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 | $81,872,541 | +13.8% | 1,120,774 | -1.6% | 0.02% | +14.3% |
| Q2 2023 | $71,932,687 | +9.0% | 1,139,257 | +1.3% | 0.01% | +7.7% |
| Q1 2023 | $66,008,357 | -14.1% | 1,124,312 | -9.8% | 0.01% | -18.8% |
| Q4 2022 | $76,848,931 | -8.3% | 1,246,738 | -0.0% | 0.02% | -15.8% |
| Q3 2022 | $83,784,000 | +7.6% | 1,247,331 | -1.7% | 0.02% | +11.8% |
| Q2 2022 | $77,867,000 | -10.5% | 1,268,405 | -1.7% | 0.02% | +13.3% |
| Q1 2022 | $87,006,000 | +67.4% | 1,290,121 | +9.8% | 0.02% | +66.7% |
| Q4 2021 | $51,980,000 | -32.7% | 1,174,943 | -1.5% | 0.01% | -35.7% |
| Q3 2021 | $77,269,000 | -20.7% | 1,193,168 | -1.4% | 0.01% | -17.6% |
| Q2 2021 | $97,422,000 | +17.5% | 1,210,521 | -0.8% | 0.02% | +13.3% |
| Q1 2021 | $82,941,000 | +2.2% | 1,219,732 | +4.8% | 0.02% | -6.2% |
| Q4 2020 | $81,161,000 | +31.8% | 1,164,256 | -2.9% | 0.02% | +14.3% |
| Q3 2020 | $61,572,000 | -11.3% | 1,198,593 | +1.3% | 0.01% | -12.5% |
| Q2 2020 | $69,430,000 | +20.8% | 1,183,406 | +4.2% | 0.02% | -5.9% |
| Q1 2020 | $57,481,000 | -31.2% | 1,136,204 | +0.8% | 0.02% | -10.5% |
| Q4 2019 | $83,504,000 | +30.0% | 1,127,365 | +0.3% | 0.02% | +26.7% |
| Q3 2019 | $64,256,000 | +10.3% | 1,124,415 | +26.2% | 0.02% | +7.1% |
| Q2 2019 | $58,251,000 | -9.9% | 890,693 | +2.0% | 0.01% | -12.5% |
| Q1 2019 | $64,618,000 | +26.1% | 873,468 | +1.6% | 0.02% | +14.3% |
| Q4 2018 | $51,257,000 | -37.4% | 859,300 | -0.9% | 0.01% | -30.0% |
| Q3 2018 | $81,903,000 | +57.0% | 867,525 | +24.9% | 0.02% | +53.8% |
| Q2 2018 | $52,169,000 | +29.8% | 694,666 | +4.6% | 0.01% | +30.0% |
| Q1 2018 | $40,204,000 | +31.6% | 664,085 | +1.5% | 0.01% | +25.0% |
| Q4 2017 | $30,539,000 | -9.2% | 654,510 | -1.6% | 0.01% | -11.1% |
| Q3 2017 | $33,645,000 | +1.9% | 665,177 | +0.4% | 0.01% | 0.0% |
| Q2 2017 | $33,010,000 | +33.9% | 662,459 | +14.1% | 0.01% | +28.6% |
| Q1 2017 | $24,654,000 | +5.3% | 580,794 | +0.5% | 0.01% | 0.0% |
| Q4 2016 | $23,407,000 | -9.1% | 577,652 | -15.1% | 0.01% | -12.5% |
| Q3 2016 | $25,762,000 | +43.1% | 680,635 | +14.9% | 0.01% | +33.3% |
| Q2 2016 | $17,997,000 | +67.0% | 592,289 | +36.1% | 0.01% | +50.0% |
| Q1 2016 | $10,776,000 | +0.7% | 435,126 | +1.9% | 0.00% | 0.0% |
| Q4 2015 | $10,705,000 | -11.1% | 426,975 | +4.8% | 0.00% | 0.0% |
| Q3 2015 | $12,045,000 | +117.5% | 407,564 | +135.9% | 0.00% | +100.0% |
| Q2 2015 | $5,538,000 | +91.1% | 172,789 | +49.0% | 0.00% | +100.0% |
| Q1 2015 | $2,898,000 | +6.8% | 115,970 | +8.7% | 0.00% | 0.0% |
| Q4 2014 | $2,713,000 | +542.9% | 106,644 | +362.3% | 0.00% | – |
| Q3 2014 | $422,000 | – | 23,070 | – | 0.00% | – |
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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% |