Healthequity, Inc. HQY
We take great care to ensure that the data presented and summarized in this overview for HEALTHEQUITY, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HQY
View all-
Black Rock Inc. New York, NY10.9MShares$904 Million0.02% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.77MShares$726 Million0.01% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT7.41MShares$613 Million3.18% of portfolio
-
State Street Corp Boston, MA3.05MShares$253 Million0.01% of portfolio
-
Clearbridge Investments, LLC New York, NY2.33MShares$193 Million0.16% of portfolio
-
Mackenzie Financial Corp Toronto Ontario, A62.04MShares$169 Million0.26% of portfolio
-
Geode Capital Management, LLC Boston, MA1.98MShares$163 Million0.02% of portfolio
-
Brown Advisory Inc1.87MShares$154 Million0.21% of portfolio
-
Franklin Resources Inc San Mateo, CA1.56MShares$129 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY1.54MShares$127 Million0.01% of portfolio
Latest Institutional Activity in HQY
Top Purchases
Top Sells
About HQY
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.
Insider Transactions at HQY
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 07
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
2,080
-2.25%
|
$176,800
$85.01 P/Share
|
|
Jun 07
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Exercise of conversion of derivative security
|
Direct |
2,080
+2.2%
|
$29,120
$14.0 P/Share
|
|
Jun 06
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
7,484
-7.64%
|
$636,140
$85.05 P/Share
|
|
Jun 06
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Exercise of conversion of derivative security
|
Direct |
7,484
+7.1%
|
$104,776
$14.0 P/Share
|
|
Jun 05
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
25,036
-21.67%
|
$2,128,060
$85.06 P/Share
|
|
Jun 05
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Exercise of conversion of derivative security
|
Direct |
25,036
+17.81%
|
$350,504
$14.0 P/Share
|
|
Jun 04
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
400
-0.44%
|
$34,000
$85.0 P/Share
|
|
Jun 04
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Exercise of conversion of derivative security
|
Direct |
400
+0.44%
|
$5,600
$14.0 P/Share
|
|
Apr 03
2024
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
3,209
-3.99%
|
$256,720
$80.6 P/Share
|
|
Apr 03
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
1,984
-2.14%
|
$158,720
$80.6 P/Share
|
|
Apr 03
2024
|
Delano Ladd EVP, GC & CORPORATE SECRETARY |
SELL
Payment of exercise price or tax liability
|
Direct |
1,684
-2.52%
|
$134,720
$80.6 P/Share
|
|
Apr 02
2024
|
Delano Ladd EVP, GC & CORPORATE SECRETARY |
SELL
Payment of exercise price or tax liability
|
Direct |
1,332
-1.95%
|
$107,892
$81.86 P/Share
|
|
Apr 02
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
1,751
-1.86%
|
$141,831
$81.86 P/Share
|
|
Apr 01
2024
|
Jon Kessler PRESIDENT AND CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
53,295
-16.77%
|
$4,263,600
$80.62 P/Share
|
|
Apr 01
2024
|
Delano Ladd EVP, GC & CORPORATE SECRETARY |
SELL
Payment of exercise price or tax liability
|
Direct |
3,461
-4.83%
|
$276,880
$80.62 P/Share
|
|
Apr 01
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
5,348
-5.37%
|
$427,840
$80.62 P/Share
|
|
Mar 27
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Grant, award, or other acquisition
|
Direct |
26,946
+12.71%
|
-
|
|
Mar 27
2024
|
Jon Kessler PRESIDENT AND CEO |
BUY
Grant, award, or other acquisition
|
Direct |
103,806
+24.62%
|
-
|
|
Mar 27
2024
|
Delano Ladd EVP, GC & CORPORATE SECRETARY |
BUY
Grant, award, or other acquisition
|
Direct |
24,255
+15.67%
|
-
|
|
Mar 27
2024
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
BUY
Grant, award, or other acquisition
|
Direct |
18,816
+18.95%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 266K shares |
|---|---|
| Exercise of conversion of derivative security | 253K shares |
| Open market or private sale | 347K shares |
|---|---|
| Payment of exercise price or tax liability | 79.8K shares |
| Bona fide gift | 13.4K shares |