HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q2 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,198,348 | +95.9% | 906,206 | +69.3% | 0.01% | +85.7% |
| Q2 2023 | $33,790,191 | -16.2% | 535,163 | -22.1% | 0.01% | -22.2% |
| Q1 2023 | $40,311,167 | -5.6% | 686,615 | -0.8% | 0.01% | -10.0% |
| Q4 2022 | $42,680,213 | +8.9% | 692,411 | +18.6% | 0.01% | +11.1% |
| Q3 2022 | $39,203,000 | +36.7% | 583,629 | +24.9% | 0.01% | +50.0% |
| Q2 2022 | $28,682,000 | +14.4% | 467,225 | +25.7% | 0.01% | +20.0% |
| Q1 2022 | $25,074,000 | +63.4% | 371,799 | +7.2% | 0.01% | +66.7% |
| Q4 2021 | $15,344,000 | -14.2% | 346,825 | +25.6% | 0.00% | -25.0% |
| Q3 2021 | $17,889,000 | -30.9% | 276,226 | -14.1% | 0.00% | -33.3% |
| Q2 2021 | $25,892,000 | +20.1% | 321,712 | +1.5% | 0.01% | +20.0% |
| Q1 2021 | $21,560,000 | -38.0% | 317,055 | -36.5% | 0.01% | -44.4% |
| Q4 2020 | $34,801,000 | +60.4% | 499,227 | +18.2% | 0.01% | +50.0% |
| Q3 2020 | $21,696,000 | +0.9% | 422,350 | +15.3% | 0.01% | -14.3% |
| Q2 2020 | $21,500,000 | +11.6% | 366,462 | -3.7% | 0.01% | 0.0% |
| Q1 2020 | $19,260,000 | -23.7% | 380,715 | +11.7% | 0.01% | +16.7% |
| Q4 2019 | $25,253,000 | +23.4% | 340,931 | -4.8% | 0.01% | 0.0% |
| Q3 2019 | $20,470,000 | -49.6% | 358,225 | -42.3% | 0.01% | -50.0% |
| Q2 2019 | $40,584,000 | -22.3% | 620,564 | -12.1% | 0.01% | -25.0% |
| Q1 2019 | $52,205,000 | +33.3% | 705,665 | +7.5% | 0.02% | +33.3% |
| Q4 2018 | $39,152,000 | +8.5% | 656,364 | +71.8% | 0.01% | +33.3% |
| Q3 2018 | $36,072,000 | +31.3% | 382,084 | +4.5% | 0.01% | +28.6% |
| Q2 2018 | $27,463,000 | +90.1% | 365,687 | +53.2% | 0.01% | +75.0% |
| Q1 2018 | $14,450,000 | +8.9% | 238,676 | -16.1% | 0.00% | 0.0% |
| Q4 2017 | $13,269,000 | -43.5% | 284,365 | -38.7% | 0.00% | -33.3% |
| Q3 2017 | $23,472,000 | +146.2% | 464,049 | +142.6% | 0.01% | +100.0% |
| Q2 2017 | $9,532,000 | +53.4% | 191,294 | +30.7% | 0.00% | +50.0% |
| Q1 2017 | $6,212,000 | -16.5% | 146,346 | -20.3% | 0.00% | 0.0% |
| Q4 2016 | $7,442,000 | -41.6% | 183,675 | -45.5% | 0.00% | -50.0% |
| Q3 2016 | $12,751,000 | +389.7% | 336,889 | +293.2% | 0.00% | +300.0% |
| Q2 2016 | $2,604,000 | +108.5% | 85,673 | +69.2% | 0.00% | – |
| Q1 2016 | $1,249,000 | -42.9% | 50,637 | -42.0% | 0.00% | -100.0% |
| Q4 2015 | $2,189,000 | +28.2% | 87,329 | +51.1% | 0.00% | 0.0% |
| Q3 2015 | $1,708,000 | +111.1% | 57,809 | +129.0% | 0.00% | – |
| Q2 2015 | $809,000 | -4.9% | 25,247 | -25.9% | 0.00% | – |
| Q1 2015 | $851,000 | +268.4% | 34,050 | +170.0% | 0.00% | – |
| Q3 2014 | $231,000 | – | 12,611 | – | 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% |