Clearstead Advisors, LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 319 filers reported holding HEALTHEQUITY INC in Q2 2023. The put-call ratio across all filers is 0.80 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q2 2024$32,067
-39.3%
372
-58.7%
0.00%
-75.0%
Q1 2023$52,839
-4.8%
9000.0%0.00%0.0%
Q4 2022$55,476
-7.5%
9000.0%0.00%
-33.3%
Q3 2022$60,000
+9.1%
9000.0%0.01%
+50.0%
Q2 2022$55,000
-15.4%
900
-6.2%
0.00%0.0%
Q1 2022$65,000
+261.1%
960
+252.9%
0.00%
+300.0%
Q3 2021$18,0002720.00%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2023
NameSharesValueWeighting ↓
Ophir Asset Management Pty Ltd 368,285$21,622,0004.02%
ASHFORD CAPITAL MANAGEMENT INC 398,806$23,413,9003.50%
WASATCH ADVISORS LP 7,712,589$452,806,1002.82%
Van Berkom & Associates Inc. 1,038,377$60,9632.25%
Aureus Asset Management, LLC 451,449$26,504,5712.10%
SECTORAL ASSET MANAGEMENT INC 183,375$10,765,9462.07%
Summit Creek Advisors LLC 228,126$13,393,2771.74%
Advantage Alpha Capital Partners LP 122,578$7,196,5541.50%
NBW CAPITAL LLC 88,099$5,172,2921.26%
ArrowMark Colorado Holdings LLC 1,655,464$97,192,2911.10%
View complete list of HEALTHEQUITY INC shareholders