HQY Insider Trading

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

This chart shows the insider buying and selling history at HealthEquity by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

HealthEquity Share Price & Price History

Current Price: $104.25
Price Change: Price Decrease of -0.4 (-0.38%)
As of 11/22/2024 01:00 AM ET

This chart shows the closing price history over time for HQY up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

HealthEquity Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/6/2024Frank CorvinoDirectorSell1,039$96.10$99,847.903,784View SEC Filing Icon  
10/9/2024Robert W. SelanderDirectorSell8,250$82.98$684,585.0054,719View SEC Filing Icon  
10/1/2024Frank CorvinoDirectorSell1,247$80.26$100,084.224,823View SEC Filing Icon  
7/25/2024Stephen NeelemanVice ChairmanSell35,000$79.86$2,795,100.0089,769View SEC Filing Icon  
7/8/2024Frank CorvinoDirectorSell7,705$81.89$630,962.456,070View SEC Filing Icon  
6/24/2024Jon KesslerCEOSell32,326$82.83$2,677,562.58232,176View SEC Filing Icon  
6/7/2024Stephen NeelemanVice ChairmanSell2,080$85.01$176,820.8090,515View SEC Filing Icon  
6/4/2024Stephen NeelemanVice ChairmanSell400$85.00$34,000.0090,515View SEC Filing Icon  
3/26/2024Evelyn S. DilsaverDirectorSell32,500$79.29$2,576,925.0032,123View SEC Filing Icon  
3/22/2024Jon KesslerCEOSell33,765$79.81$2,694,784.65126,635View SEC Filing Icon  
3/1/2024Delano LaddEVPSell2,558$82.59$211,265.2247,438View SEC Filing Icon  
2/9/2024Delano LaddEVPSell2,499$80.00$199,920.0049,996View SEC Filing Icon  
1/8/2024Delano LaddEVPSell2,586$70.00$181,020.0052,495View SEC Filing Icon  
12/19/2023Ian SacksDirectorSell45,000$63.50$2,857,500.00109,630View SEC Filing Icon  
12/11/2023Elimelech RosnerEVPSell2,017$70.09$141,371.5362,898View SEC Filing Icon  
10/13/2023Tyson D. MurdockInsiderSell1,000$76.55$76,550.0068,818View SEC Filing Icon  
9/27/2023Jon KesslerCEOSell46,818$75.03$3,512,754.54213,991View SEC Filing Icon  
9/22/2023Frank CorvinoDirectorSell5,063$72.27$365,903.017,293View SEC Filing Icon  
9/21/2023Larry L. TrittschuhEVPSell6,419$72.42$464,863.9846,210View SEC Filing Icon  
9/7/2023Tyson D. MurdockInsiderSell2,844$71.35$202,919.4070,389View SEC Filing Icon  
6/26/2023Jon KesslerCEOSell19,588$60.12$1,177,630.566,129View SEC Filing Icon  
6/12/2023Elimelech RosnerEVPSell10,156$64.29$652,929.2470,334View SEC Filing Icon  
12/14/2022Gayle Furgurson WellbornDirectorSell5,237$62.00$324,694.0012,023View SEC Filing Icon  
10/21/2022Delano LaddEVPSell5,897$75.00$442,275.0037,471View SEC Filing Icon  
10/13/2022Larry L. TrittschuhEVPSell11,526$70.00$806,820.0027,961View SEC Filing Icon  
9/27/2022Debra Charlotte McCowanDirectorSell4,225$70.91$299,594.757,072View SEC Filing Icon  
9/20/2022Ian SacksDirectorSell25,000$72.28$1,807,000.00126,570View SEC Filing Icon  
8/1/2022Edward BloombergCOOSell1,000$57.63$57,630.0059,850View SEC Filing Icon  
6/9/2022Edward BloombergCOOSell1,500$63.31$94,965.0060,850View SEC Filing Icon  
12/14/2021Adrian T. DillonDirectorBuy12,375$40.47$500,816.25View SEC Filing Icon  
12/10/2021Angelique Christine HillVPSell6,297$41.10$258,806.70View SEC Filing Icon  
12/9/2021Stuart B. ParkerDirectorBuy25,000$42.82$1,070,500.00View SEC Filing Icon  
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

