HQY Insider Trading

Insider Ownership Percentage: 2.80%
Insider Buying (Last 12 Months): $1,571,316.25
Insider Selling (Last 12 Months): $2,998,510.88

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: $70.58
Price Change: Price Decrease of -0.32 (-0.45%)
As of 09/28/2022 03:39 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
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  
1/27/2020Larry L. TrittschuhEVPSell6,420$68.65$440,733.0016,143View SEC Filing Icon  
1/24/2020Ashley DreierVPSell26,993$71.02$1,917,042.8653,737View SEC Filing Icon  
1/21/2020Darcy G MottCFOSell4,000$72.93$291,720.0031,801View SEC Filing Icon  
12/20/2019Darcy G MottCFOSell4,000$76.53$306,120.0034,000View SEC Filing Icon  
11/20/2019Darcy G MottCFOSell4,000$60.39$241,560.0038,000View SEC Filing Icon  
10/21/2019Darcy G MottCFOSell4,000$56.90$227,600.0042,000View SEC Filing Icon  
See Full Table

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

99.43% 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
9/16/2022Federated Hermes Inc.15,020$0.92M0.0%-2.6%0.018%Search for SEC Filing on Google Icon
9/16/2022Private Trust Co. NA458$28K0.0%N/A0.001%Search for SEC Filing on Google Icon
9/13/2022Brown Advisory Inc.1,768,053$108.54M0.2%+0.2%2.092%Search for SEC Filing on Google Icon
8/24/2022Cordatus Wealth Management LLC24,512$1.51M0.7%N/A0.029%Search for SEC Filing on Google Icon
8/24/2022Prelude Capital Management LLC3,995$0.25M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/23/2022Captrust Financial Advisors1,911$0.12M0.0%+62.5%0.002%Search for SEC Filing on Google Icon
8/22/2022Legal & General Group Plc126,275$7.75M0.0%+0.7%0.150%Search for SEC Filing on Google Icon
8/22/2022ExodusPoint Capital Management LP24,533$1.51M0.0%+410.4%0.029%Search for SEC Filing on Google Icon
8/19/2022Walleye Capital LLC12,688$0.78M0.0%+117.9%0.015%Search for SEC Filing on Google Icon
8/19/2022Eagle Bay Advisors LLC1,108$68K0.0%+137.8%0.001%Search for SEC Filing on Google Icon
8/18/2022Goldman Sachs Group Inc.467,225$28.68M0.0%+25.7%0.554%Search for SEC Filing on Google Icon
8/17/2022Macquarie Group Ltd.49,746$3.05M0.0%-7.7%0.059%Search for SEC Filing on Google Icon
8/16/2022First Republic Investment Management Inc.19,396$1.19M0.0%+14.5%0.023%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors2,174$0.13M0.0%+84.9%0.003%Search for SEC Filing on Google Icon
8/16/2022Woodline Partners LP194,475$11.94M0.2%+2.3%0.231%Search for SEC Filing on Google Icon
8/16/2022Thrivent Financial for Lutherans59,470$3.65M0.0%+0.5%0.070%Search for SEC Filing on Google Icon
8/16/2022Price T Rowe Associates Inc. MD48,723$2.99M0.0%+9.2%0.058%Search for SEC Filing on Google Icon
8/15/2022DF Dent & Co. Inc.288,040$17.68M0.2%-5.3%0.341%Search for SEC Filing on Google Icon
8/15/2022State Street Corp2,597,911$159.49M0.0%-1.7%3.079%Search for SEC Filing on Google Icon
8/15/2022Macquarie Group Ltd.49,746$3.05M0.0%-7.7%0.059%Search for SEC Filing on Google Icon
8/15/2022Amussen Hunsaker Associates LLC157,944$9.69M2.7%-1.0%0.187%Search for SEC Filing on Google Icon
8/15/2022Cubist Systematic Strategies LLC108,084$6.64M0.0%+1,464.2%0.128%Search for SEC Filing on Google Icon
8/15/2022Ashford Capital Management Inc.358,048$21.98M3.1%+1.1%0.424%Search for SEC Filing on Google Icon
8/15/2022Point72 Asset Management L.P.791,472$48.59M0.2%+299.1%0.938%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC903,044$55.44M0.0%-21.2%1.070%Search for SEC Filing on Google Icon
8/15/2022Philadelphia Financial Management of San Francisco LLC99,358$6.10M1.8%-31.8%0.118%Search for SEC Filing on Google Icon
8/15/2022Voya Investment Management LLC84,321$5.18M0.0%+92.5%0.100%Search for SEC Filing on Google Icon
