HQY Insider Trading

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Insider Trading History
Frequently Asked Questions
About

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

HealthEquity Share Price & Price History

^$94.52

▼ -2.67 (-2.75%)

As of 07/11/2025 05:00 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
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
10/13/2023	Tyson D. Murdock	Insider	Sell	1,000	$76.55	$76,550.00	68,818
9/27/2023	Jon Kessler	CEO	Sell	46,818	$75.03	$3,512,754.54	213,991
9/22/2023	Frank Corvino	Director	Sell	5,063	$72.27	$365,903.01	7,293
9/21/2023	Larry L. Trittschuh	EVP	Sell	6,419	$72.42	$464,863.98	46,210
9/7/2023	Tyson D. Murdock	Insider	Sell	2,844	$71.35	$202,919.40	70,389
6/26/2023	Jon Kessler	CEO	Sell	19,588	$60.12	$1,177,630.56	6,129
6/12/2023	Elimelech Rosner	EVP	Sell	10,156	$64.29	$652,929.24	70,334
12/14/2022	Gayle Furgurson Wellborn	Director	Sell	5,237	$62.00	$324,694.00	12,023
10/21/2022	Delano Ladd	EVP	Sell	5,897	$75.00	$442,275.00	37,471
10/13/2022	Larry L. Trittschuh	EVP	Sell	11,526	$70.00	$806,820.00	27,961
9/27/2022	Debra Charlotte McCowan	Director	Sell	4,225	$70.91	$299,594.75	7,072
9/20/2022	Ian Sacks	Director	Sell	25,000	$72.28	$1,807,000.00	126,570
8/1/2022	Edward Bloomberg	COO	Sell	1,000	$57.63	$57,630.00	59,850

