| $337M | ||
| $259M | ||
| $79M | ||
| $60M | ||
| $58M | ||
| $50M |
Buys | $0 | 0 | 0 |
Sells | $52,363,054 | 20 | 100 |
| Wellborn Gayle Furgurson | director | 0 | $0 | 1 | $430,858 | $-430,858 |
| McCowan Debra Charlotte | director | 0 | $0 | 1 | $477,800 | $-477,800 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 0 | $0 | 1 | $695,046 | $-695,046 |
| Corvino Frank | Former Director | 0 | $0 | 3 | $830,870 | $-830,870 |
| Parker Stuart B. | director | 0 | $0 | 1 | $2.42M | $-2.42M |
| SELANDER ROBERT W | director | 0 | $0 | 4 | $2.61M | $-2.61M |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 0 | $0 | 1 | $2.8M | $-2.8M |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 0 | $0 | 4 | $9.2M | $-9.2M |
| Kessler Jon | PRESIDENT AND CEO | 0 | $0 | 4 | $32.9M | $-32.9M |
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.
Over the last 12 months, insiders at HealthEquity, Inc. have bought $0 and sold $52.36M worth of HealthEquity, Inc. stock.
On average, over the past 5 years, insiders at HealthEquity, Inc. have bought $1.77M and sold $21.69M 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.
| 2025-06-09 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 13,000 0.0151% | $111.37 | $1.45M | -5.34% | |
| 2025-06-06 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 58,000 0.0677% | $112.56 | $6.53M | -3.93% | |
| 2025-06-06 | Sale | Kessler Jon | Former Director | 231,950 0.2695% | $112.06 | $25.99M | -3.93% | |
| 2025-04-09 | Sale | SELANDER ROBERT W | director | 5,750 0.0064% | $77.65 | $446,513 | +15.25% | |
| 2025-04-04 | Sale | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 8,881 0.0102% | $78.26 | $695,046 | +19.11% | |
| 2025-02-10 | Sale | SELANDER ROBERT W | director | 5,750 0.0066% | $111.29 | $639,927 | -14.22% | |
| 2024-12-12 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 2,869 0.0034% | $97.12 | $278,635 | +3.24% | |
| 2024-12-12 | Sale | Parker Stuart B. | director | 25,000 0.0294% | $96.72 | $2.42M | +3.24% | |
| 2024-12-12 | Sale | McCowan Debra Charlotte | director | 5,000 0.0058% | $95.56 | $477,800 | +3.24% | |
| 2024-12-09 | Sale | SELANDER ROBERT W | director | 8,250 0.0095% | $101.56 | $837,859 | -3.39% | |
| 2024-11-06 | Sale | Corvino Frank | Former Director | 1,039 0.0012% | $96.10 | $99,848 | +1.83% | |
| 2024-10-09 | Sale | SELANDER ROBERT W | director | 8,250 0.01% | $82.98 | $684,578 | +16.20% | |
| 2024-10-01 | Sale | Corvino Frank | Former Director | 1,247 0.0015% | $80.26 | $100,090 | +21.29% | |
| 2024-09-16 | Sale | Kessler Jon | PRESIDENT AND CEO | 29,749 0.0341% | $78.42 | $2.33M | +23.26% | |
| 2024-09-06 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 12,296 0.0142% | $77.02 | $947,090 | +25.65% | |
| 2024-07-25 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 35,000 0.0403% | $79.86 | $2.8M | +16.31% | |
| 2024-07-09 | Sale | Wellborn Gayle Furgurson | director | 5,297 0.006% | $81.34 | $430,858 | +11.09% | |
| 2024-07-08 | Sale | Corvino Frank | Former Director | 7,705 0.0088% | $81.89 | $630,932 | +11.21% | |
| 2024-06-25 | Sale | Kessler Jon | PRESIDENT AND CEO | 9,456 0.0109% | $83.08 | $785,587 | +7.84% | |
| 2024-06-24 | Sale | Kessler Jon | PRESIDENT AND CEO | 45,795 0.0527% | $82.83 | $3.79M | +7.86% |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 89769 0.1038% | $9.4M | 1 | 46 | <0.0001% |
| SELANDER ROBERT W | director | 84969 0.0983% | $8.9M | 1 | 4 | <0.0001% |
| Kessler Jon | Former Director | 75000 0.0867% | $7.86M | 1 | 50 | <0.0001% |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 62689 0.0725% | $6.57M | 0 | 7 | |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 56655 0.0655% | $5.94M | 0 | 1 | |
| Parker Stuart B. | director | 19061 0.022% | $2M | 1 | 1 | +47.2% |
| Wellborn Gayle Furgurson | director | 17730 0.0205% | $1.86M | 0 | 2 | |
| McCowan Debra Charlotte | director | 7779 0.009% | $814,928.04 | 0 | 3 | |
| Corvino Frank | Former Director | 3784 0.0044% | $396,411.84 | 0 | 11 | |
| Berkley Capital Investors, L.P. | 10 percent owner | 14269150 16.5008% | $1.49B | 0 | 1 | |
| Berkley Capital, LLC | 6004661 6.9438% | $629.05M | 0 | 38 | ||
| Sacks Ian | 109630 0.1268% | $11.48M | 1 | 9 | +36.9% | |
| MOTT DARCY G | 91052 0.1053% | $9.54M | 1 | 56 | +36.9% | |
| Murdock Tyson D. | 68818 0.0796% | $7.21M | 0 | 2 | ||
| Bloomberg Edward | CHIEF OPERATING OFFICER | 59850 0.0692% | $6.27M | 0 | 3 | |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | 47438 0.0549% | $4.97M | 0 | 10 | |
| Trittschuh Larry L | 46210 0.0534% | $4.84M | 0 | 5 | ||
| DILLON ADRIAN T | director | 44083 0.051% | $4.62M | 3 | 0 | +19.74% |
| Dreier Ashley | 42444 0.0491% | $4.45M | 0 | 20 | ||
| Medici Frank | director | 36138 0.0418% | $3.79M | 1 | 40 | +36.9% |
| Dilsaver Evelyn S | director | 32123 0.0371% | $3.37M | 2 | 2 | +45.04% |
| Otten William Robert | 30566 0.0353% | $3.2M | 0 | 5 | ||
| Hill Angelique Christine | Exec VP, Operations | 23707 0.0274% | $2.48M | 0 | 4 | |
| LEAVITT MICHAEL O | director | 16667 0.0193% | $1.75M | 0 | 6 | |
| Soldan Jon | Exec VP, Operations | 8020 0.0093% | $840,175.20 | 0 | 6 | |
| Jensen Frode | Executive VP, GC & Corp. Secy. | 3000 0.0035% | $314,280.00 | 1 | 0 | +36.9% |
| ROBINSON GARY D | EVP, Chief Marketing Officer | 2890 0.0033% | $302,756.40 | 0 | 5 | |
| Sydney Matthew | Exec VP, Sales & Marketing | 100 0.0001% | $10,476.00 | 0 | 2 | |
| Rana Manu S | director | 0 0% | $0 | 0 | 8 |
| Increased Positions | 275 | +60.98% | 10M | +10.73% |
| Decreased Positions | 199 | -44.12% | 9M | -9.66% |
| New Positions | 78 | New | 3M | New |
| Sold Out Positions | 52 | Sold Out | 1M | Sold Out |
| Total Postitions | 527 | +16.85% | 94M | +1.07% |
| Blackrock, Inc. | $984,432.00 | 12.64% | 10.87M | -111,387 | -1.01% | 2025-03-31 |
| Vanguard Group Inc | $813,054.00 | 10.44% | 8.98M | +99,624 | +1.12% | 2024-12-31 |
| Wasatch Advisors Lp | $680,595.00 | 8.74% | 7.51M | -245,145 | -3.16% | 2024-12-31 |
| Fmr Llc | $490,563.00 | 6.3% | 5.42M | +125,684 | +2.38% | 2024-12-31 |
| Mackenzie Financial Corp | $350,572.00 | 4.5% | 3.87M | +2M | +64.17% | 2024-12-31 |
| State Street Corp | $295,503.00 | 3.79% | 3.26M | +130,446 | +4.17% | 2024-12-31 |
| Geode Capital Management, Llc | $189,258.00 | 2.43% | 2.09M | +10,421 | +0.5% | 2024-12-31 |
| Clearbridge Investments, Llc | $186,597.00 | 2.4% | 2.06M | -328,366 | -13.75% | 2024-12-31 |
| Brown Advisory Inc | $175,085.00 | 2.25% | 1.93M | -153,096 | -7.34% | 2025-03-31 |
| Invesco Ltd. | $147,172.00 | 1.89% | 1.62M | +12,425 | +0.77% | 2024-12-31 |