HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 309 filers reported holding HEALTHEQUITY INC in Q2 2022. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,910,964 | +18.0% | 7,267,775 | +2.0% | 3.36% | +23.1% |
| Q2 2023 | $450,082,251 | -0.6% | 7,128,322 | -7.6% | 2.72% | -3.3% |
| Q1 2023 | $452,806,100 | +28.2% | 7,712,589 | +34.6% | 2.82% | +18.5% |
| Q4 2022 | $353,315,611 | -8.1% | 5,731,921 | +0.1% | 2.38% | -11.0% |
| Q3 2022 | $384,620,000 | -5.5% | 5,726,062 | -13.6% | 2.67% | +3.9% |
| Q2 2022 | $406,939,000 | -21.0% | 6,628,751 | -13.2% | 2.57% | +1.5% |
| Q1 2022 | $515,170,000 | +57.5% | 7,638,935 | +3.3% | 2.54% | +90.1% |
| Q4 2021 | $327,114,000 | -18.5% | 7,394,067 | +19.3% | 1.33% | -18.2% |
| Q3 2021 | $401,270,000 | -14.5% | 6,196,260 | +6.3% | 1.63% | -14.4% |
| Q2 2021 | $469,307,000 | +22.5% | 5,831,352 | +3.5% | 1.90% | +10.8% |
| Q1 2021 | $383,108,000 | +3.3% | 5,633,940 | +5.9% | 1.72% | -5.8% |
| Q4 2020 | $370,788,000 | +81.8% | 5,319,012 | +33.9% | 1.82% | +40.7% |
| Q3 2020 | $203,996,000 | +9.0% | 3,971,124 | +24.5% | 1.30% | -4.2% |
| Q2 2020 | $187,170,000 | +37.1% | 3,190,208 | +18.2% | 1.35% | -4.7% |
| Q1 2020 | $136,498,000 | -15.8% | 2,698,113 | +23.2% | 1.42% | +6.8% |
| Q4 2019 | $162,195,000 | +53.3% | 2,189,755 | +18.2% | 1.33% | +31.9% |
| Q3 2019 | $105,834,000 | -14.3% | 1,852,019 | -1.9% | 1.01% | -16.2% |
| Q2 2019 | $123,445,000 | -18.2% | 1,887,544 | -7.4% | 1.20% | -26.8% |
| Q1 2019 | $150,840,000 | +52.1% | 2,038,929 | +22.6% | 1.64% | +24.4% |
| Q4 2018 | $99,166,000 | -33.5% | 1,662,468 | +5.3% | 1.32% | -22.4% |
| Q3 2018 | $149,081,000 | +10.5% | 1,579,080 | -12.1% | 1.70% | +4.9% |
| Q2 2018 | $134,970,000 | +4.2% | 1,797,199 | -16.0% | 1.62% | -3.0% |
| Q1 2018 | $129,527,000 | +21.0% | 2,139,530 | -6.7% | 1.67% | +18.0% |
| Q4 2017 | $107,004,000 | -12.6% | 2,293,280 | -5.2% | 1.42% | -14.6% |
| Q3 2017 | $122,379,000 | +0.6% | 2,419,509 | -0.9% | 1.66% | -2.1% |
| Q2 2017 | $121,694,000 | +20.0% | 2,442,180 | +2.2% | 1.70% | +13.4% |
| Q1 2017 | $101,426,000 | +3.6% | 2,389,295 | -1.1% | 1.50% | +1.1% |
| Q4 2016 | $97,915,000 | +15.6% | 2,416,468 | +8.0% | 1.48% | +17.3% |
| Q3 2016 | $84,714,000 | +28.8% | 2,238,162 | +3.4% | 1.26% | +25.2% |
| Q2 2016 | $65,794,000 | +27.1% | 2,165,355 | +2.1% | 1.01% | +27.3% |
| Q1 2016 | $51,757,000 | +78.2% | 2,121,171 | +83.1% | 0.79% | +97.8% |
| Q4 2015 | $29,048,000 | -15.9% | 1,158,664 | -0.8% | 0.40% | -13.4% |
| Q3 2015 | $34,526,000 | -10.2% | 1,168,405 | -2.6% | 0.46% | +10.3% |
| Q2 2015 | $38,427,000 | +26.7% | 1,198,980 | -1.2% | 0.42% | +33.0% |
| Q1 2015 | $30,326,000 | +2260.0% | 1,213,541 | +2304.0% | 0.32% | +2323.1% |
| Q4 2014 | $1,285,000 | +38.9% | 50,480 | -0.1% | 0.01% | +30.0% |
| Q3 2014 | $925,000 | – | 50,515 | – | 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% |