This chart shows the instiutional buying and selling at HQY by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

HealthEquity Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024Teachers Retirement System of The State of Kentucky44,552$3.65M0.0%-8.0%0.051%Search for SEC Filing on Google Icon
11/18/2024Neo Ivy Capital Management5,770$0.47M0.2%N/A0.007%Search for SEC Filing on Google Icon
11/18/2024Ashford Capital Management Inc.305,222$24.98M3.1%-0.8%0.350%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC2,078,977$170.20M0.0%+0.7%2.381%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp49,447$4.05M0.0%+0.7%0.057%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC166,492$13.63M0.0%+209.3%0.191%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio91,754$7.51M0.0%+5.6%0.105%Search for SEC Filing on Google Icon
11/15/2024Main Management ETF Advisors LLC10,864$0.89M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/15/2024Zacks Investment Management31,456$2.58M0.0%+10.8%0.036%Search for SEC Filing on Google Icon
11/15/2024DF Dent & Co. Inc.296,579$24.28M0.3%+26.4%0.340%Search for SEC Filing on Google Icon
11/15/2024Castleark Management LLC72,130$5.90M0.2%-19.7%0.083%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC4,152$0.34M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP690,439$56.51M0.0%-3.4%0.791%Search for SEC Filing on Google Icon
11/15/2024State Street Corp3,131,900$256.35M0.0%+0.8%3.587%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp19,268$1.58M0.0%-10.1%0.022%Search for SEC Filing on Google Icon
11/15/2024Quarry LP1,349$0.11M0.0%+418.8%0.002%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Asset Management LLC111,757$8.97M0.5%+0.5%0.128%Search for SEC Filing on Google Icon
11/15/2024Motley Fool Wealth Management LLC141,135$11.55M0.6%-1.6%0.162%Search for SEC Filing on Google Icon
11/15/2024Iron Gate Global Advisors LLC25,218$2.06M0.3%-6.3%0.029%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC899,240$73.60M0.0%-18.4%1.030%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC90,705$7.42M0.0%-17.9%0.104%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP15,227$1.25M0.0%N/A0.017%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP4,471$0.37M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/15/2024ArrowMark Colorado Holdings LLC985,834$80.69M1.0%-12.0%1.129%Search for SEC Filing on Google Icon
11/15/2024Aureus Asset Management LLC423,082$34.63M2.3%-5.1%0.485%Search for SEC Filing on Google Icon
11/15/2024Bamco Inc. NY750,000$61.39M0.2%-6.3%0.859%Search for SEC Filing on Google Icon
11/14/2024Wasatch Advisors LP7,758,890$635.07M3.1%+6.6%8.885%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.15,008$1.23M0.1%N/A0.017%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors10,088$0.83M0.0%-10.8%0.012%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC329,477$26.97M0.0%+1.9%0.377%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 22,526$1.84M0.0%+28.5%0.026%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC91,401$7.48M0.0%-1.8%0.105%Search for SEC Filing on Google Icon
11/13/2024Glenmede Trust Co. NA243,177$19.90M0.1%-1.6%0.278%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC22,292$1.83M0.0%+3.9%0.026%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets20,437$1.67M0.0%+165.7%0.023%Search for SEC Filing on Google Icon
11/13/2024Advantage Alpha Capital Partners LP83,092$6.80M1.5%-21.1%0.095%Search for SEC Filing on Google Icon
11/13/2024FMR LLC5,290,116$433M0.0%-0.7%6.058%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 100,671$8.24M0.0%-3.7%0.115%Search for SEC Filing on Google Icon
11/13/2024Loomis Sayles & Co. L P1,126,645$92.22M0.1%+2.2%1.290%Search for SEC Filing on Google Icon
11/13/2024Daiwa Securities Group Inc.1,800$0.15M0.0%-10.0%0.002%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC17,259$1.41M0.0%+15.1%0.020%Search for SEC Filing on Google Icon
11/12/2024Nicolet Advisory Services LLC4,218$0.33M0.0%+5.8%0.005%Search for SEC Filing on Google Icon
11/12/2024Citigroup Inc.102,107$8.36M0.0%+73.0%0.117%Search for SEC Filing on Google Icon
11/12/2024Raymond James Trust N.A.2,905$0.24M0.0%+4.8%0.003%Search for SEC Filing on Google Icon
11/12/2024Eagle Asset Management Inc.141,939$11.62M0.1%-22.0%0.163%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.1,061,807$86.91M0.0%+1.4%1.216%Search for SEC Filing on Google Icon
11/12/2024Massachusetts Financial Services Co. MA484,782$39.68M0.0%+7.4%0.555%Search for SEC Filing on Google Icon
11/9/2024Landscape Capital Management L.L.C.50,784$4.16M0.4%N/A0.058%Search for SEC Filing on Google Icon
