HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 288 filers reported holding HEALTHEQUITY INC in Q3 2021. The put-call ratio across all filers is 3.14 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,966,210 | +15.2% | 218,566 | -0.4% | 0.01% | +25.0% |
| Q2 2023 | $13,857,747 | +4.3% | 219,476 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $13,280,164 | -17.9% | 226,199 | -13.8% | 0.00% | -33.3% |
| Q4 2022 | $16,171,000 | -2.2% | 262,345 | +6.6% | 0.01% | 0.0% |
| Q3 2022 | $16,535,000 | +27.1% | 246,144 | +16.2% | 0.01% | +20.0% |
| Q2 2022 | $13,006,000 | -5.0% | 211,882 | +4.3% | 0.01% | +25.0% |
| Q1 2022 | $13,697,000 | +54.8% | 203,083 | +1.5% | 0.00% | +100.0% |
| Q4 2021 | $8,850,000 | -87.8% | 200,038 | -82.1% | 0.00% | -91.3% |
| Q3 2021 | $72,258,000 | -29.5% | 1,115,615 | -12.4% | 0.02% | -28.1% |
| Q2 2021 | $102,518,000 | +9.5% | 1,273,840 | -7.5% | 0.03% | +3.2% |
| Q1 2021 | $93,603,000 | +23.9% | 1,376,527 | +27.1% | 0.03% | +14.8% |
| Q4 2020 | $75,521,000 | +28.3% | 1,083,378 | -5.5% | 0.03% | +12.5% |
| Q3 2020 | $58,873,000 | -0.6% | 1,146,072 | +13.5% | 0.02% | -4.0% |
| Q2 2020 | $59,255,000 | +20.3% | 1,009,953 | +3.7% | 0.02% | -3.8% |
| Q1 2020 | $49,252,000 | -16.3% | 973,539 | +22.5% | 0.03% | +8.3% |
| Q4 2019 | $58,877,000 | +129.0% | 794,875 | +76.6% | 0.02% | +100.0% |
| Q3 2019 | $25,714,000 | -17.0% | 449,989 | -5.0% | 0.01% | -14.3% |
| Q2 2019 | $30,985,000 | -51.0% | 473,771 | -44.6% | 0.01% | -51.7% |
| Q1 2019 | $63,229,000 | +80.9% | 854,674 | +45.9% | 0.03% | +70.6% |
| Q4 2018 | $34,945,000 | -44.7% | 585,833 | -12.4% | 0.02% | -22.7% |
| Q3 2018 | $63,160,000 | +29.0% | 668,994 | +2.6% | 0.02% | 0.0% |
| Q2 2018 | $48,980,000 | +25.1% | 652,192 | +0.8% | 0.02% | +22.2% |
| Q1 2018 | $39,153,000 | +103.2% | 646,723 | +56.6% | 0.02% | +100.0% |
| Q4 2017 | $19,265,000 | -10.7% | 412,898 | -3.2% | 0.01% | -10.0% |
| Q3 2017 | $21,583,000 | +15.6% | 426,710 | +13.9% | 0.01% | +11.1% |
| Q2 2017 | $18,673,000 | +22.3% | 374,718 | +4.2% | 0.01% | +12.5% |
| Q1 2017 | $15,264,000 | -19.3% | 359,581 | -23.0% | 0.01% | -20.0% |
| Q4 2016 | $18,925,000 | +51.6% | 467,057 | +41.6% | 0.01% | +42.9% |
| Q3 2016 | $12,484,000 | +31.9% | 329,819 | +5.9% | 0.01% | +16.7% |
| Q2 2016 | $9,466,000 | +12.7% | 311,555 | -8.5% | 0.01% | +20.0% |
| Q1 2016 | $8,399,000 | +6.4% | 340,421 | +8.1% | 0.01% | 0.0% |
| Q4 2015 | $7,894,000 | -29.4% | 314,889 | -16.7% | 0.01% | -28.6% |
| Q3 2015 | $11,175,000 | -16.2% | 378,150 | -9.1% | 0.01% | -12.5% |
| Q2 2015 | $13,338,000 | +63.2% | 416,182 | +27.3% | 0.01% | +60.0% |
| Q1 2015 | $8,171,000 | +25.7% | 327,029 | +28.1% | 0.01% | +25.0% |
| Q4 2014 | $6,499,000 | +23.1% | 255,390 | -11.4% | 0.00% | +33.3% |
| Q3 2014 | $5,279,000 | – | 288,305 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |