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 | $274,814 | +16.1% | 3,762 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $236,775 | +105133.3% | 3,750 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $225 | -6.6% | 3,830 | -1.9% | 0.00% | 0.0% |
| Q4 2022 | $241 | -99.9% | 3,903 | -1.8% | 0.00% | 0.0% |
| Q3 2022 | $291,000 | +30.5% | 3,973 | +9.3% | 0.00% | 0.0% |
| Q2 2022 | $223,000 | -9.0% | 3,635 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $245,000 | +40.8% | 3,635 | +11.3% | 0.00% | +100.0% |
| Q4 2021 | $174,000 | -8.9% | 3,265 | +10.9% | 0.00% | 0.0% |
| Q3 2021 | $191,000 | -19.4% | 2,945 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $237,000 | +14.5% | 2,945 | -3.3% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | -2.4% | 3,045 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $212,000 | +72.4% | 3,045 | +27.1% | 0.00% | 0.0% |
| Q3 2020 | $123,000 | +223.7% | 2,395 | +271.3% | 0.00% | – |
| Q2 2020 | $38,000 | -17.4% | 645 | -28.3% | 0.00% | -100.0% |
| Q1 2020 | $46,000 | +4.5% | 900 | +50.0% | 0.00% | – |
| Q4 2019 | $44,000 | +131.6% | 600 | +76.5% | 0.00% | – |
| Q3 2019 | $19,000 | +5.6% | 340 | +25.9% | 0.00% | – |
| Q2 2019 | $18,000 | -10.0% | 270 | 0.0% | 0.00% | – |
| Q1 2019 | $20,000 | +25.0% | 270 | 0.0% | 0.00% | – |
| Q4 2018 | $16,000 | -99.2% | 270 | -98.8% | 0.00% | -100.0% |
| Q3 2018 | $2,123,000 | +12388.2% | 22,487 | +10121.4% | 0.02% | – |
| Q2 2018 | $17,000 | +30.8% | 220 | 0.0% | 0.00% | – |
| Q1 2018 | $13,000 | -23.5% | 220 | -40.5% | 0.00% | – |
| Q4 2017 | $17,000 | -10.5% | 370 | 0.0% | 0.00% | – |
| Q3 2017 | $19,000 | +5.6% | 370 | 0.0% | 0.00% | – |
| Q2 2017 | $18,000 | +63.6% | 370 | +37.0% | 0.00% | – |
| Q1 2017 | $11,000 | -45.0% | 270 | -46.0% | 0.00% | – |
| Q4 2016 | $20,000 | – | 500 | – | 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% |