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 | $788 | +6.8% | 10,800 | -7.7% | 0.00% | +33.3% |
| Q2 2023 | $738 | -53.9% | 11,700 | -57.1% | 0.00% | +50.0% |
| Q1 2023 | $1,602 | +83.1% | 27,300 | +92.3% | 0.00% | -50.0% |
| Q4 2022 | $875 | -99.9% | 14,200 | +22.4% | 0.00% | 0.0% |
| Q3 2022 | $779,000 | +9.4% | 11,600 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $712,000 | +32.1% | 11,600 | +45.0% | 0.00% | +50.0% |
| Q1 2022 | $539,000 | +390.0% | 8,000 | +220.0% | 0.00% | – |
| Q4 2021 | $110,000 | -88.0% | 2,500 | -82.4% | 0.00% | -100.0% |
| Q3 2021 | $919,000 | -19.5% | 14,200 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $1,142,000 | +69.7% | 14,200 | +43.4% | 0.00% | +33.3% |
| Q1 2021 | $673,000 | +2.7% | 9,900 | +5.3% | 0.00% | 0.0% |
| Q4 2020 | $655,000 | +35.9% | 9,400 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $482,000 | -22.4% | 9,400 | -11.3% | 0.00% | -33.3% |
| Q2 2020 | $621,000 | +32.1% | 10,600 | +14.0% | 0.00% | +50.0% |
| Q1 2020 | $470,000 | -40.7% | 9,300 | -13.1% | 0.00% | -33.3% |
| Q4 2019 | $792,000 | -29.3% | 10,700 | -45.4% | 0.00% | +50.0% |
| Q3 2019 | $1,120,000 | +104.0% | 19,600 | +133.3% | 0.00% | 0.0% |
| Q2 2019 | $549,000 | -2.3% | 8,400 | +10.5% | 0.00% | -33.3% |
| Q1 2019 | $562,000 | -57.9% | 7,600 | -66.1% | 0.00% | -57.1% |
| Q4 2018 | $1,336,000 | -24.7% | 22,400 | +19.1% | 0.01% | -12.5% |
| Q3 2018 | $1,774,000 | +203.2% | 18,800 | +141.0% | 0.01% | +166.7% |
| Q2 2018 | $585,000 | +147.9% | 7,800 | +100.0% | 0.00% | +200.0% |
| Q1 2018 | $236,000 | +637.5% | 3,900 | +457.1% | 0.00% | – |
| Q4 2017 | $32,000 | -97.3% | 700 | -97.0% | 0.00% | -100.0% |
| Q3 2017 | $1,173,000 | -7.6% | 23,200 | -9.0% | 0.01% | -16.7% |
| Q2 2017 | $1,270,000 | +12.1% | 25,500 | -4.5% | 0.01% | +20.0% |
| Q1 2017 | $1,133,000 | +2.4% | 26,700 | -2.2% | 0.01% | 0.0% |
| Q4 2016 | $1,106,000 | +737.9% | 27,300 | +279.2% | 0.01% | – |
| Q3 2014 | $132,000 | – | 7,200 | – | 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% |