HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,849 | +58.0% | 52,681 | +36.5% | 0.04% | +62.5% |
| Q2 2023 | $2,436 | +17.3% | 38,590 | +9.1% | 0.02% | +14.3% |
| Q1 2023 | $2,077 | -0.2% | 35,363 | +4.7% | 0.02% | -4.5% |
| Q4 2022 | $2,082 | -99.7% | 33,775 | +183.9% | 0.02% | +144.4% |
| Q3 2022 | $799,000 | +15.0% | 11,895 | +15.5% | 0.01% | +28.6% |
| Q1 2022 | $695,000 | +41.5% | 10,300 | -7.2% | 0.01% | +75.0% |
| Q4 2021 | $491,000 | -31.7% | 11,100 | 0.0% | 0.00% | -42.9% |
| Q3 2021 | $719,000 | -19.5% | 11,100 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $893,000 | +18.3% | 11,100 | 0.0% | 0.01% | +14.3% |
| Q1 2021 | $755,000 | -11.9% | 11,100 | -9.8% | 0.01% | -22.2% |
| Q4 2020 | $857,000 | +50.4% | 12,300 | +10.8% | 0.01% | +50.0% |
| Q3 2020 | $570,000 | -12.4% | 11,100 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $651,000 | +15.8% | 11,100 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $562,000 | -37.3% | 11,100 | -8.3% | 0.01% | -20.0% |
| Q4 2019 | $896,000 | +29.7% | 12,100 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $691,000 | +7.8% | 12,100 | +23.5% | 0.01% | 0.0% |
| Q2 2019 | $641,000 | -19.8% | 9,800 | -9.3% | 0.01% | -20.0% |
| Q1 2019 | $799,000 | +24.1% | 10,800 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $644,000 | -42.6% | 10,800 | -9.1% | 0.01% | -30.8% |
| Q3 2018 | $1,122,000 | -2.3% | 11,880 | -22.3% | 0.01% | -7.1% |
| Q2 2018 | $1,148,000 | +24.1% | 15,280 | 0.0% | 0.01% | +27.3% |
| Q1 2018 | $925,000 | +39.5% | 15,280 | +7.6% | 0.01% | +37.5% |
| Q4 2017 | $663,000 | -7.7% | 14,200 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $718,000 | +1.4% | 14,200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $708,000 | +17.4% | 14,200 | 0.0% | 0.01% | +12.5% |
| Q1 2017 | $603,000 | +9.4% | 14,200 | +4.4% | 0.01% | +14.3% |
| Q4 2016 | $551,000 | +21.4% | 13,600 | +13.3% | 0.01% | +16.7% |
| Q3 2016 | $454,000 | +24.4% | 12,000 | 0.0% | 0.01% | +20.0% |
| Q2 2016 | $365,000 | +23.3% | 12,000 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $296,000 | -1.7% | 12,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $301,000 | -15.2% | 12,000 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $355,000 | +35.0% | 12,000 | +46.3% | 0.01% | +66.7% |
| Q2 2015 | $263,000 | – | 8,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 329,987 | $24,105,550 | 5.68% |
| ASHFORD CAPITAL MANAGEMENT INC | 404,279 | $29,532,581 | 4.35% |
| WASATCH ADVISORS LP | 7,267,775 | $530,910,964 | 3.36% |
| Summit Creek Advisors LLC | 276,513 | $20,199,275 | 2.75% |
| Van Berkom & Associates Inc. | 1,042,470 | $76,152 | 2.48% |
| Aureus Asset Management, LLC | 417,923 | $30,529,275 | 2.45% |
| Eversept Partners, LP | 338,516 | $24,728,594 | 2.09% |
| Lisanti Capital Growth, LLC | 180,980 | $13,220,589 | 2.09% |
| SECTORAL ASSET MANAGEMENT INC | 143,875 | $10,510,069 | 2.05% |
| Redwood Investments, LLC | 169,436 | $12,377,300 | 1.67% |