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$1.09 Billion0.02% of portfolio
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Vanguard Group Inc Valley Forge, PA8.75MShares$890 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT6.31MShares$642 Million3.35% of portfolio
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State Street Corp Boston, MA3.15MShares$321 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA2.2MShares$223 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA2.13MShares$217 Million0.03% of portfolio
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Aqr Capital Management LLC Greenwich, CT1.76MShares$180 Million0.11% of portfolio
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Westfield Capital Management CO LP Boston, MA1.72MShares$175 Million0.74% of portfolio
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Brown Advisory Inc1.61MShares$163 Million0.21% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.56MShares$159 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 |
|---|---|---|---|---|---|
|
Jan 12
2026
|
Scott Cutler President and CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
12,496
-10.22%
|
$1,112,144
$89.83 P/Share
|
|
Jan 09
2026
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
2,470
-2.84%
|
$234,650
$95.24 P/Share
|
|
Jan 09
2026
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,744
-3.5%
|
$165,680
$95.24 P/Share
|
|
Jan 09
2026
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
791
-0.71%
|
$75,145
$95.24 P/Share
|
|
Jan 09
2026
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
2,074
-4.53%
|
$197,030
$95.24 P/Share
|
|
Jan 09
2026
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
739
-1.0%
|
$70,205
$95.24 P/Share
|
|
Dec 19
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Bona fide gift
|
Indirect |
140,000
+50.0%
|
-
|
|
Dec 19
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Bona fide gift
|
Indirect |
140,000
-25.47%
|
-
|
|
Dec 19
2025
|
Delano Ladd EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
1,500
-1.99%
|
$141,000
$94.72 P/Share
|
|
Dec 18
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Open market or private sale
|
Direct |
10,959
-19.33%
|
$1,041,105
$95.45 P/Share
|
|
Dec 17
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Bona fide gift
|
Indirect |
500
-0.09%
|
-
|
|
Dec 12
2025
|
Gayle Furgurson Wellborn |
SELL
Open market or private sale
|
Direct |
4,339
-18.03%
|
$425,222
$98.03 P/Share
|
|
Dec 12
2025
|
Gayle Furgurson Wellborn |
BUY
Exercise of conversion of derivative security
|
Direct |
4,339
+15.27%
|
$216,950
$50.41 P/Share
|
|
Nov 20
2025
|
Delano Ladd EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
1,500
-1.95%
|
$156,000
$104.56 P/Share
|
|
Oct 20
2025
|
Delano Ladd EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
1,500
-1.91%
|
$138,000
$92.07 P/Share
|
|
Oct 07
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
1,781
-3.45%
|
$156,728
$88.21 P/Share
|
|
Oct 06
2025
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
977
-1.23%
|
$85,976
$88.57 P/Share
|
|
Oct 06
2025
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
2,393
-2.68%
|
$210,584
$88.57 P/Share
|
|
Oct 06
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
1,058
-0.94%
|
$93,104
$88.57 P/Share
|
|
Oct 06
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,649
-3.1%
|
$145,112
$88.57 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 503K shares |
|---|---|
| Exercise of conversion of derivative security | 196K shares |
| Bona fide gift | 140K shares |
| Open market or private sale | 356K shares |
|---|---|
| Payment of exercise price or tax liability | 224K shares |
| Bona fide gift | 144K shares |