This is the #1 Stock to Buy for the AI Tidal Wave
Marc Chaikin warned people about NVDA before its 2023 bull run - now he’s naming his next pick or the AI tidal wave. Learn more here.
Learn more here.

HQY Insider Trading

Insider Ownership Percentage: 2.70%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $9,833,362.26

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: $81.05
Price Change: Price Decrease of -1.56 (-1.89%)
As of 03/1/2024 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
Critical asset just had biggest fall on record
What many consider America's critical financial asset suffers biggest fall on record. Expert says: "it's very bad for millions, protect yourself now."
Full details and steps to take here.

HealthEquity Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
6/9/2022Edward BloombergCOOSell1,500$63.31$94,965.0060,850View SEC Filing Icon  
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  
See Full Table
This is the #1 Stock to Buy for the AI Tidal Wave
Marc Chaikin warned people about NVDA before its 2023 bull run - now he’s naming his next pick or the AI tidal wave. Learn more here.
Learn more here.

SEC Filings (Institutional Ownership Changes) for HealthEquity (NASDAQ:HQY)

98.46% 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
3/1/2024Goldman Sachs Group Inc.1,129,634$74.90M0.0%+24.7%1.317%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.156,761$10.39M0.0%-3.0%0.183%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky51,281$3.40M0.0%-2.7%0.060%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD48,019$3.18M0.0%+6.0%0.056%Search for SEC Filing on Google Icon
2/16/2024Spouting Rock Asset Management LLC10,659$0.71M0.3%-5.1%0.012%Search for SEC Filing on Google Icon
2/16/2024GSA Capital Partners LLP22,247$1.48M0.1%N/A0.026%Search for SEC Filing on Google Icon
2/16/2024Public Employees Retirement System of Ohio102,196$6.78M0.0%+14.3%0.119%Search for SEC Filing on Google Icon
2/15/2024Ashford Capital Management Inc.408,682$27.10M3.6%+1.1%0.476%Search for SEC Filing on Google Icon
2/15/2024Townsquare Capital LLC24,914$1.65M0.0%-10.9%0.029%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc132,491$8.78M0.0%+1.2%0.154%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC191,783$12.72M0.0%+247.8%0.224%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.8,619,499$571.47M0.0%+1.2%10.046%Search for SEC Filing on Google Icon
2/15/2024Voya Investment Management LLC88,536$5.87M0.0%+4.5%0.103%Search for SEC Filing on Google Icon
2/15/2024Weiss Multi Strategy Advisers LLC75,190$4.99M0.1%+37.9%0.088%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC572,495$37.96M0.0%+0.5%0.667%Search for SEC Filing on Google Icon
2/15/2024Oberweis Asset Management Inc.38,700$2.57M0.2%N/A0.045%Search for SEC Filing on Google Icon
2/15/2024Ophir Asset Management Pty Ltd317,677$21.06M4.2%-3.7%0.370%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD48,019$3.18M0.0%+6.0%0.056%Search for SEC Filing on Google Icon
2/15/2024Profund Advisors LLC4,624$0.31M0.0%+13.4%0.005%Search for SEC Filing on Google Icon
2/15/2024Forest Hill Capital LLC30,476$2.02M1.1%N/A0.036%Search for SEC Filing on Google Icon
2/15/2024Gotham Asset Management LLC18,274$1.21M0.0%+21.0%0.021%Search for SEC Filing on Google Icon
2/15/2024Bayesian Capital Management LP3,030$0.20M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank58,829$3.90M0.0%+0.6%0.069%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada352,461$23.37M0.0%+2.1%0.411%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC7,014$0.47M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/14/2024Point72 Asset Management L.P.477,378$31.65M0.1%-26.9%0.556%Search for SEC Filing on Google Icon
2/14/2024Creative Planning9,602$0.64M0.0%+40.0%0.011%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC10,503$0.70M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/14/2024Putnam Investments LLC154,209$10.22M0.0%-38.4%0.180%Search for SEC Filing on Google Icon
2/14/2024Wasatch Advisors LP6,839,831$453.48M2.5%-5.9%7.972%Search for SEC Filing on Google Icon
2/14/2024State of Tennessee Treasury Department41,200$2.73M0.0%-17.6%0.048%Search for SEC Filing on Google Icon
2/14/2024Verition Fund Management LLC11,165$0.74M0.0%N/A0.013%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.557,093$36.94M0.1%-14.4%0.649%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.160,104$10.62M0.3%-4.3%0.187%Search for SEC Filing on Google Icon
2/14/2024Thematics Asset Management74,385$4.93M0.2%-7.7%0.087%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.80,441$5.33M0.0%-4.9%0.094%Search for SEC Filing on Google Icon
2/13/2024Stephens Inc. AR5,734$0.38M0.0%+40.6%0.007%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp1,101,200$73.01M0.0%-1.7%1.283%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.156,761$10.39M0.1%-3.0%0.183%Search for SEC Filing on Google Icon
2/13/2024Public Employees Retirement Association of Colorado10,345$0.69M0.0%-78.0%0.012%Search for SEC Filing on Google Icon
2/13/2024Crossmark Global Holdings Inc.11,233$0.75M0.0%-24.4%0.013%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 12,115$0.80M0.0%+120.0%0.014%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP117,542$7.79M0.0%+31.6%0.137%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.1,129,634$74.90M0.0%+24.7%1.317%Search for SEC Filing on Google Icon
