HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,180,450 | +5.9% | 98,295 | -8.4% | 0.09% | +15.6% |
| Q2 2023 | $6,778,521 | -1.2% | 107,357 | -8.1% | 0.08% | -4.9% |
| Q1 2023 | $6,859,089 | +60.3% | 116,830 | +68.3% | 0.08% | +52.8% |
| Q4 2022 | $4,279,727 | -6.0% | 69,431 | +2.4% | 0.05% | -13.1% |
| Q3 2022 | $4,553,000 | +5.1% | 67,778 | -3.9% | 0.06% | +10.9% |
| Q2 2022 | $4,331,000 | -15.8% | 70,541 | -7.5% | 0.06% | 0.0% |
| Q1 2022 | $5,141,000 | +55.6% | 76,235 | +2.1% | 0.06% | +66.7% |
| Q4 2021 | $3,304,000 | -30.6% | 74,686 | +1.6% | 0.03% | -29.8% |
| Q3 2021 | $4,761,000 | -18.6% | 73,516 | +1.1% | 0.05% | -19.0% |
| Q2 2021 | $5,851,000 | -37.0% | 72,707 | -46.8% | 0.06% | -40.2% |
| Q1 2021 | $9,289,000 | -11.6% | 136,609 | -9.4% | 0.10% | -18.5% |
| Q4 2020 | $10,507,000 | +34.5% | 150,719 | -0.9% | 0.12% | +14.4% |
| Q3 2020 | $7,813,000 | -16.8% | 152,094 | -4.9% | 0.10% | -21.8% |
| Q2 2020 | $9,385,000 | +9.8% | 159,964 | -5.3% | 0.13% | -7.0% |
| Q1 2020 | $8,545,000 | -33.1% | 168,911 | -2.1% | 0.14% | -12.3% |
| Q4 2019 | $12,779,000 | +44.0% | 172,528 | +11.1% | 0.16% | +32.5% |
| Q3 2019 | $8,873,000 | +14.3% | 155,275 | +30.9% | 0.12% | +11.8% |
| Q2 2019 | $7,760,000 | +12.3% | 118,655 | +27.0% | 0.11% | +10.0% |
| Q1 2019 | $6,911,000 | +137.2% | 93,417 | +91.2% | 0.10% | +108.3% |
| Q4 2018 | $2,914,000 | -32.7% | 48,851 | +6.4% | 0.05% | -21.3% |
| Q3 2018 | $4,333,000 | +30850.0% | 45,900 | +23682.4% | 0.06% | – |
| Q2 2018 | $14,000 | – | 193 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |