HQY Insider Trading

Insider Ownership Percentage: 2.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $15,316,337.13

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: $79.04
Price Change: Price Decrease of -0.16 (-0.20%)
As of 04/25/2024 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

HealthEquity Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
10/5/2021Debra Charlotte McCowanDirectorSell8,132$65.99$536,630.68View SEC Filing Icon  
10/1/2021William Robert OttenVPSell1,850$65.19$120,601.50View SEC Filing Icon  
9/20/2021Darcy G MottInsiderSell6,000$62.06$372,360.00View SEC Filing Icon  
9/1/2021William Robert OttenVPSell1,850$65.00$120,250.0034,266View SEC Filing Icon  
8/20/2021Darcy G MottInsiderSell6,000$62.73$376,380.00View SEC Filing Icon  
8/2/2021William Robert OttenVPSell1,850$74.47$137,769.50View SEC Filing Icon  
7/26/2021Edward BloombergCOOSell1,000$75.00$75,000.0039,195View SEC Filing Icon  
7/20/2021Darcy G. MottInsiderSell6,000$73.68$442,080.0089,052View SEC Filing Icon  
7/15/2021Ian SacksDirectorSell10,000$76.49$764,900.00149,656View SEC Filing Icon  
6/23/2021Frank CorvinoDirectorSell8,935$83.10$742,498.502,366View SEC Filing Icon  
6/21/2021Darcy G MottInsiderSell6,000$77.18$463,080.0085,052View SEC Filing Icon  
5/20/2021Darcy G MottInsiderSell6,000$77.25$463,500.0081,052View 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
4/23/2024Louisiana State Employees Retirement System24,700$2.02M0.0%+2.9%0.029%Search for SEC Filing on Google Icon
4/23/2024Amalgamated Bank44,959$3.67M0.0%-16.2%0.052%Search for SEC Filing on Google Icon
4/23/2024Gradient Investments LLC53,631$4.38M0.1%-6.5%0.063%Search for SEC Filing on Google Icon
4/23/2024KLR Investment Advisors LLC5,422$0.44M0.3%-8.3%0.006%Search for SEC Filing on Google Icon
4/23/2024Raymond James Financial Services Advisors Inc.19,491$1.59M0.0%-52.6%0.023%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates134,267$10.96M0.0%-21.3%0.156%Search for SEC Filing on Google Icon
4/19/2024Norden Group LLC4,785$0.39M0.0%N/A0.006%Search for SEC Filing on Google Icon
4/19/2024Handelsinvest Investeringsforvaltning2,308$0.19M0.1%-34.2%0.003%Search for SEC Filing on Google Icon
4/18/2024Wasatch Advisors LP7,409,080$604.80M3.2%+8.3%8.635%Search for SEC Filing on Google Icon
4/18/2024State of Michigan Retirement System21,022$1.72M0.0%+2.4%0.025%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC1,112,932$90.85M0.1%-7.9%1.297%Search for SEC Filing on Google Icon
4/18/2024Vaughan Nelson Investment Management L.P.605,710$49.44M0.4%N/A0.706%Search for SEC Filing on Google Icon
4/18/2024AlphaMark Advisors LLC4,592$0.38M0.1%N/A0.005%Search for SEC Filing on Google Icon
4/13/2024Inspirion Wealth Advisors LLC75,005$6.12M1.0%-11.8%0.087%Search for SEC Filing on Google Icon
4/11/2024BTC Capital Management Inc.6,753$0.55M0.1%N/A0.008%Search for SEC Filing on Google Icon
4/9/2024Rise Advisors LLC345$28K0.0%N/A0.000%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC33,224$2.71M0.0%-1.1%0.039%Search for SEC Filing on Google Icon
3/29/2024Kapitalo Investimentos Ltda2,214$0.15M0.0%N/A0.003%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.8,887$0.59M0.0%-3.6%0.010%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.8,619,499$571.47M0.0%+1.2%10.046%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP667,288$44.24M0.0%-2.7%0.778%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.1,129,634$74.90M0.0%+24.7%1.317%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.156,761$10.39M0.0%-3.0%0.183%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky51,281$3.40M0.0%-2.7%0.060%Search for SEC Filing on Google Icon
2/16/2024Spouting Rock Asset Management LLC10,659$0.71M0.3%-5.1%0.012%Search for SEC Filing on Google Icon
2/15/2024Ophir Asset Management Pty Ltd317,677$21.06M4.2%-3.7%0.370%Search for SEC Filing on Google Icon
2/15/2024Forest Hill Capital LLC30,476$2.02M1.1%N/A0.036%Search for SEC Filing on Google Icon
2/14/2024Wasatch Advisors LP6,839,831$453.48M2.5%-5.9%7.972%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.557,093$36.94M0.1%-14.4%0.649%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.160,104$10.62M0.3%-4.3%0.187%Search for SEC Filing on Google Icon
2/14/2024Thematics Asset Management74,385$4.93M0.2%-7.7%0.087%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.156,761$10.39M0.1%-3.0%0.183%Search for SEC Filing on Google Icon
2/13/2024Stephens Investment Management Group LLC1,186,491$78.66M1.1%+4.6%1.383%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC8,195$0.54M0.0%+3.2%0.010%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System90,110$5.97M0.0%-4.3%0.105%Search for SEC Filing on Google Icon
2/12/2024GM Advisory Group LLC120,355$7.98M0.6%+300.8%0.140%Search for SEC Filing on Google Icon
2/12/2024Eagle Asset Management Inc.220,485$14.62M0.1%+3.4%0.257%Search for SEC Filing on Google Icon
2/12/2024Madison Asset Management LLC48,636$3.23M0.0%+251.5%0.057%Search for SEC Filing on Google Icon
2/12/2024Bank of Nova Scotia5,913$0.39M0.0%-8.7%0.007%Search for SEC Filing on Google Icon
2/12/2024Evoke Wealth LLC67,407$4.47M0.1%N/A0.079%Search for SEC Filing on Google Icon
2/12/2024Capstone Investment Advisors LLC3,710$0.25M0.0%+7.0%0.004%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC1,205$80K0.0%+30,025.0%0.001%Search for SEC Filing on Google Icon
2/12/2024Eaton Financial Holdings Company LLC39,191$2.60M0.6%-3.5%0.046%Search for SEC Filing on Google Icon
