HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,532,581 | +11.4% | 404,279 | -3.7% | 4.35% | +17.4% |
| Q2 2023 | $26,505,477 | +13.2% | 419,789 | +5.3% | 3.70% | +5.7% |
| Q1 2023 | $23,413,900 | +15.4% | 398,806 | +21.2% | 3.50% | +11.4% |
| Q4 2022 | $20,285,971 | -11.1% | 329,104 | -3.2% | 3.15% | -9.6% |
| Q3 2022 | $22,826,000 | +3.8% | 339,831 | -5.1% | 3.48% | +11.4% |
| Q2 2022 | $21,981,000 | -8.0% | 358,048 | +1.1% | 3.12% | +21.4% |
| Q1 2022 | $23,893,000 | +67.2% | 354,290 | +9.7% | 2.57% | +80.6% |
| Q4 2021 | $14,293,000 | -39.3% | 323,070 | -11.2% | 1.42% | -33.4% |
| Q3 2021 | $23,552,000 | -7.0% | 363,681 | +15.6% | 2.14% | -6.3% |
| Q2 2021 | $25,326,000 | +18.1% | 314,685 | -0.2% | 2.28% | +14.0% |
| Q1 2021 | $21,442,000 | -3.8% | 315,330 | -1.4% | 2.00% | -7.1% |
| Q4 2020 | $22,291,000 | +16.2% | 319,773 | -14.4% | 2.16% | -5.4% |
| Q3 2020 | $19,185,000 | -18.3% | 373,473 | -6.7% | 2.28% | -25.0% |
| Q2 2020 | $23,486,000 | +2.5% | 400,315 | -11.6% | 3.04% | -24.7% |
| Q1 2020 | $22,902,000 | -1.6% | 452,704 | +44.1% | 4.04% | +30.0% |
| Q4 2019 | $23,267,000 | +30.5% | 314,125 | +0.7% | 3.11% | +20.6% |
| Q3 2019 | $17,831,000 | +17.1% | 312,025 | +34.0% | 2.58% | +26.4% |
| Q2 2019 | $15,233,000 | -12.7% | 232,928 | -1.3% | 2.04% | -19.9% |
| Q1 2019 | $17,454,000 | +100.3% | 235,928 | +61.5% | 2.55% | +78.7% |
| Q4 2018 | $8,714,000 | -35.4% | 146,089 | +2.3% | 1.42% | -12.4% |
| Q3 2018 | $13,481,000 | +28.2% | 142,789 | +2.0% | 1.63% | +17.4% |
| Q2 2018 | $10,513,000 | – | 139,989 | – | 1.39% | – |
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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% |