HQY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.20%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $16,061,749.35

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$95.70

▲ +0.9 (0.95%)

As of 11/14/2024 01:00 AM ET

Days: 30 | 90 | 365

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HealthEquity Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/6/2024	Frank Corvino	Director	Sell	1,039	$96.10	$99,847.90	3,784
10/9/2024	Robert W. Selander	Director	Sell	8,250	$82.98	$684,585.00	54,719
10/1/2024	Frank Corvino	Director	Sell	1,247	$80.26	$100,084.22	4,823
7/25/2024	Stephen Neeleman	Vice Chairman	Sell	35,000	$79.86	$2,795,100.00	89,769
7/8/2024	Frank Corvino	Director	Sell	7,705	$81.89	$630,962.45	6,070
6/24/2024	Jon Kessler	CEO	Sell	32,326	$82.83	$2,677,562.58	232,176
6/7/2024	Stephen Neeleman	Vice Chairman	Sell	2,080	$85.01	$176,820.80	90,515
6/4/2024	Stephen Neeleman	Vice Chairman	Sell	400	$85.00	$34,000.00	90,515
3/26/2024	Evelyn S. Dilsaver	Director	Sell	32,500	$79.29	$2,576,925.00	32,123
3/22/2024	Jon Kessler	CEO	Sell	33,765	$79.81	$2,694,784.65	126,635
3/1/2024	Delano Ladd	EVP	Sell	2,558	$82.59	$211,265.22	47,438
2/9/2024	Delano Ladd	EVP	Sell	2,499	$80.00	$199,920.00	49,996
1/8/2024	Delano Ladd	EVP	Sell	2,586	$70.00	$181,020.00	52,495
12/19/2023	Ian Sacks	Director	Sell	45,000	$63.50	$2,857,500.00	109,630
12/11/2023	Elimelech Rosner	EVP	Sell	2,017	$70.09	$141,371.53	62,898
10/13/2023	Tyson D. Murdock	Insider	Sell	1,000	$76.55	$76,550.00	68,818
9/27/2023	Jon Kessler	CEO	Sell	46,818	$75.03	$3,512,754.54	213,991
9/22/2023	Frank Corvino	Director	Sell	5,063	$72.27	$365,903.01	7,293
9/21/2023	Larry L. Trittschuh	EVP	Sell	6,419	$72.42	$464,863.98	46,210
9/7/2023	Tyson D. Murdock	Insider	Sell	2,844	$71.35	$202,919.40	70,389
6/26/2023	Jon Kessler	CEO	Sell	19,588	$60.12	$1,177,630.56	6,129
6/12/2023	Elimelech Rosner	EVP	Sell	10,156	$64.29	$652,929.24	70,334
12/14/2022	Gayle Furgurson Wellborn	Director	Sell	5,237	$62.00	$324,694.00	12,023
10/21/2022	Delano Ladd	EVP	Sell	5,897	$75.00	$442,275.00	37,471
10/13/2022	Larry L. Trittschuh	EVP	Sell	11,526	$70.00	$806,820.00	27,961
9/27/2022	Debra Charlotte McCowan	Director	Sell	4,225	$70.91	$299,594.75	7,072
9/20/2022	Ian Sacks	Director	Sell	25,000	$72.28	$1,807,000.00	126,570
8/1/2022	Edward Bloomberg	COO	Sell	1,000	$57.63	$57,630.00	59,850
6/9/2022	Edward Bloomberg	COO	Sell	1,500	$63.31	$94,965.00	60,850
12/14/2021	Adrian T. Dillon	Director	Buy	12,375	$40.47	$500,816.25
12/10/2021	Angelique Christine Hill	VP	Sell	6,297	$41.10	$258,806.70
12/9/2021	Stuart B. Parker	Director	Buy	25,000	$42.82	$1,070,500.00

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SEC Filings (Institutional Ownership Changes) for HealthEquity (NASDAQ:HQY)

