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HQY Insider Trading

Insider Ownership Percentage: 1.50%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $36,691,262.23

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: $79.45
Price Change: ▲ Price Increase of +0.23 (0.29%)
As of 02/6/2026 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
2/6/2026EverSource Wealth Advisors LLC54,345$4.98M0.2%+10.3%0.064%Search for SEC Filing on Google Icon
2/6/2026Van Hulzen Asset Management LLC5,000$0.46M0.0%N/A0.006%Search for SEC Filing on Google Icon
2/6/2026Global Retirement Partners LLC2,879$0.26M0.0%+3,843.8%0.003%Search for SEC Filing on Google Icon
2/6/2026Summit Creek Advisors LLC184,841$16.93M2.7%-4.0%0.216%Search for SEC Filing on Google Icon
2/6/2026Elk River Wealth Management LLC64,089$5.87M0.8%-0.6%0.075%Search for SEC Filing on Google Icon
2/6/2026Cullen Frost Bankers Inc.2,818$0.26M0.0%+41.8%0.003%Search for SEC Filing on Google Icon
2/6/2026Handelsbanken Fonder AB24,616$2.26M0.0%+14.4%0.029%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC19,058$1.75M0.0%+4.3%0.022%Search for SEC Filing on Google Icon
2/6/2026Radnor Capital Management LLC14,366$1.27M0.2%+130.2%0.017%Search for SEC Filing on Google Icon
2/5/2026Abacus Wealth Partners LLC2,937$0.27M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/5/2026iA Global Asset Management Inc.68,830$6.31M0.1%N/A0.081%Search for SEC Filing on Google Icon
2/5/2026Stephens Investment Management Group LLC726,185$66.53M0.9%+0.3%0.850%Search for SEC Filing on Google Icon
2/5/2026Stephens Inc. AR7,498$0.69M0.0%+5.3%0.009%Search for SEC Filing on Google Icon
2/5/2026Northwestern Mutual Wealth Management Co.478,578$43.84M0.0%+229,985.6%0.560%Search for SEC Filing on Google Icon
2/5/2026Bessemer Group Inc.373,389$34.21M0.1%+6.9%0.437%Search for SEC Filing on Google Icon
2/5/2026Thrivent Financial for Lutherans277,342$25.41M0.0%-3.5%0.325%Search for SEC Filing on Google Icon
2/5/2026Allworth Financial LP706$65K0.0%+88.3%0.001%Search for SEC Filing on Google Icon
2/5/2026Atria Investments Inc38,285$3.51M0.0%+1.4%0.045%Search for SEC Filing on Google Icon
2/4/2026Oregon Public Employees Retirement Fund17,176$1.57M0.0%-1.2%0.020%Search for SEC Filing on Google Icon
2/4/2026Madison Asset Management LLC60,938$5.58M0.1%+0.4%0.071%Search for SEC Filing on Google Icon
2/4/2026VIRGINIA RETIREMENT SYSTEMS ET Al6,200$0.57M0.0%+72.2%0.007%Search for SEC Filing on Google Icon
2/4/2026Versor Investments LP12,920$1.18M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/4/2026Securian Asset Management Inc.6,266$0.57M0.0%-3.2%0.007%Search for SEC Filing on Google Icon
2/3/2026NewEdge Wealth LLC2,570$0.24M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/3/2026Crossmark Global Holdings Inc.5,939$0.54M0.0%+6.9%0.007%Search for SEC Filing on Google Icon
2/3/2026Crestwood Advisors Group LLC6,560$0.60M0.0%-41.5%0.008%Search for SEC Filing on Google Icon
2/3/2026Premier Fund Managers Ltd309,237$28.61M1.6%-49.3%0.362%Search for SEC Filing on Google Icon
2/3/2026Sequoia Financial Advisors LLC36,141$3.31M0.0%+13.3%0.042%Search for SEC Filing on Google Icon
2/3/2026Swedbank AB437,300$40.06M0.0%N/A0.512%Search for SEC Filing on Google Icon
2/3/2026Mitsubishi UFJ Asset Management Co. Ltd.2,456$0.22M0.0%+27.1%0.003%Search for SEC Filing on Google Icon
2/3/2026Sumitomo Mitsui DS Asset Management Company Ltd47,817$4.38M0.0%N/A0.056%Search for SEC Filing on Google Icon
2/2/2026Truist Financial Corp2,537$0.23M0.0%+4.9%0.003%Search for SEC Filing on Google Icon
2/2/2026Benjamin Edwards Inc.12,198$1.12M0.0%-5.9%0.014%Search for SEC Filing on Google Icon
2/2/2026Strs Ohio64,400$5.90M0.0%+84.0%0.075%Search for SEC Filing on Google Icon
2/2/2026Horizon Investments LLC1,030$94K0.0%N/A0.001%Search for SEC Filing on Google Icon
2/2/2026Danske Bank A S700$64K0.0%-94.7%0.001%Search for SEC Filing on Google Icon
2/2/2026Mutual Advisors LLC5,105$0.47M0.0%-12.5%0.006%Search for SEC Filing on Google Icon
2/2/2026Oppenheimer Asset Management Inc.161,702$14.81M0.2%+4.0%0.189%Search for SEC Filing on Google Icon
1/30/2026New York State Teachers Retirement System78,803$7.22M0.0%+0.4%0.092%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D28,135$2.58M0.0%-6.4%0.033%Search for SEC Filing on Google Icon
1/30/2026Moody Aldrich Partners LLC47,978$4.40M0.8%-19.6%0.056%Search for SEC Filing on Google Icon
1/30/2026Torren Management LLC442$40K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/30/2026M&T Bank Corp30,207$2.77M0.0%-7.8%0.035%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank26,332$2.41M0.0%-92.3%0.031%Search for SEC Filing on Google Icon
1/29/2026Pictet Asset Management Holding SA12,340$1.13M0.0%+4.1%0.014%Search for SEC Filing on Google Icon
1/29/2026Physician Wealth Advisors Inc.47,044$4.31M0.6%-12.2%0.055%Search for SEC Filing on Google Icon
1/29/2026State of Michigan Retirement System20,322$1.86M0.0%-1.5%0.024%Search for SEC Filing on Google Icon
1/29/2026Teachers Retirement System of The State of Kentucky37,506$3.44M0.0%-7.6%0.044%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.8,668,534$794.12M0.0%-0.9%10.146%Search for SEC Filing on Google Icon
