HQY Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.20%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $19,800,223.16

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$76.24

▼ -3.25 (-4.09%)

As of 09/6/2024 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
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
11/1/2021	William Robert Otten	VP	Sell	1,850	$66.42	$122,877.00
10/5/2021	Debra Charlotte McCowan	Director	Sell	8,132	$65.99	$536,630.68
10/1/2021	William Robert Otten	VP	Sell	1,850	$65.19	$120,601.50
9/20/2021	Darcy G Mott	Insider	Sell	6,000	$62.06	$372,360.00

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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
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%
8/14/2024	Marshall Wace LLP	9,800	$0.85M	0.0%	-77.0%	0.011%
8/14/2024	Xponance Inc.	11,601	$1M	0.0%	-5.8%	0.013%
8/14/2024	Bank of Montreal Can	11,308	$0.98M	0.0%	+10.5%	0.013%
8/14/2024	ProShare Advisors LLC	15,503	$1.34M	0.0%	-20.4%	0.018%
8/14/2024	Profund Advisors LLC	4,079	$0.35M	0.0%	-15.2%	0.005%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	581,529	$50.13M	0.1%	+1.5%	0.668%
8/13/2024	Ensign Peak Advisors Inc	414,019	$35.69M	0.1%	+21.6%	0.476%
8/13/2024	Summit Trail Advisors LLC	3,993	$0.34M	0.0%	+18.7%	0.005%
8/13/2024	Ameritas Investment Partners Inc.	34,302	$2.96M	0.2%	-1.7%	0.039%
8/13/2024	Thrivent Financial for Lutherans	220,220	$18.98M	0.0%	+924.2%	0.253%
8/13/2024	Sei Investments Co.	645,244	$55.62M	0.1%	+13.2%	0.742%
8/13/2024	King Luther Capital Management Corp	45,295	$3.90M	0.0%	+5.9%	0.052%
8/13/2024	Canada Pension Plan Investment Board	5,400	$0.47M	0.0%	N/A	0.006%
8/13/2024	Public Employees Retirement Association of Colorado	9,303	$0.80M	0.0%	-8.8%	0.011%
8/12/2024	Intech Investment Management LLC	13,205	$1.14M	0.0%	N/A	0.015%
8/12/2024	Inspire Investing LLC	13,715	$1.18M	0.1%	-12.1%	0.016%
8/12/2024	Hsbc Holdings PLC	91,969	$7.93M	0.0%	+32.4%	0.106%
8/12/2024	Beck Bode LLC	9,049	$0.78M	0.2%	-73.5%	0.010%
8/12/2024	Vanguard Personalized Indexing Management LLC	7,730	$0.67M	0.0%	+8.8%	0.009%
8/12/2024	Amalgamated Bank	42,144	$3.63M	0.0%	-6.3%	0.048%
8/10/2024	Mutual of America Capital Management LLC	97,070	$8.37M	0.1%	+0.4%	0.112%
8/9/2024	Renaissance Technologies LLC	55,000	$4.74M	0.0%	N/A	0.063%
8/9/2024	Dimensional Fund Advisors LP	1,547,402	$133.38M	0.0%	+8.1%	1.778%
8/9/2024	Massachusetts Financial Services Co. MA	451,259	$38.90M	0.0%	+20.8%	0.519%
8/8/2024	Diversify Wealth Management LLC	94,922	$8.18M	1.0%	N/A	0.109%
8/8/2024	Envestnet Asset Management Inc.	115,614	$9.97M	0.0%	+7.1%	0.133%
8/8/2024	Oppenheimer Asset Management Inc.	64,214	$5.54M	0.1%	+29.4%	0.074%
8/8/2024	Zions Bancorporation N.A.	17,792	$1.53M	0.1%	-3.5%	0.020%
8/8/2024	Federated Hermes Inc.	10,856	$0.94M	0.0%	-3.4%	0.012%
8/8/2024	American Century Companies Inc.	532,710	$45.92M	0.0%	-3.8%	0.612%
8/8/2024	State of New Jersey Common Pension Fund D	32,615	$2.81M	0.0%	-35.1%	0.037%
8/7/2024	AGF Management Ltd.	29,245	$2.52M	0.0%	+7.3%	0.034%
8/7/2024	Daiwa Securities Group Inc.	2,000	$0.17M	0.0%	-9.1%	0.002%
8/7/2024	Texas Permanent School Fund Corp	77,424	$6.67M	0.1%	+3.1%	0.089%
8/7/2024	Van Berkom & Associates Inc.	930,168	$80.18M	2.4%	+1.8%	1.069%
8/7/2024	Choreo LLC	20,537	$1.78M	0.0%	+61.0%	0.024%
8/7/2024	Prudential PLC	28,180	$2.43M	0.0%	N/A	0.032%
