HQY
HealthEquity, Inc.
NASDAQ · USHealthcareMedical - Healthcare Information Services
$97.23-0.45%
Price as of Jul 20, 2026
HQY ownership
HealthEquity, Inc. ownership & insider activity
Latest available institutional positioning and SEC Form 4 insider transactions, coalesced at the company entity level when listings share coverage.
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
4
Net (3m)
-$1.4M
Insider trades by month Buys Sells
Sep
Oct
Nov
Dec
Jun
Jul
Context3-month price +12.5%Institutions mixed (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 7, 2026 | Fiore Michael Henryofficer: EVP, CHIEF COMMERCIAL OFFICER | Sell | 2,470 | $95.00 |
| Jun 29, 2026 | DILLON ADRIAN Tdirector | Grant | 2,877 | — |
| Jun 29, 2026 | Natarajan Rajeshdirector | Grant | 2,877 | — |
| Jun 29, 2026 | Parker Stuart B.director | Grant | 2,877 | — |
| Jun 29, 2026 | Wellborn Gayle Furgursondirector | Grant | 2,877 | — |
| Jun 29, 2026 | Gassen Williamdirector | Grant | 2,877 | — |
| Jun 29, 2026 | SELANDER ROBERT Wdirector | Grant | 2,877 | — |
| Jun 29, 2026 | Dilsaver Evelyn Sdirector | Grant | 2,877 | — |
| Jun 29, 2026 | McCowan Debra Charlottedirector | Grant | 2,877 | — |
| Jun 2, 2026 | Fiore Michael Henryofficer: EVP, CHIEF COMMERCIAL OFFICER | Sell | 3,142 | $95.00 |
| Jun 1, 2026 | Wellborn Gayle Furgursondirector | Option | 2,439 | $47.21 |
| Jun 1, 2026 | Ladd Delanoofficer: EVP, General Counsel | Sell | 7,500 | $90.00 |
| Jun 1, 2026 | Wellborn Gayle Furgursondirector | Sell | 2,439 | $90.00 |
| Apr 8, 2026 | Ladd Delanoofficer: EVP, General Counsel | Tax | 2,481 | $83.84 |
| Apr 8, 2026 | Cutler Scottdirector, officer: President and CEO | Tax | 4,931 | $83.84 |
| Apr 8, 2026 | Neeleman Stephendirector, officer: FOUNDER AND VICE CHAIRMAN | Tax | 2,559 | $83.84 |
| Apr 8, 2026 | Lucania James Mofficer: EVP & CFO | Tax | 4,393 | $83.84 |
| Apr 8, 2026 | Rosner Elimelechofficer: EVP, CHIEF TECHNOLOGY OFFICER | Tax | 4,768 | $83.84 |
| Apr 8, 2026 | Fiore Michael Henryofficer: EVP, CHIEF COMMERCIAL OFFICER | Tax | 3,378 | $83.84 |
| Apr 2, 2026 | Neeleman Stephendirector, officer: FOUNDER AND VICE CHAIRMAN | Tax | 9,292 | $82.53 |
| Apr 2, 2026 | Ladd Delanoofficer: EVP, General Counsel | Tax | 7,726 | $82.53 |
| Apr 2, 2026 | Rosner Elimelechofficer: EVP, CHIEF TECHNOLOGY OFFICER | Tax | 18,010 | $82.53 |
| Mar 27, 2026 | Cutler Scottdirector, officer: President and CEO | Grant | 72,754 | — |
| Mar 27, 2026 | Fiore Michael Henryofficer: EVP, CHIEF COMMERCIAL OFFICER | Grant | 17,582 | — |
| Mar 27, 2026 | Ladd Delanoofficer: EVP, General Counsel | Grant | 20,451 | — |
| Mar 27, 2026 | Rosner Elimelechofficer: EVP, CHIEF TECHNOLOGY OFFICER | Grant | 19,704 | — |
| Mar 27, 2026 | Ladd Delanoofficer: EVP, General Counsel | Grant | 15,157 | — |
| Mar 27, 2026 | Lucania James Mofficer: EVP & CFO | Grant | 27,283 | — |
| Mar 27, 2026 | Rosner Elimelechofficer: EVP, CHIEF TECHNOLOGY OFFICER | Grant | 40,903 | — |
| Mar 27, 2026 | Gathright Michaelofficer: Chief Customer Officer | Grant | 15,157 | — |
Source: HQY SEC Form 4 filings, latest Jul 7, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their HQY positions over the last 6 months (SEC Form 13F).
Increased
386
New positions
155
Reduced
369
Sold out
151
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Increased | 11.2M | Feb 12, 2026 |
| BLACKROCK, INC. | Reduced | 10.5M | May 13, 2026 |
| VANGUARD GROUP INC | Reduced | 8.7M | Jan 29, 2026 |
| WASATCH ADVISORS LP | Increased | 8.0M | Jul 10, 2026 |
| WASATCH ADVISORS LP | Increased | 7.2M | Apr 21, 2026 |
| WASATCH ADVISORS LP | Increased | 6.6M | Feb 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 4.2M | May 8, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 3.8M | May 15, 2026 |
| STATE STREET CORP | Increased | 3.1M | May 15, 2026 |
| STATE STREET CORP | Reduced | 3.1M | Feb 13, 2026 |
| MORGAN STANLEY | Reduced | 2.5M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.3M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.2M | Feb 9, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 2.1M | May 15, 2026 |
| FMR LLC | Reduced | 2.1M | Feb 17, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.