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 | $3,849 | +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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |