HQY NASDAQ
HealthEquity, Inc.
1W: +1.0%
1M: +5.2%
3M: +13.7%
YTD: -2.0%
1Y: -20.0%
3Y: +50.6%
5Y: +5.5%
$89.23
+1.39 (+1.58%)
Weekly Expected Move ±5.4%
$79
$84
$89
$93
$98
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🏦 Institutional Activity
Latest: Q1 2026584
Institutions Holding
+3 vs prior
86.3%
Ownership
-20.03%
76
New
163
Increased
303
Reduced
140
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-28 | Ladd Delano | officer: evp, general counsel | S-Sale | 7,500 | $90.00 | $675K | Filing |
| 2026-05-28 | Wellborn Gayle Furgurson | director | S-Sale | 2,439 | $90.00 | $220K | Filing |
| 2026-04-06 | Neeleman Stephen | officer: founder and vice chairman | F-Tax Withholding | 2,559 | $83.84 | $215K | Filing |
| 2026-04-06 | Rosner Elimelech | officer: evp, chief technology officer | F-Tax Withholding | 4,768 | $83.84 | $400K | Filing |
| 2026-04-06 | Fiore Michael Henry | officer: evp, chief commercial officer | F-Tax Withholding | 3,378 | $83.84 | $283K | Filing |
| 2026-04-06 | Ladd Delano | officer: evp, general counsel | F-Tax Withholding | 2,481 | $83.84 | $208K | Filing |
| 2026-04-06 | Cutler Scott | officer: president and ceo | F-Tax Withholding | 4,931 | $83.84 | $413K | Filing |
| 2026-04-06 | Lucania James M | officer: evp & cfo | F-Tax Withholding | 4,393 | $83.84 | $368K | Filing |
| 2026-03-31 | Ladd Delano | officer: evp, general counsel | F-Tax Withholding | 7,726 | $82.53 | $638K | Filing |
| 2026-03-31 | Rosner Elimelech | officer: evp, chief technology officer | F-Tax Withholding | 18,010 | $82.53 | $1.5M | Filing |
| 2026-03-25 | Gathright Michael | officer: chief customer officer | A-Grant/Award | 15,157 | $— | $0 | Filing |
| 2026-03-25 | Rosner Elimelech | officer: evp, chief technology officer | A-Grant/Award | 40,903 | $— | $0 | Filing |
| 2026-03-25 | Ladd Delano | officer: evp, general counsel | A-Grant/Award | 15,157 | $— | $0 | Filing |
| 2026-03-25 | Ladd Delano | officer: evp, general counsel | A-Grant/Award | 20,451 | $— | $0 | Filing |
| 2026-03-25 | Rosner Elimelech | officer: evp, chief technology officer | A-Grant/Award | 19,704 | $— | $0 | Filing |
| 2026-03-25 | Fiore Michael Henry | officer: evp, chief commercial officer | A-Grant/Award | 17,582 | $— | $0 | Filing |
| 2026-03-25 | Neeleman Stephen | officer: founder and vice chairman | A-Grant/Award | 23,860 | $— | $0 | Filing |
| 2026-03-25 | Neeleman Stephen | officer: founder and vice chairman | A-Grant/Award | 15,915 | $— | $0 | Filing |
| 2026-03-25 | Cutler Scott | officer: president and ceo | A-Grant/Award | 72,754 | $— | $0 | Filing |
| 2026-03-25 | Lucania James M | officer: evp & cfo | A-Grant/Award | 27,283 | $— | $0 | Filing |
| 2026-02-02 | Parker Stuart B. | director | A-Grant/Award | 1,263 | $— | $0 | Filing |
| 2026-02-02 | Natarajan Rajesh | director | A-Grant/Award | 976 | $— | $0 | Filing |
| 2026-01-12 | Cutler Scott | officer: president and ceo | F-Tax Withholding | 12,496 | $89.83 | $1.1M | Filing |
| 2026-01-09 | Rosner Elimelech | officer: evp, chief technology officer | F-Tax Withholding | 2,074 | $95.24 | $198K | Filing |
| 2026-01-09 | Fiore Michael Henry | officer: evp, chief commercial officer | F-Tax Withholding | 1,744 | $95.24 | $166K | Filing |
🏛️ Congressional Trades
20 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-06-17 | Lisa McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-16 | Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Filing |
| 2025-06-11 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-01-13 | Rob Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2024-11-07 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-06-21 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-19 | Blake Moore | House | Sell | $1,001 - $15,000 | Filing |
| 2023-04-10 | Daniel Goldman | House | Sell | $15,001 - $50,000 | Filing |
| 2022-01-10 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2021-12-09 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2021-05-12 | Blake Moore | House | Buy | $1,001 - $15,000 | Filing |
| 2021-05-11 | Blake Moore | House | Buy | $1,001 - $15,000 | Filing |
| 2021-04-30 | Blake Moore | House | Buy | $1,001 - $15,000 | Filing |
| 2021-03-26 | Blake Moore | House | Buy | $1,001 - $15,000 | Filing |
| 2020-07-17 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-07-09 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2020-04-07 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-04-03 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-31 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2020-03-26 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,532,394 | $880M | -683,435 | 2026-03-31 | Filing |
| WASATCH ADVISORS LP | 7,202,934 | $602M | +613,288 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,163,593 | $348M | +4,163,593 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,823,804 | $320M | +3,823,804 | 2026-03-31 | Filing |
| STATE STREET CORP | 3,099,897 | $259M | +8,845 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2,259,646 | $189M | +58,414 | 2026-03-31 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 2,092,223 | $173M | +329,888 | 2026-03-31 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,659,616 | $139M | -195,592 | 2026-03-31 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,627,039 | $136M | +45,287 | 2026-03-31 | Filing |
| Clearbridge Investments, LLC | 1,309,972 | $109M | -48,961 | 2026-03-31 | Filing |
| MACKENZIE FINANCIAL CORP | 1,281,657 | $107M | +109,851 | 2026-03-31 | Filing |
| Greenhouse Funds LLLP | 1,257,854 | $105M | +178,150 | 2026-03-31 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,175,339 | $98M | +42,595 | 2026-03-31 | Filing |
| GENEVA CAPITAL MANAGEMENT LLC | 1,174,070 | $98M | +55,494 | 2026-03-31 | Filing |
| JPMORGAN CHASE & CO | 1,183,411 | $96M | +18,100 | 2026-03-31 | Filing |
| FMR LLC | 1,134,933 | $95M | -917,638 | 2026-03-31 | Filing |
| NORTHERN TRUST CORP | 1,036,174 | $87M | +17,966 | 2026-03-31 | Filing |
| DAVENPORT & Co LLC | 1,015,434 | $85M | +621,019 | 2026-03-31 | Filing |
| LOOMIS SAYLES & CO L P | 931,906 | $78M | -21,166 | 2026-03-31 | Filing |
| Atalan Capital Partners, LP | 883,670 | $74M | -31,480 | 2026-03-31 | Filing |