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HQY Insider Trading

Insider Ownership Percentage: 1.50%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $36,051,344.73

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: $81.64
Price Change: ▲ Price Increase of +0.62 (0.77%)
As of 03/23/2026 05:00 PM 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
12/19/2025Delano LaddEVPSell1,500$94.72$142,080.0073,979View SEC Filing Icon  
12/18/2025Elimelech RosnerEVPSell10,959$95.45$1,046,036.5545,742View SEC Filing Icon  
11/20/2025Delano LaddEVPSell1,500$104.56$156,840.0075,479View SEC Filing Icon  
10/20/2025Delano LaddEVPSell1,500$92.07$138,105.0076,979View SEC Filing Icon  
10/7/2025Michael Henry FioreEVPSell1,781$88.21$157,102.0149,795View SEC Filing Icon  
9/19/2025Delano LaddEVPSell6,000$94.11$564,660.0079,456View SEC Filing Icon  
7/7/2025Michael Henry FioreEVPSell1,794$101.73$182,503.6253,225View SEC Filing Icon  
6/6/2025Elimelech RosnerEVPSell58,000$112.56$6,528,480.0075,689View SEC Filing Icon  
6/6/2025Jon KesslerDirectorSell134,183$112.08$15,039,230.64253,510View SEC Filing Icon  
6/6/2025Jon KesslerDirectorSell97,767$112.05$10,954,792.3575,000View SEC Filing Icon  
4/9/2025Robert W. SelanderDirectorSell5,750$77.65$446,487.5084,969View SEC Filing Icon  
4/4/2025Michael Henry FioreEVPSell8,881$78.26$695,027.0656,655View SEC Filing Icon  
2/10/2025Robert W. SelanderDirectorSell5,750$111.29$639,917.5078,219View SEC Filing Icon  
12/12/2024Stuart B. ParkerDirectorSell25,000$96.72$2,418,000.0019,061View SEC Filing Icon  
12/9/2024Robert W. SelanderDirectorSell8,250$101.56$837,870.0066,469View SEC Filing Icon  
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  
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
3/20/2026Hsbc Holdings PLC5,951$0.55M0.0%-74.5%0.007%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.14,491$1.33M0.0%+61.9%0.017%Search for SEC Filing on Google Icon
3/10/2026Montanaro Asset Management Ltd37,200$3.41M0.9%+13.1%0.044%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC2,384$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
3/3/2026Caitong International Asset Management Co. Ltd438$40K0.0%+2,476.5%0.001%Search for SEC Filing on Google Icon
2/24/2026Pacer Advisors Inc.13,427$1.23M0.0%+16.9%0.016%Search for SEC Filing on Google Icon
2/23/2026Virtu Financial LLC3,544$0.33M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/19/2026Compound Planning Inc.3,793$0.35M0.0%-19.0%0.004%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.871,802$79.87M0.0%-59.1%1.020%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC2,565$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV5,831$0.53M0.0%-17.3%0.007%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury28,634$2.45M0.0%-18.9%0.034%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC5,151$0.47M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/18/2026Mackenzie Financial Corp1,171,806$108.18M0.1%-7.6%1.372%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC12,231$1.12M0.0%-2.9%0.014%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd3,160$0.29M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/18/2026Zacks Investment Management33,382$3.06M0.0%+2.4%0.039%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP767,391$70.30M0.0%-3.6%0.898%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.24,187$2.22M0.1%N/A0.028%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL2,411$0.22M0.0%-75.1%0.003%Search for SEC Filing on Google Icon
2/18/2026Twinbeech Capital LP21,100$1.93M0.1%N/A0.025%Search for SEC Filing on Google Icon
2/18/2026Oxford Asset Management LLP8,606$0.79M0.3%N/A0.010%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC951,563$87.17M0.0%+151.5%1.114%Search for SEC Filing on Google Icon
2/18/2026Man Group plc276,444$25.33M0.0%-10.0%0.324%Search for SEC Filing on Google Icon
2/18/2026Inspire Investing LLC3,623$0.33M0.0%-74.9%0.004%Search for SEC Filing on Google Icon
2/18/2026Iron Gate Global Advisors LLC6,949$0.64M0.1%-23.2%0.008%Search for SEC Filing on Google Icon
2/18/2026Janus Henderson Group PLC820,233$75.14M0.0%-2.3%0.960%Search for SEC Filing on Google Icon
2/18/2026Gotham Asset Management LLC5,285$0.48M0.0%-85.6%0.006%Search for SEC Filing on Google Icon
2/18/2026Engineers Gate Manager LP194,392$17.81M0.2%+161.3%0.228%Search for SEC Filing on Google Icon
2/18/2026Eversept Partners LP185,739$17.02M0.9%+254.5%0.217%Search for SEC Filing on Google Icon
2/18/2026Cinctive Capital Management LP9,746$0.89M0.0%N/A0.011%Search for SEC Filing on Google Icon
2/18/2026Aristotle Capital Boston LLC432,939$39.66M2.2%-0.7%0.507%Search for SEC Filing on Google Icon
2/18/2026Aureus Asset Management LLC219,664$20.12M1.3%-24.7%0.257%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.281,631$25.80M0.0%N/A0.330%Search for SEC Filing on Google Icon
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.5,993$0.55M0.0%-17.4%0.007%Search for SEC Filing on Google Icon
2/18/2026Bamco Inc. NY756,025$69.26M0.2%-0.5%0.885%Search for SEC Filing on Google Icon
2/18/2026Boone Capital Management LLC212,856$19.50M6.5%N/A0.249%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC12,693$1.16M0.0%-5.6%0.015%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC1,762,335$161.45M0.1%-0.1%2.063%Search for SEC Filing on Google Icon
2/17/2026EFG International AG44,025$4.03M0.1%N/A0.052%Search for SEC Filing on Google Icon
2/17/2026Cetera Investment Advisers25,943$2.38M0.0%+5.3%0.030%Search for SEC Filing on Google Icon
2/17/2026Lazard Asset Management LLC351,292$32.18M0.1%-5.3%0.411%Search for SEC Filing on Google Icon
2/17/2026DF Dent & Co. Inc.140,169$12.84M0.2%-31.9%0.164%Search for SEC Filing on Google Icon
2/17/2026Cadian Capital Management LP566,700$51.92M3.7%N/A0.663%Search for SEC Filing on Google Icon
2/17/2026ArrowMark Colorado Holdings LLC169,760$15.55M0.3%-26.8%0.199%Search for SEC Filing on Google Icon
2/17/2026Olympiad Research LP3,490$0.32M0.9%+21.7%0.004%Search for SEC Filing on Google Icon
2/17/2026Stansberry Asset Management LLC8,949$0.82M0.1%-8.0%0.010%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP197,874$18.13M0.2%N/A0.232%Search for SEC Filing on Google Icon
2/17/2026Amundi3,030$0.28M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/17/2026iSAM Funds UK Ltd2,239$0.21M0.1%+81.3%0.003%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD1,317,719$120.72M0.0%-14.1%1.542%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.25,102$2.30M0.0%-13.1%0.029%Search for SEC Filing on Google Icon
2/17/2026Public Employees Retirement System of Ohio63,137$5.78M0.0%+1.4%0.074%Search for SEC Filing on Google Icon
2/17/2026California State Teachers Retirement System81,316$7.45M0.0%+0.9%0.095%Search for SEC Filing on Google Icon
2/17/2026Atalan Capital Partners LP915,150$83.84M6.0%+0.4%1.071%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.161,555$14.80M0.0%+6.9%0.189%Search for SEC Filing on Google Icon
2/17/2026Granahan Investment Management LLC91,020$8.34M0.4%N/A0.107%Search for SEC Filing on Google Icon
2/17/2026Kemnay Advisory Services Inc.1,024$94K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/17/2026State of Wisconsin Investment Board118,143$10.82M0.0%-0.7%0.138%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors27,314$2.50M0.0%-10.0%0.032%Search for SEC Filing on Google Icon
2/17/2026Artisan Partners Limited Partnership542,216$49.67M0.1%-9.2%0.635%Search for SEC Filing on Google Icon
2/17/2026&PARTNERS9,478$0.85M0.0%+50.1%0.011%Search for SEC Filing on Google Icon
2/17/2026Ashford Capital Management Inc.271,723$24.89M2.8%-0.1%0.318%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada338,465$31.01M0.0%-3.6%0.396%Search for SEC Filing on Google Icon
2/17/2026Graham Capital Management L.P.14,556$1.33M0.0%+33.3%0.017%Search for SEC Filing on Google Icon
2/17/2026Magnetar Financial LLC33,020$3.03M0.0%N/A0.039%Search for SEC Filing on Google Icon
2/17/2026Beacon Investment Advisors LLC31,526$2.89M1.2%+15.2%0.037%Search for SEC Filing on Google Icon
2/17/2026Aster Capital Management DIFC Ltd301$28K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/17/2026Faithward Advisors LLC36,374$3.33M0.5%-21.9%0.043%Search for SEC Filing on Google Icon
2/16/2026Vanguard Personalized Indexing Management LLC11,582$1.06M0.0%+7.8%0.014%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC28,023$2.57M0.0%+1.5%0.033%Search for SEC Filing on Google Icon
2/16/2026MML Investors Services LLC5,348$0.49M0.0%-5.2%0.006%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC49,604$4.55M0.0%+10.4%0.058%Search for SEC Filing on Google Icon
2/16/2026Nicolet Advisory Services LLC6,021$0.51M0.0%+160.9%0.007%Search for SEC Filing on Google Icon
2/16/2026FJ Capital Management LLC13,556$1.24M0.1%+61.8%0.016%Search for SEC Filing on Google Icon
2/16/2026Fieldview Capital Management LLC6,486$0.59M0.1%N/A0.008%Search for SEC Filing on Google Icon
2/16/2026Entropy Technologies LP8,592$0.79M0.0%-41.0%0.010%Search for SEC Filing on Google Icon
2/16/2026Avidity Partners Management LP16,900$1.55M0.4%-33.2%0.020%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC185,104$16.96M0.0%-13.6%0.217%Search for SEC Filing on Google Icon
2/16/2026Brown Advisory Inc.1,515,259$138.81M0.2%-5.6%1.773%Search for SEC Filing on Google Icon
2/13/2026Kestra Advisory Services LLC713$65K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/13/2026Marshall Wace LLP450,322$41.25M0.0%+53.6%0.527%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 85,271$7.81M0.0%-4.7%0.100%Search for SEC Filing on Google Icon
2/13/2026Johnson Investment Counsel Inc.2,311$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co49,615$4.54M0.0%-25.9%0.058%Search for SEC Filing on Google Icon
2/13/2026Segall Bryant & Hamill LLC177,808$16.29M0.2%+4.7%0.208%Search for SEC Filing on Google Icon
2/13/2026Advisory Research Inc.21,069$1.93M0.2%-5.5%0.025%Search for SEC Filing on Google Icon
2/13/2026Bridgewater Associates LP20,827$1.91M0.0%+226.5%0.024%Search for SEC Filing on Google Icon
2/13/2026Formula Growth Ltd.39,400$3.61M1.4%-2.9%0.046%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp23,878$2.19M0.0%+22.2%0.028%Search for SEC Filing on Google Icon
2/13/2026GM Advisory Group LLC75,382$6.91M0.3%-10.0%0.088%Search for SEC Filing on Google Icon
2/13/2026Smartleaf Asset Management LLC793$73K0.0%+51.9%0.001%Search for SEC Filing on Google Icon
2/13/2026Acumen Wealth Advisors LLC295$27K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/13/2026Morgan Stanley1,486,057$136.14M0.0%+14.1%1.739%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP30,647$2.81M0.0%-43.1%0.036%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.1,132,744$103.77M0.0%-0.8%1.326%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey23,021$2.11M0.0%-4.0%0.027%Search for SEC Filing on Google Icon
2/13/2026State Street Corp3,091,052$283.17M0.0%-1.9%3.618%Search for SEC Filing on Google Icon
2/13/2026Vontobel Holding Ltd.11,052$1.01M0.0%+4.9%0.013%Search for SEC Filing on Google Icon
2/13/2026Dynamic Technology Lab Private Ltd10,750$0.99M0.2%N/A0.013%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: $81.64
Low: $80.21
High: $82.46

