Institutional shares held 82 Million
41K calls
61.9K puts
Total value of holdings $7.2B
$3.6M calls
$5.44M puts
Market Cap $7.36B
84,530,704 Shares Out.
Institutional ownership 97.0%
# of Institutions 418


Latest Institutional Activity in HQY

Top Purchases

Q3 2024
Davenport & CO LLC Shares Held: 480K ($41.9M)
Q3 2024
Inspire Investing, LLC Shares Held: 24K ($2.09M)
Q3 2024
Sg Americas Securities, LLC Shares Held: 11.7K ($1.02M)
Q3 2024
New York State Common Retirement Fund Shares Held: 42.1K ($3.67M)
Q3 2024
Baldwin Brothers LLC Shares Held: 5.13K ($447K)

Top Sells

Q3 2024
Allspring Global Investments Holdings, LLC Shares Held: 1.04M ($90.4M)
Q3 2024
Stephens Investment Management Group LLC Shares Held: 1.25M ($109M)
Q3 2024
Gradient Investments LLC Shares Held: 24.4K ($2.12M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 14.8K ($1.29M)
Q3 2024
Yousif Capital Management, LLC Shares Held: 33K ($2.87M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
567K Shares
From 21 Insiders
Grant, award, or other acquisition 257K shares
Exercise of conversion of derivative security 309K shares
Sell / Disposition
486K Shares
From 16 Insiders
Open market or private sale 381K shares
Payment of exercise price or tax liability 90.1K shares
Bona fide gift 14.9K shares

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