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 | $1,753,419 | +16.3% | 24,003 | +0.5% | 0.00% | +33.3% |
| Q2 2023 | $1,507,341 | -3.7% | 23,873 | -10.5% | 0.00% | -25.0% |
| Q1 2023 | $1,565,385 | -4.8% | 26,663 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,643,507 | -16.5% | 26,663 | -9.0% | 0.00% | -20.0% |
| Q3 2022 | $1,968,000 | +9.5% | 29,293 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $1,798,000 | -9.0% | 29,293 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,976,000 | +52.5% | 29,293 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $1,296,000 | -31.7% | 29,293 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $1,897,000 | -18.0% | 29,293 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $2,314,000 | +23.2% | 28,753 | +4.1% | 0.00% | 0.0% |
| Q1 2021 | $1,878,000 | -2.0% | 27,612 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $1,917,000 | +32.5% | 27,502 | -2.4% | 0.00% | +33.3% |
| Q3 2020 | $1,447,000 | -12.0% | 28,172 | +0.5% | 0.00% | -25.0% |
| Q2 2020 | $1,645,000 | +16.7% | 28,042 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $1,410,000 | -31.7% | 27,880 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $2,065,000 | +28.3% | 27,880 | -1.0% | 0.01% | +25.0% |
| Q3 2019 | $1,610,000 | -12.6% | 28,170 | 0.0% | 0.00% | -20.0% |
| Q2 2019 | $1,842,000 | -9.4% | 28,170 | +2.4% | 0.01% | 0.0% |
| Q1 2019 | $2,034,000 | +13.1% | 27,500 | -8.8% | 0.01% | 0.0% |
| Q4 2018 | $1,798,000 | -39.5% | 30,146 | -4.3% | 0.01% | -37.5% |
| Q3 2018 | $2,974,000 | +45.6% | 31,499 | +15.8% | 0.01% | +60.0% |
| Q2 2018 | $2,042,000 | +37.4% | 27,194 | +10.8% | 0.01% | +25.0% |
| Q1 2018 | $1,486,000 | +42.3% | 24,544 | +9.7% | 0.00% | +33.3% |
| Q4 2017 | $1,044,000 | -6.4% | 22,379 | +1.5% | 0.00% | 0.0% |
| Q3 2017 | $1,115,000 | +1.5% | 22,039 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,098,000 | +17.3% | 22,039 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $936,000 | +4.8% | 22,039 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $893,000 | +10.0% | 22,039 | +2.8% | 0.00% | 0.0% |
| Q3 2016 | $812,000 | +39.8% | 21,449 | +12.2% | 0.00% | +50.0% |
| Q2 2016 | $581,000 | +91.1% | 19,119 | +54.9% | 0.00% | +100.0% |
| Q1 2016 | $304,000 | -9.0% | 12,339 | -7.5% | 0.00% | 0.0% |
| Q4 2015 | $334,000 | – | 13,336 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DFPG INVESTMENTS, LLC | 98,107 | $6,242,000 | 2.36% |
| Greenhouse Funds LLLP | 333,735 | $21,613,000 | 2.18% |
| ASHFORD CAPITAL MANAGEMENT INC | 363,681 | $23,552,000 | 2.14% |
| WASATCH ADVISORS LP | 6,196,260 | $401,270,000 | 1.63% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 229,656 | $15,002,000 | 1.60% |
| Pantheon Investment Group, LLC | 27,469 | $1,768,000 | 1.52% |
| Sio Capital Management, LLC | 73,458 | $4,757,000 | 1.52% |
| Summit Creek Advisors LLC | 215,074 | $13,928,000 | 1.47% |
| Aureus Asset Management, LLC | 322,555 | $20,889,000 | 1.37% |
| INSPIRION WEALTH ADVISORS, LLC | 91,485 | $5,925,000 | 1.36% |