50 Day Range

MA: $80.26
Low: $73.21
High: $87.07

52 Week Range

Now: $81.64
Low: $72.76
High: $116.65

Volume

771,927 shs

Average Volume

961,386 shs

Market Capitalization

$6.90 billion

P/E Ratio

33.19

Dividend Yield

N/A

Beta

0.26

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

HealthEquity's top insider shareholders include:
  1. Jon Kessler (Director)
  2. Jon Kessler (CEO)
  3. Stephen Neeleman (Vice Chairman)
  4. Robert W Selander (Director)
  5. Delano Ladd (EVP)
  6. Elimelech Rosner (EVP)
  7. Michael Henry Fiore (EVP)
  8. Evelyn S Dilsaver (Director)
  9. Stuart B Parker (Director)
  10. 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. Vanguard Group Inc. — 10.15%
  2. Wasatch Advisors LP — 7.71%
  3. State Street Corp — 3.62%
  4. Geode Capital Management LLC — 2.58%
  5. Westfield Capital Management Co. LP — 2.29%
  6. William Blair Investment Management LLC — 2.17%
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. Invesco Ltd.
  2. Franklin Resources Inc.
  3. Comerica Bank
  4. Premier Fund Managers Ltd
  5. Price T Rowe Associates Inc. MD
  6. Massachusetts Financial Services Co. MA
  7. Mackenzie Financial Corp
  8. Brown Advisory Inc.
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (Director)
  2. Jon Kessler (CEO)
  3. Stephen Neeleman (Vice Chairman)
  4. Robert W Selander (Director)
  5. Delano Ladd (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. William Blair Investment Management LLC
  2. Norges Bank
  3. Millennium Management LLC
  4. Cadian Capital Management LP
  5. Northwestern Mutual Wealth Management Co.
  6. Swedbank AB
  7. Swedbank AB
  8. Wasatch Advisors LP