8/15/2022Sei Investments Co.302,985$18.63M0.0%+8.6%0.359%Search for SEC Filing on Google Icon
8/15/2022Aristotle Capital Boston LLC586,138$35.98M1.1%+2.0%0.695%Search for SEC Filing on Google Icon
8/15/2022Natixis Advisors L.P.16,875$1.04M0.0%+22.1%0.020%Search for SEC Filing on Google Icon
8/15/2022UBS Asset Management Americas Inc.103,598$6.36M0.0%-0.4%0.123%Search for SEC Filing on Google Icon
8/15/2022Intrinsic Edge Capital Management LLC200,274$12.30M1.0%N/A0.237%Search for SEC Filing on Google Icon
8/13/2022Massachusetts Financial Services Co. MA598,399$36.74M0.0%-25.1%0.709%Search for SEC Filing on Google Icon
8/13/2022Teacher Retirement System of Texas13,295$0.82M0.0%-20.8%0.016%Search for SEC Filing on Google Icon
8/13/2022Virtu Financial LLC3,860$0.24M0.0%N/A0.005%Search for SEC Filing on Google Icon
8/13/2022Zurcher Kantonalbank Zurich Cantonalbank 10,358$0.64M0.0%-7.6%0.012%Search for SEC Filing on Google Icon
8/13/2022American International Group Inc.177,361$10.89M0.1%-2.2%0.210%Search for SEC Filing on Google Icon
8/12/2022Northern Trust Corp1,268,405$77.87M0.0%-1.7%1.503%Search for SEC Filing on Google Icon
8/12/2022Ensign Peak Advisors Inc360,498$22.13M0.1%+0.3%0.427%Search for SEC Filing on Google Icon
8/12/2022Ontario Teachers Pension Plan Board5,351$0.33M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/12/2022LPL Financial LLC40,434$2.48M0.0%+5.0%0.048%Search for SEC Filing on Google Icon
8/12/2022Kayne Anderson Rudnick Investment Management LLC1,410,226$86.57M0.3%+2.2%1.672%Search for SEC Filing on Google Icon
8/12/2022Natixis Investment Managers International3,581$0.22M0.0%-37.7%0.004%Search for SEC Filing on Google Icon
8/12/2022Credit Suisse AG1,126,256$69.14M0.1%-23.7%1.335%Search for SEC Filing on Google Icon
8/12/2022Fox Run Management L.L.C.8,249$0.51M0.3%N/A0.010%Search for SEC Filing on Google Icon
8/12/2022B. Metzler seel. Sohn & Co. AG41,849$2.57M0.0%-11.7%0.050%Search for SEC Filing on Google Icon
8/12/2022FMR LLC3,589,800$220.38M0.0%+11.6%4.255%Search for SEC Filing on Google Icon
8/12/2022BNP Paribas Arbitrage SA39,450$2.42M0.0%+155.4%0.047%Search for SEC Filing on Google Icon
8/12/2022Franklin Resources Inc.1,141,459$70.07M0.0%-2.1%1.353%Search for SEC Filing on Google Icon
8/12/2022Rhumbline Advisers256,570$15.75M0.0%+10.9%0.304%Search for SEC Filing on Google Icon
8/11/2022AlphaCrest Capital Management LLC4,390$0.27M0.0%+26.7%0.005%Search for SEC Filing on Google Icon
8/11/2022King Luther Capital Management Corp71,300$4.38M0.0%+28.9%0.085%Search for SEC Filing on Google Icon
8/11/2022Clearbridge Investments LLC340,265$20.89M0.0%-18.5%0.403%Search for SEC Filing on Google Icon
8/11/2022FORA Capital LLC7,966$0.49M0.1%N/A0.009%Search for SEC Filing on Google Icon
8/11/2022Twin Tree Management LP6,339$0.39M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/11/2022Motley Fool Wealth Management LLC124,343$7.63M0.5%-0.4%0.147%Search for SEC Filing on Google Icon
8/11/2022Motley Fool Asset Management LLC100,674$5.92M0.6%-5.5%0.119%Search for SEC Filing on Google Icon
8/11/2022Deutsche Bank AG78,786$4.84M0.0%-5.5%0.093%Search for SEC Filing on Google Icon
8/11/2022UBS Group AG66,033$4.05M0.0%+100.7%0.078%Search for SEC Filing on Google Icon
8/11/2022Bank of Montreal Can7,207$0.47M0.0%-12.3%0.009%Search for SEC Filing on Google Icon
8/11/2022Harvest Fund Management Co. Ltd1,316$81K0.0%N/A0.002%Search for SEC Filing on Google Icon
8/11/2022JPMorgan Chase & Co.2,457,011$150.84M0.0%-8.0%2.912%Search for SEC Filing on Google Icon
8/10/2022Mutual of America Capital Management LLC70,541$4.33M0.1%-7.5%0.084%Search for SEC Filing on Google Icon
8/10/2022Mackenzie Financial Corp2,053,812$126.08M0.2%-0.3%2.434%Search for SEC Filing on Google Icon
8/10/2022Eagle Asset Management Inc.422,954$25.97M0.2%N/A0.501%Search for SEC Filing on Google Icon
8/10/2022California Public Employees Retirement System154,905$9.51M0.0%-5.6%0.184%Search for SEC Filing on Google Icon
8/10/2022Principal Financial Group Inc.345,859$21.23M0.0%+15.0%0.410%Search for SEC Filing on Google Icon
8/10/2022William Blair Investment Management LLC2,687,591$164.99M0.6%-13.6%3.186%Search for SEC Filing on Google Icon
8/9/2022Swiss National Bank197,000$12.09M0.0%-0.3%0.233%Search for SEC Filing on Google Icon
8/9/2022Summit Trail Advisors LLC3,686$0.23M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/8/2022Walleye Capital LLC12,688$0.78M0.0%+117.9%0.015%Search for SEC Filing on Google Icon
8/8/2022Oppenheimer Asset Management Inc.50,960$3.13M0.1%-13.0%0.060%Search for SEC Filing on Google Icon
8/8/2022TownSquare Capital LLC25,556$1.57M0.0%+10.7%0.030%Search for SEC Filing on Google Icon
8/8/2022Bank of Nova Scotia11,142$0.68M0.0%-11.9%0.013%Search for SEC Filing on Google Icon
8/8/2022Texas Permanent School Fund60,977$3.74M0.1%+2.9%0.072%Search for SEC Filing on Google Icon
8/8/2022HC Advisors LLC12,095$0.74M0.5%-1.6%0.014%Search for SEC Filing on Google Icon
8/8/2022State of Michigan Retirement System21,422$1.32M0.0%+0.9%0.025%Search for SEC Filing on Google Icon
8/8/2022Prospera Financial Services Inc25,081$1.54M0.1%N/A0.030%Search for SEC Filing on Google Icon
8/5/2022Landscape Capital Management L.L.C.10,198$0.63M0.1%-79.1%0.012%Search for SEC Filing on Google Icon
8/5/2022M&T Bank Corp57,965$3.56M0.0%+13.0%0.069%Search for SEC Filing on Google Icon
8/5/2022Zions Bancorporation N.A.12,624$0.78M0.1%+23.7%0.015%Search for SEC Filing on Google Icon
8/5/2022Cambiar Investors LLC23,361$1.43M0.1%-36.7%0.028%Search for SEC Filing on Google Icon
8/5/2022TimesSquare Capital Management LLC477,430$29.31M0.4%+116.2%0.566%Search for SEC Filing on Google Icon
8/4/2022Schaper Benz & Wise Investment Counsel Inc. WI16,777$1.03M0.1%-2.1%0.020%Search for SEC Filing on Google Icon
8/4/2022Securian Asset Management Inc.7,691$0.47M0.0%+2.8%0.009%Search for SEC Filing on Google Icon
8/4/2022Northwestern Mutual Investment Management Company LLC14,121$0.87M0.0%+1.7%0.017%Search for SEC Filing on Google Icon
8/4/2022Mitsubishi UFJ Kokusai Asset Management Co. Ltd.2,047$0.13M0.0%-53.5%0.002%Search for SEC Filing on Google Icon
8/3/2022Envestnet Asset Management Inc.69,684$4.28M0.0%+3.2%0.083%Search for SEC Filing on Google Icon
8/3/2022CIBC Private Wealth Group LLC114,951$7.06M0.0%-10.9%0.136%Search for SEC Filing on Google Icon
8/3/2022Stephens Investment Management Group LLC1,140,122$69.99M1.3%+0.9%1.351%Search for SEC Filing on Google Icon
8/3/2022Kornitzer Capital Management Inc. KS467,885$28.72M0.6%-23.6%0.555%Search for SEC Filing on Google Icon
8/3/2022Stephens Inc. AR4,839$0.30M0.0%-4.3%0.006%Search for SEC Filing on Google Icon
8/3/2022Assetmark Inc.755$46K0.0%+387.1%0.001%Search for SEC Filing on Google Icon
8/3/2022Retirement Systems of Alabama111,136$6.82M0.0%+1.3%0.132%Search for SEC Filing on Google Icon
8/3/2022Lisanti Capital Growth LLC182,888$11.23M1.5%+317.7%0.217%Search for SEC Filing on Google Icon
8/3/2022Sciencast Management LP8,136$0.47M0.1%-42.1%0.010%Search for SEC Filing on Google Icon
8/2/2022Mount Yale Investment Advisors LLC3,980$0.24M0.0%-8.6%0.005%Search for SEC Filing on Google Icon
8/2/2022Geneva Capital Management LLC850,277$52.20M1.2%-0.9%1.008%Search for SEC Filing on Google Icon
8/2/2022Comerica Bank38,917$2.33M0.0%+0.9%0.046%Search for SEC Filing on Google Icon
8/2/2022Xponance Inc.13,449$0.83M0.0%+6.6%0.016%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. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Read More on HealthEquity

