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 | $15,581,418 | +23.7% | 213,298 | +2.8% | 0.09% | +19.5% |
| Q4 2022 | $12,597,000 | -54.6% | 207,531 | -49.8% | 0.08% | -57.5% |
| Q3 2022 | $27,768,000 | +6.9% | 413,412 | -2.3% | 0.18% | +11.0% |
| Q2 2022 | $25,965,000 | +34.4% | 422,954 | +27.2% | 0.16% | +48.2% |
| Q2 2020 | $19,325,000 | -1.6% | 332,617 | -14.4% | 0.11% | -9.8% |
| Q1 2020 | $19,648,000 | -51.5% | 388,393 | -29.0% | 0.12% | -37.4% |
| Q4 2019 | $40,512,000 | +29.0% | 546,947 | -0.5% | 0.20% | +20.4% |
| Q3 2019 | $31,410,000 | -12.9% | 549,662 | -0.3% | 0.16% | -12.0% |
| Q2 2019 | $36,044,000 | -11.8% | 551,145 | -0.3% | 0.18% | -15.6% |
| Q1 2019 | $40,882,000 | -31.5% | 552,621 | -44.7% | 0.22% | -42.0% |
| Q4 2018 | $59,643,000 | -41.0% | 999,893 | -6.7% | 0.38% | -23.1% |
| Q3 2018 | $101,175,000 | +24.3% | 1,071,661 | -1.1% | 0.49% | +11.4% |
| Q2 2018 | $81,364,000 | +21.1% | 1,083,415 | -2.4% | 0.44% | +20.3% |
| Q1 2018 | $67,205,000 | +26.3% | 1,110,095 | -2.3% | 0.36% | +25.0% |
| Q4 2017 | $53,206,000 | +44.3% | 1,136,645 | +58.6% | 0.29% | +38.4% |
| Q3 2017 | $36,875,000 | – | 716,731 | – | 0.21% | – |
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% |