1/29/2026Concurrent Investment Advisors LLC8,996$0.82M0.0%+288.1%0.011%Search for SEC Filing on Google Icon
1/29/2026NBC Securities Inc.905$83K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System23,899$2.19M0.0%-6.5%0.028%Search for SEC Filing on Google Icon
1/28/2026Peregrine Capital Management LLC108,753$9.96M0.3%+5.9%0.127%Search for SEC Filing on Google Icon
1/28/2026B. Metzler seel. Sohn & Co. AG104,078$9.54M0.1%+23.5%0.122%Search for SEC Filing on Google Icon
1/28/2026Milestone Asset Management LLC11,778$1.08M0.2%+7.8%0.014%Search for SEC Filing on Google Icon
1/28/2026M&T Bank Corp6,488$0.59M0.0%-80.2%0.008%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH25,163$2.31M0.0%-24.9%0.029%Search for SEC Filing on Google Icon
1/27/2026Silphium Asset Management Ltd13,478$1.24M0.5%-44.8%0.016%Search for SEC Filing on Google Icon
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank 25,602$2.35M0.0%+4.7%0.030%Search for SEC Filing on Google Icon
1/27/2026Institute for Wealth Management LLC.10,616$0.97M0.1%-21.7%0.012%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC2,857$0.26M0.0%+35.3%0.003%Search for SEC Filing on Google Icon
1/26/2026CWM LLC7,405$0.68M0.0%+15.2%0.009%Search for SEC Filing on Google Icon
1/23/2026Farther Finance Advisors LLC851$78K0.0%+117.1%0.001%Search for SEC Filing on Google Icon
1/23/2026Assetmark Inc.1,451$0.13M0.0%-73.8%0.002%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue8,536$0.78M0.0%-7.5%0.010%Search for SEC Filing on Google Icon
1/23/2026Tectonic Advisors LLC77,525$7.10M0.4%+0.8%0.091%Search for SEC Filing on Google Icon
1/23/2026Yorktown Management & Research Co Inc4,125$0.38M0.3%N/A0.005%Search for SEC Filing on Google Icon
1/23/2026Ritholtz Wealth Management2,432$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
1/22/2026Massachusetts Financial Services Co. MA149,122$13.66M0.0%-52.7%0.175%Search for SEC Filing on Google Icon
1/21/2026Yousif Capital Management LLC27,547$2.31M0.0%-1.2%0.032%Search for SEC Filing on Google Icon
1/21/2026Greenleaf Trust2,260$0.21M0.0%-6.9%0.003%Search for SEC Filing on Google Icon
1/21/2026Steadtrust LLC3,070$0.28M0.2%N/A0.004%Search for SEC Filing on Google Icon
1/21/2026Capricorn Fund Managers Ltd75,602$6.93M1.7%N/A0.088%Search for SEC Filing on Google Icon
1/20/2026Signaturefd LLC1,070$98K0.0%-12.9%0.001%Search for SEC Filing on Google Icon
1/20/2026First American Bank20,952$1.92M0.1%+21.6%0.025%Search for SEC Filing on Google Icon
1/20/2026Harbor Capital Advisors Inc.17,744$1.63M0.1%+10.8%0.021%Search for SEC Filing on Google Icon
1/15/2026Econ Financial Services Corp27,249$2.50M1.3%+39.9%0.032%Search for SEC Filing on Google Icon
1/15/2026Three Seasons Wealth LLC5,521$0.51M0.0%+49.8%0.006%Search for SEC Filing on Google Icon
1/15/2026Allspring Global Investments Holdings LLC729,510$66.44M0.1%-4.5%0.854%Search for SEC Filing on Google Icon
1/15/2026Retirement Systems of Alabama212,306$19.45M0.1%-0.5%0.248%Search for SEC Filing on Google Icon
1/15/2026Private Advisory Group LLC101,382$9.29M0.7%+6.2%0.119%Search for SEC Filing on Google Icon
1/14/2026Chesley Taft & Associates LLC26,399$2.42M0.1%+4.5%0.031%Search for SEC Filing on Google Icon
1/14/2026Exchange Traded Concepts LLC1,030$94K0.0%N/A0.001%Search for SEC Filing on Google Icon
1/12/2026Curated Wealth Partners LLC3,267$0.30M0.0%+24.3%0.004%Search for SEC Filing on Google Icon
1/12/2026Schaper Benz & Wise Investment Counsel Inc. WI14,784$1.35M0.1%-5.2%0.017%Search for SEC Filing on Google Icon
1/12/2026DAVENPORT & Co LLC394,415$36.38M0.2%+2.1%0.462%Search for SEC Filing on Google Icon
1/12/2026Avanza Fonder AB3,078$0.28M0.0%-8.7%0.004%Search for SEC Filing on Google Icon
1/9/2026Congress Asset Management Co.101,816$9.33M0.1%+36.3%0.119%Search for SEC Filing on Google Icon
1/9/2026Overbrook Management Corp40,471$3.71M0.6%-10.0%0.047%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC13,242$1.21M0.0%+4.1%0.015%Search for SEC Filing on Google Icon
1/9/2026Assenagon Asset Management S.A.10,710$0.98M0.0%N/A0.013%Search for SEC Filing on Google Icon
1/9/2026Inspirion Wealth Advisors LLC65,000$5.96M0.7%-13.3%0.076%Search for SEC Filing on Google Icon
1/8/2026Fulton Bank N.A.5,137$0.47M0.0%+19.6%0.006%Search for SEC Filing on Google Icon
1/8/2026Gradient Investments LLC19,217$1.76M0.0%+2.0%0.022%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC9,010$0.87M0.0%+16.8%0.011%Search for SEC Filing on Google Icon
1/8/2026Maridea Wealth Management LLC20,893$1.91M0.3%+36.9%0.024%Search for SEC Filing on Google Icon
1/8/2026Nordea Investment Management AB60,252$5.51M0.0%-12.4%0.071%Search for SEC Filing on Google Icon
1/7/2026Harbor Investment Advisory LLC493$45K0.0%-30.4%0.001%Search for SEC Filing on Google Icon
1/6/2026Avior Wealth Management LLC5,309$0.49M0.0%-2.7%0.006%Search for SEC Filing on Google Icon
1/6/2026Unique Wealth LLC3,029$0.28M0.0%N/A0.004%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: $79.45
Low: $77.98
High: $80.17

