HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 286 filers reported holding HEALTHEQUITY INC in Q4 2020. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,967 | +12.9% | 54,312 | -2.4% | 0.03% | +21.4% |
| Q2 2023 | $3,513 | +6.0% | 55,633 | -1.4% | 0.03% | 0.0% |
| Q1 2023 | $3,313 | -9.7% | 56,432 | -5.2% | 0.03% | -15.2% |
| Q4 2022 | $3,670 | -99.9% | 59,540 | +1.8% | 0.03% | -13.2% |
| Q3 2022 | $3,928,000 | +11.8% | 58,480 | +2.2% | 0.04% | +15.2% |
| Q2 2022 | $3,513,000 | -7.8% | 57,219 | +1.2% | 0.03% | +10.0% |
| Q1 2022 | $3,812,000 | -27.2% | 56,529 | -52.2% | 0.03% | +57.9% |
| Q4 2021 | $5,236,000 | +37.3% | 118,366 | +101.0% | 0.02% | -40.6% |
| Q3 2021 | $3,814,000 | -27.2% | 58,893 | -9.6% | 0.03% | -23.8% |
| Q2 2021 | $5,242,000 | +534.6% | 65,130 | +436.4% | 0.04% | +35.5% |
| Q1 2021 | $826,000 | -4.8% | 12,142 | -2.5% | 0.03% | -6.1% |
| Q4 2020 | $868,000 | +36.9% | 12,447 | +0.9% | 0.03% | +17.9% |
| Q3 2020 | $634,000 | -8.5% | 12,333 | +4.4% | 0.03% | -12.5% |
| Q2 2020 | $693,000 | +5.2% | 11,814 | -9.3% | 0.03% | +100.0% |
| Q1 2020 | $659,000 | -33.6% | 13,021 | -2.8% | 0.02% | -11.1% |
| Q4 2019 | $992,000 | +44.6% | 13,396 | +11.6% | 0.02% | +28.6% |
| Q3 2019 | $686,000 | -8.9% | 12,007 | +4.3% | 0.01% | -22.2% |
| Q2 2019 | $753,000 | +16.9% | 11,512 | +32.2% | 0.02% | +12.5% |
| Q1 2019 | $644,000 | +27.0% | 8,711 | +2.5% | 0.02% | +14.3% |
| Q4 2018 | $507,000 | +45.3% | 8,501 | +129.9% | 0.01% | +55.6% |
| Q3 2018 | $349,000 | -47.1% | 3,697 | -58.0% | 0.01% | -43.8% |
| Q2 2018 | $660,000 | +50.3% | 8,792 | +21.1% | 0.02% | +33.3% |
| Q1 2018 | $439,000 | +28.7% | 7,258 | -0.8% | 0.01% | +33.3% |
| Q4 2017 | $341,000 | -1.7% | 7,314 | +6.7% | 0.01% | -18.2% |
| Q3 2017 | $347,000 | +1.5% | 6,853 | -0.1% | 0.01% | 0.0% |
| Q2 2017 | $342,000 | +41.3% | 6,862 | +20.3% | 0.01% | -8.3% |
| Q1 2017 | $242,000 | +4.3% | 5,703 | -0.3% | 0.01% | +20.0% |
| Q4 2016 | $232,000 | – | 5,720 | – | 0.01% | – |
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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% |