.00% | 0.0% |
| Q2 2022 | $639,000 | -7.9% | 10,402 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $694,000 | +75.3% | 10,297 | +15.0% | 0.00% | +50.0% |
| Q4 2021 | $396,000 | +3200.0% | 8,954 | +4930.3% | 0.00% | – |
| Q3 2021 | $12,000 | +100.0% | 178 | +122.5% | 0.00% | – |
| Q2 2021 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | -16.7% | 80 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | +200.0% | 80 | +175.9% | 0.00% | – |
| Q2 2019 | $2,000 | -96.4% | 29 | -95.0% | 0.00% | – |
| Q3 2018 | $55,000 | -1.8% | 585 | -21.7% | 0.00% | – |
| Q2 2018 | $56,000 | -20.0% | 747 | -35.1% | 0.00% | – |
| Q1 2018 | $70,000 | +25.0% | 1,151 | -3.4% | 0.00% | – |
| Q4 2017 | $56,000 | -55.6% | 1,192 | -52.0% | 0.00% | -100.0% |
| Q3 2017 | $126,000 | +27.3% | 2,484 | +25.1% | 0.00% | 0.0% |
| Q2 2017 | $99,000 | -2.9% | 1,985 | -17.8% | 0.00% | 0.0% |
| Q1 2017 | $102,000 | +410.0% | 2,414 | +382.8% | 0.00% | – |
| Q4 2016 | $20,000 | +5.3% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $19,000 | +26.7% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $15,000 | +25.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | -20.0% | 500 | -16.4% | 0.00% | – |
| Q4 2015 | $15,000 | -16.7% | 598 | +0.3% | 0.00% | – |
| Q3 2015 | $18,000 | 0.0% | 596 | +6.6% | 0.00% | – |
| Q2 2015 | $18,000 | +50.0% | 559 | +11.8% | 0.00% | – |
| Q1 2015 | $12,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |