HQY Insider Trading

Insider Ownership Percentage: 1.50%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $41,421,925.79

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: $94.52
Price Change: Price Decrease of -2.67 (-2.75%)
As of 07/11/2025 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
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  
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  
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
7/11/2025BTC Capital Management Inc.4,646$0.49M0.0%-16.9%0.005%Search for SEC Filing on Google Icon
7/11/2025Farther Finance Advisors LLC246$26K0.0%+232.4%0.000%Search for SEC Filing on Google Icon
7/11/2025Elk River Wealth Management LLC64,959$6.81M1.2%-1.2%0.075%Search for SEC Filing on Google Icon
7/10/2025Wealth Enhancement Advisory Services LLC5,893$0.60M0.0%-7.6%0.007%Search for SEC Filing on Google Icon
7/9/2025Sivia Capital Partners LLC2,919$0.31M0.1%N/A0.003%Search for SEC Filing on Google Icon
7/9/2025Radnor Capital Management LLC6,565$0.69M0.1%+8.7%0.008%Search for SEC Filing on Google Icon
7/9/2025Chesley Taft & Associates LLC15,045$1.58M0.1%+19.2%0.017%Search for SEC Filing on Google Icon
7/9/2025Harbor Capital Advisors Inc.48,631$5.10M0.2%+24.9%0.056%Search for SEC Filing on Google Icon
7/8/2025Gradient Investments LLC19,692$2.06M0.0%-4.3%0.023%Search for SEC Filing on Google Icon
7/8/2025Parallel Advisors LLC1,447$0.15M0.0%+22.4%0.002%Search for SEC Filing on Google Icon
6/18/2025Voya Investment Management LLC153,413$13.56M0.0%+96.5%0.177%Search for SEC Filing on Google Icon
6/3/2025Inspire Investing LLC7,529$0.67M0.1%+8.6%0.009%Search for SEC Filing on Google Icon
6/2/2025Hodges Capital Management Inc.22,500$1.99M0.2%N/A0.026%Search for SEC Filing on Google Icon
5/28/2025Strs Ohio11,300$1M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/27/2025Iron Gate Global Advisors LLC17,723$1.57M0.2%-25.8%0.020%Search for SEC Filing on Google Icon
5/22/2025Mattson Financial Services LLC1,988$0.18M0.1%+15.5%0.002%Search for SEC Filing on Google Icon
5/20/2025Belpointe Asset Management LLC8,550$0.76M0.0%N/A0.010%Search for SEC Filing on Google Icon
5/20/2025Fortis Capital Advisors LLC8,550$0.76M0.2%N/A0.010%Search for SEC Filing on Google Icon
5/20/2025Intech Investment Management LLC56,775$5.02M0.1%+73.9%0.066%Search for SEC Filing on Google Icon
5/19/2025Bayforest Capital Ltd5,025$0.44M0.2%+65.7%0.006%Search for SEC Filing on Google Icon
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC372,745$32.94M0.0%+1.6%0.431%Search for SEC Filing on Google Icon
5/16/2025Woodline Partners LP24,870$2.20M0.0%-86.8%0.029%Search for SEC Filing on Google Icon
5/16/2025Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%Search for SEC Filing on Google Icon
5/16/2025United Services Automobile Association5,637$0.49M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/16/2025Aristeia Capital L.L.C.3,492$0.31M0.0%+60.4%0.004%Search for SEC Filing on Google Icon
5/16/2025Fred Alger Management LLC10,902$0.96M0.0%-33.9%0.013%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.1,133,166$100.14M0.0%+1.4%1.310%Search for SEC Filing on Google Icon
5/16/2025NewEdge Advisors LLC12,622$1.12M0.0%-2.8%0.015%Search for SEC Filing on Google Icon
5/16/2025Millennium Management LLC588,687$52.02M0.0%-64.2%0.681%Search for SEC Filing on Google Icon
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.109,191$9.65M0.0%-5.0%0.126%Search for SEC Filing on Google Icon
5/16/2025Granahan Investment Management LLC59,539$5.26M0.3%N/A0.069%Search for SEC Filing on Google Icon
5/16/2025Greenhouse Funds LLLP765,185$67.62M3.2%-13.5%0.885%Search for SEC Filing on Google Icon
5/16/2025Hancock Whitney Corp14,261$1.26M0.0%+7.0%0.016%Search for SEC Filing on Google Icon
5/16/2025EFG Asset Management North America Corp.39,419$3.48M0.6%-13.6%0.046%Search for SEC Filing on Google Icon
5/16/2025Alliancebernstein L.P.217,414$19.21M0.0%+20.6%0.251%Search for SEC Filing on Google Icon
5/16/2025AQR Capital Management LLC445,653$38.54M0.0%+89.9%0.515%Search for SEC Filing on Google Icon
5/16/2025Advisors Asset Management Inc.2,327$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/16/2025AlphaQ Advisors LLC3,430$0.30M0.7%+5.1%0.004%Search for SEC Filing on Google Icon
5/16/2025Amundi27,629$2.29M0.0%+690,625.0%0.032%Search for SEC Filing on Google Icon
5/16/2025Adage Capital Partners GP L.L.C.12,000$1.06M0.0%+50.0%0.014%Search for SEC Filing on Google Icon
5/15/2025EP Wealth Advisors LLC5,372$0.48M0.0%+17.9%0.006%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada406,234$35.90M0.0%-6.2%0.470%Search for SEC Filing on Google Icon
5/15/2025Ashford Capital Management Inc.274,999$24.30M3.1%+2.1%0.318%Search for SEC Filing on Google Icon
5/15/2025Baird Financial Group Inc.9,598$0.85M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/15/2025Clough Capital Partners L P87,000$7.69M1.0%+133.9%0.101%Search for SEC Filing on Google Icon
5/15/2025WPG Advisers LLC321$28K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/15/2025State of Wyoming5,915$0.52M0.1%+2.9%0.007%Search for SEC Filing on Google Icon
5/15/2025Next Century Growth Investors LLC98,268$8.68M0.8%+30.1%0.114%Search for SEC Filing on Google Icon
