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 | $3,310 | +22.0% | 45,307 | +5.4% | 0.00% | – |
| Q2 2023 | $2,714 | +11.7% | 42,982 | +3.9% | 0.00% | – |
| Q1 2023 | $2,430 | -17.3% | 41,384 | -13.2% | 0.00% | – |
| Q4 2022 | $2,939 | -99.9% | 47,679 | +4.8% | 0.00% | -100.0% |
| Q3 2022 | $3,056,000 | +2.2% | 45,491 | -6.6% | 0.00% | – |
| Q2 2022 | $2,991,000 | -0.6% | 48,723 | +9.2% | 0.00% | – |
| Q1 2022 | $3,009,000 | +65.7% | 44,612 | +8.7% | 0.00% | – |
| Q4 2021 | $1,816,000 | -21.9% | 41,053 | +14.3% | 0.00% | – |
| Q3 2021 | $2,326,000 | -21.0% | 35,924 | -1.8% | 0.00% | – |
| Q2 2021 | $2,944,000 | +6.6% | 36,579 | -9.9% | 0.00% | – |
| Q1 2021 | $2,761,000 | +2.6% | 40,610 | +5.3% | 0.00% | – |
| Q4 2020 | $2,690,000 | +34.7% | 38,582 | -0.7% | 0.00% | – |
| Q3 2020 | $1,997,000 | -11.8% | 38,867 | +0.8% | 0.00% | – |
| Q2 2020 | $2,263,000 | -8.5% | 38,568 | -21.1% | 0.00% | – |
| Q1 2020 | $2,472,000 | -37.1% | 48,859 | -7.9% | 0.00% | -100.0% |
| Q4 2019 | $3,931,000 | +36.7% | 53,076 | +5.4% | 0.00% | – |
| Q3 2019 | $2,876,000 | +16.5% | 50,335 | +33.4% | 0.00% | – |
| Q2 2019 | $2,468,000 | -11.0% | 37,732 | +0.7% | 0.00% | – |
| Q1 2019 | $2,772,000 | +40.7% | 37,473 | +13.5% | 0.00% | – |
| Q4 2018 | $1,970,000 | -36.6% | 33,022 | +0.4% | 0.00% | – |
| Q3 2018 | $3,106,000 | +32.9% | 32,897 | +5.7% | 0.00% | – |
| Q2 2018 | $2,337,000 | +28.1% | 31,113 | +3.3% | 0.00% | – |
| Q1 2018 | $1,824,000 | +45.7% | 30,127 | +12.3% | 0.00% | – |
| Q4 2017 | $1,252,000 | +10.8% | 26,830 | +20.1% | 0.00% | – |
| Q3 2017 | $1,130,000 | +14.8% | 22,340 | +13.2% | 0.00% | – |
| Q2 2017 | $984,000 | +17.6% | 19,740 | +0.1% | 0.00% | – |
| Q1 2017 | $837,000 | +112.4% | 19,719 | +102.9% | 0.00% | – |
| Q4 2016 | $394,000 | +7.1% | 9,719 | -0.2% | 0.00% | – |
| Q3 2016 | $368,000 | +24.3% | 9,735 | 0.0% | 0.00% | – |
| Q2 2016 | $296,000 | -91.8% | 9,735 | -93.3% | 0.00% | -100.0% |
| Q1 2016 | $3,602,000 | -6.4% | 146,010 | -4.9% | 0.00% | 0.0% |
| Q4 2015 | $3,848,000 | -11.2% | 153,480 | +4.6% | 0.00% | 0.0% |
| Q3 2015 | $4,335,000 | -5.5% | 146,690 | +2.5% | 0.00% | 0.0% |
| Q2 2015 | $4,586,000 | +28.2% | 143,090 | -0.1% | 0.00% | 0.0% |
| Q1 2015 | $3,578,000 | +0.1% | 143,190 | +2.0% | 0.00% | 0.0% |
| Q4 2014 | $3,573,000 | +40.6% | 140,400 | +1.2% | 0.00% | 0.0% |
| Q3 2014 | $2,541,000 | – | 138,800 | – | 0.00% | – |
Download | ||||||
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% |