2/13/2024Stephens Investment Management Group LLC1,186,491$78.66M1.1%+4.6%1.383%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company 101,306$6.72M0.0%-3.1%0.118%Search for SEC Filing on Google Icon
2/13/2024KBC Group NV1,581$0.11M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC8,195$0.54M0.0%+3.2%0.010%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System90,110$5.97M0.0%-4.3%0.105%Search for SEC Filing on Google Icon
2/12/2024GM Advisory Group LLC120,355$7.98M0.6%+300.8%0.140%Search for SEC Filing on Google Icon
2/12/2024Eagle Asset Management Inc.220,485$14.62M0.1%+3.4%0.257%Search for SEC Filing on Google Icon
2/12/2024Madison Asset Management LLC48,636$3.23M0.0%+251.5%0.057%Search for SEC Filing on Google Icon
2/12/2024Bank of Nova Scotia5,913$0.39M0.0%-8.7%0.007%Search for SEC Filing on Google Icon
2/12/2024Evoke Wealth LLC67,407$4.47M0.1%N/A0.079%Search for SEC Filing on Google Icon
2/12/2024Capstone Investment Advisors LLC3,710$0.25M0.0%+7.0%0.004%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC1,205$80K0.0%+30,025.0%0.001%Search for SEC Filing on Google Icon
2/12/2024Allianz Asset Management GmbH8,600$0.57M0.0%N/A0.010%Search for SEC Filing on Google Icon
2/12/2024Stifel Financial Corp18,941$1.26M0.0%-12.5%0.022%Search for SEC Filing on Google Icon
2/12/2024Eaton Financial Holdings Company LLC39,191$2.60M0.6%-3.5%0.046%Search for SEC Filing on Google Icon
2/12/2024Parallel Advisors LLC679$45K0.0%+255.5%0.001%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC67,991$4.49M0.0%N/A0.079%Search for SEC Filing on Google Icon
2/12/2024Cape Investment Advisory Inc.404$27K0.0%N/A0.000%Search for SEC Filing on Google Icon
2/9/2024Commerce Bank8,438$0.56M0.0%-5.9%0.010%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE10,968$0.73M0.0%-16.3%0.013%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.1,480,655$98.17M0.0%+7.0%1.726%Search for SEC Filing on Google Icon
2/9/2024GW&K Investment Management LLC809,235$53.65M0.5%-5.3%0.943%Search for SEC Filing on Google Icon
2/9/2024Renaissance Group LLC27,832$1.85M0.1%N/A0.032%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP75,117$4.98M0.1%N/A0.088%Search for SEC Filing on Google Icon
2/9/2024Clearbridge Investments LLC2,357,572$156.31M0.1%+6.9%2.748%Search for SEC Filing on Google Icon
2/9/2024Wells Fargo & Company MN82,400$5.46M0.0%+1.4%0.096%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.8,887$0.59M0.0%-3.6%0.010%Search for SEC Filing on Google Icon
2/9/2024Dynamic Technology Lab Private Ltd13,136$0.87M0.1%N/A0.015%Search for SEC Filing on Google Icon
2/9/2024Norges Bank655,835$43.48M0.0%N/A0.764%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.1,814,403$120.30M0.2%-12.3%2.115%Search for SEC Filing on Google Icon
2/8/2024Great Lakes Advisors LLC186,977$12.40M0.1%+152.9%0.218%Search for SEC Filing on Google Icon
2/8/2024Beacon Pointe Advisors LLC4,354$0.29M0.0%-5.7%0.005%Search for SEC Filing on Google Icon
2/8/2024KLR Investment Advisors LLC5,914$0.39M0.3%+4.2%0.007%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC3,115$0.21M0.0%+4.7%0.004%Search for SEC Filing on Google Icon
2/8/2024Vanguard Personalized Indexing Management LLC8,898$0.59M0.0%+7.6%0.010%Search for SEC Filing on Google Icon
2/8/2024Massachusetts Financial Services Co. MA427,278$28.33M0.0%-42.3%0.498%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.350,666$23.25M0.0%+2.9%0.409%Search for SEC Filing on Google Icon
2/7/2024Summit Creek Advisors LLC254,790$16.89M2.3%-7.9%0.297%Search for SEC Filing on Google Icon
2/7/2024Envestnet Portfolio Solutions Inc.3,498$0.23M0.0%-5.0%0.004%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP1,409,740$93.47M0.0%+8.3%1.643%Search for SEC Filing on Google Icon
2/7/2024AGF Management Ltd.42,021$2.79M0.0%-6.1%0.049%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets42,750$2.83M0.0%-23.9%0.050%Search for SEC Filing on Google Icon
2/7/2024Geneva Capital Management LLC870,735$57.73M1.1%-0.6%1.015%Search for SEC Filing on Google Icon
2/7/2024TimesSquare Capital Management LLC304,078$20.16M0.3%-43.3%0.354%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.1,002,283$66.45M0.0%+2.2%1.168%Search for SEC Filing on Google Icon
2/6/2024MeadowBrook Investment Advisors LLC4,410$0.29M0.3%N/A0.005%Search for SEC Filing on Google Icon
2/6/2024Sheets Smith Wealth Management7,751$0.51M0.1%-2.1%0.009%Search for SEC Filing on Google Icon
2/6/2024M&T Bank Corp47,174$3.13M0.0%-9.7%0.055%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank53,636$3.56M0.0%-1.2%0.063%Search for SEC Filing on Google Icon
2/6/2024Los Angeles Capital Management LLC33,589$2.23M0.0%-47.9%0.039%Search for SEC Filing on Google Icon
2/6/2024Natixis Advisors L.P.17,212$1.14M0.0%-2.6%0.020%Search for SEC Filing on Google Icon
2/6/2024First Horizon Advisors Inc.852$56K0.0%-20.9%0.001%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank168,700$11.19M0.0%-10.2%0.197%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.413,732$27.43M0.0%+68.9%0.482%Search for SEC Filing on Google Icon
2/5/2024Beck Bode LLC39,598$2.63M0.6%-4.5%0.046%Search for SEC Filing on Google Icon
2/5/2024Amica Mutual Insurance Co.21,728$1.44M0.2%-23.9%0.025%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. HealthEquity, Inc. was incorporated in 2002 and is headquartered in Draper, Utah.
Read More on HealthEquity

