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HQY Insider Trading (HealthEquity)

Insider Ownership Percentage: 2.80%
Insider Buying (Last 12 Months): $1,571,316.25
Insider Selling (Last 12 Months): $4,533,233.88

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: $59.23
Price Change: Price Increase of +0.22 (0.37%)
As of 05/20/2022 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
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  
4/20/2021Darcy G MottInsiderSell6,000$70.31$421,860.0077,052View SEC Filing Icon  
3/22/2021Darcy G MottCFOSell6,000$71.62$429,720.0073,884View SEC Filing Icon  
1/25/2021Delano LaddEVPSell55,000$85.30$4,691,500.0050,836View SEC Filing Icon  
1/25/2021Jon KesslerCEOSell150,000$85.23$12,784,500.00350,857View SEC Filing Icon  
1/8/2021Frank CorvinoDirectorSell7,403$75.79$561,073.375,810View SEC Filing Icon  
1/6/2021Larry L TrittschuhEVPSell1,863$73.00$135,999.0014,846View SEC Filing Icon  
12/22/2020Larry L TrittschuhEVPSell6,420$70.00$449,400.0023,129View SEC Filing Icon  
12/10/2020William Robert OttenVPSell1,925$65.00$125,125.0036,234View SEC Filing Icon  
11/18/2020Frank MediciDirectorSell10,148$69.98$710,157.0431,286View SEC Filing Icon  
9/2/2020Ashley DreierVPSell16,250$60.00$975,000.0058,694View SEC Filing Icon  
5/27/2020Jon KesslerCEOSell100,000$62.59$6,259,000.00405,715View SEC Filing Icon  
1/27/2020Larry L TrittschuhEVPSell6,420$68.65$440,733.0016,143View SEC Filing Icon  
1/24/2020Ashley DreierVPSell26,993$71.02$1,917,042.8653,737View SEC Filing Icon  
1/21/2020Darcy G MottCFOSell4,000$72.93$291,720.0031,801View SEC Filing Icon  
12/20/2019Darcy G MottCFOSell4,000$76.53$306,120.0034,000View SEC Filing Icon  
11/20/2019Darcy G MottCFOSell4,000$60.39$241,560.0038,000View SEC Filing Icon  
10/21/2019Darcy G MottCFOSell4,000$56.90$227,600.0042,000View SEC Filing Icon  
9/20/2019Darcy G MottCFOSell4,000$61.61$246,440.0046,000View SEC Filing Icon  
8/20/2019Darcy G MottCFOSell4,000$60.82$243,280.0050,100View SEC Filing Icon  
7/22/2019Darcy G MottVPSell4,000$79.56$318,240.0054,000View SEC Filing Icon  
7/22/2019Delano LaddEVPSell6,875$80.00$550,000.0017,833View SEC Filing Icon  
7/12/2019Angelique Christine HillVPSell9,500$71.40$678,300.0015,887View SEC Filing Icon  
7/12/2019Frank CorvinoDirectorSell9,524$70.86$674,870.6414,094View SEC Filing Icon  
7/12/2019Jon KesslerCEOBuy10,000$61.00$610,000.00442,410View SEC Filing Icon  
6/20/2019Darcy G MottCFOSell4,000$71.69$286,760.0058,000View SEC Filing Icon  
See Full Table
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Grab your seat at our complimentary LIVE, interactive masterclass for traders. It’s your chance to finally learn how to pick the right stocks and find the best trades. We’ll also be diving into market forecasting and revealing under-the-radar stocks we believe have significant potential in Q2.
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SEC Filings (Institutional Ownership Changes) for HealthEquity (NASDAQ:HQY)

97.44% 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
5/20/2022The Manufacturers Life Insurance Company 101,845$6.87M0.0%-24.1%0.121%Search for SEC Filing on Google Icon
5/18/2022BNP Paribas Arbitrage SA15,446$1.04M0.0%-37.3%0.018%Search for SEC Filing on Google Icon
5/17/2022Walleye Capital LLC5,823$0.39M0.0%-62.8%0.007%Search for SEC Filing on Google Icon
5/17/2022Beacon Pointe Advisors LLC3,048$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/17/2022Philadelphia Financial Management of San Francisco LLC145,737$9.83M3.2%N/A0.174%Search for SEC Filing on Google Icon
5/17/2022Polar Capital Holdings Plc6,645$0.45M0.0%-38.3%0.008%Search for SEC Filing on Google Icon
5/17/2022Portolan Capital Management LLC128,261$8.65M0.7%N/A0.153%Search for SEC Filing on Google Icon
5/17/2022Quantbot Technologies LP10,828$0.73M0.1%-67.4%0.013%Search for SEC Filing on Google Icon
5/17/2022Royal Bank of Canada462,914$31.22M0.0%-28.1%0.552%Search for SEC Filing on Google Icon
5/17/2022Shay Capital LLC20,000$1.35M0.2%N/A0.024%Search for SEC Filing on Google Icon
5/17/2022Eaton Vance Management65,425$4.41M0.0%+36.2%0.078%Search for SEC Filing on Google Icon
5/17/2022Ensign Peak Advisors Inc359,590$24.25M0.0%-12.2%0.429%Search for SEC Filing on Google Icon
5/17/2022First Republic Investment Management Inc.16,947$1.14M0.0%-5.3%0.020%Search for SEC Filing on Google Icon
5/16/2022California State Teachers Retirement System106,134$7.16M0.0%-7.7%0.127%Search for SEC Filing on Google Icon
5/16/2022Goldman Sachs Group Inc.371,799$25.07M0.0%+7.2%0.444%Search for SEC Filing on Google Icon
5/16/2022Captrust Financial Advisors1,176$79K0.0%+92.5%0.001%Search for SEC Filing on Google Icon
5/16/2022Woodline Partners LP190,180$12.83M0.2%+201.9%0.227%Search for SEC Filing on Google Icon
5/16/2022State Street Corp2,642,658$178.22M0.0%+2.6%3.153%Search for SEC Filing on Google Icon
5/16/2022Echo Street Capital Management LLC3,965$0.27M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/16/2022Eversept Partners LP144,140$9.72M0.8%-56.8%0.172%Search for SEC Filing on Google Icon
5/16/2022Invesco Ltd.135,531$9.14M0.0%+5.6%0.162%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG32,908$2.22M0.0%+1.6%0.039%Search for SEC Filing on Google Icon
5/16/2022Granahan Investment Management LLC829,000$55.91M1.4%+0.9%0.989%Search for SEC Filing on Google Icon
5/16/2022Hsbc Holdings PLC12,729$0.87M0.0%+32.6%0.015%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp1,290,121$87.01M0.0%+9.8%1.539%Search for SEC Filing on Google Icon
5/13/2022Charles Schwab Investment Management Inc.848,907$57.25M0.0%+4.3%1.013%Search for SEC Filing on Google Icon
5/13/2022Wasatch Advisors Inc.7,638,935$515.17M2.5%+3.3%9.113%Search for SEC Filing on Google Icon
5/13/2022Clearbridge Investments LLC417,488$28.16M0.0%+0.8%0.498%Search for SEC Filing on Google Icon
5/13/2022First Trust Advisors LP17,949$1.21M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/13/2022Prudential Financial Inc.9,501$0.64M0.0%-6.5%0.011%Search for SEC Filing on Google Icon
5/13/2022Federated Hermes Inc.15,416$1.04M0.0%-3.2%0.018%Search for SEC Filing on Google Icon
5/13/2022American International Group Inc.181,367$12.23M0.1%-1.3%0.216%Search for SEC Filing on Google Icon
5/13/2022Tekla Capital Management LLC103,314$6.97M0.2%N/A0.123%Search for SEC Filing on Google Icon
5/13/2022Mackenzie Financial Corp2,060,973$138.99M0.2%-9.1%2.459%Search for SEC Filing on Google Icon
5/13/2022Zions Bancorporation N.A.10,209$0.69M0.1%+36.4%0.012%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.7,998,328$539.41M0.0%-0.3%9.542%Search for SEC Filing on Google Icon
5/13/2022Sei Investments Co.278,939$18.84M0.0%-0.2%0.333%Search for SEC Filing on Google Icon
5/13/2022Blair William & Co. IL12,637$0.85M0.0%-11.1%0.015%Search for SEC Filing on Google Icon
5/13/2022Vontobel Holding Ltd.42,818$2.88M0.0%-14.6%0.051%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP699,519$47.18M0.0%+29.6%0.835%Search for SEC Filing on Google Icon
5/12/2022Raymond James Trust N.A.3,052$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/12/2022Yousif Capital Management LLC44,312$2.99M0.0%+0.9%0.053%Search for SEC Filing on Google Icon
5/12/2022Rosenbaum Jay D.2,980$0.20M0.3%N/A0.004%Search for SEC Filing on Google Icon
5/12/2022Great West Life Assurance Co. Can45,259$3.13M0.0%+7.4%0.054%Search for SEC Filing on Google Icon
5/12/2022Shelton Capital Management4,363$0.29M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/12/2022BlackRock Inc.9,423,008$635.49M0.0%+4.0%11.242%Search for SEC Filing on Google Icon
5/12/2022Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,639$2.07M0.0%+10.7%0.037%Search for SEC Filing on Google Icon
5/12/2022Rhumbline Advisers231,307$15.60M0.0%+2.2%0.276%Search for SEC Filing on Google Icon
5/12/2022Metropolitan Life Insurance Co NY5,011$0.34M0.0%-85.4%0.006%Search for SEC Filing on Google Icon
5/12/2022MetLife Investment Management LLC96,519$6.51M0.0%+40.2%0.115%Search for SEC Filing on Google Icon
5/12/2022Aureus Asset Management LLC509,590$34.37M2.3%+31.2%0.608%Search for SEC Filing on Google Icon
5/12/2022Bank of Montreal Can8,218$0.55M0.0%+44.5%0.010%Search for SEC Filing on Google Icon
5/12/2022Natixis Advisors L.P.13,821$0.93M0.0%N/A0.016%Search for SEC Filing on Google Icon
5/12/2022AlphaCrest Capital Management LLC3,464$0.23M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/12/2022PNC Financial Services Group Inc.13,547$0.91M0.0%+31.8%0.016%Search for SEC Filing on Google Icon
5/12/2022Citigroup Inc.7,917$0.53M0.0%-70.8%0.009%Search for SEC Filing on Google Icon
5/12/2022Lisanti Capital Growth LLC43,780$2.95M0.3%N/A0.052%Search for SEC Filing on Google Icon
5/12/2022Oppenheimer Asset Management Inc.58,552$3.95M0.1%+18.0%0.070%Search for SEC Filing on Google Icon
5/12/2022HighTower Advisors LLC82,558$5.57M0.0%+1.3%0.098%Search for SEC Filing on Google Icon
5/11/2022Amussen Hunsaker Associates LLC159,522$10.76M2.5%-0.6%0.190%Search for SEC Filing on Google Icon
5/11/2022King Luther Capital Management Corp55,310$3.73M0.0%+81.0%0.066%Search for SEC Filing on Google Icon
5/11/2022Veritable L.P.3,595$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/11/2022Picton Mahoney Asset Management99,785$6.73M0.2%N/A0.119%Search for SEC Filing on Google Icon
5/11/2022Landscape Capital Management L.L.C.48,753$3.29M0.4%N/A0.058%Search for SEC Filing on Google Icon
5/11/2022US Bancorp DE7,354$0.50M0.0%-5.7%0.009%Search for SEC Filing on Google Icon
5/11/2022American Century Companies Inc.437,035$29.47M0.0%-2.1%0.521%Search for SEC Filing on Google Icon
5/11/2022Bank of New York Mellon Corp924,494$62.35M0.0%+3.7%1.103%Search for SEC Filing on Google Icon
5/11/2022William Blair Investment Management LLC3,112,394$209.90M0.6%-12.8%3.713%Search for SEC Filing on Google Icon
5/11/2022Crossmark Global Holdings Inc.17,941$1.21M0.0%+14.6%0.021%Search for SEC Filing on Google Icon
5/11/2022Van Berkom & Associates Inc.886,108$59.76M2.1%N/A1.057%Search for SEC Filing on Google Icon
5/11/2022Massachusetts Financial Services Co. MA798,551$53.85M0.0%+2.7%0.953%Search for SEC Filing on Google Icon
5/11/2022State of Tennessee Treasury Department10,000$0.67M0.0%N/A0.012%Search for SEC Filing on Google Icon
5/11/2022Raymond James & Associates160,110$10.80M0.0%+57.2%0.191%Search for SEC Filing on Google Icon
5/11/2022Associated Banc Corp3,151$0.21M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/11/2022JPMorgan Chase & Co.2,669,705$180.05M0.0%+3.2%3.185%Search for SEC Filing on Google Icon
5/10/2022Sectoral Asset Management Inc.240,000$16.19M2.9%N/A0.286%Search for SEC Filing on Google Icon
5/10/2022Nicholas Investment Partners LP314,704$21.22M1.5%N/A0.375%Search for SEC Filing on Google Icon
5/10/2022Profund Advisors LLC7,182$0.48M0.0%-5.4%0.009%Search for SEC Filing on Google Icon
5/10/2022ProShare Advisors LLC23,671$1.60M0.0%-13.9%0.028%Search for SEC Filing on Google Icon
5/10/2022AGF Investments LLC15,153$1.02M0.1%N/A0.018%Search for SEC Filing on Google Icon
5/10/2022Pier Capital LLC169,893$11.46M1.5%-40.6%0.203%Search for SEC Filing on Google Icon
5/10/2022Mirae Asset Global Investments Co. Ltd.202,548$13.66M0.0%-13.2%0.242%Search for SEC Filing on Google Icon
5/10/2022B. Metzler seel. Sohn & Co. AG47,375$3.20M0.0%+9.3%0.057%Search for SEC Filing on Google Icon
5/9/2022Bank of Nova Scotia12,654$0.85M0.0%N/A0.015%Search for SEC Filing on Google Icon
5/9/2022Commerce Bank8,765$0.59M0.0%-5.4%0.010%Search for SEC Filing on Google Icon
5/9/2022GW&K Investment Management LLC806,316$54.38M0.5%+6.1%0.962%Search for SEC Filing on Google Icon
5/9/2022Principal Financial Group Inc.300,689$20.28M0.0%-0.4%0.359%Search for SEC Filing on Google Icon
5/9/2022Swiss National Bank197,500$13.32M0.0%+7.5%0.236%Search for SEC Filing on Google Icon
5/9/2022Summit Creek Advisors LLC298,071$20.10M2.3%+0.4%0.356%Search for SEC Filing on Google Icon
5/9/2022Teacher Retirement System of Texas16,792$1.13M0.0%+6.1%0.020%Search for SEC Filing on Google Icon
5/9/2022Brown Advisory Inc.1,757,684$118.30M0.2%+2.9%2.097%Search for SEC Filing on Google Icon
5/9/2022Mitsubishi UFJ Kokusai Asset Management Co. Ltd.4,401$0.30M0.0%+6.7%0.005%Search for SEC Filing on Google Icon
5/9/2022M&T Bank Corp51,287$3.46M0.0%+2.5%0.061%Search for SEC Filing on Google Icon
5/6/2022HC Advisors LLC12,295$0.83M0.5%N/A0.015%Search for SEC Filing on Google Icon
5/6/2022Texas Permanent School Fund59,269$4M0.1%-1.6%0.071%Search for SEC Filing on Google Icon
5/6/2022CIBC Asset Management Inc3,580$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/6/2022TimesSquare Capital Management LLC220,780$14.89M0.2%N/A0.263%Search for SEC Filing on Google Icon
5/5/2022New York State Common Retirement Fund114,454$7.72M0.0%+53.5%0.137%Search for SEC Filing on Google Icon
5/5/2022Russell Investments Group Ltd.59,601$4.02M0.0%+24.5%0.071%Search for SEC Filing on Google Icon
5/4/2022Motley Fool Wealth Management LLC124,791$8.42M0.4%-0.4%0.149%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, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund 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. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Read More on HealthEquity

Today's Range

Now: $59.23
Low: $57.46
High: $60.26

50 Day Range

MA: $63.13
Low: $54.08
High: $71.62

52 Week Range

Now: $59.23
Low: $36.81
High: $84.78

Volume

518,328 shs

Average Volume

712,872 shs

Market Capitalization

$5.00 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.08

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. Darcy G Mott (Insider)
  4. Darcy G Mott (Insider)
  5. Darcy G Mott (CFO)
  6. Ashley Dreier (VP)
  7. Delano Ladd (EVP)
  8. Edward Bloomberg (COO)
  9. William Robert Otten (VP)
  10. Frank Medici (Director)
  11. Larry L Trittschuh (EVP)
  12. Frank Corvino (Director)
  13. Adrian T Dillon (Director)
  14. Angelique Christine Hill (VP)
  15. Debra Charlotte Mccowan (Director)
  16. Stuart B Parker (Director)
Learn More about top insider investors at HealthEquity.

Who are the major institutional investors of HealthEquity?

HealthEquity's top institutional shareholders include:
  1. BlackRock Inc. — 11.24%
  2. Vanguard Group Inc. — 9.54%
  3. Wasatch Advisors Inc. — 9.11%
  4. William Blair Investment Management LLC — 3.71%
  5. JPMorgan Chase & Co. — 3.18%
  6. State Street Corp — 3.15%
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. William Blair Investment Management LLC
  2. Mackenzie Financial Corp
  3. Eversept Partners LP
  4. Royal Bank of Canada
  5. Pier Capital LLC
  6. PEAK6 Investments LLC
  7. Motley Fool Asset Management LLC
  8. Peregrine Capital Management LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Darcy G Mott (Insider)
  4. Darcy G Mott (Insider)
  5. Darcy G Mott (CFO)
  6. Ashley Dreier (VP)
  7. Delano Ladd (EVP)
  8. Edward Bloomberg (COO)
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. Van Berkom & Associates Inc.
  2. Granite Investment Partners LLC
  3. BlackRock Inc.
  4. Nicholas Investment Partners LP
  5. Wasatch Advisors Inc.
  6. Sectoral Asset Management Inc.
  7. TimesSquare Capital Management LLC
  8. Dimensional Fund Advisors LP
During the previous year, these company insiders have bought HealthEquity stock:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
Learn More investors buying HealthEquity stock.
How You Should Be Choosing Your Stocks
Grab your seat at our complimentary LIVE, interactive masterclass for traders. It’s your chance to finally learn how to pick the right stocks and find the best trades. We’ll also be diving into market forecasting and revealing under-the-radar stocks we believe have significant potential in Q2.
Click here now to join and get access to our forecasting.