HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 312 filers reported holding HEALTHEQUITY INC in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,111,643 | +15.0% | 685,991 | -0.6% | 0.01% | +25.0% |
| Q2 2023 | $43,557,192 | +11.4% | 689,851 | +3.6% | 0.01% | 0.0% |
| Q1 2023 | $39,085,243 | +0.5% | 665,734 | +5.5% | 0.01% | 0.0% |
| Q4 2022 | $38,880,170 | +220.2% | 630,762 | +248.9% | 0.01% | +166.7% |
| Q3 2022 | $12,142,000 | +11.3% | 180,761 | +1.8% | 0.00% | +50.0% |
| Q2 2022 | $10,906,000 | -46.8% | 177,650 | -43.9% | 0.00% | -33.3% |
| Q3 2021 | $20,519,000 | +105.1% | 316,854 | +155.0% | 0.00% | +50.0% |
| Q2 2021 | $10,002,000 | +1849.7% | 124,279 | +1124.8% | 0.00% | – |
| Q1 2020 | $513,000 | -79.0% | 10,147 | -76.3% | 0.00% | -100.0% |
| Q3 2019 | $2,447,000 | -52.3% | 42,826 | -45.4% | 0.00% | 0.0% |
| Q2 2019 | $5,126,000 | +387.3% | 78,382 | +344.3% | 0.00% | – |
| Q4 2018 | $1,052,000 | -67.3% | 17,641 | -48.2% | 0.00% | -100.0% |
| Q3 2018 | $3,213,000 | -60.5% | 34,033 | -68.6% | 0.00% | -50.0% |
| Q2 2018 | $8,138,000 | -35.4% | 108,367 | -48.0% | 0.00% | -33.3% |
| Q1 2018 | $12,605,000 | +14.2% | 208,221 | -12.0% | 0.00% | +50.0% |
| Q4 2017 | $11,039,000 | -46.4% | 236,589 | -41.9% | 0.00% | -60.0% |
| Q3 2017 | $20,614,000 | +0.4% | 407,551 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $20,524,000 | +316.8% | 411,877 | +255.1% | 0.01% | +400.0% |
| Q1 2017 | $4,924,000 | +21.7% | 115,982 | +16.1% | 0.00% | 0.0% |
| Q4 2016 | $4,047,000 | +1315.0% | 99,859 | +1221.4% | 0.00% | – |
| Q3 2016 | $286,000 | -64.5% | 7,557 | -71.5% | 0.00% | – |
| Q2 2016 | $806,000 | -78.2% | 26,515 | -82.3% | 0.00% | -100.0% |
| Q1 2016 | $3,703,000 | +18.4% | 150,106 | +20.3% | 0.00% | 0.0% |
| Q4 2015 | $3,128,000 | +126.8% | 124,783 | +167.5% | 0.00% | – |
| Q3 2015 | $1,379,000 | -2.4% | 46,655 | +5.8% | 0.00% | – |
| Q2 2015 | $1,413,000 | – | 44,099 | – | 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% |