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 | $1,843 | +2.4% | 25,230 | -11.5% | 0.01% | 0.0% |
| Q2 2023 | $1,799 | -11.2% | 28,499 | -17.4% | 0.01% | -14.3% |
| Q1 2023 | $2,025 | +16.2% | 34,497 | +22.1% | 0.01% | +7.7% |
| Q4 2022 | $1,742 | -99.9% | 28,256 | +2.4% | 0.01% | 0.0% |
| Q3 2022 | $1,853,000 | +127.1% | 27,585 | +107.5% | 0.01% | +160.0% |
| Q2 2022 | $816,000 | -27.9% | 13,295 | -20.8% | 0.01% | -16.7% |
| Q1 2022 | $1,132,000 | +61.7% | 16,792 | +6.1% | 0.01% | +100.0% |
| Q4 2021 | $700,000 | -18.3% | 15,823 | +19.5% | 0.00% | -40.0% |
| Q3 2021 | $857,000 | +5.3% | 13,238 | +30.9% | 0.01% | +25.0% |
| Q2 2021 | $814,000 | +38.9% | 10,116 | +17.5% | 0.00% | +33.3% |
| Q1 2021 | $586,000 | +19.1% | 8,612 | +22.0% | 0.00% | 0.0% |
| Q4 2020 | $492,000 | +136.5% | 7,060 | +74.1% | 0.00% | +200.0% |
| Q3 2020 | $208,000 | -66.3% | 4,056 | -38.0% | 0.00% | -75.0% |
| Q3 2018 | $618,000 | -25.6% | 6,541 | -40.9% | 0.00% | -20.0% |
| Q2 2018 | $831,000 | +20.8% | 11,071 | -2.6% | 0.01% | 0.0% |
| Q1 2018 | $688,000 | -14.1% | 11,372 | -33.7% | 0.01% | 0.0% |
| Q4 2017 | $801,000 | +277.8% | 17,157 | +308.9% | 0.01% | +400.0% |
| Q3 2017 | $212,000 | +6.0% | 4,196 | +4.7% | 0.00% | 0.0% |
| Q2 2017 | $200,000 | +8.7% | 4,007 | -33.9% | 0.00% | 0.0% |
| Q2 2016 | $184,000 | +76.9% | 6,061 | +43.9% | 0.00% | 0.0% |
| Q1 2016 | $104,000 | +30.0% | 4,211 | +31.3% | 0.00% | 0.0% |
| Q4 2015 | $80,000 | -31.6% | 3,206 | -19.3% | 0.00% | 0.0% |
| Q3 2015 | $117,000 | +207.9% | 3,974 | +231.4% | 0.00% | – |
| Q2 2015 | $38,000 | -94.6% | 1,199 | -95.7% | 0.00% | -100.0% |
| Q1 2015 | $700,000 | +5284.6% | 28,023 | +5538.4% | 0.01% | – |
| Q4 2014 | $13,000 | – | 497 | – | 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% |