11/9/2024Overbrook Management Corp73,544$6.02M1.4%-48.4%0.084%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC21,064$1.72M0.0%+59.5%0.024%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp45,847$3.75M0.0%+1.2%0.053%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.109,162$8.94M0.0%+28.6%0.125%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank7,933$0.65M0.0%-2.9%0.009%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC67,644$5.54M0.1%-3.9%0.077%Search for SEC Filing on Google Icon
11/8/2024B. Metzler seel. Sohn & Co. Holding AG69,339$5.68M0.1%N/A0.079%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC16,778$1.37M0.0%-24.6%0.019%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank169,900$13.91M0.0%+0.4%0.195%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans293,624$24.03M0.0%+33.3%0.336%Search for SEC Filing on Google Icon
11/7/2024RiverPark Advisors LLC2,814$0.23M0.2%N/A0.003%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC97,718$8M0.1%+0.7%0.112%Search for SEC Filing on Google Icon
11/6/2024Vaughan Nelson Investment Management L.P.843,423$69.03M0.6%+36.7%0.966%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC209,175$17.12M0.0%+29.8%0.240%Search for SEC Filing on Google Icon
11/6/2024Cornercap Investment Counsel Inc.7,405$0.61M0.2%-57.0%0.008%Search for SEC Filing on Google Icon
11/6/2024Zions Bancorporation N.A.20,608$1.69M0.1%+15.8%0.024%Search for SEC Filing on Google Icon
11/6/2024KBC Group NV2,463$0.20M0.0%+16.1%0.003%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer Asset Management Inc.69,139$5.66M0.1%+7.7%0.079%Search for SEC Filing on Google Icon
11/5/2024Chase Investment Counsel Corp5,923$0.48M0.2%-85.5%0.007%Search for SEC Filing on Google Icon
11/5/2024Geneva Capital Management LLC842,009$68.92M1.2%+0.1%0.964%Search for SEC Filing on Google Icon
11/5/2024Carrera Capital Advisors15,868$1.30M0.3%N/A0.018%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.267,597$21.90M0.0%-19.1%0.306%Search for SEC Filing on Google Icon
11/5/2024GSA Capital Partners LLP7,797$0.64M0.0%N/A0.009%Search for SEC Filing on Google Icon
11/4/2024GDS Wealth Management28,638$2.34M0.2%N/A0.033%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC55,597$4.55M0.0%+92.3%0.064%Search for SEC Filing on Google Icon
11/4/2024Crossmark Global Holdings Inc.5,978$0.49M0.0%-47.0%0.007%Search for SEC Filing on Google Icon
11/4/2024TimesSquare Capital Management LLC223,298$18.28M0.3%-20.7%0.256%Search for SEC Filing on Google Icon
11/2/2024Covestor Ltd1,524$0.13M0.1%+27.4%0.002%Search for SEC Filing on Google Icon
11/1/2024Atria Investments Inc9,031$0.74M0.0%-19.5%0.010%Search for SEC Filing on Google Icon
11/1/2024Assetmark Inc.4,544$0.37M0.0%+457.5%0.005%Search for SEC Filing on Google Icon
11/1/2024ABLE Financial Group LLC20,016$1.64M0.5%+15.5%0.023%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.242,405$19.84M0.0%-28.2%0.279%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank39,831$3.26M0.0%-5.5%0.046%Search for SEC Filing on Google Icon
10/28/2024Cambiar Investors LLC188,745$15.45M0.6%-0.7%0.216%Search for SEC Filing on Google Icon
10/28/2024Stephens Inc. AR6,476$0.53M0.0%+5.6%0.007%Search for SEC Filing on Google Icon
10/28/2024Stephens Investment Management Group LLC1,249,082$102.24M1.4%-3.0%1.430%Search for SEC Filing on Google Icon
10/25/20241620 Investment Advisors Inc.1,366$0.11M0.1%N/A0.002%Search for SEC Filing on Google Icon
10/25/2024Diversify Wealth Management LLC92,417$8.10M0.7%-2.6%0.106%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System83,997$6.88M0.0%+1.4%0.097%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC3,420$0.28M0.0%+19.8%0.004%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue10,146$0.83M0.0%+7.2%0.012%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC3,649$0.30M0.0%+18.8%0.004%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System24,100$1.97M0.0%-2.0%0.028%Search for SEC Filing on Google Icon
10/23/2024Dakota Wealth Management2,800$0.23M0.0%-10.8%0.003%Search for SEC Filing on Google Icon
10/23/2024Moody Aldrich Partners LLC56,895$4.66M0.8%-2.0%0.065%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC2,544$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/22/2024Signaturefd LLC1,333$0.11M0.0%-25.4%0.002%Search for SEC Filing on Google Icon
10/22/2024Sequoia Financial Advisors LLC13,314$1.09M0.0%+2.3%0.015%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC1,037,780$84.94M0.1%-7.5%1.193%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates151,318$12.39M0.0%+1.3%0.174%Search for SEC Filing on Google Icon
10/17/2024AlphaMark Advisors LLC4,570$0.37M0.1%+18.8%0.005%Search for SEC Filing on Google Icon
10/16/2024Vontobel Holding Ltd.22,362$1.83M0.0%-11.4%0.026%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
HealthEquity logo
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.
Read More on HealthEquity