Today's Range

Now: $70.58
Low: $69.79
High: $71.08

50 Day Range

MA: $63.75
Low: $56.95
High: $73.50

52 Week Range

Now: $70.58
Low: $36.81
High: $74.04

Volume

21,208 shs

Average Volume

889,988 shs

Market Capitalization

$5.97 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.9

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. Darcy G Mott (Insider)
  4. Darcy G Mott (Insider)
  5. Darcy G Mott (CFO)
  6. Edward Bloomberg (COO)
  7. Delano Ladd (EVP)
  8. William Robert Otten (VP)
  9. Frank Medici (Director)
  10. Larry L Trittschuh (EVP)
  11. Frank Corvino (Director)
  12. Adrian T Dillon (Director)
  13. Angelique Christine Hill (VP)
  14. Debra Charlotte Mccowan (Director)
  15. 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. FMR LLC — 4.25%
  2. William Blair Investment Management LLC — 3.19%
  3. State Street Corp — 3.08%
  4. JPMorgan Chase & Co. — 2.91%
  5. Mackenzie Financial Corp — 2.43%
  6. Brown Advisory Inc. — 2.09%
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:
  1. William Blair Investment Management LLC
  2. Credit Suisse AG
  3. Victory Capital Management Inc.
  4. Millennium Management LLC
  5. JPMorgan Chase & Co.
  6. Massachusetts Financial Services Co. MA
  7. Van Berkom & Associates Inc.
  8. Kornitzer Capital Management Inc. KS
In the previous year, company insiders that have sold HealthEquity company stock include:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
  3. Darcy G Mott (Insider)
  4. Darcy G Mott (Insider)
  5. Darcy G Mott (CFO)
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. Ophir Asset Management Pty Ltd
  2. Point72 Asset Management L.P.
  3. Eagle Asset Management Inc.
  4. FMR LLC
  5. TimesSquare Capital Management LLC
  6. Intrinsic Edge Capital Management LLC
  7. Assenagon Asset Management S.A.
  8. Lisanti Capital Growth LLC
During the previous year, these company insiders have bought HealthEquity stock:
  1. Jon Kessler (CEO)
  2. Ian Sacks (Director)
Learn More investors buying HealthEquity stock.