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HQY Insider Trading

Insider Ownership Percentage: 2.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $15,961,901.45

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: $86.33
Price Change: ▲ Price Increase of +1.08 (1.27%)
As of 11/1/2024 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
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HealthEquity Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
11/1/2021William Robert OttenVPSell1,850$66.42$122,877.00View SEC Filing Icon  
See Full Table
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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

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
11/2/2024Covestor 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
10/11/2024Creative Planning23,632$1.93M0.0%+18.6%0.027%Search for SEC Filing on Google Icon
10/11/2024Elk River Wealth Management LLC66,181$5.42M1.0%+0.3%0.076%Search for SEC Filing on Google Icon
10/11/2024Paladin Wealth LLC473$39K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/10/2024Exchange Traded Concepts LLC9,568$0.78M0.0%+17.3%0.011%Search for SEC Filing on Google Icon
10/10/2024Inspire Investing LLC24,027$1.97M0.2%+75.2%0.028%Search for SEC Filing on Google Icon
10/8/2024CWM LLC3,635$0.30M0.0%-8.2%0.004%Search for SEC Filing on Google Icon
10/8/2024Atomi Financial Group Inc.2,541$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC939$77K0.0%+57.8%0.001%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB20,616$1.69M0.0%+19.7%0.024%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC11,671$0.96M0.0%+207.3%0.013%Search for SEC Filing on Google Icon
9/30/2024Mattson Financial Services LLC5,536$0.48M0.2%N/A0.006%Search for SEC Filing on Google Icon
9/16/2024Point72 Asia Singapore Pte. Ltd.850$73K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/30/2024Brown Financial Advisors3,838$0.33M0.1%N/A0.004%Search for SEC Filing on Google Icon
8/27/2024Clearbridge Investments LLC2,377,204$204.92M0.2%+1.9%2.732%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp2,864$0.25M0.0%+7.0%0.003%Search for SEC Filing on Google Icon
8/19/2024Point72 Asset Management L.P.91,129$7.86M0.0%-37.9%0.105%Search for SEC Filing on Google Icon
8/19/2024Chase Investment Counsel Corp40,986$3.53M1.2%+19.1%0.047%Search for SEC Filing on Google Icon
8/16/2024NewEdge Advisors LLC11,252$0.97M0.0%-21.5%0.013%Search for SEC Filing on Google Icon
8/16/2024Creative Planning19,926$1.72M0.0%+25.0%0.023%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC8,679$0.75M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/16/2024Cim Investment Management Inc.4,376$0.38M0.1%-14.4%0.005%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp2,364,521$203.82M0.3%+16.0%2.717%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company104,494$9.01M0.0%+0.8%0.120%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC900,671$77.64M0.0%-35.4%1.035%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC132,040$11.05M0.0%-25.3%0.152%Search for SEC Filing on Google Icon
8/15/2024NBW Capital LLC88,348$7.62M1.5%+2.3%0.102%Search for SEC Filing on Google Icon
8/15/2024Point72 Asia Singapore Pte. Ltd.850$73K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/14/2024Fred Alger Management LLC61,469$5.30M0.0%-1.0%0.071%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP9,800$0.85M0.0%-77.0%0.011%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.11,601$1M0.0%-5.8%0.013%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can11,308$0.98M0.0%+10.5%0.013%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC15,503$1.34M0.0%-20.4%0.018%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC4,079$0.35M0.0%-15.2%0.005%Search for SEC Filing on Google Icon
8/13/2024Kayne Anderson Rudnick Investment Management LLC581,529$50.13M0.1%+1.5%0.668%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc414,019$35.69M0.1%+21.6%0.476%Search for SEC Filing on Google Icon
8/13/2024Summit Trail Advisors LLC3,993$0.34M0.0%+18.7%0.005%Search for SEC Filing on Google Icon
8/13/2024Ameritas Investment Partners Inc.34,302$2.96M0.2%-1.7%0.039%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans220,220$18.98M0.0%+924.2%0.253%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.645,244$55.62M0.1%+13.2%0.742%Search for SEC Filing on Google Icon
8/13/2024King Luther Capital Management Corp45,295$3.90M0.0%+5.9%0.052%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board5,400$0.47M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado9,303$0.80M0.0%-8.8%0.011%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC13,205$1.14M0.0%N/A0.015%Search for SEC Filing on Google Icon
8/12/2024Inspire Investing LLC13,715$1.18M0.1%-12.1%0.016%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC91,969$7.93M0.0%+32.4%0.106%Search for SEC Filing on Google Icon
8/12/2024Beck Bode LLC9,049$0.78M0.2%-73.5%0.010%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC7,730$0.67M0.0%+8.8%0.009%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank42,144$3.63M0.0%-6.3%0.048%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC97,070$8.37M0.1%+0.4%0.112%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC55,000$4.74M0.0%N/A0.063%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,547,402$133.38M0.0%+8.1%1.778%Search for SEC Filing on Google Icon
8/9/2024Massachusetts Financial Services Co. MA451,259$38.90M0.0%+20.8%0.519%Search for SEC Filing on Google Icon
8/8/2024Diversify Wealth Management LLC94,922$8.18M1.0%N/A0.109%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.115,614$9.97M0.0%+7.1%0.133%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.64,214$5.54M0.1%+29.4%0.074%Search for SEC Filing on Google Icon
8/8/2024Zions Bancorporation N.A.17,792$1.53M0.1%-3.5%0.020%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.10,856$0.94M0.0%-3.4%0.012%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.532,710$45.92M0.0%-3.8%0.612%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D32,615$2.81M0.0%-35.1%0.037%Search for SEC Filing on Google Icon
8/7/2024AGF Management Ltd.29,245$2.52M0.0%+7.3%0.034%Search for SEC Filing on Google Icon
8/7/2024Daiwa Securities Group Inc.2,000$0.17M0.0%-9.1%0.002%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp77,424$6.67M0.1%+3.1%0.089%Search for SEC Filing on Google Icon
8/7/2024Van Berkom & Associates Inc.930,168$80.18M2.4%+1.8%1.069%Search for SEC Filing on Google Icon
8/7/2024Choreo LLC20,537$1.78M0.0%+61.0%0.024%Search for SEC Filing on Google Icon
8/7/2024Prudential PLC28,180$2.43M0.0%N/A0.032%Search for SEC Filing on Google Icon
8/7/2024Ashton Thomas Private Wealth LLC1,696$0.15M0.0%N/A0.002%Search for SEC Filing on Google Icon
8/6/2024Great Lakes Advisors LLC146,026$12.59M0.1%-21.4%0.168%Search for SEC Filing on Google Icon
8/6/2024Los Angeles Capital Management LLC28,907$2.49M0.0%-13.0%0.033%Search for SEC Filing on Google Icon
8/6/2024Candriam S.C.A.2,784$0.24M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/5/2024Summit Creek Advisors LLC239,696$20.66M2.8%-6.5%0.275%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System24,120$2.08M0.0%+2.3%0.028%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.330,688$28.51M0.0%-8.1%0.380%Search for SEC Filing on Google Icon
8/3/2024Chase Investment Counsel Corp40,956$3.21M0.9%+19.0%0.047%Search for SEC Filing on Google Icon
8/2/2024Oregon Public Employees Retirement Fund18,066$1.56M0.0%-14.9%0.021%Search for SEC Filing on Google Icon
8/2/2024Generate Investment Management Ltd280,557$24.18M1.4%N/A0.322%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: $86.33
Low: $85.16
High: $86.84

