Institutional shares held 84.5 Million
299K calls
86.9K puts
Total value of holdings $7.14B
$25.3M calls
$7.34M puts
Market Cap $7.14B
84,530,704 Shares Out.
Institutional ownership 99.95%
# of Institutions 486


Latest Institutional Activity in HQY

Top Purchases

Q1 2025
Vaughan Nelson Investment Management, L.P. Shares Held: 835K ($70.6M)
Q1 2025
Congress Asset Management CO Shares Held: 68.3K ($5.77M)
Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 38.9K ($3.29M)
Q1 2025
Aubrey Capital Management LTD Shares Held: 26K ($2.2M)
Q1 2025
Chesley Taft & Associates LLC Shares Held: 12.6K ($1.07M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 1.57K ($133K)
Q1 2025
Inspirion Wealth Advisors, LLC Shares Held: 65K ($5.49M)
Q1 2025
Gradient Investments LLC Shares Held: 20.6K ($1.74M)
Q1 2025
City Center Advisors, LLC Shares Held: 2.84K ($240K)
Q1 2025
Btc Capital Management, Inc. Shares Held: 5.59K ($473K)

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
656K Shares
From 19 Insiders
Grant, award, or other acquisition 509K shares
Exercise of conversion of derivative security 147K shares
Sell / Disposition
465K Shares
From 16 Insiders
Open market or private sale 252K shares
Payment of exercise price or tax liability 207K shares
Bona fide gift 6K shares

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