HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 282 filers reported holding HEALTHEQUITY INC in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,271,905 | +15.7% | 263,818 | 0.0% | 0.40% | +21.7% |
| Q2 2023 | $16,657,469 | -32.0% | 263,818 | -36.8% | 0.33% | -33.1% |
| Q1 2023 | $24,493,577 | -4.8% | 417,196 | 0.0% | 0.49% | -6.1% |
| Q4 2022 | $25,715,961 | -31.8% | 417,196 | -25.7% | 0.52% | -35.6% |
| Q3 2022 | $37,726,000 | +31.3% | 561,652 | +20.0% | 0.81% | +40.7% |
| Q2 2022 | $28,723,000 | -30.5% | 467,885 | -23.6% | 0.58% | -15.6% |
| Q1 2022 | $41,319,000 | +52.4% | 612,685 | 0.0% | 0.68% | +68.6% |
| Q4 2021 | $27,105,000 | -38.5% | 612,685 | -9.9% | 0.40% | -40.2% |
| Q3 2021 | $44,061,000 | -14.3% | 680,370 | +6.5% | 0.68% | -12.5% |
| Q2 2021 | $51,395,000 | +55.4% | 638,605 | +31.3% | 0.77% | +45.8% |
| Q1 2021 | $33,072,000 | +215.4% | 486,355 | +223.3% | 0.53% | +197.8% |
| Q4 2020 | $10,486,000 | +53.7% | 150,430 | +13.2% | 0.18% | +32.8% |
| Q3 2020 | $6,824,000 | -13.3% | 132,840 | -1.0% | 0.13% | -15.7% |
| Q2 2020 | $7,875,000 | +15.1% | 134,225 | -0.7% | 0.16% | -1.9% |
| Q1 2020 | $6,841,000 | -32.5% | 135,230 | -1.2% | 0.16% | -9.5% |
| Q4 2019 | $10,139,000 | +21.2% | 136,885 | -6.5% | 0.18% | +17.8% |
| Q3 2019 | $8,363,000 | -4.0% | 146,340 | +9.9% | 0.15% | -1.3% |
| Q2 2019 | $8,710,000 | +0.4% | 133,175 | +13.5% | 0.15% | -1.3% |
| Q1 2019 | $8,679,000 | +4.4% | 117,310 | -15.9% | 0.16% | -6.0% |
| Q4 2018 | $8,317,000 | -36.7% | 139,425 | +0.1% | 0.17% | -20.6% |
| Q3 2018 | $13,149,000 | +16.2% | 139,275 | -7.5% | 0.21% | +10.0% |
| Q2 2018 | $11,313,000 | -17.9% | 150,640 | -33.8% | 0.19% | -19.5% |
| Q1 2018 | $13,776,000 | +5.8% | 227,545 | -18.5% | 0.24% | +6.3% |
| Q4 2017 | $13,025,000 | -6.1% | 279,150 | +1.8% | 0.22% | -8.3% |
| Q3 2017 | $13,875,000 | -8.1% | 274,316 | -9.5% | 0.24% | -8.3% |
| Q2 2017 | $15,106,000 | -0.5% | 303,156 | -15.3% | 0.26% | -2.2% |
| Q1 2017 | $15,186,000 | +18.3% | 357,731 | +12.9% | 0.27% | +12.0% |
| Q4 2016 | $12,840,000 | -34.6% | 316,880 | -38.9% | 0.24% | -31.7% |
| Q3 2016 | $19,630,000 | -2.3% | 518,615 | -21.6% | 0.35% | -3.0% |
| Q2 2016 | $20,099,000 | +12.8% | 661,480 | -8.4% | 0.36% | +19.0% |
| Q1 2016 | $17,823,000 | – | 722,445 | – | 0.31% | – |
Download | ||||||
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% |