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HQY Insider Trading

Insider Ownership Percentage: 2.80%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $3,832,978.75

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: $60.75
Price Change: Price Increase of +0.71 (1.18%)
As of 02/6/2023 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
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HealthEquity Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
1/25/2021Delano LaddEVPSell55,000$85.30$4,691,500.0050,836View SEC Filing Icon  
1/25/2021Jon KesslerCEOSell150,000$85.23$12,784,500.00350,857View SEC Filing Icon  
1/8/2021Frank CorvinoDirectorSell7,403$75.79$561,073.375,810View SEC Filing Icon  
1/6/2021Larry L. TrittschuhEVPSell1,863$73.00$135,999.0014,846View SEC Filing Icon  
12/22/2020Larry L. TrittschuhEVPSell6,420$70.00$449,400.0023,129View SEC Filing Icon  
12/10/2020William Robert OttenVPSell1,925$65.00$125,125.0036,234View SEC Filing Icon  
11/18/2020Frank MediciDirectorSell10,148$69.98$710,157.0431,286View SEC Filing Icon  
9/2/2020Ashley DreierVPSell16,250$60.00$975,000.0058,694View SEC Filing Icon  
5/27/2020Jon KesslerCEOSell100,000$62.59$6,259,000.00405,715View SEC Filing Icon  
See Full Table
A gold storm is coming…
“We are in the early stages of a mania – the calm before the storm.”...
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SEC Filings (Institutional Ownership Changes) for HealthEquity (NASDAQ:HQY)

