DAVENPORT & Co LLC - HEALTHEQUITY INC ownership

HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 316 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
DAVENPORT & Co LLC ownership history of HEALTHEQUITY INC
ValueSharesWeighting
Q3 2023$28,208,111
+17.5%
386,148
+0.6%
0.21%
+21.0%
Q2 2023$24,007,271
+379.1%
383,888
+349.7%
0.18%
+351.3%
Q1 2023$5,011,175
-1.1%
85,362
+3.8%
0.04%
-4.9%
Q4 2022$5,068,000
+3.9%
82,223
+13.2%
0.04%
-2.4%
Q3 2022$4,880,000
+12.0%
72,634
+2.3%
0.04%
+16.7%
Q2 2022$4,358,000
-10.5%
70,988
-1.7%
0.04%
+9.1%
Q1 2022$4,871,000
+65.5%
72,228
+8.5%
0.03%
+73.7%
Q4 2021$2,944,000
+50.8%
66,551
+120.8%
0.02%
+35.7%
Q3 2021$1,952,000
+41.4%
30,140
+75.7%
0.01%
+27.3%
Q2 2021$1,380,000
+19.1%
17,153
+0.6%
0.01%0.0%
Q1 2021$1,159,000
-29.0%
17,043
-27.2%
0.01%
-31.2%
Q4 2020$1,632,000
+5.1%
23,413
-22.6%
0.02%
-5.9%
Q3 2020$1,553,000
+34.6%
30,237
+53.8%
0.02%
+21.4%
Q2 2020$1,154,000
+417.5%
19,663
+345.9%
0.01%
+366.7%
Q1 2020$223,0004,4100.00%
Other shareholders
HEALTHEQUITY INC shareholders Q2 2023
NameSharesValueWeighting ↓
BERKLEY W R CORP 4,111,038$248,882,00033.94%
Iron Gate Global Advisors LLC 202,392$12,253,0009.30%
Lucha Capital Management, LP 79,940$4,839,0002.27%
Aureus Asset Management, LLC 247,502$14,984,0002.25%
NEXT CENTURY GROWTH INVESTORS LLC 207,517$12,563,0001.68%
WASATCH ADVISORS LP 2,139,530$129,527,0001.67%
FORTALEZA ASSET MANAGEMENT INC/ 4,330$262,0001.59%
PICTON MAHONEY ASSET MANAGEMENT 297,100$17,988,0001.30%
Stephens Investment Management Group LLC 824,845$49,936,0001.08%
Granite Investment Partners, LLC 261,650$15,840,0001.06%
View complete list of HEALTHEQUITY INC shareholders