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$921 Million0.02% of portfolio
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Vanguard Group Inc Valley Forge, PA8.98MShares$769 Million0.02% of portfolio
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Wasatch Advisors Inc Salt Lake City, UT7.51MShares$644 Million3.62% of portfolio
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State Street Corp Boston, MA3.26MShares$280 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA2.09MShares$179 Million0.02% of portfolio
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Clearbridge Investments, LLC New York, NY2.06MShares$177 Million0.17% of portfolio
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Mackenzie Financial Corp Toronto Ontario, A61.94MShares$166 Million0.27% of portfolio
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Brown Advisory Inc1.93MShares$166 Million0.26% of portfolio
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Invesco Ltd. Atlanta, GA1.62MShares$139 Million0.03% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.58MShares$136 Million0.04% 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 |
|---|---|---|---|---|---|
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|
Apr 09
2025
|
Robert W Selander |
SELL
Open market or private sale
|
Direct |
5,750
-2.15%
|
$442,750
$77.89 P/Share
|
|
Apr 09
2025
|
Robert W Selander |
BUY
Exercise of conversion of derivative security
|
Direct |
12,500
+12.11%
|
$350,000
$28.68 P/Share
|
|
Apr 08
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
9,019
-7.35%
|
$712,501
$79.88 P/Share
|
|
Apr 08
2025
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
6,991
-7.48%
|
$552,289
$79.88 P/Share
|
|
Apr 08
2025
|
Jon Kessler |
SELL
Payment of exercise price or tax liability
|
Direct |
101,545
-24.79%
|
$8,022,055
$79.88 P/Share
|
|
Apr 08
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
52,078
-28.03%
|
$4,114,162
$79.88 P/Share
|
|
Apr 04
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Open market or private sale
|
Direct |
8,881
-13.55%
|
$692,718
$78.26 P/Share
|
|
Apr 03
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
SELL
Payment of exercise price or tax liability
|
Direct |
1,316
-1.06%
|
$109,228
$83.88 P/Share
|
|
Apr 03
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
4,839
-6.88%
|
$401,637
$83.87 P/Share
|
|
Apr 03
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
3,800
-2.0%
|
$315,400
$83.88 P/Share
|
|
Apr 03
2025
|
James M Lucania EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
4,212
-4.39%
|
$349,596
$83.88 P/Share
|
|
Apr 03
2025
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
1,352
-1.43%
|
$112,216
$83.88 P/Share
|
|
Apr 02
2025
|
Stephen Neeleman FOUNDER AND VICE CHAIRMAN |
BUY
Grant, award, or other acquisition
|
Direct |
36,055
+13.59%
|
-
|
|
Apr 02
2025
|
Jon Kessler |
BUY
Grant, award, or other acquisition
|
Direct |
205,055
+33.36%
|
-
|
|
Apr 02
2025
|
Michael Henry Fiore EVP, CHIEF COMMERCIAL OFFICER |
BUY
Grant, award, or other acquisition
|
Direct |
15,495
+18.04%
|
-
|
|
Apr 02
2025
|
Elimelech Rosner EVP, CHIEF TECHNOLOGY OFFICER |
BUY
Grant, award, or other acquisition
|
Direct |
134,079
+28.56%
|
-
|
|
Apr 02
2025
|
James M Lucania EVP & CFO |
BUY
Grant, award, or other acquisition
|
Direct |
19,721
+17.04%
|
-
|
|
Apr 02
2025
|
Delano Ladd EVP, General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
31,662
+15.54%
|
-
|
|
Apr 02
2025
|
Scott Cutler President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
45,076
+26.93%
|
-
|
|
Apr 01
2025
|
Delano Ladd EVP, General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
395
-0.62%
|
$34,365
$87.93 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 509K shares |
|---|---|
| Exercise of conversion of derivative security | 147K shares |
| Open market or private sale | 252K shares |
|---|---|
| Payment of exercise price or tax liability | 207K shares |
| Bona fide gift | 6K shares |