Stocks › HQY
HEALTHEQUITY, INC.
HQY·Nasdaq·
United States·USD
United States·USD$91.05
-0.50 (-0.55%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
HQY
HEALTHEQUITY, INC. · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
HQYS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of HQY by members of U.S. Congress · 24 on record · 3 in the last 12 months
Whale Activity
Position changes in HQY reported for 2026-06-30 by 12 tracked institutional filers
- Increased3
- New1
- Held0
- Decreased3
- Closed0
- No prior filing5
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 11.3M | $1.02B | increased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $366.5M | decreased |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | $328.8M | decreased |
| Park West Asset Management LLC | 776.7K | $70.1M | increased |
| CITADEL ADVISORS LLC | 683.0K | $61.7M | increased |
| ASHFORD CAPITAL MANAGEMENT INC | 253.4K | $22.9M | — |
| MILLENNIUM MANAGEMENT LLC | 250.0K | $22.6M | decreased |
| BEACON INVESTMENT ADVISORS LLC | 71.8K | $6.5M | — |
| BRIDGER MANAGEMENT, LLC | 51.6K | $4.7M | — |
| FORMULA GROWTH LTD | 34.4K | $3.1M | — |
| Expect Equity LLC | 24.2K | $2.2M | — |
| D. E. Shaw & Co., Inc. | 20.4K | $1.8M | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by HQY insiders, by quarter · Form 4
Recent Insider Transactions
1,269 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| DILLON ADRIAN TDirector · Director | Sale | −6,300 | $104.47 | $658K | Aug 25, 2026 | Form 4 ↗ |
| DILLON ADRIAN TDirector · Director | Sale | −1,332 | $105.26 | $140K | Aug 25, 2026 | Form 4 ↗ |
| Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER | Sale | −2,354 | $95.00 | $224K | Jul 10, 2026 | Form 4 ↗ |
| Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER | Sale | −2,470 | $95.00 | $235K | Jul 2, 2026 | Form 4 ↗ |
| Gassen WilliamDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| Parker Stuart B.Director | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| Natarajan RajeshDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| McCowan Debra CharlotteDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| Wellborn Gayle FurgursonDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| Dilsaver Evelyn SDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| DILLON ADRIAN TDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| SELANDER ROBERT WDirector | Grant / award | +2,877 | $0.00 | $0 | Jun 25, 2026 | Form 4 ↗ |
| Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER | Sale | −3,142 | $95.00 | $298K | May 29, 2026 | Form 4 ↗ |
| Wellborn Gayle FurgursonDirector | Sale | −2,439 | $90.00 | $220K | May 28, 2026 | Form 4 ↗ |
| Wellborn Gayle FurgursonDirector | Option exercise | +2,439 | $47.21 | $115K | May 28, 2026 | Form 4 ↗ |
| Ladd DelanoEVP, General Counsel | Sale | −7,500 | $90.00 | $675K | May 28, 2026 | Form 4 ↗ |
| Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER | Tax withholding | −3,378 | $83.84 | $283K | Apr 6, 2026 | Form 4 ↗ |
| Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER | Tax withholding | −4,768 | $83.84 | $400K | Apr 6, 2026 | Form 4 ↗ |
| Cutler ScottPresident and CEO · Director | Tax withholding | −4,931 | $83.84 | $413K | Apr 6, 2026 | Form 4 ↗ |
| Ladd DelanoEVP, General Counsel | Tax withholding | −2,481 | $83.84 | $208K | Apr 6, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding HQY · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 2.9M | $261.1M | 0.21% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2.5M | $227.9M | 0.01% | Jun 30, 2026 |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 2.2M | $201.3M | 6.75% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 2.2M | $196.7M | 0.24% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.8M | $164.6M | 0.09% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1.5M | $134.4M | 1.53% | Jun 30, 2026 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1.1M | $94.8M | 0.20% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 927.3K | $93.3M | 0.27% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 969.2K | $87.5M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF iShares Trust | 783.4K | $70.8M | 0.46% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list HQY's shares (CUSIP 42226A107), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming healthequity as client
- HEALTHEQUITY, INC.HEALTHEQUITY, INC. · 2026 Q2 · HCR, TAX$660K
Filing ↗ - BOCKORNY GROUP, INC.HEALTHEQUITY · 2026 Q2 · HCR$80K
Filing ↗ - HEALTHEQUITY, INC.HEALTHEQUITY, INC. · 2026 Q1 · TAX, HCR$740K
Filing ↗ - BOCKORNY GROUP, INC.HEALTHEQUITY · 2026 Q1 · HCR$80K
Filing ↗ - HEALTHEQUITY, INC.HEALTHEQUITY, INC. · 2025 Q4 · HCR, TAX$530K
Filing ↗
Government Contracts
Federal awards to healthequity · USAspending
$2.8MAwarded · 24 contracts on record
- Agency for International DevelopmentTHE PURPOSE OF THIS TASK ORDER IS TO PROVIDE FEDERAL FLEXIBLE SPENDING ACCOUNT (FSAFEDS) ADMINISTRATION SERVICES.$29K
Apr 14, 2025 · ↗ - Department of Homeland SecurityFSA MANAGEMENT SUPPORT$47K
Mar 21, 2026 · ↗ - Department of the TreasuryFSAFEDS CATCHUP FOR THE BENEFIT PERIOD 07/01/2025 - 09/30/2025.$2K
Nov 21, 2025 · ↗ - Department of the Treasury(FSA FEDS) ADMINISTRATION SERVICES TO ENROLLED EMPLOYEES FROM THE BUREAU OF ENGRAVING AND PRINTING.$1K
Apr 27, 2026 · ↗ - Department of the Treasury(FSAFEDS) ADMINISTRATION SERVICES TO THE ENROLLED EMPLOYEES FROM THE BUREAU OF ENGRAVING AND PRINTING FOR FY26.$0
Feb 6, 2026 · ↗ - Department of Homeland SecurityFSAFEDS (FLEXIBLE SPENDING ACCOUNTS)$63K
Jan 1, 2025 · ↗ - Department of Homeland SecurityFSA FEDS$47K
Sep 21, 2026 · ↗ - Department of CommerceFSA SERVICES$977K
Apr 5, 2021 · ↗
U.S. Patents
Recent USPTO applications naming HEALTHEQUITY, INC.
No USPTO patent applications found for HEALTHEQUITY, INC..
Annual Financials
From HQY's 10-K filings · XBRL
No annual XBRL figures on record for HQY. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in HQY's price history.
Material Events (8-K)
Corporate events filed with the SEC
- 8-K · Items 5.02, 7.01Officer / director change · Reg FD disclosureSep 30, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsAug 27, 2026
EDGAR ↗ - 8-K · Items 5.07, 9.01Shareholder voteJun 26, 2026
EDGAR ↗ - 8-K · Items 2.02, 9.01Results of operationsMay 28, 2026
EDGAR ↗ - 8-K · Items 5.02, 9.01Officer / director changeMay 8, 2026
EDGAR ↗
About HEALTHEQUITY, INC.
From SEC EDGAR company records
Industry (SIC 7389)Services-Business Services, NEC
SectorIndustrials
HeadquartersDRAPER, UT
IncorporatedDE
SEC CIK0001428336 ↗
Former namesHEALTHEQUITY INC