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, PA8.5MShares$808 Million0.01% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT6.1MShares$580 Million3.47% of portfolio
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State Street Corp Boston, MA3.18MShares$303 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA2.37MShares$225 Million0.04% of portfolio
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Geode Capital Management, LLC Boston, MA2.15MShares$204 Million0.02% of portfolio
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Brown Advisory Inc1.63MShares$155 Million0.24% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.52MShares$145 Million0.04% of portfolio
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Morgan Stanley New York, NY1.4MShares$133 Million0.01% of portfolio
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Clearbridge Investments, LLC New York, NY1.32MShares$126 Million0.12% 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 |
|---|---|---|---|---|---|
|
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
|
|
Oct 06
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
3,006
-5.03%
|
$264,528
$88.57 P/Share
|
|
Sep 19
2025
|
Delano Ladd EVP, General Counsel |
SELL
Open market or private sale
|
Direct |
6,000
-2.36%
|
$564,000
$94.89 P/Share
|
|
Sep 05
2025
|
Evelyn S Dilsaver |
SELL
Open market or private sale
|
Direct |
3,461
-6.7%
|
$321,873
$93.3 P/Share
|
|
Sep 05
2025
|
Evelyn S Dilsaver |
BUY
Exercise of conversion of derivative security
|
Direct |
15,000
+22.5%
|
$315,000
$21.27 P/Share
|
|
Jul 28
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Bona fide gift
|
Indirect |
3,000
-0.54%
|
-
|
|
Jul 07
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
1,794
-1.64%
|
$181,194
$101.79 P/Share
|
|
Jul 03
2025
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
970
-1.12%
|
$97,000
$100.87 P/Share
|
|
Jul 03
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
1,049
-0.92%
|
$104,900
$100.87 P/Share
|
|
Jul 03
2025
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
2,375
-2.59%
|
$237,500
$100.87 P/Share
|
|
Jul 03
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
2,982
-4.76%
|
$298,200
$100.87 P/Share
|
|
Jul 03
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
1,636
-2.89%
|
$163,600
$100.87 P/Share
|
|
Jun 26
2025
|
Robert W Selander |
BUY
Grant, award, or other acquisition
|
Direct |
2,003
+2.25%
|
-
|
|
Jun 26
2025
|
Evelyn S Dilsaver |
BUY
Grant, award, or other acquisition
|
Direct |
2,003
+5.18%
|
-
|
|
Jun 26
2025
|
Adrian T Dillon |
BUY
Grant, award, or other acquisition
|
Direct |
2,003
+3.26%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 503K shares |
|---|---|
| Exercise of conversion of derivative security | 211K shares |
| Open market or private sale | 379K shares |
|---|---|
| Payment of exercise price or tax liability | 209K shares |
| Bona fide gift | 3K shares |