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 | $11,809,920 | +10.9% | 161,669 | -4.1% | 0.08% | +18.5% |
| Q2 2023 | $10,647,424 | +6.8% | 168,632 | -0.7% | 0.06% | 0.0% |
| Q1 2023 | $9,969,721 | -4.9% | 169,813 | -0.1% | 0.06% | -11.0% |
| Q4 2022 | $10,482,005 | -9.1% | 170,052 | -0.9% | 0.07% | -13.1% |
| Q3 2022 | $11,531,000 | +5.9% | 171,667 | -3.2% | 0.08% | +13.5% |
| Q2 2022 | $10,888,000 | -11.0% | 177,361 | -2.2% | 0.07% | +10.4% |
| Q1 2022 | $12,231,000 | +50.4% | 181,367 | -1.3% | 0.07% | +63.4% |
| Q4 2021 | $8,132,000 | -33.0% | 183,806 | -2.0% | 0.04% | -36.9% |
| Q3 2021 | $12,140,000 | -21.8% | 187,463 | -2.8% | 0.06% | +22.6% |
| Q2 2021 | $15,526,000 | +13.4% | 192,915 | -4.2% | 0.05% | +10.4% |
| Q1 2021 | $13,697,000 | +4.7% | 201,425 | +7.4% | 0.05% | 0.0% |
| Q4 2020 | $13,076,000 | +37.9% | 187,582 | +1.6% | 0.05% | +6.7% |
| Q3 2020 | $9,484,000 | -7.7% | 184,625 | +5.4% | 0.04% | -10.0% |
| Q2 2020 | $10,278,000 | +14.1% | 175,184 | -1.6% | 0.05% | +2.0% |
| Q1 2020 | $9,009,000 | -32.1% | 178,071 | -0.5% | 0.05% | -3.9% |
| Q4 2019 | $13,262,000 | +30.3% | 179,051 | +0.6% | 0.05% | +24.4% |
| Q3 2019 | $10,176,000 | +7.5% | 178,067 | +23.0% | 0.04% | +10.8% |
| Q2 2019 | $9,468,000 | -9.8% | 144,770 | +2.1% | 0.04% | -7.5% |
| Q1 2019 | $10,494,000 | +21.1% | 141,845 | -2.4% | 0.04% | +11.1% |
| Q4 2018 | $8,667,000 | -36.7% | 145,303 | +0.2% | 0.04% | -20.0% |
| Q3 2018 | $13,695,000 | +339.1% | 145,055 | +249.3% | 0.04% | +309.1% |
| Q2 2018 | $3,119,000 | +59.6% | 41,528 | +28.7% | 0.01% | +57.1% |
| Q1 2018 | $1,954,000 | +5.2% | 32,272 | -19.0% | 0.01% | +16.7% |
| Q4 2017 | $1,858,000 | -7.2% | 39,819 | +0.5% | 0.01% | -14.3% |
| Q3 2017 | $2,003,000 | +9.8% | 39,609 | +8.2% | 0.01% | 0.0% |
| Q2 2017 | $1,825,000 | +64.4% | 36,616 | +40.0% | 0.01% | +75.0% |
| Q1 2017 | $1,110,000 | -13.3% | 26,150 | -17.2% | 0.00% | -20.0% |
| Q4 2016 | $1,280,000 | -99.9% | 31,600 | -1.4% | 0.01% | 0.0% |
| Q3 2016 | $1,213,585,000 | +29.7% | 32,063 | +4.1% | 0.01% | +25.0% |
| Q2 2016 | $935,797,000 | +37.2% | 30,798 | +11.3% | 0.00% | +33.3% |
| Q1 2016 | $682,000,000 | +2.9% | 27,671 | +4.7% | 0.00% | 0.0% |
| Q4 2015 | $663,000,000 | +84144.0% | 26,434 | -0.8% | 0.00% | 0.0% |
| Q3 2015 | $787,000 | -99.9% | 26,650 | -23.4% | 0.00% | -25.0% |
| Q2 2015 | $1,115,533,000 | +578.4% | 34,806 | +429.0% | 0.00% | +300.0% |
| Q1 2015 | $164,434,000 | -1.8% | 6,580 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $167,461,000 | – | 6,580 | – | 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% |