HealthEquity, Inc. (HQY)
NASDAQ
Market Cap
$8.83B
Sector
Healthcare
Industry
Medical—Healthcare Information Services
Rank in Sector
456 of 966
Rank in Industry
16 of 44
Largest Insider Buys in Sector
HQY Stock Price History Chart
HQY Stock Performance
About HealthEquity, Inc.
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 Activity of HealthEquity, Inc.
Over the last 12 months, insiders at HealthEquity, Inc. have bought $0 and sold $24.44M worth of HealthEquity, Inc. stock.
On average, over the past 5 years, insiders at HealthEquity, Inc. have bought $885,489 and sold $15.73M worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 5,018 shares for transaction amount of $199,666 was made by Dilsaver Evelyn S (director) on 2021‑12‑15.
List of Insider Buy and Sell Transactions, HealthEquity, Inc.
| 2024-11-06 | Sale | Former Director | 1,039 0.0012% | $96.10 | $99,848 | +3.59% | ||
| 2024-10-09 | Sale | director | 8,250 0.01% | $82.98 | $684,578 | +17.29% | ||
| 2024-10-01 | Sale | Former Director | 1,247 0.0015% | $80.26 | $100,090 | +13.87% | ||
| 2024-09-16 | Sale | PRESIDENT AND CEO | 29,749 0.0341% | $78.42 | $2.33M | +11.22% | ||
| 2024-09-06 | Sale | EVP, CHIEF TECHNOLOGY OFFICER | 12,296 0.0142% | $77.02 | $947,090 | +13.08% | ||
| 2024-07-25 | Sale | FOUNDER AND VICE CHAIRMAN | 35,000 0.0403% | $79.86 | $2.8M | +2.62% | ||
| 2024-07-09 | Sale | director | 5,297 0.006% | $81.34 | $430,858 | 0.00% | ||
| 2024-07-08 | Sale | Former Director | 7,705 0.0088% | $81.89 | $630,932 | 0.00% | ||
| 2024-06-25 | Sale | PRESIDENT AND CEO | 9,456 0.0109% | $83.08 | $785,587 | -2.56% | ||
| 2024-06-24 | Sale | PRESIDENT AND CEO | 45,795 0.0527% | $82.83 | $3.79M | -2.10% | ||
| 2024-06-07 | Sale | FOUNDER AND VICE CHAIRMAN | 2,080 0.0024% | $85.01 | $176,825 | -3.25% | ||
| 2024-06-06 | Sale | FOUNDER AND VICE CHAIRMAN | 7,484 0.0087% | $85.05 | $636,478 | -1.43% | ||
| 2024-06-05 | Sale | FOUNDER AND VICE CHAIRMAN | 25,036 0.0288% | $85.06 | $2.13M | -2.68% | ||
| 2024-06-04 | Sale | FOUNDER AND VICE CHAIRMAN | 400 0.0005% | $85.00 | $34,000 | -1.01% | ||
| 2024-03-26 | Sale | director | 32,500 0.0378% | $79.29 | $2.58M | +0.55% | ||
| 2024-03-22 | Sale | PRESIDENT AND CEO | 33,765 0.0394% | $79.81 | $2.69M | +0.29% | ||
| 2024-03-01 | Sale | EVP, GC & CORPORATE SECRETARY | 2,558 0.003% | $82.59 | $211,265 | -0.89% | ||
| 2024-02-09 | Sale | EVP, GC & CORPORATE SECRETARY | 2,499 0.003% | $80.00 | $199,920 | +1.11% | ||
| 2024-01-08 | Sale | EVP, GC & CORPORATE SECRETARY | 2,586 0.0029% | $70.00 | $181,020 | +11.70% | ||
| 2023-12-19 | Sale | 45,000 0.0519% | $63.50 | $2.86M | +24.65% |
Insider Historical Profitability
23.03%
| Sacks Ian | 109630 0.1255% | $101.13 | 1 | 9 | +36.9% | |
| Kessler Jon | PRESIDENT AND CEO | 101235 0.1159% | $101.13 | 1 | 49 | <0.0001% |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 89769 0.1028% | $101.13 | 1 | 46 | <0.0001% |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 62520 0.0716% | $101.13 | 0 | 4 | |
