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 | $7,636,355 | +27.4% | 104,536 | +10.1% | 0.00% | +33.3% |
| Q2 2023 | $5,994,070 | +6.1% | 94,933 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $5,648,078 | -7.2% | 96,203 | -2.6% | 0.00% | -25.0% |
| Q4 2022 | $6,087,998 | -8.4% | 98,767 | -0.2% | 0.00% | -20.0% |
| Q3 2022 | $6,649,427 | +6.4% | 98,994 | -2.7% | 0.01% | +25.0% |
| Q2 2022 | $6,247,906 | -9.0% | 101,774 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $6,868,427 | +15.6% | 101,845 | -24.1% | 0.00% | 0.0% |
| Q4 2021 | $5,939,000 | -32.6% | 134,235 | -1.4% | 0.00% | -42.9% |
| Q3 2021 | $8,812,000 | -19.0% | 136,075 | +0.6% | 0.01% | -22.2% |
| Q2 2021 | $10,881,000 | +17.6% | 135,202 | -0.7% | 0.01% | +12.5% |
| Q1 2021 | $9,254,000 | -2.3% | 136,089 | +0.1% | 0.01% | -11.1% |
| Q4 2020 | $9,474,000 | +30.3% | 135,910 | -4.0% | 0.01% | +28.6% |
| Q3 2020 | $7,271,000 | -7.7% | 141,539 | +4.3% | 0.01% | 0.0% |
| Q2 2020 | $7,881,000 | +8.6% | 135,650 | -5.5% | 0.01% | -12.5% |
| Q1 2020 | $7,258,000 | -39.1% | 143,472 | -10.8% | 0.01% | -38.5% |
| Q4 2019 | $11,914,000 | +28.9% | 160,855 | -3.6% | 0.01% | +30.0% |
| Q3 2019 | $9,242,000 | +12.7% | 166,837 | +33.1% | 0.01% | 0.0% |
| Q2 2019 | $8,200,000 | -9.5% | 125,384 | +2.4% | 0.01% | 0.0% |
| Q1 2019 | $9,063,000 | +19.8% | 122,505 | -3.4% | 0.01% | 0.0% |
| Q4 2018 | $7,562,000 | -35.1% | 126,774 | +2.7% | 0.01% | -16.7% |
| Q3 2018 | $11,651,000 | +289.0% | 123,409 | +209.5% | 0.01% | +300.0% |
| Q2 2018 | $2,995,000 | +31.8% | 39,874 | +6.2% | 0.00% | 0.0% |
| Q1 2018 | $2,273,000 | +27.6% | 37,552 | -1.7% | 0.00% | +50.0% |
| Q4 2017 | $1,781,000 | -7.5% | 38,185 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $1,925,000 | -0.5% | 38,053 | -2.0% | 0.00% | 0.0% |
| Q2 2017 | $1,935,000 | +35.5% | 38,816 | +15.3% | 0.00% | 0.0% |
| Q1 2017 | $1,428,000 | +18.7% | 33,660 | +13.4% | 0.00% | 0.0% |
| Q4 2016 | $1,203,000 | +6.6% | 29,679 | -0.5% | 0.00% | 0.0% |
| Q3 2016 | $1,129,000 | +25.3% | 29,831 | +0.6% | 0.00% | +100.0% |
| Q2 2016 | $901,000 | +50.7% | 29,653 | +20.9% | 0.00% | 0.0% |
| Q1 2016 | $598,000 | -1.6% | 24,535 | +1.2% | 0.00% | 0.0% |
| Q4 2015 | $608,000 | -14.2% | 24,246 | +1.0% | 0.00% | 0.0% |
| Q3 2015 | $709,000 | -4.8% | 23,997 | +3.2% | 0.00% | 0.0% |
| Q2 2015 | $745,000 | +261.7% | 23,249 | +182.3% | 0.00% | – |
| Q1 2015 | $206,000 | +9.0% | 8,235 | +10.4% | 0.00% | – |
| Q4 2014 | $189,000 | – | 7,459 | – | 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% |