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 | $206,209,777 | +16.0% | 2,822,858 | +0.2% | 0.01% | +22.2% |
| Q2 2023 | $177,820,045 | +10.1% | 2,816,282 | +2.4% | 0.01% | 0.0% |
| Q1 2023 | $161,480,270 | -51.4% | 2,750,473 | -49.0% | 0.01% | -10.0% |
| Q4 2022 | $332,594,030 | +85.3% | 5,395,750 | +101.9% | 0.01% | -9.1% |
| Q3 2022 | $179,475,000 | +12.5% | 2,671,946 | +2.8% | 0.01% | +10.0% |
| Q2 2022 | $159,486,000 | -10.5% | 2,597,911 | -1.7% | 0.01% | +11.1% |
| Q1 2022 | $178,221,000 | +56.5% | 2,642,658 | +2.6% | 0.01% | +80.0% |
| Q4 2021 | $113,900,000 | -31.8% | 2,574,587 | -0.2% | 0.01% | -44.4% |
| Q3 2021 | $167,038,000 | -19.3% | 2,579,346 | +0.3% | 0.01% | -18.2% |
| Q2 2021 | $207,046,000 | +24.4% | 2,572,633 | +5.1% | 0.01% | +10.0% |
| Q1 2021 | $166,490,000 | +1.1% | 2,448,379 | +3.7% | 0.01% | 0.0% |
| Q4 2020 | $164,633,000 | +39.5% | 2,361,681 | +2.8% | 0.01% | +25.0% |
| Q3 2020 | $118,021,000 | -12.8% | 2,297,466 | -0.4% | 0.01% | -20.0% |
| Q2 2020 | $135,269,000 | +19.9% | 2,305,585 | +3.4% | 0.01% | 0.0% |
| Q1 2020 | $112,816,000 | -30.5% | 2,230,007 | +1.8% | 0.01% | -9.1% |
| Q4 2019 | $162,238,000 | +29.7% | 2,190,328 | +0.1% | 0.01% | +22.2% |
| Q3 2019 | $125,100,000 | +3.7% | 2,189,161 | +18.7% | 0.01% | 0.0% |
| Q2 2019 | $120,662,000 | -3.5% | 1,844,988 | +9.2% | 0.01% | -10.0% |
| Q1 2019 | $124,996,000 | +25.0% | 1,689,593 | +0.8% | 0.01% | +11.1% |
| Q4 2018 | $99,996,000 | -40.1% | 1,676,371 | -5.1% | 0.01% | -30.8% |
| Q3 2018 | $166,832,000 | +52.3% | 1,767,144 | +21.1% | 0.01% | +44.4% |
| Q2 2018 | $109,567,000 | +37.7% | 1,458,905 | +11.0% | 0.01% | +28.6% |
| Q1 2018 | $79,562,000 | +33.1% | 1,314,281 | +2.6% | 0.01% | +40.0% |
| Q4 2017 | $59,783,000 | -2.6% | 1,281,221 | +5.6% | 0.01% | 0.0% |
| Q3 2017 | $61,401,000 | +5.1% | 1,213,827 | +3.6% | 0.01% | 0.0% |
| Q2 2017 | $58,411,000 | +30.1% | 1,172,117 | +10.8% | 0.01% | +25.0% |
| Q1 2017 | $44,901,000 | +13.8% | 1,057,823 | +8.6% | 0.00% | 0.0% |
| Q4 2016 | $39,457,000 | +14.9% | 973,850 | +7.3% | 0.00% | +33.3% |
| Q3 2016 | $34,355,000 | +25.9% | 907,717 | +1.1% | 0.00% | 0.0% |
| Q2 2016 | $27,285,000 | +27.6% | 898,019 | +3.6% | 0.00% | +50.0% |
| Q1 2016 | $21,387,000 | +11.2% | 867,094 | +13.0% | 0.00% | 0.0% |
| Q4 2015 | $19,240,000 | -14.6% | 767,424 | +0.7% | 0.00% | -33.3% |
| Q3 2015 | $22,517,000 | -2.0% | 761,945 | +6.2% | 0.00% | +50.0% |
| Q2 2015 | $22,987,000 | +532.6% | 717,180 | +392.0% | 0.00% | – |
| Q1 2015 | $3,634,000 | +25.6% | 145,754 | +28.3% | 0.00% | – |
| Q4 2014 | $2,893,000 | +80.1% | 113,638 | +29.4% | 0.00% | – |
| Q3 2014 | $1,606,000 | – | 87,800 | – | 0.00% | – |
Download | ||||||
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% |