99.55% of HealthEquity stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

HealthEquity Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/14/2024	Captrust Financial Advisors	10,088	$0.83M	0.0%	-10.8%	0.012%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	329,477	$26.97M	0.0%	+1.9%	0.377%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	22,526	$1.84M	0.0%	+28.5%	0.026%
11/14/2024	MetLife Investment Management LLC	91,401	$7.48M	0.0%	-1.8%	0.105%
11/13/2024	Glenmede Trust Co. NA	243,177	$19.90M	0.1%	-1.6%	0.278%
11/13/2024	Townsquare Capital LLC	22,292	$1.83M	0.0%	+3.9%	0.026%
11/13/2024	BNP Paribas Financial Markets	20,437	$1.67M	0.0%	+165.7%	0.023%
11/13/2024	Advantage Alpha Capital Partners LP	83,092	$6.80M	1.5%	-21.1%	0.095%
11/13/2024	FMR LLC	5,290,116	$433M	0.0%	-0.7%	6.058%
11/13/2024	The Manufacturers Life Insurance Company	100,671	$8.24M	0.0%	-3.7%	0.115%
11/13/2024	Loomis Sayles & Co. L P	1,126,645	$92.22M	0.1%	+2.2%	1.290%
11/13/2024	Daiwa Securities Group Inc.	1,800	$0.15M	0.0%	-10.0%	0.002%
11/12/2024	Cerity Partners LLC	17,259	$1.41M	0.0%	+15.1%	0.020%
11/12/2024	Nicolet Advisory Services LLC	4,218	$0.33M	0.0%	+5.8%	0.005%
11/12/2024	Citigroup Inc.	102,107	$8.36M	0.0%	+73.0%	0.117%
11/12/2024	Raymond James Trust N.A.	2,905	$0.24M	0.0%	+4.8%	0.003%
11/12/2024	Eagle Asset Management Inc.	141,939	$11.62M	0.1%	-22.0%	0.163%
11/12/2024	Charles Schwab Investment Management Inc.	1,061,807	$86.91M	0.0%	+1.4%	1.216%
11/12/2024	Massachusetts Financial Services Co. MA	484,782	$39.68M	0.0%	+7.4%	0.555%
11/9/2024	Landscape Capital Management L.L.C.	50,784	$4.16M	0.4%	N/A	0.058%
11/9/2024	Overbrook Management Corp	73,544	$6.02M	1.4%	-48.4%	0.084%
11/9/2024	Intech Investment Management LLC	21,064	$1.72M	0.0%	+59.5%	0.024%
11/8/2024	King Luther Capital Management Corp	45,847	$3.75M	0.0%	+1.2%	0.053%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	109,162	$8.94M	0.0%	+28.6%	0.125%
11/8/2024	Commerce Bank	7,933	$0.65M	0.0%	-2.9%	0.009%
11/8/2024	Segall Bryant & Hamill LLC	67,644	$5.54M	0.1%	-3.9%	0.077%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	69,339	$5.68M	0.1%	N/A	0.079%
11/7/2024	Pathstone Holdings LLC	16,778	$1.37M	0.0%	-24.6%	0.019%
11/7/2024	Swiss National Bank	169,900	$13.91M	0.0%	+0.4%	0.195%
11/7/2024	Thrivent Financial for Lutherans	293,624	$24.03M	0.0%	+33.3%	0.336%
11/7/2024	RiverPark Advisors LLC	2,814	$0.23M	0.2%	N/A	0.003%
11/6/2024	Mutual of America Capital Management LLC	97,718	$8M	0.1%	+0.7%	0.112%
11/6/2024	Vaughan Nelson Investment Management L.P.	843,423	$69.03M	0.6%	+36.7%	0.966%
11/6/2024	Natixis Advisors LLC	209,175	$17.12M	0.0%	+29.8%	0.240%
11/6/2024	Cornercap Investment Counsel Inc.	7,405	$0.61M	0.2%	-57.0%	0.008%
11/6/2024	Zions Bancorporation N.A.	20,608	$1.69M	0.1%	+15.8%	0.024%
11/6/2024	KBC Group NV	2,463	$0.20M	0.0%	+16.1%	0.003%
11/6/2024	Oppenheimer Asset Management Inc.	69,139	$5.66M	0.1%	+7.7%	0.079%
11/5/2024	Chase Investment Counsel Corp	5,923	$0.48M	0.2%	-85.5%	0.007%
11/5/2024	Geneva Capital Management LLC	842,009	$68.92M	1.2%	+0.1%	0.964%
11/5/2024	Carrera Capital Advisors	15,868	$1.30M	0.3%	N/A	0.018%
11/5/2024	Victory Capital Management Inc.	267,597	$21.90M	0.0%	-19.1%	0.306%
11/5/2024	GSA Capital Partners LLP	7,797	$0.64M	0.0%	N/A	0.009%
11/4/2024	GDS Wealth Management	28,638	$2.34M	0.2%	N/A	0.033%
11/4/2024	Los Angeles Capital Management LLC	55,597	$4.55M	0.0%	+92.3%	0.064%
11/4/2024	Crossmark Global Holdings Inc.	5,978	$0.49M	0.0%	-47.0%	0.007%
11/4/2024	TimesSquare Capital Management LLC	223,298	$18.28M	0.3%	-20.7%	0.256%
11/2/2024	Covestor Ltd	1,524	$0.13M	0.1%	+27.4%	0.002%
