HQY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.60%

Insider Buying (Last 12 Months): $11,942.02

Insider Selling (Last 12 Months): $3,807,929.50

HealthEquity Insider Trading History Chart

HealthEquity Share Price & Price History

^$108.84

▲ +6.81 (6.67%)

As of 11/4/2026 04:00 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
10/15/2026	Sunil Rajasekar	EVP	Buy	108	$90.33	$9,755.64	53,405
8/25/2026	Adrian T. Dillon	Director	Sell	7,632	$104.61	$798,383.52	62,395
8/24/2026	Sunil Rajasekar	EVP	Sell	108	$105.60	$11,404.80	53,297
7/10/2026	Michael Henry Fiore	EVP	Sell	2,354	$95.00	$223,630.00	52,244
7/8/2026	Sunil Rajasekar	EVP	Buy	23	$95.06	$2,186.38	53,405
7/2/2026	Michael Henry Fiore	EVP	Sell	2,470	$95.00	$234,650.00	56,643
5/29/2026	Michael Henry Fiore	EVP	Sell	3,142	$95.00	$298,490.00	59,113
5/28/2026	Delano Ladd	EVP	Sell	7,500	$90.00	$675,000.00	91,141
5/28/2026	Gayle Furgurson Wellborn	Director	Sell	2,439	$90.00	$219,510.00	19,733
4/22/2026	Sunil Rajasekar	EVP	Sell	23	$82.81	$1,904.63	53,382
12/19/2025	Delano Ladd	EVP	Sell	1,500	$94.72	$142,080.00	73,979
12/18/2025	Elimelech Rosner	EVP	Sell	10,959	$95.45	$1,046,036.55	45,742
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