99.54% 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
2/6/2023Daiwa Securities Group Inc.7,650$0.47M0.0%-15.5%0.009%Search for SEC Filing on Google Icon
2/6/2023Brinker Capital Investments LLC4,415$0.27M0.0%+18.1%0.005%Search for SEC Filing on Google Icon
2/6/2023Retirement Systems of Alabama111,414$6.87M0.0%+0.9%0.132%Search for SEC Filing on Google Icon
2/6/2023Pacer Advisors Inc.16,204$1M0.0%+129.0%0.019%Search for SEC Filing on Google Icon
2/2/2023SG Americas Securities LLC27,555$1.70M0.0%+1,549.0%0.033%Search for SEC Filing on Google Icon
2/2/2023Institute for Wealth Management LLC.6,664$0.41M0.1%-2.6%0.008%Search for SEC Filing on Google Icon
2/2/2023Kornitzer Capital Management Inc. KS417,196$25.72M0.5%-25.7%0.493%Search for SEC Filing on Google Icon
2/2/2023Cambiar Investors LLC34,523$2.13M0.1%+15.7%0.041%Search for SEC Filing on Google Icon
2/2/2023ProShare Advisors LLC17,173$1.06M0.0%+13.7%0.020%Search for SEC Filing on Google Icon
2/2/2023Dfpg Investments LLC100,103$5.68M0.9%+2.0%0.118%Search for SEC Filing on Google Icon
2/1/2023Bank of Montreal Can11,281$0.70M0.0%+28.0%0.013%Search for SEC Filing on Google Icon
2/1/2023Zurcher Kantonalbank Zurich Cantonalbank 12,239$0.75M0.0%+9.1%0.014%Search for SEC Filing on Google Icon
2/1/2023CWM LLC92,338$5.69M0.0%-14.2%0.109%Search for SEC Filing on Google Icon
1/30/2023New York State Common Retirement Fund100,911$6.22M0.0%-6.4%0.119%Search for SEC Filing on Google Icon
1/30/2023Versor Investments LP4,900$0.30M0.0%N/A0.006%Search for SEC Filing on Google Icon
1/27/2023Natixis Advisors L.P.14,705$0.91M0.0%-23.4%0.017%Search for SEC Filing on Google Icon
1/27/2023State of Michigan Retirement System21,522$1.33M0.0%+1.4%0.025%Search for SEC Filing on Google Icon
1/26/2023Comerica Bank37,561$2.27M0.0%-1.7%0.044%Search for SEC Filing on Google Icon
1/26/2023Stephens Investment Management Group LLC1,033,416$63.05M1.1%-9.0%1.221%Search for SEC Filing on Google Icon
1/26/2023Inspire Investing LLC3,830$0.24M0.0%+24.4%0.005%Search for SEC Filing on Google Icon
1/26/2023Strs Ohio14,200$0.88M0.0%+22.4%0.017%Search for SEC Filing on Google Icon
1/25/2023Schaper Benz & Wise Investment Counsel Inc. WI16,121$0.99M0.1%-3.8%0.019%Search for SEC Filing on Google Icon
1/25/2023Stephens Inc. AR4,499$0.28M0.0%-4.5%0.005%Search for SEC Filing on Google Icon
1/25/2023Fifth Third Bancorp6,820$0.42M0.0%-15.5%0.008%Search for SEC Filing on Google Icon
1/24/2023Harbor Investment Advisory LLC1,167$72K0.0%-14.4%0.001%Search for SEC Filing on Google Icon
1/24/2023Louisiana State Employees Retirement System22,600$1.39M0.0%+0.9%0.027%Search for SEC Filing on Google Icon
1/24/2023Moody Aldrich Partners LLC73,375$4.52M0.9%-2.5%0.087%Search for SEC Filing on Google Icon
1/23/2023Allspring Global Investments Holdings LLC1,426,284$87.92M0.2%+11.6%1.685%Search for SEC Filing on Google Icon
1/23/2023Scout Investments Inc.179,468$11.06M0.2%-1.6%0.212%Search for SEC Filing on Google Icon
1/20/2023DAVENPORT & Co LLC82,223$5.07M0.0%+13.2%0.097%Search for SEC Filing on Google Icon
1/19/2023Crossmark Global Holdings Inc.16,146$1M0.0%+3.3%0.019%Search for SEC Filing on Google Icon
1/18/2023Inspirion Wealth Advisors LLC85,000$5.24M1.1%-7.1%0.100%Search for SEC Filing on Google Icon
1/18/2023Exchange Traded Concepts LLC8,435$0.52M0.0%N/A0.010%Search for SEC Filing on Google Icon
1/11/2023Arkadios Wealth Advisors8,270$0.51M0.1%N/A0.010%Search for SEC Filing on Google Icon
1/10/2023Peregrine Capital Management LLC172,596$10.64M0.3%-5.4%0.204%Search for SEC Filing on Google Icon
1/9/2023Yousif Capital Management LLC44,076$2.72M0.0%+1.9%0.052%Search for SEC Filing on Google Icon
12/8/2022Bank of New York Mellon Corp933,350$62.69M0.0%+1.4%1.103%Search for SEC Filing on Google Icon
11/23/2022Toroso Investments LLC18,086$1.22M0.1%N/A0.021%Search for SEC Filing on Google Icon
11/22/2022Teachers Retirement System of The State of Kentucky11,895$0.80M0.0%N/A0.014%Search for SEC Filing on Google Icon
11/21/2022California State Teachers Retirement System105,485$7.09M0.0%-1.3%0.125%Search for SEC Filing on Google Icon
11/17/2022M&T Bank Corp63,135$4.24M0.0%+8.9%0.075%Search for SEC Filing on Google Icon
11/16/2022Kayne Anderson Rudnick Investment Management LLC1,471,172$98.82M0.3%+4.3%1.740%Search for SEC Filing on Google Icon
11/16/2022Glenmede Trust Co. NA265,742$17.85M0.1%-7.5%0.314%Search for SEC Filing on Google Icon
11/16/2022Captrust Financial Advisors8,906$0.60M0.0%+366.0%0.011%Search for SEC Filing on Google Icon
11/16/2022Balyasny Asset Management LLC7,865$0.53M0.0%-7.2%0.009%Search for SEC Filing on Google Icon
11/16/2022Covington Capital Management21,422$1.44M0.1%-1.7%0.025%Search for SEC Filing on Google Icon
11/16/2022Fred Alger Management LLC1,778,970$119.49M0.6%+0.3%2.105%Search for SEC Filing on Google Icon
11/16/2022BNP Paribas Arbitrage SNC39,764$2.67M0.0%+0.8%0.047%Search for SEC Filing on Google Icon
11/16/2022Ashford Capital Management Inc.339,831$22.83M3.5%-5.1%0.402%Search for SEC Filing on Google Icon
11/16/2022Neo Ivy Capital Management1,741$0.12M0.3%+3,313.7%0.002%Search for SEC Filing on Google Icon
11/15/2022Neuberger Berman Group LLC37,386$2.51M0.0%-39.8%0.044%Search for SEC Filing on Google Icon
11/15/2022Alliancebernstein L.P.206,682$13.88M0.0%-12.4%0.245%Search for SEC Filing on Google Icon
11/15/2022State Street Corp2,671,946$179.48M0.0%+2.8%3.161%Search for SEC Filing on Google Icon
11/15/2022Pier Capital LLC75,353$5.06M0.9%-42.7%0.089%Search for SEC Filing on Google Icon
11/15/2022Public Employees Retirement System of Ohio91,035$6.12M0.0%-8.1%0.108%Search for SEC Filing on Google Icon
11/15/2022Jacobs Levy Equity Management Inc.51,281$3.45M0.0%N/A0.061%Search for SEC Filing on Google Icon
11/15/2022Algert Global LLC14,335$0.96M0.1%N/A0.017%Search for SEC Filing on Google Icon
11/15/2022Thrivent Financial for Lutherans59,666$4.01M0.0%+0.3%0.071%Search for SEC Filing on Google Icon
11/15/2022Two Sigma Investments LP14,700$0.99M0.0%+61.5%0.017%Search for SEC Filing on Google Icon
11/15/2022UBS Asset Management Americas Inc.118,025$7.93M0.0%+13.9%0.140%Search for SEC Filing on Google Icon
11/15/2022Vanguard Group Inc.8,173,889$549.04M0.0%+0.4%9.670%Search for SEC Filing on Google Icon
11/15/2022Pathstone Family Office LLC3,707$0.25M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2022Prelude Capital Management LLC6,759$0.45M0.0%+69.2%0.008%Search for SEC Filing on Google Icon
11/15/2022Price T Rowe Associates Inc. MD45,491$3.06M0.0%-6.6%0.054%Search for SEC Filing on Google Icon
11/15/2022Putnam Investments LLC132,512$8.90M0.0%+6.3%0.157%Search for SEC Filing on Google Icon
11/15/2022Petrus Trust Company LTA3,312$0.22M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2022Portolan Capital Management LLC58,206$3.91M0.4%-52.0%0.069%Search for SEC Filing on Google Icon
11/15/2022Lord Abbett & CO. LLC747,104$50.18M0.2%N/A0.884%Search for SEC Filing on Google Icon
11/15/2022Marshall Wace LLP386,402$25.95M0.1%+236.0%0.457%Search for SEC Filing on Google Icon
11/15/2022Ensign Peak Advisors Inc360,284$24.20M0.1%-0.1%0.426%Search for SEC Filing on Google Icon
11/15/2022Federated Hermes Inc.15,927$1.07M0.0%+6.0%0.019%Search for SEC Filing on Google Icon
11/15/2022First Trust Advisors LP240,346$16.14M0.0%+53.0%0.284%Search for SEC Filing on Google Icon
11/15/2022Bank of New York Mellon Corp933,350$62.69M0.0%+1.4%1.104%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.9,690,500$650.91M0.0%-0.8%11.464%Search for SEC Filing on Google Icon
11/14/2022Ophir Asset Management Pty Ltd528,400$35.49M6.5%-30.2%0.625%Search for SEC Filing on Google Icon
11/14/2022Macquarie Group Ltd.51,841$3.55M0.0%+4.2%0.061%Search for SEC Filing on Google Icon
11/14/2022Royal Bank of Canada494,955$33.25M0.0%+6.9%0.586%Search for SEC Filing on Google Icon
11/14/2022Eaton Vance Management65,425$4.39M0.0%+0.9%0.077%Search for SEC Filing on Google Icon
11/14/2022Tudor Investment Corp Et Al14,882$1M0.0%+6.8%0.018%Search for SEC Filing on Google Icon
11/14/2022Point72 Asset Management L.P.678,577$45.58M0.2%-14.3%0.803%Search for SEC Filing on Google Icon
11/14/2022Cubist Systematic Strategies LLC28,923$1.94M0.0%-73.2%0.034%Search for SEC Filing on Google Icon
11/14/2022Verition Fund Management LLC5,696$0.38M0.0%N/A0.007%Search for SEC Filing on Google Icon
11/14/2022Penserra Capital Management LLC12,258$0.82M0.0%-22.7%0.015%Search for SEC Filing on Google Icon
11/14/2022PFS Investments Inc.41,508$2.79M0.1%N/A0.049%Search for SEC Filing on Google Icon
11/14/2022Nuveen Asset Management LLC506,139$34M0.0%-5.8%0.599%Search for SEC Filing on Google Icon
11/14/2022FORA Capital LLC8,998$0.60M0.1%+13.0%0.011%Search for SEC Filing on Google Icon
11/14/2022MetLife Investment Management LLC96,467$6.48M0.0%-0.2%0.114%Search for SEC Filing on Google Icon
11/14/2022Pictet Asset Management SA5,638$0.38M0.0%+4.3%0.007%Search for SEC Filing on Google Icon
11/14/2022Cipher Capital LP11,249$0.76M0.1%-6.9%0.013%Search for SEC Filing on Google Icon
11/14/2022Oppenheimer Asset Management Inc.48,389$3.25M0.1%-5.0%0.057%Search for SEC Filing on Google Icon
11/14/2022Amussen Hunsaker Associates LLC150,940$10.13M2.8%-4.4%0.179%Search for SEC Filing on Google Icon
11/14/2022Brown Advisory Inc.2,059,396$138.33M0.3%+12.7%2.436%Search for SEC Filing on Google Icon
11/10/2022Envestnet Asset Management Inc.78,506$5.27M0.0%+12.7%0.093%Search for SEC Filing on Google Icon
11/10/2022King Luther Capital Management Corp72,070$4.84M0.0%+1.1%0.085%Search for SEC Filing on Google Icon
11/10/2022Credit Suisse AG876,294$58.86M0.1%-22.2%1.037%Search for SEC Filing on Google Icon
11/10/2022FDx Advisors Inc.3,221$0.22M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/10/2022Dimensional Fund Advisors LP935,297$62.83M0.0%+19.3%1.106%Search for SEC Filing on Google Icon
11/10/2022Tower Research Capital LLC TRC 9,293$0.62M0.0%+51.5%0.011%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG32,592$2.19M0.0%-50.6%0.039%Search for SEC Filing on Google Icon
11/10/2022Jupiter Asset Management Ltd.9,396$0.63M0.0%N/A0.011%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
HealthEquity logo
HealthEquity, Inc. provides range of solutions for managing health care accounts. The firm's offers its solutions for employers, health plans, brokers, consultants and financial advisors. Its services include HAS, FSA, HRA, DCRA, 401(k), Commuter, COBRA and HIA. It also offers products like healthcare saving and spending platform, health savings accounts, investment advisory services, reimbursement arrangements, and healthcare incentives. The company was founded by Stephen D. Neeleman on September 18, 2002 and is headquartered in Draper, UT.
Read More on HealthEquity

