HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 324 filers reported holding HEALTHEQUITY INC in Q4 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,141,883 | +14.4% | 248,349 | -1.1% | 0.27% | +23.7% |
| Q2 2023 | $15,857,715 | +6.8% | 251,152 | -0.7% | 0.22% | +2.9% |
| Q1 2023 | $14,854,916 | +3.4% | 253,022 | +8.6% | 0.21% | -2.8% |
| Q4 2022 | $14,367,421 | -24.8% | 233,086 | -18.0% | 0.22% | -27.1% |
| Q3 2022 | $19,094,000 | +8.0% | 284,270 | -1.3% | 0.30% | +18.5% |
| Q2 2022 | $17,683,000 | -13.8% | 288,040 | -5.3% | 0.25% | +5.5% |
| Q1 2022 | $20,507,000 | +121.3% | 304,083 | +45.2% | 0.24% | +153.8% |
| Q4 2021 | $9,267,000 | -35.9% | 209,477 | -6.1% | 0.09% | -37.2% |
| Q3 2021 | $14,452,000 | -12.1% | 223,155 | +9.2% | 0.15% | -15.4% |
| Q2 2021 | $16,447,000 | +26.3% | 204,364 | +6.7% | 0.18% | +15.9% |
| Q1 2021 | $13,025,000 | +31.1% | 191,537 | +34.3% | 0.15% | +31.3% |
| Q4 2020 | $9,938,000 | +50.5% | 142,567 | +10.9% | 0.12% | +29.2% |
| Q3 2020 | $6,605,000 | +22.9% | 128,582 | +40.3% | 0.09% | +9.9% |
| Q2 2020 | $5,376,000 | – | 91,638 | – | 0.08% | – |
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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% |