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 | $21,248,857 | -4.2% | 290,881 | -17.2% | 0.02% | 0.0% |
| Q2 2023 | $22,177,925 | +12.2% | 351,250 | +4.3% | 0.02% | +10.0% |
| Q1 2023 | $19,772,589 | -33.4% | 336,784 | -30.0% | 0.02% | -37.5% |
| Q4 2022 | $29,671,339 | -49.6% | 481,365 | -45.1% | 0.03% | -51.5% |
| Q3 2022 | $58,860,000 | -14.9% | 876,294 | -22.2% | 0.07% | -8.3% |
| Q2 2022 | $69,141,000 | -30.5% | 1,126,256 | -23.7% | 0.07% | -15.3% |
| Q1 2022 | $99,508,000 | +50.6% | 1,475,491 | -1.2% | 0.08% | +142.9% |
| Q4 2021 | $66,073,000 | -31.7% | 1,493,516 | +0.0% | 0.04% | -34.0% |
| Q3 2021 | $96,688,000 | -23.5% | 1,493,007 | -4.9% | 0.05% | -20.9% |
| Q2 2021 | $126,335,000 | +18.5% | 1,569,758 | +0.1% | 0.07% | +24.1% |
| Q1 2021 | $106,628,000 | -16.6% | 1,568,059 | -14.5% | 0.05% | -14.3% |
| Q4 2020 | $127,860,000 | +241.4% | 1,834,174 | +151.6% | 0.06% | +173.9% |
| Q3 2020 | $37,451,000 | -11.7% | 729,055 | +0.9% | 0.02% | -23.3% |
| Q2 2020 | $42,393,000 | +18.8% | 722,577 | +2.5% | 0.03% | -3.2% |
| Q1 2020 | $35,678,000 | -31.8% | 705,241 | -0.1% | 0.03% | -18.4% |
| Q4 2019 | $52,307,000 | +31.1% | 706,187 | +1.1% | 0.04% | +11.8% |
| Q3 2019 | $39,905,000 | -10.8% | 698,302 | +2.0% | 0.03% | -15.0% |
| Q2 2019 | $44,760,000 | -20.3% | 684,405 | -9.9% | 0.04% | -21.6% |
| Q1 2019 | $56,179,000 | +44.0% | 759,393 | +16.1% | 0.05% | +24.4% |
| Q4 2018 | $39,000,000 | -23.6% | 653,805 | +20.9% | 0.04% | -10.9% |
| Q3 2018 | $51,057,000 | +43.7% | 540,785 | +14.3% | 0.05% | +31.4% |
| Q2 2018 | $35,523,000 | -6.0% | 473,017 | -24.3% | 0.04% | 0.0% |
| Q1 2018 | $37,804,000 | +106.2% | 624,459 | +58.9% | 0.04% | +118.8% |
| Q4 2017 | $18,336,000 | +449.3% | 392,980 | +495.7% | 0.02% | +433.3% |
| Q3 2017 | $3,338,000 | +160.6% | 65,970 | +156.4% | 0.00% | +200.0% |
| Q2 2017 | $1,281,000 | -16.7% | 25,725 | -28.9% | 0.00% | 0.0% |
| Q1 2017 | $1,537,000 | -50.2% | 36,203 | -52.5% | 0.00% | -66.7% |
| Q4 2016 | $3,086,000 | +156.3% | 76,148 | +139.2% | 0.00% | +200.0% |
| Q3 2016 | $1,204,000 | +5.8% | 31,840 | -15.0% | 0.00% | 0.0% |
| Q2 2016 | $1,138,000 | +316.8% | 37,459 | +239.3% | 0.00% | – |
| Q1 2016 | $273,000 | -84.4% | 11,040 | -84.2% | 0.00% | -100.0% |
| Q4 2015 | $1,749,000 | +40.6% | 69,743 | +65.8% | 0.00% | +100.0% |
| Q3 2015 | $1,244,000 | +16.8% | 42,076 | +26.6% | 0.00% | 0.0% |
| Q2 2015 | $1,065,000 | – | 33,244 | – | 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% |