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
7/11/2025	BTC Capital Management Inc.	4,646	$0.49M	0.0%	-16.9%	0.005%
7/11/2025	Farther Finance Advisors LLC	246	$26K	0.0%	+232.4%	0.000%
7/11/2025	Elk River Wealth Management LLC	64,959	$6.81M	1.2%	-1.2%	0.075%
7/10/2025	Wealth Enhancement Advisory Services LLC	5,893	$0.60M	0.0%	-7.6%	0.007%
7/9/2025	Sivia Capital Partners LLC	2,919	$0.31M	0.1%	N/A	0.003%
7/9/2025	Radnor Capital Management LLC	6,565	$0.69M	0.1%	+8.7%	0.008%
7/9/2025	Chesley Taft & Associates LLC	15,045	$1.58M	0.1%	+19.2%	0.017%
7/9/2025	Harbor Capital Advisors Inc.	48,631	$5.10M	0.2%	+24.9%	0.056%
7/8/2025	Gradient Investments LLC	19,692	$2.06M	0.0%	-4.3%	0.023%
7/8/2025	Parallel Advisors LLC	1,447	$0.15M	0.0%	+22.4%	0.002%
6/18/2025	Voya Investment Management LLC	153,413	$13.56M	0.0%	+96.5%	0.177%
6/3/2025	Inspire Investing LLC	7,529	$0.67M	0.1%	+8.6%	0.009%
6/2/2025	Hodges Capital Management Inc.	22,500	$1.99M	0.2%	N/A	0.026%
5/28/2025	Strs Ohio	11,300	$1M	0.0%	N/A	0.013%
5/27/2025	Iron Gate Global Advisors LLC	17,723	$1.57M	0.2%	-25.8%	0.020%
5/22/2025	Mattson Financial Services LLC	1,988	$0.18M	0.1%	+15.5%	0.002%
5/20/2025	Belpointe Asset Management LLC	8,550	$0.76M	0.0%	N/A	0.010%
5/20/2025	Fortis Capital Advisors LLC	8,550	$0.76M	0.2%	N/A	0.010%
5/20/2025	Intech Investment Management LLC	56,775	$5.02M	0.1%	+73.9%	0.066%
5/19/2025	Bayforest Capital Ltd	5,025	$0.44M	0.2%	+65.7%	0.006%
5/19/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	372,745	$32.94M	0.0%	+1.6%	0.431%
5/16/2025	Woodline Partners LP	24,870	$2.20M	0.0%	-86.8%	0.029%
5/16/2025	Axiom Investors LLC DE	93,654	$8.28M	0.1%	N/A	0.108%
5/16/2025	United Services Automobile Association	5,637	$0.49M	0.0%	N/A	0.007%
5/16/2025	Aristeia Capital L.L.C.	3,492	$0.31M	0.0%	+60.4%	0.004%
5/16/2025	Fred Alger Management LLC	10,902	$0.96M	0.0%	-33.9%	0.013%
5/16/2025	Goldman Sachs Group Inc.	1,133,166	$100.14M	0.0%	+1.4%	1.310%
5/16/2025	NewEdge Advisors LLC	12,622	$1.12M	0.0%	-2.8%	0.015%
5/16/2025	Millennium Management LLC	588,687	$52.02M	0.0%	-64.2%	0.681%
5/16/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	109,191	$9.65M	0.0%	-5.0%	0.126%
5/16/2025	Granahan Investment Management LLC	59,539	$5.26M	0.3%	N/A	0.069%
5/16/2025	Greenhouse Funds LLLP	765,185	$67.62M	3.2%	-13.5%	0.885%
5/16/2025	Hancock Whitney Corp	14,261	$1.26M	0.0%	+7.0%	0.016%
5/16/2025	EFG Asset Management North America Corp.	39,419	$3.48M	0.6%	-13.6%	0.046%
5/16/2025	Alliancebernstein L.P.	217,414	$19.21M	0.0%	+20.6%	0.251%
5/16/2025	AQR Capital Management LLC	445,653	$38.54M	0.0%	+89.9%	0.515%
5/16/2025	Advisors Asset Management Inc.	2,327	$0.21M	0.0%	N/A	0.003%
5/16/2025	AlphaQ Advisors LLC	3,430	$0.30M	0.7%	+5.1%	0.004%
5/16/2025	Amundi	27,629	$2.29M	0.0%	+690,625.0%	0.032%
5/16/2025	Adage Capital Partners GP L.L.C.	12,000	$1.06M	0.0%	+50.0%	0.014%
5/15/2025	EP Wealth Advisors LLC	5,372	$0.48M	0.0%	+17.9%	0.006%
5/15/2025	Royal Bank of Canada	406,234	$35.90M	0.0%	-6.2%	0.470%
5/15/2025	Ashford Capital Management Inc.	274,999	$24.30M	3.1%	+2.1%	0.318%
5/15/2025	Baird Financial Group Inc.	9,598	$0.85M	0.0%	N/A	0.011%
5/15/2025	Clough Capital Partners L P	87,000	$7.69M	1.0%	+133.9%	0.101%
5/15/2025	WPG Advisers LLC	321	$28K	0.0%	N/A	0.000%
5/15/2025	State of Wyoming	5,915	$0.52M	0.1%	+2.9%	0.007%
5/15/2025	Next Century Growth Investors LLC	98,268	$8.68M	0.8%	+30.1%	0.114%
5/15/2025	Beck Bode LLC	5,375	$0.48M	0.1%	-39.3%	0.006%
5/14/2025	B. Metzler seel. Sohn & Co. AG	95,147	$8.41M	0.1%	+53.0%	0.110%
5/14/2025	Ieq Capital LLC	2,945	$0.26M	0.0%	+4.4%	0.003%
5/14/2025	Corebridge Financial Inc.	137,179	$12.12M	0.1%	-2.6%	0.159%
