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 | $673,449 | -3.5% | 9,219 | -16.6% | 0.00% | 0.0% |
| Q2 2023 | $697,951 | +3.7% | 11,054 | -3.6% | 0.00% | 0.0% |
| Q1 2023 | $673,109 | -13.6% | 11,465 | -9.3% | 0.00% | 0.0% |
| Q4 2022 | $778,822 | -17.6% | 12,635 | -10.1% | 0.00% | 0.0% |
| Q3 2022 | $945,000 | +8.4% | 14,061 | -1.0% | 0.00% | 0.0% |
| Q2 2022 | $872,000 | -4.5% | 14,208 | +4.9% | 0.00% | 0.0% |
| Q1 2022 | $913,000 | +100.2% | 13,547 | +31.8% | 0.00% | – |
| Q4 2021 | $456,000 | +32.2% | 10,281 | +93.0% | 0.00% | – |
| Q3 2021 | $345,000 | -24.0% | 5,327 | -5.4% | 0.00% | – |
| Q2 2021 | $454,000 | +17.6% | 5,631 | -0.5% | 0.00% | – |
| Q1 2021 | $386,000 | -0.5% | 5,662 | +2.0% | 0.00% | – |
| Q4 2020 | $388,000 | +48.7% | 5,552 | +9.0% | 0.00% | – |
| Q3 2020 | $261,000 | -6.5% | 5,094 | +7.0% | 0.00% | – |
| Q2 2020 | $279,000 | +69.1% | 4,761 | +46.0% | 0.00% | – |
| Q1 2020 | $165,000 | -18.3% | 3,261 | +19.2% | 0.00% | – |
| Q4 2019 | $202,000 | -92.3% | 2,735 | -94.0% | 0.00% | -100.0% |
| Q3 2019 | $2,608,000 | -32.6% | 45,649 | -22.9% | 0.00% | -25.0% |
| Q2 2019 | $3,872,000 | +2685.6% | 59,224 | +3025.3% | 0.00% | – |
| Q1 2019 | $139,000 | +8.6% | 1,895 | -12.0% | 0.00% | – |
| Q4 2018 | $128,000 | -34.0% | 2,154 | +4.7% | 0.00% | – |
| Q3 2018 | $194,000 | +23.6% | 2,057 | -1.7% | 0.00% | – |
| Q2 2018 | $157,000 | +51.0% | 2,092 | +20.9% | 0.00% | – |
| Q1 2018 | $104,000 | +79.3% | 1,730 | +36.9% | 0.00% | – |
| Q4 2017 | $58,000 | +5.5% | 1,264 | +15.6% | 0.00% | – |
| Q3 2017 | $55,000 | +5.8% | 1,093 | +6.0% | 0.00% | – |
| Q2 2017 | $52,000 | -80.4% | 1,031 | -83.5% | 0.00% | – |
| Q1 2017 | $265,000 | +9.1% | 6,249 | +4.1% | 0.00% | – |
| Q4 2016 | $243,000 | -33.6% | 6,003 | -37.9% | 0.00% | – |
| Q3 2016 | $366,000 | -19.2% | 9,660 | -35.1% | 0.00% | -100.0% |
| Q2 2016 | $453,000 | +13.0% | 14,879 | -8.4% | 0.00% | – |
| Q1 2016 | $401,000 | +35.5% | 16,237 | +36.7% | 0.00% | – |
| Q4 2015 | $296,000 | +89.7% | 11,879 | +125.2% | 0.00% | – |
| Q3 2015 | $156,000 | -7.7% | 5,275 | +0.2% | 0.00% | – |
| Q2 2015 | $169,000 | +34.1% | 5,266 | +4.6% | 0.00% | – |
| Q1 2015 | $126,000 | -1.6% | 5,036 | 0.0% | 0.00% | – |
| Q4 2014 | $128,000 | +39.1% | 5,036 | +0.7% | 0.00% | – |
| Q3 2014 | $92,000 | – | 5,000 | – | 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% |