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 | $5,935,657 | +15.8% | 81,255 | +0.1% | 0.00% | +100.0% |
| Q2 2023 | $5,127,109 | +31.8% | 81,203 | +22.6% | 0.00% | 0.0% |
| Q1 2023 | $3,888,905 | +34.1% | 66,239 | +40.8% | 0.00% | 0.0% |
| Q4 2022 | $2,900,717 | +44.7% | 47,059 | +57.6% | 0.00% | 0.0% |
| Q3 2022 | $2,005,000 | +20.3% | 29,858 | +9.9% | 0.00% | 0.0% |
| Q2 2022 | $1,667,000 | -75.9% | 27,156 | -73.6% | 0.00% | -50.0% |
| Q1 2022 | $6,927,000 | +24.7% | 102,726 | -18.2% | 0.00% | +100.0% |
| Q4 2021 | $5,557,000 | -95.1% | 125,613 | -92.8% | 0.00% | -96.0% |
| Q3 2021 | $112,605,000 | -8.9% | 1,738,810 | +13.2% | 0.02% | -7.4% |
| Q2 2021 | $123,611,000 | +14.0% | 1,535,937 | -3.7% | 0.03% | +12.5% |
| Q1 2021 | $108,443,000 | +10.5% | 1,594,744 | +13.3% | 0.02% | 0.0% |
| Q4 2020 | $98,141,000 | +24.2% | 1,407,841 | -8.5% | 0.02% | +9.1% |
| Q3 2020 | $79,018,000 | -10.5% | 1,538,223 | +2.2% | 0.02% | -15.4% |
| Q2 2020 | $88,323,000 | +15.9% | 1,505,414 | -0.1% | 0.03% | 0.0% |
| Q1 2020 | $76,211,000 | -38.1% | 1,506,433 | -9.3% | 0.03% | -21.2% |
| Q4 2019 | $123,076,000 | +42.3% | 1,661,618 | +9.8% | 0.03% | +32.0% |
| Q3 2019 | $86,464,000 | +7.6% | 1,513,073 | +23.1% | 0.02% | +8.7% |
| Q2 2019 | $80,388,000 | +12.9% | 1,229,184 | +27.7% | 0.02% | +9.5% |
| Q1 2019 | $71,212,000 | +74.7% | 962,572 | +40.8% | 0.02% | +50.0% |
| Q4 2018 | $40,767,000 | -17.6% | 683,457 | +30.4% | 0.01% | 0.0% |
| Q3 2018 | $49,473,000 | +9.4% | 524,025 | -12.9% | 0.01% | +7.7% |
| Q2 2018 | $45,205,000 | -23.7% | 601,933 | -38.5% | 0.01% | -27.8% |
| Q1 2018 | $59,211,000 | +16.3% | 978,057 | -10.3% | 0.02% | +20.0% |
| Q4 2017 | $50,891,000 | -9.2% | 1,090,673 | -1.6% | 0.02% | -11.8% |
| Q3 2017 | $56,063,000 | +51.7% | 1,108,410 | +49.5% | 0.02% | +41.7% |
| Q2 2017 | $36,948,000 | -36.2% | 741,485 | -45.7% | 0.01% | -36.8% |
| Q1 2017 | $57,935,000 | -4.7% | 1,364,805 | -9.1% | 0.02% | -9.5% |
| Q4 2016 | $60,822,000 | -43.5% | 1,501,058 | -47.3% | 0.02% | -47.5% |
| Q3 2016 | $107,715,000 | -8.9% | 2,845,858 | -26.9% | 0.04% | -13.0% |
| Q2 2016 | $118,275,000 | +14.6% | 3,892,558 | -7.0% | 0.05% | +12.2% |
| Q1 2016 | $103,235,000 | +26.6% | 4,184,665 | +28.6% | 0.04% | +28.1% |
| Q4 2015 | $81,548,000 | +11.0% | 3,252,783 | +30.8% | 0.03% | +3.2% |
| Q3 2015 | $73,490,000 | +53.6% | 2,486,943 | +66.6% | 0.03% | +72.2% |
| Q2 2015 | $47,845,000 | -20.0% | 1,492,820 | -37.6% | 0.02% | +50.0% |
| Q1 2015 | $59,794,000 | +149.4% | 2,392,704 | +154.0% | 0.01% | +33.3% |
| Q4 2014 | $23,976,000 | +50.2% | 942,080 | +8.1% | 0.01% | +28.6% |
| Q3 2014 | $15,963,000 | – | 871,874 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |