HQY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.50%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $38,759,015.68

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$95.67

▼ -2.97 (-3.01%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

HealthEquity Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/20/2025	Delano Ladd	EVP	Sell	1,500	$104.56	$156,840.00	75,479
10/20/2025	Delano Ladd	EVP	Sell	1,500	$92.07	$138,105.00	76,979
10/7/2025	Michael Henry Fiore	EVP	Sell	1,781	$88.21	$157,102.01	49,795
9/19/2025	Delano Ladd	EVP	Sell	6,000	$94.11	$564,660.00	79,456
7/7/2025	Michael Henry Fiore	EVP	Sell	1,794	$101.73	$182,503.62	53,225
6/6/2025	Elimelech Rosner	EVP	Sell	58,000	$112.56	$6,528,480.00	75,689
6/6/2025	Jon Kessler	Director	Sell	134,183	$112.08	$15,039,230.64	253,510
6/6/2025	Jon Kessler	Director	Sell	97,767	$112.05	$10,954,792.35	75,000
4/9/2025	Robert W. Selander	Director	Sell	5,750	$77.65	$446,487.50	84,969
4/4/2025	Michael Henry Fiore	EVP	Sell	8,881	$78.26	$695,027.06	56,655
2/10/2025	Robert W. Selander	Director	Sell	5,750	$111.29	$639,917.50	78,219
12/12/2024	Stuart B. Parker	Director	Sell	25,000	$96.72	$2,418,000.00	19,061
12/9/2024	Robert W. Selander	Director	Sell	8,250	$101.56	$837,870.00	66,469
11/6/2024	Frank Corvino	Director	Sell	1,039	$96.10	$99,847.90	3,784
10/9/2024	Robert W. Selander	Director	Sell	8,250	$82.98	$684,585.00	54,719
10/1/2024	Frank Corvino	Director	Sell	1,247	$80.26	$100,084.22	4,823
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

