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, NY10.7MShares$1.02 Billion0.02% of portfolio
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Vanguard Group Inc Valley Forge, PA8.88MShares$843 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT7.76MShares$737 Million3.16% of portfolio
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State Street Corp Boston, MA3.13MShares$297 Million0.01% of portfolio
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Clearbridge Investments, LLC New York, NY2.39MShares$227 Million0.16% of portfolio
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Mackenzie Financial Corp Toronto Ontario, A62.36MShares$224 Million0.29% of portfolio
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Geode Capital Management, LLC Boston, MA2.08MShares$197 Million0.01% of portfolio
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Brown Advisory Inc1.86MShares$177 Million0.2% of portfolio
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Franklin Resources Inc San Mateo, CA1.64MShares$156 Million0.04% of portfolio
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Invesco Ltd. Atlanta, GA1.61MShares$153 Million0.03% 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 |
|---|---|---|---|---|---|
|
Dec 12
2024
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Open market or private sale
|
Direct |
2,869
-4.78%
|
$278,293
$97.12 P/Share
|
|
Dec 12
2024
|
Stuart B. Parker |
SELL
Open market or private sale
|
Direct |
25,000
-29.38%
|
$2,425,000
$97.0 P/Share
|
|
Dec 12
2024
|
Debra Charlotte Mc Cowan |
SELL
Open market or private sale
|
Direct |
5,000
-39.13%
|
$475,000
$95.56 P/Share
|
|
Dec 09
2024
|
Robert W Selander |
SELL
Open market or private sale
|
Direct |
8,250
-5.67%
|
$833,250
$101.56 P/Share
|
|
Dec 09
2024
|
Robert W Selander |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+11.98%
|
$480,000
$24.98 P/Share
|
|
Nov 06
2024
|
Frank Corvino |
SELL
Open market or private sale
|
Direct |
1,039
-21.54%
|
$99,744
$96.1 P/Share
|
|
Oct 11
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Bona fide gift
|
Indirect |
6,000
-1.07%
|
-
|
|
Oct 09
2024
|
Robert W Selander |
SELL
Open market or private sale
|
Direct |
8,250
-2.75%
|
$676,500
$82.94 P/Share
|
|
Oct 09
2024
|
Robert W Selander |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+13.94%
|
$480,000
$24.98 P/Share
|
|
Oct 03
2024
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
617
-0.96%
|
$48,126
$78.25 P/Share
|
|
Oct 03
2024
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
2,456
-3.93%
|
$191,568
$78.25 P/Share
|
|
Oct 03
2024
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
1,772
-2.22%
|
$138,216
$78.25 P/Share
|
|
Oct 03
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
739
-0.82%
|
$57,642
$78.25 P/Share
|
|
Oct 01
2024
|
Frank Corvino |
SELL
Open market or private sale
|
Direct |
1,247
-20.54%
|
$99,760
$80.26 P/Share
|
|
Sep 16
2024
|
Jon Kessler PRESIDENT AND CEO |
SELL
Open market or private sale
|
Indirect |
8,750
-4.03%
|
$682,500
$78.63 P/Share
|
|
Sep 16
2024
|
Jon Kessler PRESIDENT AND CEO |
SELL
Open market or private sale
|
Direct |
20,999
-4.72%
|
$1,637,922
$78.63 P/Share
|
|
Sep 10
2024
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
6,925
-7.97%
|
$526,300
$76.22 P/Share
|
|
Sep 06
2024
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Open market or private sale
|
Direct |
12,296
-16.44%
|
$946,792
$77.02 P/Share
|
|
Jul 25
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Open market or private sale
|
Direct |
35,000
-15.99%
|
$2,765,000
$79.94 P/Share
|
|
Jul 25
2024
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Exercise of conversion of derivative security
|
Direct |
35,000
+13.61%
|
$490,000
$14.0 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 257K shares |
|---|---|
| Exercise of conversion of derivative security | 214K shares |
| Open market or private sale | 306K shares |
|---|---|
| Payment of exercise price or tax liability | 90.1K shares |
| Bona fide gift | 12.5K shares |