| SELANDER ROBERT W | director | 54719 0.0627% | $101.13 | 1 | 1 | <0.0001% |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | 47438 0.0543% | $101.13 | 0 | 10 | |
| Dilsaver Evelyn S | director | 32123 0.0368% | $101.13 | 2 | 2 | +45.04% |
| Wellborn Gayle Furgurson | director | 17730 0.0203% | $101.13 | 0 | 2 | |
| Corvino Frank | Former Director | 3784 0.0043% | $101.13 | 0 | 11 | |
| Berkley Capital Investors, L.P. | 10 percent owner | 14269150 16.3404% | $101.13 | 0 | 1 | |
| Berkley Capital, LLC | 6004661 6.8763% | $101.13 | 0 | 38 | ||
| MOTT DARCY G | 91052 0.1043% | $101.13 | 1 | 56 | +36.9% | |
| Murdock Tyson D. | 68818 0.0788% | $101.13 | 0 | 2 | ||
| Bloomberg Edward | CHIEF OPERATING OFFICER | 59850 0.0685% | $101.13 | 0 | 3 | |
| Trittschuh Larry L | 46210 0.0529% | $101.13 | 0 | 5 | ||
| DILLON ADRIAN T | director | 44083 0.0505% | $101.13 | 3 | 0 | +19.74% |
| Dreier Ashley | 42444 0.0486% | $101.13 | 0 | 20 | ||
| Medici Frank | director | 36138 0.0414% | $101.13 | 1 | 40 | +36.9% |
| Otten William Robert | 30566 0.035% | $101.13 | 0 | 5 | ||
| Parker Stuart B. | director | 30531 0.035% | $101.13 | 1 | 0 | +47.2% |
| Hill Angelique Christine | Exec VP, Operations | 23707 0.0271% | $101.13 | 0 | 4 | |
| LEAVITT MICHAEL O | director | 16667 0.0191% | $101.13 | 0 | 6 | |
| Soldan Jon | Exec VP, Operations | 8020 0.0092% | $101.13 | 0 | 6 | |
| McCowan Debra Charlotte | director | 7072 0.0081% | $101.13 | 0 | 2 | |
| Jensen Frode | Executive VP, GC & Corp. Secy. | 3000 0.0034% | $101.13 | 1 | 0 | +36.9% |
| ROBINSON GARY D | EVP, Chief Marketing Officer | 2890 0.0033% | $101.13 | 0 | 5 | |
| Sydney Matthew | Exec VP, Sales & Marketing | 100 0.0001% | $101.13 | 0 | 2 | |
| Rana Manu S | director | 0 0% | $101.13 | 0 | 8 |
Institutional Investor Ownership
Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
| BlackRock | $891.91M | 12.56 | 10.93M | +3.16% | +$27.29M | 0.02 | |
| The Vanguard Group | $715.78M | 10.08 | 8.77M | +1.73% | +$12.17M | 0.01 | |
| Wasatch Advisors | $604.8M | 8.52 | 7.41M | +8.32% | +$46.47M | 3.16 | |
| Fidelity Investments | $404.98M | 5.7 | 4.96M | -4.83% | -$20.56M | 0.03 | |
| State Street | $249.24M | 3.51 | 3.05M | +3.28% | +$7.91M | 0.01 | |
| ClearBridge Investments | $190.5M | 2.68 | 2.33M | -1.01% | -$1.95M | 0.15 | |
| Mackenzie Financial Corp | $166.41M | 2.34 | 2.04M | +12.79% | +$18.87M | 0.22 | |
| Geode Capital Management | $161.3M | 2.27 | 1.98M | +4.37% | +$6.76M | 0.01 | |
| Brown Advisory | $152.36M | 2.15 | 1.87M | +2.87% | +$4.25M | 0.2 | |
| Franklin Templeton Investments | $127.29M | 1.79 | 1.56M | +5.32% | +$6.43M | 0.04 | |
| JPMorgan Chase | $125.42M | 1.77 | 1.54M | -26.55% | -$45.34M | 0.01 | |
| Invesco | $117.95M | 1.66 | 1.44M | +134.89% | +$67.73M | 0.02 | |
| Dimensional Fund Advisors | $116.86M | 1.65 | 1.43M | +1.55% | +$1.78M | 0.03 | |
| Millennium Management LLC | $114.66M | 1.61 | 1.4M | +56.91% | +$41.59M | 0.07 | |
| Stephens Investment Management Group LLC | $96.68M | 1.36 | 1.18M | -0.18% | -$173,953.53 | 1.29 | |