Today's Range

Now: $60.75
Low: $59.42
High: $62.62

50 Day Range

MA: $60.93
Low: $56.64
High: $67.73

52 Week Range

Now: $60.75
Low: $50.35
High: $79.20

Volume

1,111,236 shs

Average Volume

784,095 shs

Market Capitalization

$5.14 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.77

Who are the company insiders with the largest holdings of HealthEquity?

HealthEquity's top insider shareholders include:
  1. Ian Sacks (Director)
  2. Darcy G Mott (Insider)
  3. Darcy G Mott (Insider)
  4. Darcy G Mott (CFO)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (EVP)
  7. William Robert Otten (VP)
  8. Larry L Trittschuh (EVP)
  9. Gayle Furgurson Wellborn (Director)
  10. Debra Charlotte Mccowan (Director)
  11. Frank Corvino (Director)
  12. Adrian T Dillon (Director)
  13. Angelique Christine Hill (VP)
  14. Stuart B Parker (Director)
Learn More about top insider investors at HealthEquity.

Who are the major institutional investors of HealthEquity?

HealthEquity's top institutional shareholders include:
  1. Allspring Global Investments Holdings LLC — 1.69%
  2. Stephens Investment Management Group LLC — 1.22%
  3. Kornitzer Capital Management Inc. KS — 0.49%
  4. Scout Investments Inc. — 0.21%
  5. Peregrine Capital Management LLC — 0.20%
  6. Retirement Systems of Alabama — 0.13%
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. Kornitzer Capital Management Inc. KS
  2. Stephens Investment Management Group LLC
  3. CWM LLC
  4. Peregrine Capital Management LLC
  5. New York State Common Retirement Fund
  6. Inspirion Wealth Advisors LLC
  7. Natixis Advisors L.P.
  8. Scout Investments Inc.
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Ian Sacks (Director)
  2. Darcy G Mott (Insider)
  3. Darcy G Mott (Insider)
  4. Darcy G Mott (CFO)
  5. Edward Bloomberg (COO)
  6. Delano Ladd (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. Allspring Global Investments Holdings LLC
  2. SG Americas Securities LLC
  3. DAVENPORT & Co LLC
  4. Pacer Advisors Inc.
  5. Exchange Traded Concepts LLC
  6. Arkadios Wealth Advisors
  7. Versor Investments LP
  8. Cambiar Investors LLC
During the previous year, these company insiders have bought HealthEquity stock:
  1. Ian Sacks (Director)
  2. Darcy G Mott (Insider)
Learn More investors buying HealthEquity stock.
A gold storm is coming…
“We are in the early stages of a mania – the calm before the storm.”...
[Full Story]