8/7/2024	Ashton Thomas Private Wealth LLC	1,696	$0.15M	0.0%	N/A	0.002%
8/6/2024	Great Lakes Advisors LLC	146,026	$12.59M	0.1%	-21.4%	0.168%
8/6/2024	Los Angeles Capital Management LLC	28,907	$2.49M	0.0%	-13.0%	0.033%
8/6/2024	Candriam S.C.A.	2,784	$0.24M	0.0%	N/A	0.003%
8/5/2024	Summit Creek Advisors LLC	239,696	$20.66M	2.8%	-6.5%	0.275%
8/5/2024	Arizona State Retirement System	24,120	$2.08M	0.0%	+2.3%	0.028%
8/5/2024	Victory Capital Management Inc.	330,688	$28.51M	0.0%	-8.1%	0.380%
8/3/2024	Chase Investment Counsel Corp	40,956	$3.21M	0.9%	+19.0%	0.047%
8/2/2024	Oregon Public Employees Retirement Fund	18,066	$1.56M	0.0%	-14.9%	0.021%
8/2/2024	Generate Investment Management Ltd	280,557	$24.18M	1.4%	N/A	0.322%
8/1/2024	Rhumbline Advisers	278,254	$23.99M	0.0%	+2.1%	0.320%
8/1/2024	Versor Investments LP	3,600	$0.31M	0.1%	N/A	0.004%
8/1/2024	CIBC Asset Management Inc	2,419	$0.21M	0.0%	N/A	0.003%
8/1/2024	Convergence Investment Partners LLC	12,022	$1.04M	0.3%	N/A	0.014%
8/1/2024	Natixis Advisors LLC	161,166	$13.89M	0.0%	+14.6%	0.185%
8/1/2024	Lisanti Capital Growth LLC	33,410	$2.88M	0.7%	-42.0%	0.038%
7/31/2024	Elk River Wealth Management LLC	65,964	$5.69M	1.1%	+40.5%	0.076%
7/30/2024	International Assets Investment Management LLC	408	$35K	0.0%	N/A	0.000%
7/30/2024	Signaturefd LLC	1,787	$0.15M	0.0%	+61.3%	0.002%
7/29/2024	Crossmark Global Holdings Inc.	11,281	$0.97M	0.0%	-3.9%	0.013%
7/29/2024	Peregrine Capital Management LLC	112,526	$9.70M	0.3%	+1.3%	0.129%
7/29/2024	Principal Financial Group Inc.	337,566	$29.10M	0.0%	-7.3%	0.388%
7/27/2024	Cambiar Investors LLC	190,031	$16.38M	0.6%	-0.9%	0.218%
7/26/2024	ABLE Financial Group LLC	17,324	$1.49M	0.5%	+5.8%	0.020%
7/26/2024	Legato Capital Management LLC	2,780	$0.24M	0.0%	-57.5%	0.003%
7/26/2024	Allspring Global Investments Holdings LLC	1,122,057	$96.72M	0.2%	+0.8%	1.290%
7/26/2024	Bank of New York Mellon Corp	901,174	$77.68M	0.0%	+12.3%	1.036%
7/26/2024	EFG Asset Management North America Corp.	16,563	$1.43M	0.2%	N/A	0.019%
7/25/2024	Overbrook Management Corp	142,501	$12.28M	3.1%	N/A	0.164%
7/24/2024	Retirement Systems of Alabama	216,297	$18.65M	0.1%	+100.8%	0.249%
7/23/2024	Fifth Third Wealth Advisors LLC	2,762	$0.24M	0.0%	N/A	0.003%
7/20/2024	Nisa Investment Advisors LLC	2,854	$0.25M	0.0%	+7.5%	0.003%
7/19/2024	BTC Capital Management Inc.	6,457	$0.56M	0.1%	-4.4%	0.007%
7/19/2024	Vaughan Nelson Investment Management L.P.	616,860	$53.17M	0.5%	+1.8%	0.709%
7/19/2024	Raymond James & Associates	149,407	$12.88M	0.0%	+11.3%	0.172%
7/18/2024	Gradient Investments LLC	54,849	$4.73M	0.1%	+2.3%	0.063%
7/17/2024	Narus Financial Partners LLC	6,526	$0.56M	0.2%	+47.8%	0.008%
7/17/2024	AlphaMark Advisors LLC	3,848	$0.33M	0.1%	-16.2%	0.004%
7/16/2024	Wealth Enhancement Advisory Services LLC	3,071	$0.27M	0.0%	N/A	0.004%
7/16/2024	Sequoia Financial Advisors LLC	13,011	$1.12M	0.0%	N/A	0.015%
7/12/2024	SG Americas Securities LLC	3,798	$0.33M	0.0%	+48.5%	0.004%
7/10/2024	CWM LLC	3,958	$0.34M	0.0%	+6.9%	0.005%
7/2/2024	GAMMA Investing LLC	595	$51K	0.0%	+114.8%	0.001%
6/13/2024	NBW Capital LLC	86,391	$7.05M	1.4%	-0.3%	0.099%
5/28/2024	Teachers Retirement System of The State of Kentucky	48,438	$3.95M	0.0%	-5.5%	0.056%
5/24/2024	Farallon Capital Management LLC	2,800	$0.23M	0.0%	N/A	0.003%
5/22/2024	Beck Bode LLC	34,108	$2.78M	0.6%	-13.9%	0.039%