11/1/2024	Atria Investments Inc	9,031	$0.74M	0.0%	-19.5%	0.010%
11/1/2024	Assetmark Inc.	4,544	$0.37M	0.0%	+457.5%	0.005%
11/1/2024	ABLE Financial Group LLC	20,016	$1.64M	0.5%	+15.5%	0.023%
10/31/2024	Principal Financial Group Inc.	242,405	$19.84M	0.0%	-28.2%	0.279%
10/30/2024	Amalgamated Bank	39,831	$3.26M	0.0%	-5.5%	0.046%
10/28/2024	Cambiar Investors LLC	188,745	$15.45M	0.6%	-0.7%	0.216%
10/28/2024	Stephens Inc. AR	6,476	$0.53M	0.0%	+5.6%	0.007%
10/28/2024	Stephens Investment Management Group LLC	1,249,082	$102.24M	1.4%	-3.0%	1.430%
10/25/2024	1620 Investment Advisors Inc.	1,366	$0.11M	0.1%	N/A	0.002%
10/25/2024	Diversify Wealth Management LLC	92,417	$8.10M	0.7%	-2.6%	0.106%
10/25/2024	New York State Teachers Retirement System	83,997	$6.88M	0.0%	+1.4%	0.097%
10/24/2024	Nisa Investment Advisors LLC	3,420	$0.28M	0.0%	+19.8%	0.004%
10/24/2024	State of Alaska Department of Revenue	10,146	$0.83M	0.0%	+7.2%	0.012%
10/24/2024	Wealth Enhancement Advisory Services LLC	3,649	$0.30M	0.0%	+18.8%	0.004%
10/23/2024	Louisiana State Employees Retirement System	24,100	$1.97M	0.0%	-2.0%	0.028%
10/23/2024	Dakota Wealth Management	2,800	$0.23M	0.0%	-10.8%	0.003%
10/23/2024	Moody Aldrich Partners LLC	56,895	$4.66M	0.8%	-2.0%	0.065%
10/22/2024	Private Advisor Group LLC	2,544	$0.21M	0.0%	N/A	0.003%
10/22/2024	Signaturefd LLC	1,333	$0.11M	0.0%	-25.4%	0.002%
10/22/2024	Sequoia Financial Advisors LLC	13,314	$1.09M	0.0%	+2.3%	0.015%
10/19/2024	Allspring Global Investments Holdings LLC	1,037,780	$84.94M	0.1%	-7.5%	1.193%
10/18/2024	Raymond James & Associates	151,318	$12.39M	0.0%	+1.3%	0.174%
10/17/2024	AlphaMark Advisors LLC	4,570	$0.37M	0.1%	+18.8%	0.005%
10/16/2024	Vontobel Holding Ltd.	22,362	$1.83M	0.0%	-11.4%	0.026%
10/11/2024	Creative Planning	23,632	$1.93M	0.0%	+18.6%	0.027%
10/11/2024	Elk River Wealth Management LLC	66,181	$5.42M	1.0%	+0.3%	0.076%
10/11/2024	Paladin Wealth LLC	473	$39K	0.0%	N/A	0.001%
10/10/2024	Exchange Traded Concepts LLC	9,568	$0.78M	0.0%	+17.3%	0.011%
10/10/2024	Inspire Investing LLC	24,027	$1.97M	0.2%	+75.2%	0.028%
10/8/2024	CWM LLC	3,635	$0.30M	0.0%	-8.2%	0.004%
10/8/2024	Atomi Financial Group Inc.	2,541	$0.21M	0.0%	N/A	0.003%
10/7/2024	GAMMA Investing LLC	939	$77K	0.0%	+57.8%	0.001%
10/5/2024	Handelsbanken Fonder AB	20,616	$1.69M	0.0%	+19.7%	0.024%
10/3/2024	SG Americas Securities LLC	11,671	$0.96M	0.0%	+207.3%	0.013%
9/30/2024	Mattson Financial Services LLC	5,536	$0.48M	0.2%	N/A	0.006%
9/16/2024	Point72 Asia Singapore Pte. Ltd.	850	$73K	0.0%	N/A	0.001%
8/30/2024	Brown Financial Advisors	3,838	$0.33M	0.1%	N/A	0.004%
8/27/2024	Clearbridge Investments LLC	2,377,204	$204.92M	0.2%	+1.9%	2.732%
8/21/2024	Truist Financial Corp	2,864	$0.25M	0.0%	+7.0%	0.003%
8/19/2024	Point72 Asset Management L.P.	91,129	$7.86M	0.0%	-37.9%	0.105%
8/19/2024	Chase Investment Counsel Corp	40,986	$3.53M	1.2%	+19.1%	0.047%
8/16/2024	NewEdge Advisors LLC	11,252	$0.97M	0.0%	-21.5%	0.013%
8/16/2024	Creative Planning	19,926	$1.72M	0.0%	+25.0%	0.023%
8/16/2024	Algert Global LLC	8,679	$0.75M	0.0%	N/A	0.010%
8/16/2024	Cim Investment Management Inc.	4,376	$0.38M	0.1%	-14.4%	0.005%
8/15/2024	Mackenzie Financial Corp	2,364,521	$203.82M	0.3%	+16.0%	2.717%
8/15/2024	The Manufacturers Life Insurance Company	104,494	$9.01M	0.0%	+0.8%	0.120%
8/15/2024	Millennium Management LLC	900,671	$77.64M	0.0%	-35.4%	1.035%
8/15/2024	AQR Capital Management LLC	132,040	$11.05M	0.0%	-25.3%	0.152%
8/15/2024	NBW Capital LLC	88,348	$7.62M	1.5%	+2.3%	0.102%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	850	$73K	0.0%	N/A	0.001%
8/14/2024	Fred Alger Management LLC	61,469	$5.30M	0.0%	-1.0%	0.071%

