HQY Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 2.20%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $12,236,265.01

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$84.52

▲ +2.03 (2.46%)

As of 04/17/2025 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
4/9/2025	Robert W. Selander	Director	Sell	5,750	$77.65	$446,487.50	84,969
4/4/2025	Michael Henry Fiore	EVP	Sell	8,881	$78.26	$695,027.06	56,655
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
4/17/2025	Janney Montgomery Scott LLC	6,276	$0.56M	0.0%	+17.3%	0.007%
4/17/2025	Grant Private Wealth Management Inc	2,631	$0.23M	0.3%	-4.6%	0.003%
4/17/2025	Vaughan Nelson Investment Management L.P.	835,413	$73.83M	0.7%	+10.1%	0.966%
4/16/2025	Wealth Enhancement Advisory Services LLC	6,380	$0.56M	0.0%	+24.7%	0.007%
4/16/2025	Aubrey Capital Management Ltd	26,000	$2.30M	0.9%	N/A	0.030%
4/15/2025	Fifth Third Bancorp	955	$84K	0.0%	+17.5%	0.001%
4/15/2025	Integrated Advisors Network LLC	2,936	$0.26M	0.0%	N/A	0.003%
4/15/2025	SG Americas Securities LLC	5,843	$0.52M	0.0%	+7.1%	0.007%
4/15/2025	Curated Wealth Partners LLC	2,946	$0.26M	0.0%	+16.9%	0.003%
4/15/2025	Avanza Fonder AB	3,372	$0.30M	0.0%	-15.1%	0.004%
4/15/2025	GAMMA Investing LLC	1,571	$0.14M	0.0%	+25.9%	0.002%
4/14/2025	Yousif Capital Management LLC	30,837	$2.73M	0.0%	-2.9%	0.036%
4/14/2025	Harbor Capital Advisors Inc.	38,930	$3.44M	0.2%	+86,411.1%	0.045%
4/14/2025	Portside Wealth Group LLC	2,667	$0.24M	0.0%	+13.5%	0.003%
4/14/2025	City Center Advisors LLC	2,836	$0.25M	0.3%	-25.9%	0.003%
4/14/2025	UMB Bank n.a.	848	$75K	0.0%	+104.8%	0.001%
4/11/2025	Congress Asset Management Co.	68,253	$6.03M	0.0%	+168.0%	0.079%
4/11/2025	Radnor Capital Management LLC	6,040	$0.53M	0.1%	+6.2%	0.007%
4/10/2025	Chesley Taft & Associates LLC	12,622	$1.12M	0.1%	+44.7%	0.015%
4/10/2025	Portside Wealth Group LLC	2,349	$0.23M	0.0%	N/A	0.003%
4/10/2025	Hennion & Walsh Asset Management Inc.	3,137	$0.28M	0.0%	+40.0%	0.004%
4/10/2025	Whipplewood Advisors LLC	774	$68K	0.0%	+5,060.0%	0.001%
4/9/2025	Inspirion Wealth Advisors LLC	65,000	$5.74M	0.8%	-13.3%	0.075%
4/9/2025	Gradient Investments LLC	20,587	$1.82M	0.0%	-10.5%	0.024%
4/8/2025	Rhumbline Advisers	269,977	$23.86M	0.0%	+1.0%	0.312%
4/8/2025	BTC Capital Management Inc.	5,593	$0.49M	0.0%	-14.6%	0.006%
4/7/2025	GAMMA Investing LLC	138,829	$122.68M	0.0%	+11,024.1%	0.161%
4/3/2025	Versant Capital Management Inc	322	$28K	0.0%	N/A	0.000%
3/24/2025	Wellington Management Group LLP	679,603	$65.21M	0.0%	-1.6%	0.784%
3/18/2025	California State Teachers Retirement System	81,549	$7.83M	0.0%	-0.7%	0.094%
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%

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: $84.52

$81.21

$84.79

50 Day Range

MA: $95.34

$76.77

$114.51

52 Week Range

Now: $84.52

$65.01

$115.59

Volume

944,006 shs

Average Volume

764,227 shs

Market Capitalization

$7.31 billion

P/E Ratio

77.54

Dividend Yield

N/A

Beta

0.49

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)
Michael Henry Fiore (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:
Vaughan Nelson Investment Management L.P. — 0.97%
Rhumbline Advisers — 0.31%
GAMMA Investing LLC — 0.16%
Congress Asset Management Co. — 0.08%
Inspirion Wealth Advisors LLC — 0.08%
Harbor Capital Advisors Inc. — 0.05%
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:
Inspirion Wealth Advisors LLC
Gradient Investments LLC
City Center Advisors LLC
BTC Capital Management Inc.
Yousif Capital Management LLC
Avanza Fonder AB
Grant Private Wealth Management Inc
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:
GAMMA Investing LLC
Vaughan Nelson Investment Management L.P.
Congress Asset Management Co.
Harbor Capital Advisors Inc.
Aubrey Capital Management Ltd
Chesley Taft & Associates LLC
Integrated Advisors Network LLC
Rhumbline Advisers