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 | $10,982,921 | +15.7% | 150,348 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $9,492,973 | -61.3% | 150,348 | -64.1% | 0.01% | -63.6% |
| Q1 2023 | $24,559,215 | +106.3% | 418,314 | +116.5% | 0.02% | +120.0% |
| Q4 2022 | $11,907,369 | -7.5% | 193,176 | +0.8% | 0.01% | -16.7% |
| Q3 2022 | $12,875,000 | +35.4% | 191,677 | +23.7% | 0.01% | +33.3% |
| Q2 2022 | $9,510,000 | -14.1% | 154,905 | -5.6% | 0.01% | 0.0% |
| Q1 2022 | $11,068,000 | +46.9% | 164,112 | -3.6% | 0.01% | +80.0% |
| Q4 2021 | $7,532,000 | -35.9% | 170,242 | -6.2% | 0.01% | -44.4% |
| Q3 2021 | $11,754,000 | -19.1% | 181,496 | +0.6% | 0.01% | -18.2% |
| Q2 2021 | $14,521,000 | +21.8% | 180,429 | +2.9% | 0.01% | +22.2% |
| Q1 2021 | $11,921,000 | +0.8% | 175,309 | +3.4% | 0.01% | 0.0% |
| Q4 2020 | $11,822,000 | +47.1% | 169,583 | +8.4% | 0.01% | +28.6% |
| Q3 2020 | $8,039,000 | -3.0% | 156,500 | +10.8% | 0.01% | -12.5% |
| Q2 2020 | $8,290,000 | +15.7% | 141,300 | -0.3% | 0.01% | -11.1% |
| Q1 2020 | $7,167,000 | -34.7% | 141,669 | -4.4% | 0.01% | -10.0% |
| Q4 2019 | $10,975,000 | +32.3% | 148,169 | +2.1% | 0.01% | +25.0% |
| Q3 2019 | $8,294,000 | +48.6% | 145,138 | +70.1% | 0.01% | +14.3% |
| Q2 2019 | $5,580,000 | -22.2% | 85,315 | -12.0% | 0.01% | -22.2% |
| Q1 2019 | $7,175,000 | +24.7% | 96,985 | +0.5% | 0.01% | +12.5% |
| Q4 2018 | $5,756,000 | -24.7% | 96,498 | +19.2% | 0.01% | -20.0% |
| Q3 2018 | $7,644,000 | +22.6% | 80,968 | -2.5% | 0.01% | +11.1% |
| Q2 2018 | $6,237,000 | -7.4% | 83,044 | -25.4% | 0.01% | -10.0% |
| Q1 2018 | $6,735,000 | +40.1% | 111,250 | +8.0% | 0.01% | +66.7% |
| Q4 2017 | $4,807,000 | -0.9% | 103,028 | +7.5% | 0.01% | -14.3% |
| Q3 2017 | $4,849,000 | +5.6% | 95,859 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $4,594,000 | +20.0% | 92,200 | +2.2% | 0.01% | +16.7% |
| Q1 2017 | $3,829,000 | +355.8% | 90,200 | +306.3% | 0.01% | +500.0% |
| Q3 2016 | $840,000 | +24.4% | 22,200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $675,000 | +23.2% | 22,200 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $548,000 | -39.6% | 22,200 | -38.7% | 0.00% | 0.0% |
| Q4 2015 | $908,000 | -10.2% | 36,200 | +5.8% | 0.00% | -50.0% |
| Q3 2015 | $1,011,000 | +177.0% | 34,200 | +200.0% | 0.00% | +100.0% |
| Q2 2015 | $365,000 | – | 11,400 | – | 0.00% | – |
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% |