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): $16,366,460.10

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$100.72

▲ +3.31 (3.40%)

As of 03/17/2025 05:00 PM ET

Days: 30 | 90 | 365

HealthEquity Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/10/2025	Robert W. Selander	Director	Sell	5,750	$111.29	$639,917.50	78,219
12/12/2024	Stuart B. Parker	Director	Sell	25,000	$96.72	$2,418,000.00	19,061
12/9/2024	Robert W. Selander	Director	Sell	8,250	$101.56	$837,870.00	66,469
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

See Full Table

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
3/17/2025	Wealth Enhancement Advisory Services LLC	5,115	$0.49M	0.0%	+40.2%	0.006%
3/10/2025	Mattson Financial Services LLC	1,721	$0.17M	0.1%	-68.5%	0.002%
2/27/2025	ABLE Financial Group LLC	21,725	$2.09M	0.6%	+8.5%	0.025%
2/20/2025	Mackenzie Financial Corp	1,935,154	$185.68M	0.2%	-17.9%	2.233%
2/20/2025	Forum Financial Management LP	2,232	$0.21M	0.0%	N/A	0.003%
2/19/2025	Public Employees Retirement System of Ohio	97,323	$9.34M	0.0%	+6.1%	0.112%
2/18/2025	GTS Securities LLC	2,493	$0.24M	0.0%	N/A	0.003%
2/18/2025	AlphaQ Advisors LLC	3,265	$0.31M	0.9%	N/A	0.004%
2/18/2025	Castleark Management LLC	102,930	$9.88M	0.3%	+42.7%	0.119%
2/18/2025	Ashford Capital Management Inc.	269,312	$25.84M	3.0%	-11.8%	0.311%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	366,753	$35.19M	0.0%	+11.3%	0.423%
2/17/2025	Woodline Partners LP	187,956	$18.03M	0.1%	-44.2%	0.217%
2/17/2025	Two Sigma Investments LP	13,822	$1.33M	0.0%	-3.3%	0.016%
2/17/2025	Shay Capital LLC	5,700	$0.55M	0.1%	N/A	0.007%
2/17/2025	Royal Bank of Canada	433,190	$41.56M	0.0%	+10.6%	0.500%
2/17/2025	ProShare Advisors LLC	28,253	$2.71M	0.0%	+42.8%	0.033%
2/17/2025	Quantinno Capital Management LP	3,174	$0.31M	0.0%	N/A	0.004%
2/17/2025	Main Management ETF Advisors LLC	9,968	$0.96M	0.0%	-8.2%	0.012%
2/17/2025	Man Group plc	217,782	$20.90M	0.1%	+2.7%	0.251%
2/17/2025	Nomura Holdings Inc.	11,566	$1.11M	0.0%	N/A	0.013%
2/17/2025	Nicholas Investment Partners LP	64,747	$6.21M	0.5%	N/A	0.075%
2/17/2025	Nuveen Asset Management LLC	548,725	$52.65M	0.0%	-9.0%	0.633%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	114,886	$11.02M	0.0%	+4.6%	0.133%
2/17/2025	Iron Triangle Partners LP	335,614	$32.20M	3.5%	N/A	0.387%
2/17/2025	Janus Henderson Group PLC	833,916	$80.02M	0.0%	-7.3%	0.962%
2/17/2025	Forest Hill Capital LLC	30,076	$2.89M	2.2%	-20.0%	0.035%
2/17/2025	Ethic Inc.	3,554	$0.34M	0.0%	N/A	0.004%
2/17/2025	Ensign Peak Advisors Inc	277,064	$26.58M	0.0%	-17.4%	0.320%
2/17/2025	FORA Capital LLC	5,582	$0.54M	0.1%	N/A	0.006%
2/17/2025	Fred Alger Management LLC	16,497	$1.58M	0.0%	N/A	0.019%
2/17/2025	Frontier Capital Management Co. LLC	43,760	$4.20M	0.0%	N/A	0.050%
2/17/2025	Deutsche Bank AG	118,199	$11.34M	0.0%	+25.9%	0.136%
2/17/2025	EP Wealth Advisors LLC	4,555	$0.44M	0.0%	+9.7%	0.005%
2/17/2025	Cresset Asset Management LLC	4,030	$0.39M	0.0%	-6.7%	0.005%
2/17/2025	Cetera Investment Advisers	3,572	$0.34M	0.0%	+6.7%	0.004%
2/17/2025	Brevan Howard Capital Management LP	2,089	$0.20M	0.0%	N/A	0.002%
2/17/2025	Captrust Financial Advisors	21,959	$2.11M	0.0%	+117.7%	0.025%
2/17/2025	Brown Advisory Inc.	2,086,026	$200.15M	0.3%	+12.0%	2.407%
2/17/2025	Balyasny Asset Management L.P.	14,779	$1.42M	0.0%	N/A	0.017%
2/17/2025	Bamco Inc. NY	780,000	$74.84M	0.2%	+4.0%	0.900%
2/17/2025	Beck Bode LLC	8,848	$0.85M	0.2%	-1.1%	0.010%
2/17/2025	Bank of America Corp DE	606,197	$58.17M	0.0%	-6.3%	0.700%
2/17/2025	BNP Paribas Financial Markets	16,876	$1.62M	0.0%	-17.4%	0.019%
2/17/2025	Ameriprise Financial Inc.	270,042	$25.91M	0.0%	+56.4%	0.312%
2/17/2025	Aristotle Capital Boston LLC	573,441	$55.02M	2.0%	+6.5%	0.662%
2/17/2025	ArrowMark Colorado Holdings LLC	871,762	$83.65M	1.1%	-11.6%	1.006%