50 Day Range

MA: $81.24
Low: $74.69
High: $88.07

52 Week Range

Now: $86.33
Low: $61.81
High: $89.23

Volume

555,503 shs

Average Volume

606,029 shs

Market Capitalization

$7.54 billion

P/E Ratio

71.94

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. Stephens Investment Management Group LLC — 1.43%
  2. Allspring Global Investments Holdings LLC — 1.19%
  3. Principal Financial Group Inc. — 0.28%
  4. Cambiar Investors LLC — 0.22%
  5. Raymond James & Associates — 0.17%
  6. Diversify Wealth Management LLC — 0.11%
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. Principal Financial Group Inc.
  2. Allspring Global Investments Holdings LLC
  3. Stephens Investment Management Group LLC
  4. Vontobel Holding Ltd.
  5. Diversify Wealth Management LLC
  6. Amalgamated Bank
  7. Atria Investments Inc
  8. Cambiar Investors LLC
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. Inspire Investing LLC
  2. SG Americas Securities LLC
  3. Assetmark Inc.
  4. Creative Planning
  5. Handelsbanken Fonder AB
  6. ABLE Financial Group LLC
  7. Private Advisor Group LLC
  8. Atomi Financial Group Inc.
Election warning coming true…
From Porter & Company   |   Ad
If you missed it, my emergency election broadcast is now available - watch it before it's too late.
Click here to watch it now.