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 | $3,816,121 | +8.5% | 52,230 | -6.2% | 0.02% | +15.4% |
| Q2 2023 | $3,516,762 | +5.8% | 55,697 | -1.6% | 0.01% | 0.0% |
| Q1 2023 | $3,323,640 | -52.3% | 56,628 | -50.0% | 0.01% | -7.1% |
| Q4 2022 | $6,969,946 | +64.4% | 113,191 | +79.3% | 0.01% | -26.3% |
| Q3 2022 | $4,240,000 | +19.1% | 63,135 | +8.9% | 0.02% | +11.8% |
| Q2 2022 | $3,559,000 | +2.9% | 57,965 | +13.0% | 0.02% | +13.3% |
| Q1 2022 | $3,458,000 | +56.2% | 51,287 | +2.5% | 0.02% | +66.7% |
| Q4 2021 | $2,214,000 | -25.9% | 50,057 | +8.5% | 0.01% | -30.8% |
| Q3 2021 | $2,987,000 | -16.5% | 46,118 | +3.7% | 0.01% | -18.8% |
| Q2 2021 | $3,579,000 | +21.5% | 44,463 | +2.6% | 0.02% | +23.1% |
| Q1 2021 | $2,945,000 | -1.8% | 43,333 | +0.7% | 0.01% | 0.0% |
| Q4 2020 | $2,998,000 | +41.7% | 43,013 | +4.5% | 0.01% | +30.0% |
| Q3 2020 | $2,116,000 | +103.5% | 41,174 | +131.9% | 0.01% | +66.7% |
| Q2 2020 | $1,040,000 | +39.8% | 17,752 | +20.7% | 0.01% | +50.0% |
| Q1 2020 | $744,000 | +9.4% | 14,704 | +60.1% | 0.00% | +33.3% |
| Q4 2019 | $680,000 | +68.3% | 9,183 | +29.8% | 0.00% | +50.0% |
| Q3 2019 | $404,000 | +16.4% | 7,075 | +33.5% | 0.00% | 0.0% |
| Q2 2019 | $347,000 | -30.9% | 5,299 | -21.9% | 0.00% | -33.3% |
| Q1 2019 | $502,000 | +130.3% | 6,789 | +86.5% | 0.00% | +200.0% |
| Q4 2018 | $218,000 | -44.1% | 3,641 | -11.8% | 0.00% | -50.0% |
| Q3 2018 | $390,000 | +36.8% | 4,130 | +8.8% | 0.00% | 0.0% |
| Q2 2018 | $285,000 | +38.3% | 3,795 | +11.1% | 0.00% | +100.0% |
| Q1 2018 | $206,000 | – | 3,417 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |