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HQY Insider Trading

Insider Ownership Percentage: 1.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $3,580,327.18

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: $84.79
Price Change: ▼ Price Decrease of -0.42 (-0.49%)
As of 06/22/2026 03:10 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
5/29/2026Michael Henry FioreEVPSell3,142$95.00$298,490.0059,113View SEC Filing Icon  
5/28/2026Delano LaddEVPSell7,500$90.00$675,000.0091,141View SEC Filing Icon  
5/28/2026Gayle Furgurson WellbornDirectorSell2,439$90.00$219,510.0019,733View SEC Filing Icon  
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  
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
6/3/2026NewEdge Advisors LLC13,027$1.09M0.0%+6.5%0.016%Search for SEC Filing on Google Icon
6/2/2026Optiver Holding B.V.410$34K0.0%-31.9%0.000%Search for SEC Filing on Google Icon
5/26/2026Glenmede Trust Co. NA179,823$15.03M0.1%-9.6%0.215%Search for SEC Filing on Google Icon
5/26/2026Axiom Investment Management LLC396$33K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/22/2026Summitry LLC4,371$0.37M0.0%+10.3%0.005%Search for SEC Filing on Google Icon
5/22/2026Segall Bryant & Hamill LLC169,049$14.13M0.2%-4.9%0.202%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE862,008$72.04M0.0%+43.5%1.028%Search for SEC Filing on Google Icon
5/19/2026Janus Henderson Group PLC850,411$71.07M0.0%+3.7%1.014%Search for SEC Filing on Google Icon
5/18/2026Amundi67,592$5.65M0.0%+2,130.8%0.081%Search for SEC Filing on Google Icon
5/18/2026EverSource Wealth Advisors LLC65,890$5.51M0.2%+21.2%0.079%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System100,604$8.41M0.0%+23.7%0.120%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada299,007$24.99M0.0%-11.7%0.357%Search for SEC Filing on Google Icon
5/18/2026Ranger Investment Management L.P.271,223$22.67M1.6%-0.8%0.324%Search for SEC Filing on Google Icon
5/18/2026Eversept Partners LP51,614$4.31M0.2%-72.2%0.062%Search for SEC Filing on Google Icon
5/16/2026Ashford Capital Management Inc.266,481$22.27M2.8%-1.9%0.318%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company 81,166$6.78M0.0%-4.8%0.097%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP44,162$3.69M0.0%+230.4%0.053%Search for SEC Filing on Google Icon
5/16/2026Lazard Asset Management LLC341,399$28.53M0.0%-2.8%0.407%Search for SEC Filing on Google Icon
5/16/2026Castleark Management LLC48,510$4.05M0.1%N/A0.058%Search for SEC Filing on Google Icon
5/15/2026Waverly Advisors LLC61,055$5.10M0.0%-2.7%0.072%Search for SEC Filing on Google Icon
5/15/2026Granahan Investment Management LLC122,099$10.20M0.5%+34.1%0.145%Search for SEC Filing on Google Icon
5/15/2026Entropy Technologies LP6,911$0.58M0.0%-19.6%0.008%Search for SEC Filing on Google Icon
5/14/2026Public Employees Retirement System of Ohio77,914$6.51M0.0%+23.4%0.092%Search for SEC Filing on Google Icon
5/14/2026Keebeck Wealth Management5,373$0.45M0.1%+13.2%0.006%Search for SEC Filing on Google Icon
5/14/2026Arrowstreet Capital Limited Partnership2,781$0.23M0.0%-88.7%0.003%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.602,721$50.37M0.0%-9.9%0.713%Search for SEC Filing on Google Icon
5/14/2026State of Wyoming10,367$0.87M0.1%N/A0.012%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers26,251$2.19M0.0%+1.2%0.031%Search for SEC Filing on Google Icon
5/13/2026Aureus Asset Management LLC31,670$2.65M0.2%-85.6%0.037%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP38,086$3.18M0.0%+24.3%0.045%Search for SEC Filing on Google Icon
5/12/2026Westpac Banking Corp986$82K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.13,126$1.10M0.0%-12.9%0.016%Search for SEC Filing on Google Icon
5/8/2026Madison Asset Management LLC60,405$5.05M0.1%-0.9%0.072%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC193,371$15.76M0.0%-17.3%0.229%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP1,627,039$135.96M0.0%+2.9%1.926%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank169,200$14.14M0.0%-0.5%0.200%Search for SEC Filing on Google Icon
5/6/2026California Public Employees Retirement System153,570$12.83M0.0%+0.5%0.182%Search for SEC Filing on Google Icon
5/6/2026Future Fund LLC50,580$4.23M1.5%+14.1%0.060%Search for SEC Filing on Google Icon
