HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $65,774,767 | +42.4% | 900,408 | +23.1% | 0.05% | +45.7% |
| Q2 2023 | $46,182,421 | +4.2% | 731,429 | -3.5% | 0.04% | 0.0% |
| Q1 2023 | $44,318,306 | +58.1% | 757,971 | +66.6% | 0.04% | +52.2% |
| Q4 2022 | $28,039,912 | +0.2% | 454,898 | +9.2% | 0.02% | -8.0% |
| Q3 2022 | $27,985,000 | +57.0% | 416,628 | +43.5% | 0.02% | +66.7% |
| Q2 2022 | $17,826,000 | -39.5% | 290,387 | -33.6% | 0.02% | -25.0% |
| Q1 2022 | $29,473,000 | +49.3% | 437,035 | -2.1% | 0.02% | +53.8% |
| Q4 2021 | $19,741,000 | -22.7% | 446,229 | +13.2% | 0.01% | -23.5% |
| Q3 2021 | $25,539,000 | -18.2% | 394,365 | +1.6% | 0.02% | -19.0% |
| Q2 2021 | $31,231,000 | +42.3% | 388,056 | +20.3% | 0.02% | +31.2% |
| Q1 2021 | $21,942,000 | +6.4% | 322,678 | +9.1% | 0.02% | 0.0% |
| Q4 2020 | $20,613,000 | +6.7% | 295,699 | -21.4% | 0.02% | -5.9% |
| Q3 2020 | $19,319,000 | +3.4% | 376,081 | +18.1% | 0.02% | -5.6% |
| Q2 2020 | $18,680,000 | +43.7% | 318,394 | +23.9% | 0.02% | +20.0% |
| Q1 2020 | $13,003,000 | -16.1% | 257,020 | +22.8% | 0.02% | 0.0% |
| Q4 2019 | $15,497,000 | +202.5% | 209,218 | +133.4% | 0.02% | +200.0% |
| Q3 2019 | $5,123,000 | -69.4% | 89,644 | -64.9% | 0.01% | -70.6% |
| Q2 2019 | $16,720,000 | +193.4% | 255,660 | +231.9% | 0.02% | +183.3% |
| Q1 2019 | $5,699,000 | +25.0% | 77,028 | +0.8% | 0.01% | +20.0% |
| Q4 2018 | $4,558,000 | -39.2% | 76,414 | -3.8% | 0.01% | -28.6% |
| Q3 2018 | $7,499,000 | +32.6% | 79,427 | +5.4% | 0.01% | +16.7% |
| Q2 2018 | $5,657,000 | -2.7% | 75,326 | -21.5% | 0.01% | 0.0% |
| Q1 2018 | $5,812,000 | -8.5% | 95,996 | -29.5% | 0.01% | 0.0% |
| Q4 2017 | $6,355,000 | +2.4% | 136,199 | +11.0% | 0.01% | 0.0% |
| Q3 2017 | $6,206,000 | -10.9% | 122,698 | -12.2% | 0.01% | -14.3% |
| Q2 2017 | $6,965,000 | -17.2% | 139,781 | -29.5% | 0.01% | -22.2% |
| Q1 2017 | $8,414,000 | -11.0% | 198,209 | -15.0% | 0.01% | -10.0% |
| Q4 2016 | $9,452,000 | -3.8% | 233,259 | -10.2% | 0.01% | -9.1% |
| Q3 2016 | $9,827,000 | +104.3% | 259,629 | +64.0% | 0.01% | +120.0% |
| Q2 2016 | $4,811,000 | +23.1% | 158,334 | -0.1% | 0.01% | 0.0% |
| Q1 2016 | $3,909,000 | -0.2% | 158,433 | +1.5% | 0.01% | 0.0% |
| Q4 2015 | $3,915,000 | – | 156,150 | – | 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% |