HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 284 filers reported holding HEALTHEQUITY INC in Q4 2021. The put-call ratio across all filers is 2.95 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,968,458 | +17.4% | 1,142,428 | -0.3% | 0.14% | +30.6% |
| Q2 2023 | $71,504,306 | +5.6% | 1,146,086 | -0.7% | 0.11% | +2.9% |
| Q1 2023 | $67,743,532 | -13.7% | 1,153,867 | -9.4% | 0.10% | -19.8% |
| Q4 2022 | $78,531,395 | -38.2% | 1,274,033 | -32.7% | 0.13% | -40.2% |
| Q3 2022 | $127,069,000 | +0.8% | 1,891,751 | -7.9% | 0.22% | +8.4% |
| Q2 2022 | $126,084,000 | -9.3% | 2,053,812 | -0.3% | 0.20% | +8.6% |
| Q1 2022 | $138,992,000 | +38.5% | 2,060,973 | -9.1% | 0.19% | +37.8% |
| Q4 2021 | $100,332,000 | -16.0% | 2,267,898 | +22.9% | 0.14% | -20.1% |
| Q3 2021 | $119,509,000 | -15.1% | 1,845,414 | +5.5% | 0.17% | -13.8% |
| Q2 2021 | $140,837,000 | +25.6% | 1,749,958 | +6.1% | 0.20% | +14.6% |
| Q1 2021 | $112,116,000 | +58.9% | 1,648,772 | +62.9% | 0.17% | +12.5% |
| Q4 2020 | $70,568,000 | +2758.2% | 1,012,307 | +1452.0% | 0.15% | +913.3% |
| Q3 2016 | $2,469,000 | +5.0% | 65,227 | -15.7% | 0.02% | +15.4% |
| Q2 2016 | $2,352,000 | +69.7% | 77,400 | +37.8% | 0.01% | 0.0% |
| Q1 2016 | $1,386,000 | +95.8% | 56,181 | +98.9% | 0.01% | +225.0% |
| Q4 2015 | $708,000 | – | 28,239 | – | 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% |