CHARLES SCHWAB INVESTMENT MANAGEMENT INC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 300 filers reported holding HEALTHEQUITY INC in Q1 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$71,626,767
+19.0%
980,517
+2.8%
0.02%
+23.5%
Q2 2023$60,213,398
+9.4%
953,649
+1.7%
0.02%0.0%
Q1 2023$55,047,083
-4.4%
937,610
+0.4%
0.02%
-10.5%
Q4 2022$57,553,761
-4.2%
933,708
+4.4%
0.02%
-13.6%
Q3 2022$60,086,000
+13.3%
894,529
+3.5%
0.02%
+22.2%
Q2 2022$53,043,000
-7.4%
864,036
+1.8%
0.02%
+5.9%
Q1 2022$57,251,000
+58.9%
848,907
+4.3%
0.02%
+54.5%
Q4 2021$36,020,000
-30.3%
814,194
+2.1%
0.01%
-35.3%
Q3 2021$51,664,000
-18.1%
797,763
+1.8%
0.02%
-19.0%
Q2 2021$63,056,000
+21.4%
783,501
+2.6%
0.02%
+10.5%
Q1 2021$51,922,000
+4.1%
763,547
+6.7%
0.02%
-5.0%
Q4 2020$49,892,000
+37.6%
715,696
+1.4%
0.02%
+17.6%
Q3 2020$36,269,000
-7.4%
706,029
+5.8%
0.02%
-10.5%
Q2 2020$39,167,000
+22.6%
667,566
+5.7%
0.02%0.0%
Q1 2020$31,958,000
-30.1%
631,702
+2.3%
0.02%
-24.0%
Q4 2019$45,722,000
+33.9%
617,278
+3.3%
0.02%
+25.0%
Q3 2019$34,136,000
+13.8%
597,349
+30.2%
0.02%
+11.1%
Q2 2019$30,007,000
-6.1%
458,812
+6.2%
0.02%
-10.0%
Q1 2019$31,963,000
+37.0%
432,039
+10.5%
0.02%
+11.1%
Q4 2018$23,327,000
-36.3%
391,048
+0.7%
0.02%
-25.0%
Q3 2018$36,648,000
+76.2%
388,175
+40.2%
0.02%
+60.0%
Q2 2018$20,794,000
+37.3%
276,878
+10.6%
0.02%
+25.0%
Q1 2018$15,150,000
+35.8%
250,243
+4.7%
0.01%
+33.3%
Q4 2017$11,153,000
-2.2%
239,024
+6.0%
0.01%
-10.0%
Q3 2017$11,401,000
+15.4%
225,389
+13.7%
0.01%
+11.1%
Q2 2017$9,883,000
+29.0%
198,316
+9.9%
0.01%
+12.5%
Q1 2017$7,662,000
+14.5%
180,474
+9.3%
0.01%
+14.3%
Q4 2016$6,689,000
+13.0%
165,060
+5.5%
0.01%0.0%
Q3 2016$5,922,000
+40.9%
156,445
+13.1%
0.01%
+40.0%
Q2 2016$4,203,000
+36.5%
138,321
+10.8%
0.01%
+25.0%
Q1 2016$3,080,000
+0.5%
124,823
+2.1%
0.00%0.0%
Q4 2015$3,065,000
-9.3%
122,244
+6.9%
0.00%
-20.0%
Q3 2015$3,378,000
-1.9%
114,314
+6.4%
0.01%0.0%
Q2 2015$3,445,000
+515.2%
107,467
+379.9%
0.01%
+400.0%
Q1 2015$560,000
+2.4%
22,393
+4.3%
0.00%0.0%
Q4 2014$547,00021,4650.00%
Other shareholders
HEALTHEQUITY INC shareholders Q1 2022
NameSharesValueWeighting ↓
DFPG INVESTMENTS, LLC 98,107$6,242,0002.36%
Greenhouse Funds LLLP 333,735$21,613,0002.18%
ASHFORD CAPITAL MANAGEMENT INC 363,681$23,552,0002.14%
WASATCH ADVISORS LP 6,196,260$401,270,0001.63%
AMUSSEN HUNSAKER ASSOCIATES LLC 229,656$15,002,0001.60%
Pantheon Investment Group, LLC 27,469$1,768,0001.52%
Sio Capital Management, LLC 73,458$4,757,0001.52%
Summit Creek Advisors LLC 215,074$13,928,0001.47%
Aureus Asset Management, LLC 322,555$20,889,0001.37%
INSPIRION WEALTH ADVISORS, LLC 91,485$5,925,0001.36%
View complete list of HEALTHEQUITY INC shareholders