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 | $9,562,319 | +15.0% | 130,901 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $8,315,096 | +9.1% | 131,693 | +1.4% | 0.00% | 0.0% |
| Q1 2023 | $7,623,493 | -1.1% | 129,850 | +3.9% | 0.00% | 0.0% |
| Q4 2022 | $7,704,630 | -7.2% | 124,994 | +1.1% | 0.00% | 0.0% |
| Q3 2022 | $8,303,000 | +7.1% | 123,610 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $7,752,000 | -8.4% | 126,275 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $8,459,000 | +52.0% | 125,431 | -0.3% | 0.00% | +50.0% |
| Q4 2021 | $5,564,000 | -29.0% | 125,759 | +3.9% | 0.00% | -33.3% |
| Q3 2021 | $7,836,000 | -8.3% | 121,007 | +14.0% | 0.00% | 0.0% |
| Q2 2021 | $8,541,000 | -0.2% | 106,128 | -15.7% | 0.00% | 0.0% |
| Q1 2021 | $8,556,000 | +8.2% | 125,833 | +10.9% | 0.00% | 0.0% |
| Q4 2020 | $7,907,000 | +34.8% | 113,425 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $5,864,000 | -0.4% | 114,137 | +13.7% | 0.00% | 0.0% |
| Q2 2020 | $5,890,000 | +23.8% | 100,396 | +6.8% | 0.00% | 0.0% |
| Q1 2020 | $4,756,000 | -32.0% | 94,002 | -0.5% | 0.00% | 0.0% |
| Q4 2019 | $6,997,000 | +46.9% | 94,466 | +13.3% | 0.00% | 0.0% |
| Q3 2019 | $4,764,000 | +11.4% | 83,354 | +27.5% | 0.00% | +50.0% |
| Q2 2019 | $4,277,000 | -6.4% | 65,396 | +5.9% | 0.00% | -33.3% |
| Q1 2019 | $4,568,000 | +36.9% | 61,746 | +10.4% | 0.00% | 0.0% |
| Q4 2018 | $3,336,000 | -32.8% | 55,932 | +6.4% | 0.00% | -25.0% |
| Q3 2018 | $4,962,000 | -42.9% | 52,557 | -54.2% | 0.00% | -42.9% |
| Q2 2018 | $8,683,000 | +34.8% | 114,642 | +7.7% | 0.01% | +40.0% |
| Q1 2018 | $6,443,000 | +32.6% | 106,456 | +2.3% | 0.01% | +25.0% |
| Q4 2017 | $4,858,000 | -4.7% | 104,050 | +3.1% | 0.00% | 0.0% |
| Q3 2017 | $5,100,000 | +17.0% | 100,891 | +15.2% | 0.00% | 0.0% |
| Q2 2017 | $4,360,000 | +32.3% | 87,541 | +12.7% | 0.00% | +33.3% |
| Q1 2017 | $3,295,000 | +3.7% | 77,683 | -0.8% | 0.00% | 0.0% |
| Q4 2016 | $3,176,000 | +115.5% | 78,331 | +100.5% | 0.00% | +200.0% |
| Q3 2016 | $1,474,000 | +406.5% | 39,072 | +302.7% | 0.00% | – |
| Q2 2016 | $291,000 | +53.2% | 9,702 | +25.3% | 0.00% | – |
| Q1 2016 | $190,000 | -5.9% | 7,742 | -3.5% | 0.00% | – |
| Q4 2015 | $202,000 | +10.4% | 8,021 | +28.3% | 0.00% | – |
| Q3 2015 | $183,000 | +16.6% | 6,250 | +27.2% | 0.00% | – |
| Q2 2015 | $157,000 | – | 4,915 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Crestwood Capital Management, L.P. | 82,034 | $5,036,000 | 4.74% |
| Iron Triangle Partners LP | 485,541 | $29,807,000 | 3.86% |
| ASHFORD CAPITAL MANAGEMENT INC | 358,048 | $21,981,000 | 3.12% |
| SECTORAL ASSET MANAGEMENT INC | 240,600 | $14,770,000 | 2.98% |
| Iron Gate Global Advisors LLC | 157,944 | $9,693,000 | 2.67% |
| WASATCH ADVISORS LP | 6,628,751 | $406,939,000 | 2.57% |
| DFPG INVESTMENTS, LLC | 100,139 | $5,852,000 | 2.55% |
| Aureus Asset Management, LLC | 513,826 | $31,544,000 | 2.55% |
| Summit Creek Advisors LLC | 298,196 | $18,306,000 | 2.33% |
| Van Berkom & Associates Inc. | 737,777 | $45,292,000 | 1.90% |