HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 287 filers reported holding HEALTHEQUITY INC in Q1 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,069,930 | -1.9% | 740,177 | -15.2% | 0.02% | +5.6% |
| Q2 2023 | $55,123,556 | +18.2% | 873,037 | +9.9% | 0.02% | +12.5% |
| Q1 2023 | $46,623,372 | +55.8% | 794,130 | +63.6% | 0.02% | +60.0% |
| Q4 2022 | $29,917,590 | -30.2% | 485,360 | -24.0% | 0.01% | -37.5% |
| Q3 2022 | $42,886,000 | +16.7% | 638,467 | +6.7% | 0.02% | +23.1% |
| Q2 2022 | $36,736,000 | -31.8% | 598,399 | -25.1% | 0.01% | -18.8% |
| Q1 2022 | $53,854,000 | +56.5% | 798,551 | +2.7% | 0.02% | +77.8% |
| Q4 2021 | $34,407,000 | -22.1% | 777,740 | +14.0% | 0.01% | -30.8% |
| Q3 2021 | $44,195,000 | -48.7% | 682,439 | -36.2% | 0.01% | -48.0% |
| Q2 2021 | $86,120,000 | +29.0% | 1,070,074 | +9.0% | 0.02% | +19.0% |
| Q1 2021 | $66,745,000 | +556.4% | 981,531 | +395.9% | 0.02% | +425.0% |
| Q3 2020 | $10,168,000 | -28.3% | 197,930 | -18.1% | 0.00% | -33.3% |
| Q2 2020 | $14,173,000 | -37.4% | 241,570 | -46.0% | 0.01% | -45.5% |
| Q1 2020 | $22,651,000 | -32.3% | 447,746 | -0.9% | 0.01% | -15.4% |
| Q4 2019 | $33,461,000 | +54.6% | 451,746 | +19.3% | 0.01% | +44.4% |
| Q3 2019 | $21,647,000 | +6.7% | 378,809 | +22.2% | 0.01% | +12.5% |
| Q2 2019 | $20,280,000 | +13.2% | 310,092 | +28.1% | 0.01% | 0.0% |
| Q1 2019 | $17,914,000 | +15.9% | 242,140 | -6.5% | 0.01% | +14.3% |
| Q4 2018 | $15,455,000 | – | 259,102 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BERKLEY W R CORP | 4,111,038 | $248,882,000 | 33.94% |
| Iron Gate Global Advisors LLC | 202,392 | $12,253,000 | 9.30% |
| Lucha Capital Management, LP | 79,940 | $4,839,000 | 2.27% |
| Aureus Asset Management, LLC | 247,502 | $14,984,000 | 2.25% |
| NEXT CENTURY GROWTH INVESTORS LLC | 207,517 | $12,563,000 | 1.68% |
| WASATCH ADVISORS LP | 2,139,530 | $129,527,000 | 1.67% |
| FORTALEZA ASSET MANAGEMENT INC/ | 4,330 | $262,000 | 1.59% |
| PICTON MAHONEY ASSET MANAGEMENT | 297,100 | $17,988,000 | 1.30% |
| Stephens Investment Management Group LLC | 824,845 | $49,936,000 | 1.08% |
| Granite Investment Partners, LLC | 261,650 | $15,840,000 | 1.06% |