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
11/4/2026	AlphaCore Capital LLC	60,260	$5.33M	0.1%	+13.2%	0.073%
11/4/2026	Leuthold Group LLC	45,158	$4M	0.4%	+10.1%	0.055%
11/4/2026	Retirement Systems of Alabama	220,184	$19.48M	0.1%	+12.2%	0.266%
11/4/2026	Allspring Global Investments Holdings LLC	219,109	$19.58M	0.0%	+8.1%	0.265%
11/4/2026	Brighton Jones LLC	5,341	$0.47M	0.0%	-4.7%	0.006%
11/3/2026	Ethic Inc.	4,155	$0.37M	0.0%	+21.9%	0.005%
11/3/2026	Summit Creek Advisors LLC	70,693	$6.25M	2.5%	-16.0%	0.085%
11/3/2026	Alps Advisors Inc.	7,536	$0.67M	0.0%	-1.7%	0.009%
11/3/2026	Ashton Thomas Private Wealth LLC	9,704	$0.86M	0.0%	-3.8%	0.012%
11/2/2026	Commonwealth Equity Services LLC	4,357	$0.39M	0.0%	+92.9%	0.005%
10/31/2026	Chicago Partners Investment Group LLC	2,254	$0.23M	0.0%	-11.8%	0.003%
10/30/2026	Provenance Wealth Advisors LLC	2,113	$0.19M	0.0%	N/A	0.003%
10/30/2026	Oregon Public Employees Retirement Fund	17,276	$1.53M	0.0%	-1.1%	0.021%
10/29/2026	One Way Holdings LLC	128,873	$11.40M	0.5%	-6.0%	0.156%
10/29/2026	MeadowBrook Investment Advisors LLC	2,400	$0.21M	0.2%	-20.9%	0.003%
10/29/2026	Profund Advisors LLC	3,480	$0.31M	0.0%	-4.9%	0.004%
10/29/2026	ProShare Advisors LLC	13,722	$1.21M	0.0%	-5.0%	0.017%
10/29/2026	Vise Technologies Inc.	4,922	$0.44M	0.0%	+44.3%	0.006%
10/29/2026	Coyle Financial Counsel LLC	14,086	$1.25M	0.2%	-1.2%	0.017%
10/29/2026	State of Wyoming	4,350	$0.39M	0.0%	+4.3%	0.005%
10/28/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	44,600	$3.95M	0.0%	+53.8%	0.054%
10/28/2026	Motley Fool Asset Management LLC	77,542	$6.86M	0.3%	-16.7%	0.000%
10/27/2026	Moody Aldrich Partners LLC	48,967	$4.33M	0.8%	+116.8%	0.059%
10/26/2026	Park Avenue Securities LLC	2,657	$0.24M	0.0%	N/A	0.003%
10/26/2026	Verdence Capital Advisors LLC	2,518	$0.22M	0.0%	N/A	0.003%
10/26/2026	Peterson Wealth Services	9,040	$0.80M	0.2%	+11.8%	0.011%
10/24/2026	Apollon Wealth Management LLC	26,337	$2.33M	0.0%	-32.1%	0.032%
10/23/2026	Signaturefd LLC	1,359	$0.12M	0.0%	+11.7%	0.002%
10/23/2026	Tectonic Advisors LLC	109,953	$9.73M	0.4%	+9.6%	0.133%
10/23/2026	Sterling Capital Management LLC	2,771	$0.25M	0.0%	-45.4%	0.003%
10/23/2026	Inspire Investing LLC	4,494	$0.40M	0.0%	-49.5%	0.005%
10/22/2026	Yousif Capital Management LLC	22,346	$1.98M	0.0%	-7.4%	0.027%
10/22/2026	Root Financial Partners LLC	655	$58K	0.0%	N/A	0.001%
10/21/2026	Crossmark Global Holdings Inc.	5,852	$0.52M	0.0%	-1.8%	0.007%
10/21/2026	Physician Wealth Advisors Inc.	28,862	$2.55M	0.3%	-38.7%	0.035%
10/21/2026	Integrated Advisors Network LLC	3,654	$0.32M	0.0%	N/A	0.004%
10/21/2026	Diversify Advisory Services LLC	90,820	$8.40M	0.1%	+0.2%	0.110%
10/20/2026	Sumitomo Mitsui DS Asset Management Company Ltd	72,001	$6.37M	0.0%	-0.7%	0.087%
10/19/2026	Abel Hall LLC	6,736	$0.60M	0.1%	+3.8%	0.008%
10/19/2026	Narus Financial Partners LLC	3,472	$0.31M	0.1%	-23.2%	0.004%
10/17/2026	Counterpoint Mutual Funds LLC	6,833	$0.60M	0.1%	N/A	0.008%
10/16/2026	Vontobel Holding Ltd.	11,232	$0.99M	0.0%	-19.7%	0.014%
10/16/2026	Milestone Asset Management LLC	13,684	$1.21M	0.2%	-7.6%	0.017%
10/15/2026	Assenagon Asset Management S.A.	32,776	$2.90M	0.0%	+54.5%	0.040%
10/15/2026	State of Alaska Department of Revenue	11,609	$1.03M	0.0%	+40.2%	0.014%
10/15/2026	Curated Wealth Partners LLC	2,908	$0.26M	0.0%	-99.1%	0.004%
10/13/2026	NorthCrest Asset Manangement LLC	8,863	$0.83M	0.0%	-2.1%	0.011%
10/13/2026	Avior Wealth Management LLC	2,335	$0.21M	0.0%	N/A	0.003%
10/9/2026	GAMMA Investing LLC	1,479	$0.13M	0.0%	+12.0%	0.002%
10/8/2026	Overbrook Management Corp	5,840	$0.52M	0.1%	-29.2%	0.007%
10/8/2026	Gradient Investments LLC	12,730	$1.13M	0.0%	-30.7%	0.015%
9/29/2026	Cim Investment Management Inc.	4,007	$0.36M	0.1%	+5.0%	0.005%
9/9/2026	Tidal Investments LLC	42,235	$3.82M	0.0%	+10.4%	0.051%
9/9/2026	WINTON GROUP Ltd	51,336	$4.64M	0.1%	N/A	0.062%
9/9/2026	Engineers Gate Manager LP	5,271	$0.48M	0.0%	+85.9%	0.006%
9/9/2026	Integrated Wealth Concepts LLC	14,949	$1.35M	0.0%	+3.8%	0.018%
9/9/2026	NewEdge Advisors LLC	17,474	$1.58M	0.0%	+34.1%	0.021%
9/9/2026	IFP Advisors Inc	614	$55K	0.0%	+387.3%	0.001%
9/9/2026	Baird Financial Group Inc.	26,198	$2.37M	0.0%	-5.0%	0.032%
9/8/2026	Allworth Financial LP	2,464	$0.22M	0.0%	+138.1%	0.003%
9/8/2026	Arizona State Retirement System	23,310	$2.11M	0.0%	-0.7%	0.028%
9/8/2026	West Family Investments Inc.	2,708	$0.25M	0.1%	N/A	0.003%
9/8/2026	Waverly Advisors LLC	73,569	$6.65M	0.0%	+20.5%	0.089%
9/8/2026	Nykredit A S	3,211	$0.29M	0.0%	N/A	0.004%
8/27/2026	Corient Private Wealth LP	29,789	$2.69M	0.0%	+8.6%	0.036%
8/26/2026	Amundi	90,327	$8.16M	0.0%	+33.6%	0.108%
8/26/2026	HighTower Advisors LLC	47,414	$4.28M	0.0%	-2.9%	0.057%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	29,000	$2.62M	0.0%	N/A	0.035%
8/23/2026	HB Wealth Management LLC	4,671	$0.42M	0.0%	+70.2%	0.006%
8/22/2026	Three Seasons Wealth LLC	16,980	$1.53M	0.1%	+41.9%	0.020%
8/22/2026	Concurrent Investment Advisors LLC	11,318	$1.02M	0.0%	+44.3%	0.014%
8/21/2026	Nykredit A S	3,211	$0.29M	0.0%	N/A	0.004%
8/21/2026	B. Metzler seel. Sohn & Co. AG	111,108	$10.04M	0.1%	+29.7%	0.133%
8/21/2026	Acorn Wealth Advisors LLC	2,527	$0.23M	0.1%	N/A	0.003%
8/20/2026	Grandeur Peak Global Advisors LLC	4,875	$0.44M	0.1%	-86.6%	0.006%
8/20/2026	Two Sigma Securities LLC	11,311	$1.02M	0.1%	N/A	0.014%
8/20/2026	Sheets Smith Wealth Management	8,292	$0.75M	0.1%	-2.7%	0.010%
8/20/2026	Greenleaf Trust	3,353	$0.30M	0.0%	-4.0%	0.004%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	193,492	$17.48M	0.0%	-0.7%	0.231%
8/19/2026	Hsbc Holdings PLC	43,615	$3.92M	0.0%	+54.8%	0.052%
8/19/2026	Wellington Management Group LLP	387,894	$35.04M	0.0%	-22.0%	0.464%
8/18/2026	Bridger Management LLC	51,616	$4.66M	3.1%	N/A	0.062%
8/18/2026	Grandeur Peak Global Advisors LLC	4,875	$0.44M	0.1%	N/A	0.006%
8/18/2026	Formula Growth Ltd.	34,417	$3.11M	1.1%	N/A	0.041%
8/18/2026	Public Employees Retirement System of Ohio	430	$39K	0.0%	N/A	0.001%
8/17/2026	Corient Private Wealth LP	27,415	$2.48M	0.0%	N/A	0.033%
8/17/2026	Park West Asset Management LLC	776,651	$70.15M	4.8%	N/A	0.929%
8/17/2026	Atalan Capital Partners LP	915,270	$82.67M	5.1%	N/A	1.095%
8/17/2026	Bamco Inc. NY	750,394	$67.78M	0.1%	N/A	0.898%
8/17/2026	Bank of America Corp DE	1,146,735	$103.57M	0.0%	N/A	1.372%
8/15/2026	Freestone Grove Partners LP	6,892	$0.62M	0.0%	N/A	0.008%
8/15/2026	Man Group plc	67,560	$6.10M	0.0%	N/A	0.081%
8/15/2026	Jupiter Topco LLC	872,972	$78.85M	0.0%	N/A	1.044%
8/14/2026	Hsbc Holdings PLC	43,615	$3.92M	0.0%	N/A	0.052%
8/14/2026	EFG International AG	41,028	$3.71M	0.1%	N/A	0.049%
8/14/2026	Expect Equity LLC	24,200	$2.19M	1.4%	N/A	0.029%
8/14/2026	Canada Pension Plan Investment Board	135,600	$12.25M	0.0%	N/A	0.162%
8/14/2026	Castleark Management LLC	127,770	$11.54M	0.3%	N/A	0.153%
8/14/2026	Legal & General Group Plc	118,522	$10.71M	0.0%	N/A	0.142%
8/14/2026	The Manufacturers Life Insurance Company	80,893	$7.31M	0.0%	N/A	0.097%