2/12/2024Parallel Advisors LLC679$45K0.0%+255.5%0.001%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC67,991$4.49M0.0%N/A0.079%Search for SEC Filing on Google Icon
2/12/2024Cape Investment Advisory Inc.404$27K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2024Commerce Bank8,438$0.56M0.0%-5.9%0.010%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE10,968$0.73M0.0%-16.3%0.013%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.1,480,655$98.17M0.0%+7.0%1.726%Search for SEC Filing on Google Icon
2/9/2024GW&K Investment Management LLC809,235$53.65M0.5%-5.3%0.943%Search for SEC Filing on Google Icon
2/9/2024Renaissance Group LLC27,832$1.85M0.1%N/A0.032%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP75,117$4.98M0.1%N/A0.088%Search for SEC Filing on Google Icon
2/9/2024Clearbridge Investments LLC2,357,572$156.31M0.1%+6.9%2.748%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.8,887$0.59M0.0%-3.6%0.010%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd13,136$0.87M0.1%N/A0.015%Search for SEC Filing on Google Icon
2/9/2024Norges Bank655,835$43.48M0.0%N/A0.764%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.1,814,403$120.30M0.2%-12.3%2.115%Search for SEC Filing on Google Icon
2/8/2024Great Lakes Advisors LLC186,977$12.40M0.1%+152.9%0.218%Search for SEC Filing on Google Icon
2/8/2024Beacon Pointe Advisors LLC4,354$0.29M0.0%-5.7%0.005%Search for SEC Filing on Google Icon
2/8/2024KLR Investment Advisors LLC5,914$0.39M0.3%+4.2%0.007%Search for SEC Filing on Google Icon
2/8/2024Vanguard Personalized Indexing Management LLC8,898$0.59M0.0%+7.6%0.010%Search for SEC Filing on Google Icon
2/8/2024Massachusetts Financial Services Co. MA427,278$28.33M0.0%-42.3%0.498%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.350,666$23.25M0.0%+2.9%0.409%Search for SEC Filing on Google Icon
2/7/2024Summit Creek Advisors LLC254,790$16.89M2.3%-7.9%0.297%Search for SEC Filing on Google Icon
2/7/2024Envestnet Portfolio Solutions Inc.3,498$0.23M0.0%-5.0%0.004%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,409,740$93.47M0.0%+8.3%1.643%Search for SEC Filing on Google Icon
2/7/2024AGF Management Ltd.42,021$2.79M0.0%-6.1%0.049%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets42,750$2.83M0.0%-23.9%0.050%Search for SEC Filing on Google Icon
2/7/2024Geneva Capital Management LLC870,735$57.73M1.1%-0.6%1.015%Search for SEC Filing on Google Icon
2/7/2024TimesSquare Capital Management LLC304,078$20.16M0.3%-43.3%0.354%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.1,002,283$66.45M0.0%+2.2%1.168%Search for SEC Filing on Google Icon
2/6/2024MeadowBrook Investment Advisors LLC4,410$0.29M0.3%N/A0.005%Search for SEC Filing on Google Icon
2/6/2024Sheets Smith Wealth Management7,751$0.51M0.1%-2.1%0.009%Search for SEC Filing on Google Icon
2/6/2024M&T Bank Corp47,174$3.13M0.0%-9.7%0.055%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank53,636$3.56M0.0%-1.2%0.063%Search for SEC Filing on Google Icon
2/6/2024Los Angeles Capital Management LLC33,589$2.23M0.0%-47.9%0.039%Search for SEC Filing on Google Icon
2/6/2024Natixis Advisors L.P.17,212$1.14M0.0%-2.6%0.020%Search for SEC Filing on Google Icon
2/6/2024First Horizon Advisors Inc.852$56K0.0%-20.9%0.001%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank168,700$11.19M0.0%-10.2%0.197%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.413,732$27.43M0.0%+68.9%0.482%Search for SEC Filing on Google Icon
2/5/2024Beck Bode LLC39,598$2.63M0.6%-4.5%0.046%Search for SEC Filing on Google Icon
2/5/2024Amica Mutual Insurance Co.21,728$1.44M0.2%-23.9%0.025%Search for SEC Filing on Google Icon
2/5/2024Retirement Systems of Alabama107,243$7.11M0.0%+0.5%0.125%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.45,586$3.02M0.0%-20.1%0.053%Search for SEC Filing on Google Icon
2/2/2024Motley Fool Wealth Management LLC139,580$9.26M0.5%-1.2%0.163%Search for SEC Filing on Google Icon
2/2/2024Motley Fool Asset Management LLC121,316$8.04M0.6%+0.8%0.141%Search for SEC Filing on Google Icon
2/1/2024Yousif Capital Management LLC40,544$2.69M0.0%-0.7%0.047%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund33,700$2.23M0.0%-67.8%0.039%Search for SEC Filing on Google Icon
2/1/2024California Public Employees Retirement System145,902$9.67M0.0%-3.0%0.170%Search for SEC Filing on Google Icon
2/1/2024CWM LLC3,461$0.23M0.0%-21.8%0.004%Search for SEC Filing on Google Icon
1/31/2024Kornitzer Capital Management Inc. KS75,326$4.99M0.1%-71.4%0.088%Search for SEC Filing on Google Icon
1/31/2024Xponance Inc.12,269$0.81M0.0%+1.2%0.014%Search for SEC Filing on Google Icon
1/31/2024NBW Capital LLC86,615$5.74M1.3%-1.2%0.101%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.12,335$0.82M0.0%-8.4%0.014%Search for SEC Filing on Google Icon
1/31/2024Daiwa Securities Group Inc.3,060$0.20M0.0%-19.7%0.004%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 18,926$1.26M0.0%+11.9%0.022%Search for SEC Filing on Google Icon
1/30/2024Mackenzie Financial Corp1,807,407$119.83M0.2%+58.2%2.107%Search for SEC Filing on Google Icon
1/30/2024Cornercap Investment Counsel Inc.17,193$1.14M0.2%+89.5%0.020%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio16,100$1.07M0.0%+49.1%0.019%Search for SEC Filing on Google Icon
1/30/2024Vontobel Holding Ltd.73,564$4.88M0.0%+96.3%0.086%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: $79.04
Low: $78.25
High: $79.28

50 Day Range

MA: $81.08
Low: $78.55
High: $83.53

52 Week Range

Now: $79.04
Low: $48.86
High: $84.49

Volume

596,788 shs

Average Volume

600,952 shs

Market Capitalization

$6.78 billion

P/E Ratio

123.50

Dividend Yield

N/A

Beta

0.53

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. Tyson D Murdock (Insider)
  4. Elimelech Rosner (EVP)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (EVP)
  7. Larry L Trittschuh (EVP)
  8. Evelyn S Dilsaver (Director)
  9. Gayle Furgurson Wellborn (Director)
  10. Frank Corvino (Director)
  11. 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:
  1. Wasatch Advisors LP — 8.64%
  2. Allspring Global Investments Holdings LLC — 1.30%
  3. Vaughan Nelson Investment Management L.P. — 0.71%
  4. Raymond James & Associates — 0.16%
  5. Inspirion Wealth Advisors LLC — 0.09%
  6. Gradient Investments LLC — 0.06%
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. Allspring Global Investments Holdings LLC
  2. Raymond James & Associates
  3. Raymond James Financial Services Advisors Inc.
  4. Inspirion Wealth Advisors LLC
  5. Amalgamated Bank
  6. Gradient Investments LLC
  7. Handelsinvest Investeringsforvaltning
  8. KLR Investment Advisors LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Tyson D Murdock (Insider)
  4. Elimelech Rosner (EVP)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (EVP)
  7. Larry L Trittschuh (EVP)
  8. Evelyn S Dilsaver (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:
  1. Vaughan Nelson Investment Management L.P.
  2. Wasatch Advisors LP
  3. BTC Capital Management Inc.
  4. Norden Group LLC
  5. AlphaMark Advisors LLC
  6. Louisiana State Employees Retirement System
  7. State of Michigan Retirement System
  8. Rise Advisors LLC