| Goldman Sachs | $91.91M | 1.29 | 1.13M | -0.33% | -$300,561.66 | 0.02 | |
| Allspring Global Investments | $90.85M | 1.28 | 1.11M | -7.92% | -$7.81M | 0.14 | |
| Arrowmark Colorado Holdings Llc | $90.83M | 1.28 | 1.11M | -8.01% | -$7.91M | 0.23 | |
| Janus Henderson | $89.85M | 1.27 | 1.1M | +1.14% | +$1.02M | 0.05 | |
| Charles Schwab | $86.58M | 1.22 | 1.06M | +5.83% | +$4.77M | 0.02 | |
| William Blair Investment Management | $85.26M | 1.2 | 1.04M | -41.42% | -$60.28M | 0.22 | |
| Northern Trust | $83.16M | 1.17 | 1.02M | -7.49% | -$6.73M | 0.01 | |
| Loomis, Sayles & Company | $75.99M | 1.07 | 930,866 | +5.7% | +$4.1M | 0.11 | |
| Van Berkom Associates Inc | $74.56M | 1.05 | 913,361 | -6.93% | -$5.55M | 2.12 | |
| Geneva Capital Management LLC | $70.66M | 1 | 865,566 | -0.59% | -$421,945.24 | 1.25 | |
| BNY Mellon | $65.48M | 0.92 | 802,180 | -3.41% | -$2.31M | 0.01 | |
| Bamco | $65.3M | 0.92 | 800,000 | 0% | +$0 | 0.17 | |
| GW&K Investment Management | $64.88M | 0.91 | 794,744 | -1.79% | -$1.18M | 0.57 | |
| Wellington Management Company | $53.86M | 0.76 | 659,848 | -1.11% | -$607,327.20 | 0.01 | |
| Bank of America | $52.49M | 0.74 | 643,076 | +33.51% | +$13.17M | 0.01 | |
| Morgan Stanley | $52.33M | 0.74 | 641,055 | -19.14% | -$12.39M | <0.01 | |
| Vaughan Nelson Investment Management | $49.44M | 0.7 | 605,710 | New | +$49.44M | 0.44 | |
| Aristotle Capital Boston LLC | $47.56M | 0.67 | 582,663 | -2.79% | -$1.37M | 1.44 | |
| KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | $46.77M | 0.66 | 572,935 | -1.45% | -$686,263.41 | 0.11 | |
| SEI Investments Company | $46.53M | 0.66 | 570,051 | +2.33% | +$1.06M | 0.07 | |
| Nuveen | $46.44M | 0.65 | 569,078 | -0.6% | -$278,848.00 | 0.01 | |
| American Century Investments | $45.19M | 0.64 | 553,653 | +7.55% | +$3.17M | 0.03 | |
| Greenhouse Funds Lllp | $41.34M | 0.58 | 506,465 | New | +$41.34M | 2.61 | |
| Davenport & Company | $35.38M | 0.5 | 433,384 | -14.54% | -$6.02M | 0.22 | |
| Eversept Partners LP | $34.39M | 0.48 | 421,345 | -14.87% | -$6.01M | 2.65 | |
| Aureus Asset Management | $33.56M | 0.47 | 411,134 | -1.3% | -$443,822.30 | 2.29 | |
| UBS | $30.56M | 0.43 | 374,355 | +1,168.4% | +$28.15M | 0.01 | |
| Massachusetts Financial Services Co Ma | $30.49M | 0.43 | 373,573 | -12.57% | -$4.38M | 0.01 | |
| Macquarie Group | $29.67M | 0.42 | 363,518 | +5.52% | +$1.55M | 0.03 | |
| Victory Capital Management Inc | $29.36M | 0.41 | 359,689 | -13.06% | -$4.41M | 0.03 | |
| Ophir Asset Management | $28.39M | 0.4 | 347,742 | +9.46% | +$2.45M | 4.97 | |
| Ashford Capital Management Inc | $27.88M | 0.39 | 341,512 | -16.44% | -$5.48M | 3.78 | |
| Ensign Peak Advisors Inc | $27.8M | 0.39 | 340,592 | +22.59% | +$5.12M | 0.05 | |
| Royal Bank of Canada | $26.99M | 0.38 | 330,693 | -6.18% | -$1.78M | 0.01 | |
| Fuller & Thaler Asset Management, Inc. | $25.91M | 0.37 | 317,423 | +39.68% | +$7.36M | 0.11 |
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