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 | $586,408 | +10.7% | 8,351 | +0.3% | 0.00% | – |
| Q2 2023 | $529,613 | -24.5% | 8,322 | -26.2% | 0.00% | – |
| Q4 2022 | $701,797 | +11.4% | 11,281 | +28.0% | 0.00% | – |
| Q3 2022 | $630,000 | +33.2% | 8,813 | +22.3% | 0.00% | – |
| Q2 2022 | $473,000 | -14.5% | 7,207 | -12.3% | 0.00% | – |
| Q1 2022 | $553,000 | +121.2% | 8,218 | +44.5% | 0.00% | – |
| Q4 2021 | $250,000 | -48.1% | 5,686 | -21.0% | 0.00% | – |
| Q3 2021 | $482,000 | -1.4% | 7,197 | +23.0% | 0.00% | – |
| Q2 2021 | $489,000 | -7.9% | 5,850 | -25.4% | 0.00% | – |
| Q1 2021 | $531,000 | -91.0% | 7,844 | -90.2% | 0.00% | -100.0% |
| Q4 2020 | $5,899,000 | -24.4% | 79,736 | -45.9% | 0.00% | -42.9% |
| Q3 2020 | $7,804,000 | -7.8% | 147,275 | -2.4% | 0.01% | -12.5% |
| Q2 2020 | $8,461,000 | +33.5% | 150,953 | +4.5% | 0.01% | +14.3% |
| Q1 2020 | $6,337,000 | -9.3% | 144,395 | +53.1% | 0.01% | +40.0% |
| Q4 2019 | $6,988,000 | +1259.5% | 94,343 | +948.0% | 0.01% | – |
| Q3 2019 | $514,000 | -1.9% | 9,002 | +12.5% | 0.00% | – |
| Q2 2019 | $524,000 | +217.6% | 8,003 | +258.2% | 0.00% | – |
| Q1 2019 | $165,000 | -97.4% | 2,234 | -97.9% | 0.00% | -100.0% |
| Q4 2018 | $6,425,000 | +11.4% | 107,718 | +76.4% | 0.01% | +20.0% |
| Q3 2018 | $5,765,000 | +22.5% | 61,081 | -2.5% | 0.01% | +25.0% |
| Q2 2018 | $4,706,000 | +17.0% | 62,657 | -5.7% | 0.00% | 0.0% |
| Q1 2018 | $4,022,000 | +20.9% | 66,441 | -6.8% | 0.00% | +33.3% |
| Q4 2017 | $3,326,000 | -20.5% | 71,295 | -13.8% | 0.00% | -25.0% |
| Q3 2017 | $4,186,000 | -5.9% | 82,738 | -7.3% | 0.00% | 0.0% |
| Q2 2017 | $4,449,000 | +3.0% | 89,290 | -12.2% | 0.00% | 0.0% |
| Q1 2017 | $4,318,000 | -7.1% | 101,712 | -2.6% | 0.00% | -20.0% |
| Q4 2016 | $4,649,000 | +26.4% | 104,419 | +7.4% | 0.01% | +25.0% |
| Q3 2016 | $3,679,000 | +11.7% | 97,196 | -10.4% | 0.00% | 0.0% |
| Q2 2016 | $3,295,000 | +12.4% | 108,425 | -8.8% | 0.00% | +33.3% |
| Q1 2016 | $2,932,000 | -14.3% | 118,853 | -12.9% | 0.00% | -25.0% |
| Q4 2015 | $3,423,000 | -48.1% | 136,526 | -38.8% | 0.00% | -55.6% |
| Q3 2015 | $6,597,000 | -11.2% | 223,238 | -3.7% | 0.01% | 0.0% |
| Q2 2015 | $7,433,000 | – | 231,911 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ophir Asset Management Pty Ltd | 329,987 | $24,105,550 | 5.68% |
| ASHFORD CAPITAL MANAGEMENT INC | 404,279 | $29,532,581 | 4.35% |
| WASATCH ADVISORS LP | 7,267,775 | $530,910,964 | 3.36% |
| Summit Creek Advisors LLC | 276,513 | $20,199,275 | 2.75% |
| Van Berkom & Associates Inc. | 1,042,470 | $76,152 | 2.48% |
| Aureus Asset Management, LLC | 417,923 | $30,529,275 | 2.45% |
| Eversept Partners, LP | 338,516 | $24,728,594 | 2.09% |
| Lisanti Capital Growth, LLC | 180,980 | $13,220,589 | 2.09% |
| SECTORAL ASSET MANAGEMENT INC | 143,875 | $10,510,069 | 2.05% |
| Redwood Investments, LLC | 169,436 | $12,377,300 | 1.67% |