2/17/2025	Aristeia Capital L.L.C.	2,177	$0.21M	0.0%	N/A	0.003%
2/14/2025	Jane Street Group LLC	16,852	$1.62M	0.0%	-80.6%	0.019%
2/14/2025	Comerica Bank	48,915	$4.69M	0.0%	-2.7%	0.056%
2/14/2025	Kapitalo Investimentos Ltda	933	$90K	0.1%	N/A	0.001%
2/14/2025	AQR Capital Management LLC	234,681	$22.52M	0.0%	-38.8%	0.271%
2/14/2025	Northern Trust Corp	1,155,043	$110.83M	0.0%	+11.7%	1.333%
2/14/2025	The Manufacturers Life Insurance Company	99,028	$9.50M	0.0%	-1.6%	0.114%
2/14/2025	Public Employees Retirement Association of Colorado	9,194	$0.88M	0.0%	-1.2%	0.011%
2/14/2025	Oberweis Asset Management Inc.	91,500	$8.78M	0.4%	+8.4%	0.106%
2/14/2025	Hancock Whitney Corp	13,326	$1.28M	0.0%	+1.0%	0.015%
2/14/2025	Voya Investment Management LLC	78,072	$7.49M	0.0%	+70.2%	0.090%
2/14/2025	RiverPark Advisors LLC	1,753	$0.17M	0.1%	-37.7%	0.002%
2/14/2025	Adage Capital Partners GP L.L.C.	8,000	$0.77M	0.0%	N/A	0.009%
2/14/2025	Fuller & Thaler Asset Management Inc.	502,572	$48.22M	0.2%	+8.7%	0.580%
2/14/2025	T. Rowe Price Investment Management Inc.	814,034	$78.11M	0.0%	N/A	0.939%
2/14/2025	Price T Rowe Associates Inc. MD	58,357	$5.60M	0.0%	+7.9%	0.067%
2/14/2025	Pinebridge Investments L.P.	27,549	$2.64M	0.0%	+42.7%	0.032%
2/14/2025	Greenhouse Funds LLLP	884,404	$84.86M	3.5%	+11.6%	1.021%
2/14/2025	Eversept Partners LP	386,697	$37.10M	3.3%	+21.2%	0.446%
2/14/2025	Hsbc Holdings PLC	2,694	$0.26M	0.0%	-96.4%	0.003%
2/14/2025	Stifel Financial Corp	22,232	$2.13M	0.0%	+15.4%	0.026%
2/14/2025	State of Tennessee Department of Treasury	26,900	$2.58M	0.0%	-2.7%	0.031%
2/14/2025	Tower Research Capital LLC TRC	8,247	$0.79M	0.0%	+105.7%	0.010%
2/14/2025	Teachers Retirement System of The State of Kentucky	45,834	$4.40M	0.0%	+2.9%	0.053%
2/14/2025	Thematics Asset Management	56,587	$5.43M	0.2%	-2.0%	0.065%
2/14/2025	Transce3nd LLC	300	$29K	0.0%	N/A	0.000%
2/14/2025	Kayne Anderson Rudnick Investment Management LLC	772,781	$74.15M	0.2%	+35.8%	0.892%
2/14/2025	MetLife Investment Management LLC	99,019	$9.50M	0.1%	+8.3%	0.114%
2/14/2025	Dimensional Fund Advisors LP	1,582,823	$151.88M	0.0%	+0.1%	1.826%
2/14/2025	First Trust Advisors LP	84,307	$8.09M	0.0%	-42.2%	0.097%
2/14/2025	Forum Financial Management LP	2,232	$0.21M	0.0%	N/A	0.003%
2/14/2025	Commerce Bank	6,092	$0.59M	0.0%	-23.2%	0.007%
2/14/2025	1492 Capital Management LLC	45,394	$4.36M	2.1%	-1.0%	0.052%
2/13/2025	Canada Pension Plan Investment Board	7,200	$0.69M	0.0%	-58.6%	0.008%
2/13/2025	Zacks Investment Management	30,153	$2.89M	0.0%	-4.1%	0.035%
2/13/2025	Wasatch Advisors LP	7,513,745	$720.94M	3.6%	-3.2%	8.670%
2/13/2025	NewEdge Advisors LLC	12,983	$1.25M	0.0%	+3.0%	0.015%
2/13/2025	Iron Gate Global Advisors LLC	23,888	$2.29M	0.3%	-5.3%	0.028%
2/13/2025	Guggenheim Capital LLC	14,347	$1.38M	0.0%	+27.2%	0.017%
2/13/2025	XTX Topco Ltd	4,500	$0.43M	0.0%	N/A	0.005%
2/13/2025	Mariner LLC	13,309	$1.28M	0.0%	+1.8%	0.015%
2/13/2025	Barclays PLC	200,341	$19.22M	0.0%	+20.3%	0.231%
2/13/2025	Ameritas Investment Partners Inc.	33,856	$3.25M	0.1%	+0.3%	0.039%
2/13/2025	Optimize Financial Inc	2,772	$0.27M	0.2%	N/A	0.003%
2/13/2025	Townsquare Capital LLC	20,846	$2M	0.0%	-6.5%	0.024%
2/13/2025	Cim Investment Management Inc.	3,972	$0.38M	0.1%	-4.1%	0.005%
2/13/2025	Next Century Growth Investors LLC	75,521	$7.25M	0.5%	-35.3%	0.087%
2/13/2025	Grandeur Peak Global Advisors LLC	130,377	$12.51M	1.1%	+3.6%	0.150%
2/13/2025	Quinn Opportunity Partners LLC	13,470	$1.29M	0.1%	N/A	0.016%
2/13/2025	Bessemer Group Inc.	296,828	$28.48M	0.0%	+63.1%	0.343%
2/13/2025	Ranger Investment Management L.P.	305,883	$29.35M	1.9%	+17.3%	0.353%
2/13/2025	Raymond James Financial Inc.	476,577	$45.73M	0.0%	N/A	0.550%
2/13/2025	Renaissance Group LLC	46,740	$4.49M	0.2%	+11.5%	0.054%
2/13/2025	Shelton Capital Management	3,278	$0.32M	0.0%	-4.7%	0.004%