50 Day Range

MA: $90.56
Low: $79.22
High: $102.41

52 Week Range

Now: $79.45
Low: $74.07
High: $116.65

Volume

1,165,713 shs

Average Volume

1,117,635 shs

Market Capitalization

$6.79 billion

P/E Ratio

36.44

Dividend Yield

N/A

Beta

0.24

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. Allspring Global Investments Holdings LLC — 0.85%
  3. Stephens Investment Management Group LLC — 0.85%
  4. Northwestern Mutual Wealth Management Co. — 0.56%
  5. Swedbank AB — 0.51%
  6. DAVENPORT & Co LLC — 0.46%
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. Comerica Bank
  2. Premier Fund Managers Ltd
  3. Massachusetts Financial Services Co. MA
  4. Vanguard Group Inc.
  5. Allspring Global Investments Holdings LLC
  6. M&T Bank Corp
  7. Danske Bank A S
  8. Moody Aldrich Partners LLC
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. Northwestern Mutual Wealth Management Co.
  2. Swedbank AB
  3. Capricorn Fund Managers Ltd
  4. iA Global Asset Management Inc.
  5. Sumitomo Mitsui DS Asset Management Company Ltd
  6. Strs Ohio
  7. Congress Asset Management Co.
  8. Bessemer Group Inc.