Data available starting January 2016

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, receive personalized benefit information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.

Today's Range

Now: $95.70

$95.04

$97.58

50 Day Range

MA: $84.56

$74.69

$100.27

52 Week Range

Now: $95.70

$62.10

$101.17

Volume

640,924 shs

Average Volume

615,940 shs

Market Capitalization

$8.36 billion

P/E Ratio

79.75

Dividend Yield

N/A

Beta

0.52

Who are the company insiders with the largest holdings of HealthEquity?: HealthEquity's top insider shareholders include:
Jon Kessler (CEO)
Ian Sacks (Director)
Stephen Neeleman (Vice Chairman)
Tyson D Murdock (Insider)
Elimelech Rosner (EVP)
Robert W Selander (Director)
Delano Ladd (EVP)
Larry L Trittschuh (EVP)
Evelyn S Dilsaver (Director)
Gayle Furgurson Wellborn (Director)
Frank Corvino (Director)
Learn More about top insider investors at HealthEquity.
Who are the major institutional investors of HealthEquity?: HealthEquity's top institutional shareholders include:
FMR LLC — 6.06%
Stephens Investment Management Group LLC — 1.43%
Loomis Sayles & Co. L P — 1.29%
Charles Schwab Investment Management Inc. — 1.22%
Allspring Global Investments Holdings LLC — 1.19%
Vaughan Nelson Investment Management L.P. — 0.97%
Learn More about top institutional investors of HealthEquity stock.
Which major investors are selling HealthEquity stock?: During the last quarter, HQY stock was sold by these institutional investors:
Principal Financial Group Inc.
Allspring Global Investments Holdings LLC
Overbrook Management Corp
Victory Capital Management Inc.
TimesSquare Capital Management LLC
Eagle Asset Management Inc.
FMR LLC
Stephens Investment Management Group LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
Jon Kessler (CEO)
Ian Sacks (Director)
Stephen Neeleman (Vice Chairman)
Tyson D Murdock (Insider)
Elimelech Rosner (EVP)
Robert W Selander (Director)
Delano Ladd (EVP)
Larry L Trittschuh (EVP)
Learn More investors selling HealthEquity stock.
Which major investors are buying HealthEquity stock?: During the previous quarter, HQY stock was acquired by institutional investors including:
Vaughan Nelson Investment Management L.P.
Thrivent Financial for Lutherans
B. Metzler seel. Sohn & Co. Holding AG
Landscape Capital Management L.L.C.
Natixis Advisors LLC
Citigroup Inc.
Massachusetts Financial Services Co. MA
GDS Wealth Management