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HQY Insider Trading

Insider Ownership Percentage: 1.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $4,089,827.08

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: $95.14
Price Change: ▲ Price Increase of +0.63 (0.67%)
As of 09/18/2026 04:00 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
8/25/2026Adrian T. DillonDirectorSell7,632$104.61$798,383.5262,395View SEC Filing Icon  
7/10/2026Michael Henry FioreEVPSell2,354$95.00$223,630.0052,244View SEC Filing Icon  
7/2/2026Michael Henry FioreEVPSell2,470$95.00$234,650.0056,643View SEC Filing Icon  
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  
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
9/9/2026Tidal Investments LLC42,235$3.82M0.0%+10.4%0.051%Search for SEC Filing on Google Icon
9/9/2026WINTON GROUP Ltd51,336$4.64M0.1%N/A0.062%Search for SEC Filing on Google Icon
9/9/2026Engineers Gate Manager LP5,271$0.48M0.0%+85.9%0.006%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC14,949$1.35M0.0%+3.8%0.018%Search for SEC Filing on Google Icon
9/9/2026NewEdge Advisors LLC17,474$1.58M0.0%+34.1%0.021%Search for SEC Filing on Google Icon
9/9/2026IFP Advisors Inc614$55K0.0%+387.3%0.001%Search for SEC Filing on Google Icon
9/9/2026Baird Financial Group Inc.26,198$2.37M0.0%-5.0%0.032%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP2,464$0.22M0.0%+138.1%0.003%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System23,310$2.11M0.0%-0.7%0.028%Search for SEC Filing on Google Icon
9/8/2026West Family Investments Inc.2,708$0.25M0.1%N/A0.003%Search for SEC Filing on Google Icon
9/8/2026Waverly Advisors LLC73,569$6.65M0.0%+20.5%0.089%Search for SEC Filing on Google Icon
9/8/2026Nykredit A S3,211$0.29M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP29,789$2.69M0.0%+8.6%0.036%Search for SEC Filing on Google Icon
8/26/2026Amundi90,327$8.16M0.0%+33.6%0.108%Search for SEC Filing on Google Icon
8/26/2026HighTower Advisors LLC47,414$4.28M0.0%-2.9%0.057%Search for SEC Filing on Google Icon
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al29,000$2.62M0.0%N/A0.035%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC4,671$0.42M0.0%+70.2%0.006%Search for SEC Filing on Google Icon
8/22/2026Three Seasons Wealth LLC16,980$1.53M0.1%+41.9%0.020%Search for SEC Filing on Google Icon
8/22/2026Concurrent Investment Advisors LLC11,318$1.02M0.0%+44.3%0.014%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S3,211$0.29M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/21/2026B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%+29.7%0.133%Search for SEC Filing on Google Icon
8/21/2026Acorn Wealth Advisors LLC2,527$0.23M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/20/2026Grandeur Peak Global Advisors LLC4,875$0.44M0.1%-86.6%0.006%Search for SEC Filing on Google Icon
8/20/2026Two Sigma Securities LLC11,311$1.02M0.1%N/A0.014%Search for SEC Filing on Google Icon
8/20/2026Sheets Smith Wealth Management8,292$0.75M0.1%-2.7%0.010%Search for SEC Filing on Google Icon
8/20/2026Greenleaf Trust3,353$0.30M0.0%-4.0%0.004%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC193,492$17.48M0.0%-0.7%0.231%Search for SEC Filing on Google Icon
8/19/2026Hsbc Holdings PLC43,615$3.92M0.0%+54.8%0.052%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP387,894$35.04M0.0%-22.0%0.464%Search for SEC Filing on Google Icon
8/18/2026Bridger Management LLC51,616$4.66M3.1%N/A0.062%Search for SEC Filing on Google Icon
8/18/2026Grandeur Peak Global Advisors LLC4,875$0.44M0.1%N/A0.006%Search for SEC Filing on Google Icon
8/18/2026Formula Growth Ltd.34,417$3.11M1.1%N/A0.041%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio430$39K0.0%N/A0.001%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP27,415$2.48M0.0%N/A0.033%Search for SEC Filing on Google Icon
8/17/2026Park West Asset Management LLC776,651$70.15M4.8%N/A0.929%Search for SEC Filing on Google Icon
8/17/2026Atalan Capital Partners LP915,270$82.67M5.1%N/A1.095%Search for SEC Filing on Google Icon
8/17/2026Bamco Inc. NY750,394$67.78M0.1%N/A0.898%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE1,146,735$103.57M0.0%N/A1.372%Search for SEC Filing on Google Icon
8/15/2026Freestone Grove Partners LP6,892$0.62M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/15/2026Man Group plc67,560$6.10M0.0%N/A0.081%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC872,972$78.85M0.0%N/A1.044%Search for SEC Filing on Google Icon
8/14/2026Hsbc Holdings PLC43,615$3.92M0.0%N/A0.052%Search for SEC Filing on Google Icon
8/14/2026EFG International AG41,028$3.71M0.1%N/A0.049%Search for SEC Filing on Google Icon
8/14/2026Expect Equity LLC24,200$2.19M1.4%N/A0.029%Search for SEC Filing on Google Icon
8/14/2026Canada Pension Plan Investment Board135,600$12.25M0.0%N/A0.162%Search for SEC Filing on Google Icon