5/6/2026Assetmark Inc.901$75K0.0%-37.9%0.001%Search for SEC Filing on Google Icon
5/6/2026Bessemer Group Inc.388,422$32.46M0.1%+4.0%0.460%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC266,615$22.23M0.0%-63.5%0.316%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp599,254$50.08M0.0%-3.6%0.709%Search for SEC Filing on Google Icon
5/5/2026Three Seasons Wealth LLC11,966$1M0.4%+116.7%0.014%Search for SEC Filing on Google Icon
5/5/2026Sanctuary Advisors LLC6,325$0.53M0.0%+27.2%0.007%Search for SEC Filing on Google Icon
5/4/2026State of Michigan Retirement System20,522$1.72M0.0%+1.0%0.024%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.304,049$25.41M0.0%+9.6%0.360%Search for SEC Filing on Google Icon
5/4/2026Teachers Retirement System of The State of Kentucky25,476$2.13M0.0%-32.1%0.030%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC553$46K0.0%+18,333.3%0.001%Search for SEC Filing on Google Icon
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,406$1.79M0.0%-0.7%0.025%Search for SEC Filing on Google Icon
5/1/2026Citizens Financial Group Inc. RI4,471$0.37M0.0%N/A0.005%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp25,200$2.11M0.0%+2,370.6%0.030%Search for SEC Filing on Google Icon
4/30/2026Hsbc Holdings PLC28,181$2.36M0.0%+373.6%0.033%Search for SEC Filing on Google Icon
4/30/2026Peterson Wealth Services7,723$0.65M0.2%+7.0%0.009%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund17,576$1.47M0.0%+2.3%0.021%Search for SEC Filing on Google Icon
4/29/2026Swedbank AB706,300$59.03M0.1%+61.5%0.836%Search for SEC Filing on Google Icon
4/28/2026Hodges Capital Management Inc.5,000$0.42M0.0%-50.0%0.006%Search for SEC Filing on Google Icon
4/28/2026Abel Hall LLC5,694$0.48M0.1%N/A0.007%Search for SEC Filing on Google Icon
4/28/2026Stephens Inc. AR6,361$0.53M0.0%-15.2%0.008%Search for SEC Filing on Google Icon
4/28/2026Stephens Investment Management Group LLC684,619$57.21M0.8%-5.7%0.810%Search for SEC Filing on Google Icon
4/28/2026Praxis Investment Management Inc.2,811$0.24M0.0%+15.7%0.003%Search for SEC Filing on Google Icon
4/27/2026Oxbow Advisors LLC37,653$3.15M0.3%N/A0.045%Search for SEC Filing on Google Icon
4/27/2026HB Wealth Management LLC2,744$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
4/27/2026New York State Teachers Retirement System83,898$7.01M0.0%+6.5%0.099%Search for SEC Filing on Google Icon
4/27/2026Leonteq Securities AG382$32K0.0%+159.9%0.000%Search for SEC Filing on Google Icon
4/27/2026Elevation Point Wealth Partners LLC5,836$0.49M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/25/2026Strs Ohio33,200$2.78M0.0%-48.4%0.039%Search for SEC Filing on Google Icon
4/24/2026Fulton Bank N.A.6,526$0.55M0.0%+27.0%0.008%Search for SEC Filing on Google Icon
4/24/2026Peregrine Capital Management LLC126,231$10.55M0.4%+16.1%0.149%Search for SEC Filing on Google Icon
4/23/2026Inspire Investing LLC4,095$0.34M0.0%+13.0%0.005%Search for SEC Filing on Google Icon
4/22/2026Janney Montgomery Scott LLC7,568$0.63M0.0%-5.5%0.009%Search for SEC Filing on Google Icon
4/22/20261492 Capital Management LLC55,772$4.66M1.8%-0.3%0.066%Search for SEC Filing on Google Icon
4/22/2026Pictet Asset Management Holding SA13,440$1.12M0.0%+8.9%0.016%Search for SEC Filing on Google Icon
4/21/2026Maridea Wealth Management LLC29,272$2.45M0.4%+40.1%0.035%Search for SEC Filing on Google Icon
4/21/2026Wasatch Advisors LP7,202,934$601.95M4.0%+9.3%8.526%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System24,800$2.07M0.0%N/A0.029%Search for SEC Filing on Google Icon
4/21/2026First American Bank16,042$1.34M0.1%-23.4%0.019%Search for SEC Filing on Google Icon
4/20/2026Ritholtz Wealth Management3,170$0.27M0.0%+30.3%0.004%Search for SEC Filing on Google Icon
4/20/2026BTC Capital Management Inc.6,907$0.58M0.0%+35.0%0.008%Search for SEC Filing on Google Icon
4/20/2026Fifth Third Wealth Advisors LLC2,872$0.24M0.0%+4.2%0.003%Search for SEC Filing on Google Icon
4/20/2026OP Asset Management Ltd19,105$1.60M0.0%N/A0.023%Search for SEC Filing on Google Icon
4/17/2026Elk River Wealth Management LLC62,610$5.23M0.9%-2.3%0.074%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC17,354$1.45M0.0%+31.1%0.021%Search for SEC Filing on Google Icon
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
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: $84.79
Low: $84.11
High: $85.48

