HealthEquity
HQY
91.90
+0.85
+0.93%
HealthEquity
US · HQY
#1726 by market cap
Listed 1970
91.90
+0.85
+0.93%
Live - 5344 symbols - heartbeat 13s ago
· 2026-10-08 04:02
Pre-market
90.78
-1.22%
After-hours
91.90
0.00%
- Market cap
- 7.60B
- P/E (TTM)i
- 33.18
- P/Bi
- 3.82
- EPSi
- 2.46
- Div yieldi
- 0.00%
- 52W posi
- 55%
Reader sentiment
Are you bullish or bearish on HQY?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions decreased by 5 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.5 percentage points.
Institutional ownership
- Held by institutions
- 110.40% +0.51pp
- Institutions
- 591 -5
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund92.44%
Hedge Fund8.79%
Public Company3.32%
Private Company2.46%
Individual/Insider1.99%
Government Pension Fund1.70%
Sovereign Wealth Fund0.69%
Family Office/Trust0.49%
Insurance Company0.44%
Top holders as of 2026-06-30
BlackRock
13.63% · 11.28M sh
Wasatch Advisors LP
9.62% · 7.96M sh
Vanguard Capital Management, LLC
5.13% · 4.24M sh
Vanguard Portfolio Management, LLC
4.91% · 4.06M sh
State Street Global Advisors
3.92% · 3.24M sh
Eaton Vance Management
2.94% · 2.43M sh
Geode Capital Management, LLC
2.87% · 2.37M sh
AQR Capital Management
2.41% · 1.99M sh
Dimensional Fund Advisors
2.26% · 1.87M sh
William Blair Investment Management, LLC
2.21% · 1.83M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 20 buys · 27 sells
| Name | Role | Stake |
|---|---|---|
| Stephen Neeleman | Founder & Vice Chairman | 1.03% |
| Jon Kessler | Chief Executive Officer | 0.40% |
| Robert Selander | Independent Non-Executive Chairperson | 0.11% |
| Elimelech Rosner | Former Chief Technology Officer | 0.10% |
| Adrian Dillon | Independent Director | 0.07% |
| Delano Ladd | General Counsel | 0.07% |
| Evelyn Dilsaver | Independent Director | 0.06% |
| James Lucania | Chief Financial Officer | 0.04% |
| Stuart Parker | Independent Director | 0.03% |
| Scott Cutler | Chief Executive Officer | 0.03% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-23 | Noemie Heuland | Director | Initial Statement of Beneficial | 0 | -- |
| 2026-09-16 | Stephen Neeleman | Founder & Vice Chairman | Other Disposition | -1,500 | -- |
| 2026-08-24 | Adrian Dillon | Independent Director | Derivative Exercise and Sale | -7,632 | $32.50–105.26 |
| 2026-07-09 | Michael Fiore | Executive Vice President | Open Market Disposition | -2,354 | $95.00 |
| 2026-07-08 | Michael Gathright | -- | Sale to Issuer | -2,270 | $93.07 |
| 2026-07-07 | James Lucania | Chief Financial Officer | Sale to Issuer | -2,839 | $95.08 |
| 2026-07-07 | Stephen Neeleman | Founder & Vice Chairman | Sale to Issuer | -1,103 | $95.08 |
| 2026-07-07 | Scott Cutler | Chief Executive Officer | Sale to Issuer | -1,238 | $95.08 |
| 2026-07-07 | Delano Ladd | General Counsel | Sale to Issuer | -1,087 | $95.08 |
| 2026-07-07 | Michael Fiore | Executive Vice President | Sale to Issuer | -2,045 | $95.08 |
| 2026-07-01 | Michael Fiore | Executive Vice President | Automatic Disposition | -2,470 | $95.00 |
| 2026-06-24 | Adrian Dillon | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Robert Selander | Independent Non-Executive Chairperson | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Evelyn Dilsaver | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Stuart Parker | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Gayle Wellborn | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Debra McCowan | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | Rajesh Natarajan | Independent Director | Other Acquisition | +2,877 | -- |
| 2026-06-24 | William Gassen | Director | Other Acquisition | +2,877 | -- |
| 2026-05-28 | Michael Fiore | Executive Vice President | Automatic Disposition | -3,142 | $95.00 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 04:02:46 · For reference only, not investment advice and not tailored to your situation.