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: $76.24

$76.09

$79.82

50 Day Range

MA: $77.03

$67.98

$86.62

52 Week Range

Now: $76.24

$61.81

$88.26

Volume

924,244 shs

Average Volume

627,202 shs

Market Capitalization

$6.63 billion

P/E Ratio

82.87

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)
Delano Ladd (EVP)
Larry L Trittschuh (EVP)
Evelyn S Dilsaver (Director)
Gayle Furgurson Wellborn (Director)
Frank Corvino (Director)
Debra Charlotte Mccowan (Director)
Learn More about top insider investors at HealthEquity.
Who are the major institutional investors of HealthEquity?: HealthEquity's top institutional shareholders include:
Clearbridge Investments LLC — 2.73%
Mackenzie Financial Corp — 2.72%
Dimensional Fund Advisors LP — 1.78%
Allspring Global Investments Holdings LLC — 1.29%
Van Berkom & Associates Inc. — 1.07%
Bank of New York Mellon Corp — 1.04%
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:
Millennium Management LLC
Point72 Asset Management L.P.
AQR Capital Management LLC
Great Lakes Advisors LLC
Marshall Wace LLP
Victory Capital Management Inc.
Principal Financial Group Inc.
Beck Bode 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)
Delano Ladd (EVP)
Larry L Trittschuh (EVP)
Evelyn S Dilsaver (Director)
Gayle Furgurson Wellborn (Director)
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:
Mackenzie Financial Corp
Generate Investment Management Ltd
Thrivent Financial for Lutherans
Overbrook Management Corp
Dimensional Fund Advisors LP
Retirement Systems of Alabama
Bank of New York Mellon Corp
Diversify Wealth Management LLC