50 Day Range

MA: $84.91
Low: $77.75
High: $90.64

52 Week Range

Now: $84.79
Low: $72.76
High: $106.60

Volume

328,769 shs

Average Volume

1,004,713 shs

Market Capitalization

$7.09 billion

P/E Ratio

31.78

Dividend Yield

N/A

Beta

0.21

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

HealthEquity's top insider shareholders include:
  1. Stephen Neeleman (Vice Chairman)
  2. Jon Kessler (Insider)
  3. Jon Kessler (CEO)
  4. Ian Sacks (Director)
  5. Jon Kessler (Director)
  6. Darcy G Mott (VP)
  7. Delano Ladd (EVP)
  8. Darcy G Mott (Insider)
  9. Darcy G Mott (Insider)
  10. Robert W Selander (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 — 8.53%
  2. Dimensional Fund Advisors LP — 1.93%
  3. Bank of America Corp DE — 1.03%
  4. Janus Henderson Group PLC — 1.01%
  5. Swedbank AB — 0.84%
  6. Stephens Investment Management Group LLC — 0.81%
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:
  1. Allspring Global Investments Holdings LLC
  2. Aureus Asset Management LLC
  3. Eversept Partners LP
  4. Sei Investments Co.
  5. Stephens Investment Management Group LLC
  6. WCM Investment Management LLC
  7. Royal Bank of Canada
  8. Strs Ohio
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Delano Ladd (EVP)
  2. Michael Henry Fiore (EVP)
  3. Elimelech Rosner (EVP)
  4. Gayle Furgurson Wellborn (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. Wasatch Advisors LP
  2. Swedbank AB
  3. Bank of America Corp DE
  4. Amundi
  5. Castleark Management LLC
  6. Dimensional Fund Advisors LP
  7. Oxbow Advisors LLC
  8. Granahan Investment Management LLC

HealthEquity Active Insiders

Jon Kessler
Jon Kessler (Age 57)
President, CEO & Director
Edward Bloomberg
Edward Bloomberg (Age 49)
COO
Tyson D Murdock
Tyson D Murdock (Age 55)
Chief Financial Officer
Stephen Neeleman
Stephen Neeleman
Founder, Vice Chairman
Frank Corvino
Frank Corvino
Director
Ian Sacks
Ian Sacks
Director
Debra Charlotte Mccowan
Director
Adrian T Dillon
Adrian T Dillon
Director
Stuart B Parker
Stuart B Parker
Director
Gayle Furgurson Wellborn
Director
1 recent trades
Evelyn S Dilsaver
Evelyn S Dilsaver
Director
Robert W Selander
Director
Elimelech Rosner
Elimelech Rosner
EVP / Chief Technology Officer
Delano Ladd
Delano Ladd (Age 45)
EVP
1 recent trades
Larry L Trittschuh
Larry L Trittschuh (Age 54)
EVP
Michael Henry Fiore
Michael Henry Fiore
EVP
1 recent trades
William Robert Otten
William Robert Otten (Age 61)
VP
Angelique Christine Hill
Angelique Christine Hill
VP
Ashley Dreier
Ashley Dreier
VP
Darcy G. Mott
Darcy G. Mott (Age 73)
Insider