Today's Range

Now: $104.25
Low: $103.33
High: $105.73

50 Day Range

MA: $87.74
Low: $77.54
High: $104.83

52 Week Range

Now: $104.25
Low: $62.10
High: $105.73

Volume

626,378 shs

Average Volume

783,050 shs

Market Capitalization

$9.10 billion

P/E Ratio

86.88

Dividend Yield

N/A

Beta

0.52

Who are the company insiders with the largest holdings of HealthEquity?

HealthEquity's top insider shareholders include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Stephen Neeleman (Vice Chairman)
  4. Tyson D Murdock (Insider)
  5. Elimelech Rosner (EVP)
  6. Robert W Selander (Director)
  7. Delano Ladd (EVP)
  8. Larry L Trittschuh (EVP)
  9. Evelyn S Dilsaver (Director)
  10. Gayle Furgurson Wellborn (Director)
  11. 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:
  1. Wasatch Advisors LP — 8.89%
  2. FMR LLC — 6.06%
  3. State Street Corp — 3.59%
  4. Geode Capital Management LLC — 2.38%
  5. Stephens Investment Management Group LLC — 1.43%
  6. Loomis Sayles & Co. L P — 1.29%
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:
  1. Janus Henderson Group PLC
  2. ArrowMark Colorado Holdings LLC
  3. Principal Financial Group Inc.
  4. Allspring Global Investments Holdings LLC
  5. Overbrook Management Corp
  6. Victory Capital Management Inc.
  7. TimesSquare Capital Management LLC
  8. Bamco Inc. NY
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Stephen Neeleman (Vice Chairman)
  4. Tyson D Murdock (Insider)
  5. Elimelech Rosner (EVP)
  6. Robert W Selander (Director)
  7. Delano Ladd (EVP)
  8. 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:
  1. Wasatch Advisors LP
  2. Vaughan Nelson Investment Management L.P.
  3. Barclays PLC
  4. Thrivent Financial for Lutherans
  5. B. Metzler seel. Sohn & Co. Holding AG
  6. DF Dent & Co. Inc.
  7. Landscape Capital Management L.L.C.
  8. Natixis Advisors LLC