HealthEquity, Inc. (HQY)
NASDAQ
Market Cap
$7.21B
Sector
Healthcare
Industry
Medical—Healthcare Information Services
Rank in Sector
420 of 809
Rank in Industry
13 of 35
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 $29.35M worth of HealthEquity, Inc. stock.
On average, over the past 5 years, insiders at HealthEquity, Inc. have bought $2.11M and sold $14.76M 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.
| 2024-06-25 | Sale | Kessler Jon | PRESIDENT AND CEO | 9,456 0.0109% | $83.08 | $785,587 | -0.32% | |
| 2024-06-24 | Sale | Kessler Jon | PRESIDENT AND CEO | 45,795 0.0527% | $82.83 | $3.79M | +0.02% | |
| 2024-06-07 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 2,080 0.0024% | $85.01 | $176,825 | -2.39% | |
| 2024-06-06 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 7,484 0.0087% | $85.05 | $636,478 | -0.32% | |
| 2024-06-05 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 25,036 0.0288% | $85.06 | $2.13M | -1.33% | |
| 2024-06-04 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 400 0.0005% | $85.00 | $34,000 | +0.29% | |
| 2024-03-26 | Sale | Dilsaver Evelyn S | director | 32,500 0.0378% | $79.29 | $2.58M | +0.49% | |
| 2024-03-22 | Sale | Kessler Jon | PRESIDENT AND CEO | 33,765 0.0394% | $79.81 | $2.69M | +0.28% | |
| 2024-03-01 | Sale | Ladd Delano | EVP, GC & CORPORATE SECRETARY | 2,558 0.003% | $82.59 | $211,265 | -0.89% | |
| 2024-02-09 | Sale | Ladd Delano | EVP, GC & CORPORATE SECRETARY | 2,499 0.003% | $80.00 | $199,920 | +1.11% | |
| 2024-01-08 | Sale | Ladd Delano | EVP, GC & CORPORATE SECRETARY | 2,586 0.0029% | $70.00 | $181,020 | +11.64% | |
| 2023-12-19 | Sale | Sacks Ian | 45,000 0.0519% | $63.50 | $2.86M | +24.58% | ||
| 2023-12-11 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 2,017 0.0023% | $70.09 | $141,364 | +12.27% | |
| 2023-12-08 | Sale | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 70,000 0.0814% | $68.57 | $4.8M | +15.82% | |
| 2023-10-13 | Sale | Murdock Tyson D. | 1,000 0.0012% | $76.55 | $76,550 | +5.23% | ||
| 2023-09-27 | Sale | Kessler Jon | PRESIDENT AND CEO | 46,818 0.0543% | $75.03 | $3.51M | +2.39% | |
| 2023-09-22 | Sale | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 1,998 0.0023% | $71.92 | $143,704 | +6.44% | |
| 2023-09-22 | Sale | Corvino Frank | director | 5,063 0.0059% | $72.27 | $365,923 | +6.44% | |
| 2023-09-21 | Sale | Trittschuh Larry L | 6,419 0.0075% | $72.42 | $464,896 | +7.12% | ||
| 2023-09-07 | Sale | Murdock Tyson D. | 2,844 0.0033% | $71.35 | $202,919 | +7.76% |
Insider Historical Profitability
23.03%
| Sacks Ian | 109630 0.1278% | $82.81 | 1 | 9 | +36.9% | |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 90515 0.0849% | $82.81 | 1 | 45 | <0.0001% |
| Murdock Tyson D. | 68818 0.0802% | $82.81 | 0 | 2 | ||
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 62898 0.0733% | $82.81 | 0 | 3 | |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | 47438 0.0583% | $82.81 | 0 | 10 | |
| Trittschuh Larry L | 46210 0.0539% | $82.81 | 0 | 5 | ||
| Dilsaver Evelyn S | director | 32123 0.0286% | $82.81 | 2 | 2 | +45.04% |
| Corvino Frank | director | 7293 0.0085% | $82.81 | 0 | 8 | |
| Kessler Jon | PRESIDENT AND CEO | 109985 0% | $82.81 | 1 | 48 | <0.0001% |
| Berkley Capital Investors, L.P. | 10 percent owner | 14269150 16.6305% | $82.81 | 0 | 1 | |
| Berkley Capital, LLC | 6004661 6.9983% | $82.81 | 0 | 38 | ||
| MOTT DARCY G | 91052 0.1061% | $82.81 | 1 | 56 | +36.9% | |
| Bloomberg Edward | CHIEF OPERATING OFFICER | 59850 0.0698% | $82.81 | 0 | 3 | |
| DILLON ADRIAN T | director | 44083 0.0514% | $82.81 | 3 | 0 | +19.74% |
| Dreier Ashley | 42444 0.0495% | $82.81 | 0 | 20 | ||
| Medici Frank | director | 36138 0.0421% | $82.81 | 1 | 40 | +36.9% |
| SELANDER ROBERT W | director | 32669 0.0381% | $82.81 | 1 | 0 | <0.0001% |
| Parker Stuart B. | director | 30531 0.0356% | $82.81 | 1 | 0 | +47.2% |
| Otten William Robert | 30566 0.0356% | $82.81 | 0 | 5 | ||
| Hill Angelique Christine | Exec VP, Operations | 23707 0.0276% | $82.81 | 0 | 4 | |
| LEAVITT MICHAEL O | director | 16667 0.0194% | $82.81 | 0 | 6 | |
| Wellborn Gayle Furgurson | director | 12023 0.014% | $82.81 | 0 | 1 | |
| Soldan Jon | Exec VP, Operations | 8020 0.0093% | $82.81 | 0 | 6 | |
| McCowan Debra Charlotte | director | 7072 0.0082% | $82.81 | 0 | 2 | |
| Jensen Frode | Executive VP, GC & Corp. Secy. | 3000 0.0035% | $82.81 | 1 | 0 | +36.9% |
| ROBINSON GARY D | EVP, Chief Marketing Officer | 2890 0.0034% | $82.81 | 0 | 5 | |
| Sydney Matthew | Exec VP, Sales & Marketing | 100 0.0001% | $82.81 | 0 | 2 | |
| Rana Manu S | director | 0 0% | $82.81 | 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 | 0.23 | |
| 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 | 0.03 | |
| 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 | 0.08 | |
| 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 | 1.24 | |
| BNY Mellon | $65.48M | 0.92 | 802,180 | -3.41% | -$2.31M | 0.01 | |
| Bamco | $65.3M | 0.92 | 800,000 | 0% | +$0 | 0.18 | |
| 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 | 0.43 | |
| Aristotle Capital Boston LLC | $47.56M | 0.67 | 582,663 | -2.79% | -$1.37M | 1.46 | |
| 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 | 2.59 | |
| 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 | 0.02 | |
| 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 |