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 | $35,359,340 | +206.1% | 484,043 | +164.6% | 0.01% | +233.3% |
| Q2 2023 | $11,552,410 | +4.8% | 182,965 | -2.6% | 0.00% | 0.0% |
| Q1 2023 | $11,026,619 | -80.4% | 187,815 | -79.4% | 0.00% | -81.2% |
| Q4 2022 | $56,280,833 | -0.2% | 913,057 | +8.7% | 0.02% | -11.1% |
| Q3 2022 | $56,414,000 | +70.3% | 839,852 | +55.6% | 0.02% | +80.0% |
| Q2 2022 | $33,127,000 | +262.4% | 539,621 | +298.2% | 0.01% | +400.0% |
| Q1 2022 | $9,140,000 | +61.0% | 135,531 | +5.6% | 0.00% | +100.0% |
| Q4 2021 | $5,676,000 | -54.5% | 128,294 | -33.5% | 0.00% | -66.7% |
| Q3 2021 | $12,485,000 | -49.7% | 192,792 | -37.5% | 0.00% | -50.0% |
| Q2 2021 | $24,839,000 | +26.7% | 308,633 | +7.1% | 0.01% | +20.0% |
| Q1 2021 | $19,603,000 | +5.5% | 288,281 | +8.2% | 0.01% | 0.0% |
| Q4 2020 | $18,575,000 | +85.3% | 266,451 | +36.6% | 0.01% | +66.7% |
| Q3 2020 | $10,022,000 | -8.8% | 195,098 | +4.1% | 0.00% | -25.0% |
| Q2 2020 | $10,993,000 | -68.5% | 187,364 | -72.8% | 0.00% | -73.3% |
| Q1 2020 | $34,892,000 | -69.0% | 689,706 | -54.6% | 0.02% | -57.1% |
| Q4 2019 | $112,649,000 | -5.1% | 1,520,832 | -26.8% | 0.04% | +12.9% |
| Q3 2019 | $118,689,000 | -15.2% | 2,076,982 | -3.0% | 0.03% | -13.9% |
| Q2 2019 | $140,012,000 | +0.6% | 2,140,851 | +13.7% | 0.04% | -23.4% |
| Q1 2019 | $139,236,000 | +20.0% | 1,882,082 | -3.2% | 0.05% | +6.8% |
| Q4 2018 | $116,002,000 | -40.0% | 1,944,707 | -5.0% | 0.04% | -27.9% |
| Q3 2018 | $193,179,000 | +0.1% | 2,046,188 | -20.3% | 0.06% | -4.7% |
| Q2 2018 | $192,923,000 | +29.5% | 2,568,881 | +4.4% | 0.06% | +14.3% |
| Q1 2018 | $148,923,000 | +31.5% | 2,459,916 | +1.3% | 0.06% | +36.6% |
| Q4 2017 | $113,261,000 | -17.7% | 2,427,389 | -10.8% | 0.04% | -19.6% |
| Q3 2017 | $137,597,000 | +16.4% | 2,720,380 | +14.7% | 0.05% | +37.8% |
| Q2 2017 | $118,185,000 | +16.5% | 2,371,756 | -0.8% | 0.04% | +12.1% |
| Q1 2017 | $101,451,000 | +6.9% | 2,389,896 | +2.1% | 0.03% | +3.1% |
| Q4 2016 | $94,881,000 | +18.4% | 2,341,617 | +10.6% | 0.03% | +14.3% |
| Q3 2016 | $80,161,000 | +28.3% | 2,117,847 | +3.0% | 0.03% | +21.7% |
| Q2 2016 | $62,488,000 | +68.6% | 2,056,556 | +36.9% | 0.02% | +53.3% |
| Q1 2016 | $37,061,000 | -1.4% | 1,502,250 | +0.2% | 0.02% | 0.0% |
| Q4 2015 | $37,575,000 | -5.8% | 1,498,778 | +11.0% | 0.02% | -11.8% |
| Q3 2015 | $39,884,000 | +1263.1% | 1,349,697 | +1378.4% | 0.02% | +1600.0% |
| Q2 2015 | $2,926,000 | – | 91,296 | – | 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% |