5/15/2025Beck Bode LLC5,375$0.48M0.1%-39.3%0.006%Search for SEC Filing on Google Icon
5/14/2025B. Metzler seel. Sohn & Co. AG95,147$8.41M0.1%+53.0%0.110%Search for SEC Filing on Google Icon
5/14/2025Ieq Capital LLC2,945$0.26M0.0%+4.4%0.003%Search for SEC Filing on Google Icon
5/14/2025Corebridge Financial Inc.137,179$12.12M0.1%-2.6%0.159%Search for SEC Filing on Google Icon
5/14/2025Thematics Asset Management111,842$9.88M0.5%+97.6%0.129%Search for SEC Filing on Google Icon
5/14/2025Kayne Anderson Rudnick Investment Management LLC725,551$64.12M0.2%-6.1%0.839%Search for SEC Filing on Google Icon
5/14/2025Comerica Bank70,153$6.20M0.0%+43.4%0.081%Search for SEC Filing on Google Icon
5/14/2025MetLife Investment Management LLC96,837$8.56M0.0%-2.2%0.112%Search for SEC Filing on Google Icon
5/14/2025Axiom Investors LLC DE93,654$8.28M0.1%N/A0.108%Search for SEC Filing on Google Icon
5/14/2025Penn Capital Management Company LLC11,268$1.01M0.1%N/A0.013%Search for SEC Filing on Google Icon
5/14/2025Northwestern Mutual Wealth Management Co.655$58K0.0%+176.4%0.001%Search for SEC Filing on Google Icon
5/14/2025AlphaQuest LLC1,430$0.13M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/14/2025Compound Planning Inc.4,711$0.42M0.0%+32.6%0.005%Search for SEC Filing on Google Icon
5/14/2025Advantage Alpha Capital Partners LP61,916$5.47M1.3%-14.0%0.072%Search for SEC Filing on Google Icon
5/14/2025Ameriprise Financial Inc.669,939$59.20M0.0%+148.1%0.775%Search for SEC Filing on Google Icon
5/14/2025CW Advisors LLC3,273$0.29M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/14/2025Price T Rowe Associates Inc. MD639,345$56.50M0.0%+995.6%0.739%Search for SEC Filing on Google Icon
5/14/2025Martingale Asset Management L P2,804$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/14/2025T. Rowe Price Investment Management Inc.694,720$61.39M0.0%-14.7%0.803%Search for SEC Filing on Google Icon
5/14/2025GDS Wealth Management68,007$6.01M0.5%+65.3%0.079%Search for SEC Filing on Google Icon
5/14/2025Credit Agricole S A33,496$2.96M0.0%+29.1%0.039%Search for SEC Filing on Google Icon
5/14/2025BI Asset Management Fondsmaeglerselskab A S738$65K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/14/2025Hsbc Holdings PLC3,089$0.27M0.0%+14.7%0.004%Search for SEC Filing on Google Icon
5/14/2025HC Advisors LLC8,880$0.79M0.6%-1.7%0.010%Search for SEC Filing on Google Icon
5/14/2025Fuller & Thaler Asset Management Inc.757$67K0.0%-99.8%0.001%Search for SEC Filing on Google Icon
5/14/2025Wellington Management Group LLP848,940$75.02M0.0%+24.9%0.981%Search for SEC Filing on Google Icon
5/13/2025Aviso Financial Inc.1,793$0.16M0.0%N/A0.002%Search for SEC Filing on Google Icon
5/13/2025Northern Trust Corp1,126,983$99.59M0.0%-2.4%1.303%Search for SEC Filing on Google Icon
5/13/2025Versor Investments LP30,492$2.70M0.4%+235.1%0.035%Search for SEC Filing on Google Icon
5/13/2025Cambiar Investors LLC13,848$1.22M0.1%-41.8%0.016%Search for SEC Filing on Google Icon
5/13/2025Raymond James Financial Inc.433,628$38.32M0.0%-9.0%0.501%Search for SEC Filing on Google Icon
5/13/2025Cresset Asset Management LLC5,347$0.47M0.0%+32.7%0.006%Search for SEC Filing on Google Icon
5/13/2025State of New Jersey Common Pension Fund D29,030$2.57M0.0%-11.0%0.034%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.775,147$68.50M0.0%+35.8%0.896%Search for SEC Filing on Google Icon
5/13/2025Dimensional Fund Advisors LP1,533,373$135.50M0.0%-3.1%1.773%Search for SEC Filing on Google Icon
5/13/2025Montanaro Asset Management Ltd15,300$1.35M0.4%N/A0.018%Search for SEC Filing on Google Icon
5/13/2025Russell Investments Group Ltd.140,829$12.45M0.0%+108.7%0.163%Search for SEC Filing on Google Icon
5/13/2025Prudential PLC11,505$1.02M0.0%-17.5%0.013%Search for SEC Filing on Google Icon
5/13/2025HighTower Advisors LLC87,786$7.76M0.0%-7.7%0.101%Search for SEC Filing on Google Icon
5/12/2025Motley Fool Asset Management LLC118,409$10.46M0.6%-3.4%0.137%Search for SEC Filing on Google Icon
5/12/2025Motley Fool Wealth Management LLC125,467$11.09M0.7%-8.2%0.145%Search for SEC Filing on Google Icon
5/12/2025Nuveen LLC600,607$53.08M0.0%N/A0.694%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.2,446,198$216.17M0.0%+50.6%2.828%Search for SEC Filing on Google Icon
5/12/2025Covestor Ltd1,213$0.11M0.1%-18.7%0.001%Search for SEC Filing on Google Icon
5/12/2025Connor Clark & Lunn Investment Management Ltd.22,633$2M0.0%-60.6%0.026%Search for SEC Filing on Google Icon
5/12/2025Townsquare Capital LLC22,344$1.98M0.0%+7.2%0.026%Search for SEC Filing on Google Icon
5/12/2025Zions Bancorporation National Association UT22,522$1.99M0.1%N/A0.026%Search for SEC Filing on Google Icon
5/12/2025NBW Capital LLC51,986$4.59M1.0%-34.3%0.060%Search for SEC Filing on Google Icon
5/12/2025Citigroup Inc.194,286$17.17M0.0%+5.3%0.225%Search for SEC Filing on Google Icon
5/12/2025Swiss National Bank167,900$14.84M0.0%-2.2%0.194%Search for SEC Filing on Google Icon
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.2,166$0.19M0.0%+9.7%0.003%Search for SEC Filing on Google Icon
5/9/2025Ontario Teachers Pension Plan Board8,428$0.75M0.0%N/A0.010%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: $94.52
Low: $93.65
High: $96.78