8/14/2026Castleark Management LLC127,770$11.54M0.3%N/A0.153%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc118,522$10.71M0.0%N/A0.142%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company80,893$7.31M0.0%N/A0.097%Search for SEC Filing on Google Icon
8/14/2026Van Hulzen Asset Management LLC5,000$0.45M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/13/2026Ranger Investment Management L.P.319,253$28.84M1.8%N/A0.382%Search for SEC Filing on Google Icon
8/13/2026Sanctuary Advisors LLC6,695$0.61M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/13/2026Connor Clark & Lunn Investment Management Ltd.20,332$1.84M0.0%N/A0.024%Search for SEC Filing on Google Icon
8/12/2026Elevation Point Wealth Partners LLC6,525$0.59M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2026Commerce Bank7,003$0.63M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2026Quantbot Technologies LP6,827$0.62M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/12/2026Sumitomo Life Insurance Co.17,142$1.55M0.0%N/A0.021%Search for SEC Filing on Google Icon
8/12/2026William Blair Investment Management LLC1,773,227$160.16M0.5%N/A2.121%Search for SEC Filing on Google Icon
8/12/2026EP Wealth Advisors LLC5,649$0.51M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/12/2026Ieq Capital LLC31,528$2.85M0.0%N/A0.038%Search for SEC Filing on Google Icon
8/12/2026Callan Family Office LLC7,954$0.72M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/12/2026Keebeck Wealth Management5,061$0.46M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/11/2026Keating Financial Advisory Services Inc.2,592$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/11/2026Paralel Advisors LLC27,661$2.50M0.1%N/A0.033%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP2,464$0.22M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/11/2026B. Metzler seel. Sohn & Co. AG111,108$10.04M0.1%N/A0.133%Search for SEC Filing on Google Icon
8/11/2026Silvant Capital Management LLC385$35K0.0%N/A0.000%Search for SEC Filing on Google Icon
8/11/2026Vise Technologies Inc.3,412$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/11/2026Madison Asset Management LLC60,491$5.46M0.1%N/A0.072%Search for SEC Filing on Google Icon
8/10/2026West Family Investments Inc.2,708$0.25M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/10/2026NewEdge Wealth LLC3,593$0.33M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/10/2026Diversify Advisory Services LLC90,675$8.98M0.1%N/A0.108%Search for SEC Filing on Google Icon
8/8/2026Oxbow Advisors LLC37,990$3.43M0.3%N/A0.045%Search for SEC Filing on Google Icon
8/8/2026Summit Creek Advisors LLC84,157$7.60M2.6%N/A0.101%Search for SEC Filing on Google Icon
8/7/2026Citizens Financial Group Inc. RI4,408$0.40M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.11,277,914$1.02B0.0%N/A13.490%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG132,705$11.99M0.0%N/A0.159%Search for SEC Filing on Google Icon
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.2,139$0.19M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/6/2026Global Retirement Partners LLC3,373$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp666,260$60.18M0.0%N/A0.797%Search for SEC Filing on Google Icon
8/6/2026Private Advisory Group LLC2,594$0.23M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/6/2026Focus Partners Advisor Solutions LLC2,338$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/6/2026State of Wyoming4,169$0.38M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/6/2026Maridea Wealth Management LLC30,479$2.75M0.3%N/A0.036%Search for SEC Filing on Google Icon
8/3/2026Oppenheimer Asset Management Inc.233,378$21.08M0.2%N/A0.279%Search for SEC Filing on Google Icon
7/10/2026Wasatch Advisors LP7,960,735$719.01M4.7%+10.5%9.522%Search for SEC Filing on Google Icon
7/10/2026Handelsbanken Fonder AB36,316$3.28M0.0%+20.2%0.043%Search for SEC Filing on Google Icon
7/10/2026Fulton Bank N.A.8,114$0.73M0.0%+24.3%0.010%Search for SEC Filing on Google Icon
7/9/2026Steadtrust LLC7,520$0.68M0.3%+7.1%0.009%Search for SEC Filing on Google Icon
7/8/2026Gradient Investments LLC18,357$1.66M0.0%-2.2%0.022%Search for SEC Filing on Google Icon
7/8/2026Beacon Investment Advisory Services Inc.94,237$8.51M0.3%+63.4%0.114%Search for SEC Filing on Google Icon
7/8/2026Chesley Taft & Associates LLC25,255$2.28M0.1%-9.2%0.030%Search for SEC Filing on Google Icon
7/8/2026Assenagon Asset Management S.A.21,215$1.92M0.0%N/A0.025%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC1,321$0.12M0.0%+17.1%0.002%Search for SEC Filing on Google Icon
7/7/2026Grant Private Wealth Management Inc2,276$0.21M0.1%N/A0.003%Search for SEC Filing on Google Icon
7/7/2026Harbor Investment Advisory LLC836$76K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/2/2026Versant Capital Management Inc292$26K0.0%-35.5%0.000%Search for SEC Filing on Google Icon
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
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: $95.14
Low: $93.47
High: $95.58

50 Day Range

MA: $99.62
Low: $92.66
High: $106.79

52 Week Range

Now: $95.14
Low: $72.76
High: $107.62

Volume

1,297,936 shs

Average Volume

925,648 shs

Market Capitalization

$7.87 billion

P/E Ratio

34.35

Dividend Yield

N/A

Beta

0.22

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. BlackRock Inc. — 13.49%
  2. Wasatch Advisors LP — 9.52%
  3. William Blair Investment Management LLC — 2.12%
  4. Bank of America Corp DE — 1.37%
  5. Atalan Capital Partners LP — 1.09%
  6. Jupiter Topco LLC — 1.04%
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. Wellington Management Group LLP
  2. Grandeur Peak Global Advisors LLC
  3. California State Teachers Retirement System
  4. Chesley Taft & Associates LLC
  5. HighTower Advisors LLC
  6. Baird Financial Group Inc.
  7. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  8. Gradient Investments LLC
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Delano Ladd (EVP)
  2. Adrian T Dillon (Director)
  3. Michael Henry Fiore (EVP)
  4. Elimelech Rosner (EVP)
  5. 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. BlackRock Inc.
  2. William Blair Investment Management LLC
  3. Bank of America Corp DE
  4. Atalan Capital Partners LP
  5. Jupiter Topco LLC
  6. Park West Asset Management LLC
  7. Wasatch Advisors LP
  8. Bamco Inc. NY

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
1 recent trades
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
3 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