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
12/2/2025	Allworth Financial LP	375	$36K	0.0%	-49.8%	0.000%
12/2/2025	IFP Advisors Inc	749	$75K	0.0%	+1,602.3%	0.001%
12/2/2025	Swiss Life Asset Management Ltd	3,992	$0.38M	0.0%	+78.6%	0.005%
11/24/2025	Penn Capital Management Company LLC	15,363	$1.48M	0.1%	+7.0%	0.018%
11/24/2025	CIBC Private Wealth Group LLC	213,406	$20.22M	0.0%	-81.1%	0.248%
11/21/2025	CIBC Bancorp USA Inc.	9,100	$0.86M	0.0%	N/A	0.011%
11/20/2025	Crown Advisors Management Inc.	20,000	$1.90M	1.3%	N/A	0.023%
11/19/2025	Faithward Advisors LLC	46,580	$4.41M	0.7%	N/A	0.054%
11/19/2025	Captrust Financial Advisors	30,341	$2.88M	0.0%	-5.8%	0.035%
11/19/2025	Danske Bank A S	13,109	$1.24M	0.0%	N/A	0.015%
11/18/2025	Advisory Services Network LLC	2,184	$0.21M	0.0%	N/A	0.003%
11/18/2025	Cim Investment Management Inc.	3,816	$0.36M	0.1%	-51.3%	0.004%
11/17/2025	Hancock Whitney Corp	13,843	$1.31M	0.0%	-2.0%	0.016%
11/17/2025	Aureus Asset Management LLC	291,703	$27.65M	1.8%	-1.9%	0.339%
11/17/2025	Oberweis Asset Management Inc.	140,080	$13.28M	0.5%	+23.1%	0.163%
11/17/2025	Morningstar Investment Management LLC	36,173	$3.43M	0.1%	N/A	0.042%
11/17/2025	NewEdge Advisors LLC	12,601	$1.19M	0.0%	+7.9%	0.015%
11/17/2025	Woodline Partners LP	276,390	$26.19M	0.1%	N/A	0.321%
11/17/2025	PharVision Advisers LLC	3,997	$0.38M	0.2%	+98.0%	0.005%
11/17/2025	Dark Forest Capital Management LP	66,292	$6.28M	0.2%	+991.8%	0.077%
11/17/2025	Wasatch Advisors LP	6,307,675	$597.78M	3.2%	+3.4%	7.321%
11/17/2025	Verition Fund Management LLC	27,603	$2.62M	0.0%	-28.0%	0.032%
11/17/2025	Polymer Capital Management US LLC	4,584	$0.43M	0.0%	N/A	0.005%
11/17/2025	Quarry LP	633	$60K	0.0%	-14.6%	0.001%
11/17/2025	Qube Research & Technologies Ltd	117,064	$11.09M	0.0%	+55.7%	0.136%
11/17/2025	Prelude Capital Management LLC	2,903	$0.28M	0.0%	N/A	0.003%
11/17/2025	Public Employees Retirement System of Ohio	62,272	$5.90M	0.0%	-33.4%	0.072%
11/17/2025	Northern Trust Corp	1,080,140	$102.37M	0.0%	-0.7%	1.254%
11/17/2025	Mariner LLC	44,936	$4.26M	0.0%	+58.0%	0.052%
11/17/2025	Mercer Global Advisors Inc. ADV	7,055	$0.67M	0.0%	+119.6%	0.008%
11/17/2025	Millennium Management LLC	378,280	$35.85M	0.0%	-20.4%	0.439%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	91,516	$8.67M	0.0%	-10.6%	0.106%
11/17/2025	Larson Financial Group LLC	628	$60K	0.0%	+24.4%	0.001%
11/17/2025	Holocene Advisors LP	3,869	$0.37M	0.0%	N/A	0.004%
11/17/2025	Gotham Asset Management LLC	36,820	$3.49M	0.0%	+121.1%	0.043%
11/17/2025	Farallon Capital Management LLC	5,000	$0.47M	0.0%	-98.4%	0.006%
11/17/2025	Focus Partners Wealth	2,244	$0.21M	0.0%	N/A	0.003%
11/17/2025	Brevan Howard Capital Management LP	16,314	$1.55M	0.0%	-40.6%	0.019%
11/17/2025	Bamco Inc. NY	759,525	$71.98M	0.2%	-2.6%	0.882%
11/17/2025	Banco Bilbao Vizcaya Argentaria S.A.	7,254	$0.68M	0.0%	+55.5%	0.008%
11/17/2025	California Public Employees Retirement System	154,634	$14.66M	0.0%	+7.5%	0.179%
11/17/2025	Bank of America Corp DE	675,530	$64.02M	0.0%	-4.7%	0.784%
11/17/2025	Aristotle Capital Boston LLC	436,034	$41.32M	2.1%	-1.6%	0.506%
11/17/2025	ArrowMark Colorado Holdings LLC	231,902	$21.98M	0.4%	-39.4%	0.269%
11/17/2025	Alliancebernstein L.P.	227,262	$21.54M	0.0%	-1.5%	0.264%
11/17/2025	Ameriprise Financial Inc.	690,569	$65.45M	0.0%	-5.7%	0.802%
11/14/2025	Schonfeld Strategic Advisors LLC	20,150	$1.91M	0.0%	+68.0%	0.023%
11/14/2025	Ashford Capital Management Inc.	271,963	$25.77M	2.9%	-2.7%	0.316%
11/14/2025	Creative Planning	50,414	$4.78M	0.0%	+2.8%	0.059%
11/14/2025	Lazard Asset Management LLC	370,923	$35.15M	0.0%	-4.4%	0.431%
11/14/2025	FJ Capital Management LLC	8,376	$0.79M	0.1%	N/A	0.010%
11/14/2025	AQR Capital Management LLC	1,764,268	$167.20M	0.1%	+59.3%	2.048%
11/14/2025	Zacks Investment Management	32,599	$3.09M	0.0%	+4.3%	0.038%
11/14/2025	Credit Agricole S A	16,684	$1.58M	0.0%	N/A	0.019%
11/14/2025	Raymond James Financial Inc.	413,163	$39.16M	0.0%	-2.8%	0.480%
11/14/2025	Deerfield Management Company L.P.	7,060	$0.67M	0.0%	N/A	0.008%
11/14/2025	Man Group plc	307,281	$29.12M	0.1%	+20.7%	0.357%
11/14/2025	One Capital Management LLC	15,053	$1.43M	0.0%	+100.7%	0.017%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	24,456	$2.32M	0.0%	+5.6%	0.028%
11/14/2025	DF Dent & Co. Inc.	205,859	$19.51M	0.3%	-27.7%	0.239%
11/14/2025	Fiduciary Trust Co	3,669	$0.35M	0.0%	+3.4%	0.004%
11/14/2025	Brooklyn Investment Group	5,456	$0.52M	0.0%	+220.6%	0.006%
11/14/2025	Keebeck Wealth Management	3,023	$0.29M	0.0%	-32.9%	0.004%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	193,586	$18.35M	0.0%	-53.7%	0.225%
11/14/2025	Tower Research Capital LLC TRC	5,473	$0.52M	0.0%	-61.2%	0.006%
11/14/2025	M&T Bank Corp	32,746	$3.10M	0.0%	-3.4%	0.038%
11/14/2025	Thematics Asset Management	99,242	$9.41M	0.4%	-2.7%	0.115%
11/14/2025	Squarepoint Ops LLC	29,823	$2.83M	0.0%	-15.1%	0.035%
11/14/2025	iSAM Funds UK Ltd	1,235	$0.12M	0.0%	N/A	0.001%
11/14/2025	Wellington Management Group LLP	796,249	$75.46M	0.0%	-13.9%	0.924%
11/14/2025	Comerica Bank	343,270	$32.53M	0.1%	+44.4%	0.398%
11/14/2025	Glenmede Investment Management LP	214,988	$20.37M	0.1%	-6.0%	0.250%
11/13/2025	Jump Financial LLC	65,017	$6.16M	0.1%	+1,417.7%	0.075%
11/13/2025	Pathstone Holdings LLC	29,698	$2.81M	0.0%	+2.5%	0.034%
11/13/2025	Marshall Wace LLP	293,182	$27.79M	0.0%	+460.2%	0.340%
11/13/2025	Entropy Technologies LP	14,569	$1.38M	0.1%	N/A	0.017%
11/13/2025	Arrowstreet Capital Limited Partnership	74,895	$7.10M	0.0%	+65.3%	0.087%
11/13/2025	Invesco Ltd.	2,129,154	$201.78M	0.0%	-10.0%	2.471%
11/13/2025	Sei Investments Co.	624,272	$59.16M	0.1%	-2.8%	0.725%
11/13/2025	Greenhouse Funds LLLP	1,068,921	$101.30M	3.7%	+17.2%	1.241%
11/13/2025	Geneva Capital Management LLC	1,097,607	$104.02M	1.8%	-1.0%	1.274%
11/13/2025	BNP Paribas Financial Markets	33,022	$3.13M	0.0%	+51.7%	0.038%
11/13/2025	Mackenzie Financial Corp	1,267,752	$120.15M	0.1%	+0.0%	1.471%
11/13/2025	Franklin Resources Inc.	840,248	$79.63M	0.0%	+0.8%	0.975%
11/13/2025	Quadrant Capital Group LLC	8,021	$0.76M	0.0%	-27.3%	0.009%
11/13/2025	FourThought Financial Partners LLC	4,019	$0.38M	0.0%	N/A	0.005%
11/13/2025	Legal & General Group Plc	157,666	$14.94M	0.0%	-3.4%	0.183%
11/13/2025	Vestcor Inc	11,082	$1.05M	0.0%	-21.2%	0.013%
11/13/2025	Swiss National Bank	167,600	$15.88M	0.0%	+1.5%	0.195%
11/13/2025	Russell Investments Group Ltd.	151,097	$14.32M	0.0%	-21.1%	0.175%
11/13/2025	B. Metzler seel. Sohn & Co. AG	84,306	$7.99M	0.1%	+0.9%	0.098%
11/13/2025	Parallel Advisors LLC	1,214	$0.12M	0.0%	-16.1%	0.001%
11/13/2025	Natixis Advisors LLC	28,027	$2.66M	0.0%	-11.7%	0.033%
11/13/2025	First Trust Advisors LP	53,902	$5.11M	0.0%	+5.0%	0.063%
11/12/2025	Barclays PLC	214,291	$20.31M	0.0%	+6.9%	0.249%
11/12/2025	Crossmark Global Holdings Inc.	5,557	$0.53M	0.0%	-4.6%	0.006%
11/12/2025	Integrated Quantitative Investments LLC	10,095	$0.96M	0.3%	+73.8%	0.012%
11/12/2025	GW&K Investment Management LLC	446,993	$42.36M	0.4%	-10.4%	0.519%
11/12/2025	Dimensional Fund Advisors LP	1,559,008	$147.75M	0.0%	+2.5%	1.810%
11/12/2025	Cresset Asset Management LLC	3,118	$0.30M	0.0%	+13.0%	0.004%