50 Day Range

MA: $100.98
Low: $90.27
High: $113.06

52 Week Range

Now: $94.52
Low: $65.01
High: $116.65

Volume

1,106,970 shs

Average Volume

868,231 shs

Market Capitalization

$8.17 billion

P/E Ratio

68.99

Dividend Yield

N/A

Beta

0.49

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. Ian Sacks (Director)
  4. Stephen Neeleman (Vice Chairman)
  5. Robert W Selander (Director)
  6. Elimelech Rosner (EVP)
  7. Tyson D Murdock (Insider)
  8. Michael Henry Fiore (EVP)
  9. Delano Ladd (EVP)
  10. Larry L Trittschuh (EVP)
  11. Evelyn S Dilsaver (Director)
  12. Stuart B Parker (Director)
  13. 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. Elk River Wealth Management LLC — 0.08%
  2. Harbor Capital Advisors Inc. — 0.06%
  3. Gradient Investments LLC — 0.02%
  4. Chesley Taft & Associates LLC — 0.02%
  5. Radnor Capital Management LLC — 0.01%
  6. Wealth Enhancement Advisory Services LLC — 0.01%
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. BTC Capital Management Inc.
  2. Gradient Investments LLC
  3. Elk River Wealth Management LLC
  4. Wealth Enhancement Advisory Services LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (Director)
  2. Jon Kessler (CEO)
  3. Ian Sacks (Director)
  4. Stephen Neeleman (Vice Chairman)
  5. Robert W Selander (Director)
  6. Elimelech Rosner (EVP)
  7. Tyson D Murdock (Insider)
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. Harbor Capital Advisors Inc.
  2. Sivia Capital Partners LLC
  3. Chesley Taft & Associates LLC
  4. Radnor Capital Management LLC
  5. Parallel Advisors LLC
  6. Farther Finance Advisors LLC