HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,386,871 | +8.6% | 114,810 | -6.2% | 0.03% | +18.2% |
| Q2 2023 | $7,724,169 | +5.4% | 122,334 | -2.0% | 0.02% | 0.0% |
| Q1 2023 | $7,331,705 | -15.0% | 124,880 | -10.7% | 0.02% | -21.4% |
| Q4 2022 | $8,624,484 | -11.5% | 139,917 | -3.6% | 0.03% | -9.7% |
| Q3 2022 | $9,748,000 | +5.7% | 145,124 | -3.4% | 0.03% | +29.2% |
| Q2 2022 | $9,224,000 | -32.6% | 150,245 | -26.0% | 0.02% | -14.3% |
| Q1 2022 | $13,690,000 | +52.4% | 203,000 | 0.0% | 0.03% | +64.7% |
| Q4 2021 | $8,981,000 | -67.0% | 203,000 | -51.8% | 0.02% | -69.6% |
| Q3 2021 | $27,253,000 | +40.6% | 420,832 | +74.8% | 0.06% | +40.0% |
| Q2 2021 | $19,377,000 | +38.2% | 240,764 | +16.8% | 0.04% | +33.3% |
| Q1 2021 | $14,022,000 | -38.2% | 206,200 | -36.6% | 0.03% | -43.4% |
| Q4 2020 | $22,681,000 | +45.9% | 325,366 | +7.5% | 0.05% | +35.9% |
| Q3 2020 | $15,549,000 | +16.1% | 302,690 | +32.6% | 0.04% | +5.4% |
| Q2 2020 | $13,394,000 | -13.2% | 228,300 | -25.1% | 0.04% | -27.5% |
| Q1 2020 | $15,422,000 | -25.6% | 304,850 | +8.9% | 0.05% | -1.9% |
| Q4 2019 | $20,725,000 | +35.4% | 279,809 | +4.5% | 0.05% | +23.8% |
| Q3 2019 | $15,308,000 | -1.1% | 267,879 | +13.1% | 0.04% | -2.3% |
| Q2 2019 | $15,485,000 | -6.3% | 236,778 | +6.0% | 0.04% | -8.5% |
| Q1 2019 | $16,520,000 | +60.8% | 223,300 | +29.7% | 0.05% | +42.4% |
| Q4 2018 | $10,272,000 | -36.8% | 172,200 | 0.0% | 0.03% | -26.7% |
| Q3 2018 | $16,257,000 | +11.0% | 172,200 | -11.7% | 0.04% | +7.1% |
| Q2 2018 | $14,644,000 | +24.0% | 195,000 | 0.0% | 0.04% | +23.5% |
| Q1 2018 | $11,805,000 | +29.7% | 195,000 | 0.0% | 0.03% | +36.0% |
| Q4 2017 | $9,099,000 | +19.9% | 195,000 | +30.0% | 0.02% | +13.6% |
| Q3 2017 | $7,587,000 | +58.4% | 150,000 | +56.1% | 0.02% | +46.7% |
| Q2 2017 | $4,789,000 | – | 96,115 | – | 0.02% | – |
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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% |