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: $108.84

$102.84

$109.37

50 Day Range

MA: $95.34

$87.25

$108.84

52 Week Range

Now: $108.84

$72.76

$109.37

Volume

1,573,534 shs

Average Volume

767,577 shs

Market Capitalization

$9.00 billion

P/E Ratio

39.29

Dividend Yield

N/A

Beta

0.22

Who are the company insiders with the largest holdings of HealthEquity?: HealthEquity's top insider shareholders include:
Stephen Neeleman (Vice Chairman)
Jon Kessler (Insider)
Jon Kessler (CEO)
Ian Sacks (Director)
Jon Kessler (Director)
Darcy G Mott (VP)
Delano Ladd (EVP)
Darcy G Mott (Insider)
Darcy G Mott (Insider)
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:
One Way Holdings LLC — 0.16%
Tectonic Advisors LLC — 0.13%
Diversify Advisory Services LLC — 0.11%
Motley Fool Asset Management LLC — 0.00%
Sumitomo Mitsui DS Asset Management Company Ltd — 0.09%
Summit Creek Advisors LLC — 0.09%
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:
Curated Wealth Partners LLC
Physician Wealth Advisors Inc.
Motley Fool Asset Management LLC
Summit Creek Advisors LLC
Apollon Wealth Management LLC
One Way Holdings LLC
Gradient Investments LLC
Inspire Investing LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
Delano Ladd (EVP)
Adrian T Dillon (Director)
Michael Henry Fiore (EVP)
Sunil Rajasekar (EVP)
Elimelech Rosner (EVP)
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:
Moody Aldrich Partners LLC
VIRGINIA RETIREMENT SYSTEMS ET Al
Assenagon Asset Management S.A.
Tectonic Advisors LLC
Counterpoint Mutual Funds LLC
Integrated Advisors Network LLC
State of Alaska Department of Revenue
Park Avenue Securities LLC