Data available starting January 2016

See Full Table

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: $100.72

$96.95

$100.89

50 Day Range

MA: $105.68

$93.97

$114.51

52 Week Range

Now: $100.72

$65.01

$115.59

Volume

720,910 shs

Average Volume

655,963 shs

Market Capitalization

$8.73 billion

P/E Ratio

92.40

Dividend Yield

N/A

Beta

0.62

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)
Robert W Selander (Director)
Tyson D Murdock (Insider)
Elimelech Rosner (EVP)
Delano Ladd (EVP)
Larry L Trittschuh (EVP)
Evelyn S Dilsaver (Director)
Stuart B Parker (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:
Wealthfront Advisers LLC — 123.92%
Vanguard Group Inc. — 10.36%
Wasatch Advisors LP — 8.67%
FMR LLC — 6.25%
Geode Capital Management LLC — 2.41%
Brown Advisory Inc. — 2.41%
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:
Mackenzie Financial Corp
Clearbridge Investments LLC
Franklin Resources Inc.
Wasatch Advisors LP
Stephens Investment Management Group LLC
GW&K Investment Management LLC
Cambiar Investors LLC
TimesSquare Capital Management LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
Jon Kessler (CEO)
Ian Sacks (Director)
Stephen Neeleman (Vice Chairman)
Robert W Selander (Director)
Tyson D Murdock (Insider)
Elimelech Rosner (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:
Wealthfront Advisers LLC
T. Rowe Price Investment Management Inc.
Norges Bank
Raymond James Financial Inc.
Raymond James Financial Inc.
Iron Triangle Partners LP
Artisan Partners Limited Partnership
Brown Advisory Inc.