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: $95.67

$94.92

$104.20

50 Day Range

MA: $96.41

$87.78

$105.44

52 Week Range

Now: $95.67

$74.07

$116.65

Volume

1,554,756 shs

Average Volume

833,769 shs

Market Capitalization

$8.24 billion

P/E Ratio

43.89

Dividend Yield

N/A

Beta

0.18

Who are the company insiders with the largest holdings of HealthEquity?: HealthEquity's top insider shareholders include:
Jon Kessler (Director)
Jon Kessler (CEO)
Ian Sacks (Director)
Stephen Neeleman (Vice Chairman)
Robert W Selander (Director)
Delano Ladd (EVP)
Elimelech Rosner (EVP)
Michael Henry Fiore (EVP)
Evelyn S Dilsaver (Director)
Stuart B Parker (Director)
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:
Vanguard Group Inc. — 10.15%
Wasatch Advisors LP — 7.32%
Invesco Ltd. — 2.47%
AQR Capital Management LLC — 2.05%
Westfield Capital Management Co. LP — 1.99%
Dimensional Fund Advisors LP — 1.81%
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:
CIBC Private Wealth Group LLC
Farallon Capital Management LLC
Stephens Investment Management Group LLC
Invesco Ltd.
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Twin Tree Management LP
Voya Investment Management LLC
ArrowMark Colorado Holdings LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
Jon Kessler (Director)
Jon Kessler (CEO)
Ian Sacks (Director)
Stephen Neeleman (Vice Chairman)
Robert W Selander (Director)
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:
AQR Capital Management LLC
Westfield Capital Management Co. LP
Woodline Partners LP
Vanguard Group Inc.
Marshall Wace LLP
Wasatch Advisors LP
Greenhouse Funds LLLP
12th Street Asset Management Company LLC