HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $957,759 | +44.8% | 13,111 | +25.2% | 0.00% | +100.0% |
| Q2 2023 | $661,328 | -2.2% | 10,474 | -9.1% | 0.00% | 0.0% |
| Q1 2023 | $676,397 | -41.0% | 11,521 | -38.0% | 0.00% | -50.0% |
| Q4 2022 | $1,146,073 | -10.8% | 18,593 | -2.8% | 0.00% | -33.3% |
| Q3 2022 | $1,285,000 | +102.7% | 19,126 | +85.2% | 0.00% | +200.0% |
| Q2 2022 | $634,000 | +27.8% | 10,330 | +40.5% | 0.00% | 0.0% |
| Q1 2022 | $496,000 | +44.2% | 7,354 | -5.7% | 0.00% | 0.0% |
| Q4 2021 | $344,000 | -43.7% | 7,798 | -17.3% | 0.00% | 0.0% |
| Q3 2021 | $611,000 | -53.4% | 9,428 | -42.1% | 0.00% | -50.0% |
| Q2 2021 | $1,310,000 | -12.8% | 16,285 | -26.3% | 0.00% | -33.3% |
| Q1 2021 | $1,503,000 | -15.3% | 22,089 | -13.2% | 0.00% | -25.0% |
| Q4 2020 | $1,774,000 | +45.5% | 25,444 | +7.2% | 0.00% | +33.3% |
| Q3 2020 | $1,219,000 | +54.3% | 23,739 | +76.2% | 0.00% | +50.0% |
| Q2 2020 | $790,000 | -4.4% | 13,470 | -17.6% | 0.00% | -33.3% |
| Q1 2020 | $826,000 | -31.9% | 16,339 | -0.2% | 0.00% | 0.0% |
| Q4 2019 | $1,213,000 | +28.0% | 16,375 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $948,000 | -21.0% | 16,595 | -9.6% | 0.00% | 0.0% |
| Q2 2019 | $1,200,000 | +39.2% | 18,348 | +57.2% | 0.00% | +50.0% |
| Q1 2019 | $862,000 | +68.7% | 11,670 | +36.2% | 0.00% | 0.0% |
| Q4 2018 | $511,000 | +846.3% | 8,569 | +1385.1% | 0.00% | – |
| Q3 2018 | $54,000 | +80.0% | 577 | +46.1% | 0.00% | – |
| Q2 2018 | $30,000 | -58.3% | 395 | -67.0% | 0.00% | – |
| Q1 2018 | $72,000 | +28.6% | 1,197 | 0.0% | 0.00% | – |
| Q4 2017 | $56,000 | +1300.0% | 1,197 | +1275.9% | 0.00% | – |
| Q3 2017 | $4,000 | -88.6% | 87 | -87.7% | 0.00% | – |
| Q2 2017 | $35,000 | +45.8% | 708 | +24.9% | 0.00% | – |
| Q1 2017 | $24,000 | +4.3% | 567 | 0.0% | 0.00% | – |
| Q4 2016 | $23,000 | +666.7% | 567 | +551.7% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | – | 87 | – | 0.00% | – |
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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% |