Today's Range

Now: $81.05
Low: $80.99
High: $82.59

50 Day Range

MA: $75.36
Low: $65.81
High: $83.50

52 Week Range

Now: $81.05
Low: $48.86
High: $84.13

Volume

482,195 shs

Average Volume

497,472 shs

Market Capitalization

$6.95 billion

P/E Ratio

238.38

Dividend Yield

N/A

Beta

0.53

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. Tyson D Murdock (Insider)
  4. Elimelech Rosner (EVP)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (EVP)
  7. Larry L Trittschuh (EVP)
  8. Gayle Furgurson Wellborn (Director)
  9. Frank Corvino (Director)
  10. Debra Charlotte Mccowan (Director)
Learn More about top insider investors at HealthEquity.

Who are the major institutional investors of HealthEquity?

HealthEquity's top institutional shareholders include:
  1. Vanguard Group Inc. — 10.05%
  2. Wasatch Advisors LP — 7.97%
  3. Clearbridge Investments LLC — 2.75%
  4. Brown Advisory Inc. — 2.11%
  5. Mackenzie Financial Corp — 2.11%
  6. Franklin Resources Inc. — 1.73%
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. Wasatch Advisors LP
  2. Massachusetts Financial Services Co. MA
  3. Brown Advisory Inc.
  4. TimesSquare Capital Management LLC
  5. Kornitzer Capital Management Inc. KS
  6. Point72 Asset Management L.P.
  7. Redwood Investments LLC
  8. Allspring Global Investments Holdings LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Tyson D Murdock (Insider)
  4. Elimelech Rosner (EVP)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (EVP)
  7. Larry L Trittschuh (EVP)
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. Mackenzie Financial Corp
  2. Norges Bank
  3. Goldman Sachs Group Inc.
  4. Goldman Sachs Group Inc.
  5. Victory Capital Management Inc.
  6. Clearbridge Investments LLC
  7. Barclays PLC
  8. DAVENPORT & Co LLC
Critical asset just had biggest fall on record
What many consider America's critical financial asset suffers biggest fall on record. Expert says: "it's very bad for millions, protect yourself now."
Full details and steps to take here.