5/14/2025	Thematics Asset Management	111,842	$9.88M	0.5%	+97.6%	0.129%
5/14/2025	Kayne Anderson Rudnick Investment Management LLC	725,551	$64.12M	0.2%	-6.1%	0.839%
5/14/2025	Comerica Bank	70,153	$6.20M	0.0%	+43.4%	0.081%
5/14/2025	MetLife Investment Management LLC	96,837	$8.56M	0.0%	-2.2%	0.112%
5/14/2025	Axiom Investors LLC DE	93,654	$8.28M	0.1%	N/A	0.108%
5/14/2025	Penn Capital Management Company LLC	11,268	$1.01M	0.1%	N/A	0.013%
5/14/2025	Northwestern Mutual Wealth Management Co.	655	$58K	0.0%	+176.4%	0.001%
5/14/2025	AlphaQuest LLC	1,430	$0.13M	0.0%	N/A	0.002%
5/14/2025	Compound Planning Inc.	4,711	$0.42M	0.0%	+32.6%	0.005%
5/14/2025	Advantage Alpha Capital Partners LP	61,916	$5.47M	1.3%	-14.0%	0.072%
5/14/2025	Ameriprise Financial Inc.	669,939	$59.20M	0.0%	+148.1%	0.775%
5/14/2025	CW Advisors LLC	3,273	$0.29M	0.0%	N/A	0.004%
5/14/2025	Price T Rowe Associates Inc. MD	639,345	$56.50M	0.0%	+995.6%	0.739%
5/14/2025	Martingale Asset Management L P	2,804	$0.25M	0.0%	N/A	0.003%
5/14/2025	T. Rowe Price Investment Management Inc.	694,720	$61.39M	0.0%	-14.7%	0.803%
5/14/2025	GDS Wealth Management	68,007	$6.01M	0.5%	+65.3%	0.079%
5/14/2025	Credit Agricole S A	33,496	$2.96M	0.0%	+29.1%	0.039%
5/14/2025	BI Asset Management Fondsmaeglerselskab A S	738	$65K	0.0%	N/A	0.001%
5/14/2025	Hsbc Holdings PLC	3,089	$0.27M	0.0%	+14.7%	0.004%
5/14/2025	HC Advisors LLC	8,880	$0.79M	0.6%	-1.7%	0.010%
5/14/2025	Fuller & Thaler Asset Management Inc.	757	$67K	0.0%	-99.8%	0.001%
5/14/2025	Wellington Management Group LLP	848,940	$75.02M	0.0%	+24.9%	0.981%
5/13/2025	Aviso Financial Inc.	1,793	$0.16M	0.0%	N/A	0.002%
5/13/2025	Northern Trust Corp	1,126,983	$99.59M	0.0%	-2.4%	1.303%
5/13/2025	Versor Investments LP	30,492	$2.70M	0.4%	+235.1%	0.035%
5/13/2025	Cambiar Investors LLC	13,848	$1.22M	0.1%	-41.8%	0.016%
5/13/2025	Raymond James Financial Inc.	433,628	$38.32M	0.0%	-9.0%	0.501%
5/13/2025	Cresset Asset Management LLC	5,347	$0.47M	0.0%	+32.7%	0.006%
5/13/2025	State of New Jersey Common Pension Fund D	29,030	$2.57M	0.0%	-11.0%	0.034%
5/13/2025	American Century Companies Inc.	775,147	$68.50M	0.0%	+35.8%	0.896%
5/13/2025	Dimensional Fund Advisors LP	1,533,373	$135.50M	0.0%	-3.1%	1.773%
5/13/2025	Montanaro Asset Management Ltd	15,300	$1.35M	0.4%	N/A	0.018%
5/13/2025	Russell Investments Group Ltd.	140,829	$12.45M	0.0%	+108.7%	0.163%
5/13/2025	Prudential PLC	11,505	$1.02M	0.0%	-17.5%	0.013%
5/13/2025	HighTower Advisors LLC	87,786	$7.76M	0.0%	-7.7%	0.101%
5/12/2025	Motley Fool Asset Management LLC	118,409	$10.46M	0.6%	-3.4%	0.137%
5/12/2025	Motley Fool Wealth Management LLC	125,467	$11.09M	0.7%	-8.2%	0.145%
5/12/2025	Nuveen LLC	600,607	$53.08M	0.0%	N/A	0.694%
5/12/2025	Invesco Ltd.	2,446,198	$216.17M	0.0%	+50.6%	2.828%
5/12/2025	Covestor Ltd	1,213	$0.11M	0.1%	-18.7%	0.001%
5/12/2025	Connor Clark & Lunn Investment Management Ltd.	22,633	$2M	0.0%	-60.6%	0.026%
5/12/2025	Townsquare Capital LLC	22,344	$1.98M	0.0%	+7.2%	0.026%
5/12/2025	Zions Bancorporation National Association UT	22,522	$1.99M	0.1%	N/A	0.026%
5/12/2025	NBW Capital LLC	51,986	$4.59M	1.0%	-34.3%	0.060%
5/12/2025	Citigroup Inc.	194,286	$17.17M	0.0%	+5.3%	0.225%
5/12/2025	Swiss National Bank	167,900	$14.84M	0.0%	-2.2%	0.194%
5/12/2025	Mitsubishi UFJ Asset Management Co. Ltd.	2,166	$0.19M	0.0%	+9.7%	0.003%
5/9/2025	Ontario Teachers Pension Plan Board	8,428	$0.75M	0.0%	N/A	0.010%

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: $94.52

$93.65

$96.78

50 Day Range

MA: $100.98

$90.27

$113.06

52 Week Range

Now: $94.52

$65.01

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