HealthEquity Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGS:HQY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
06 Nov 24SellUS$99,848Frank CorvinoIndividual1,039US$96.10
01 Oct 24SellUS$100,090Frank CorvinoIndividual1,247US$80.26
06 Sep 24SellUS$947,090Elimelech RosnerIndividual12,296US$77.02
08 Jul 24SellUS$100,105Frank CorvinoIndividual1,223US$81.85
11 Dec 23SellUS$141,364Elimelech RosnerIndividual2,017US$70.09

Insider Trading Volume

Insider Buying: HQY insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of HQY?
Owner TypeNumber of SharesOwnership Percentage
State or Government27,6590.0301%
Individual Insiders1,448,6291.58%
Institutions90,356,25198.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 71.05% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.3%
BlackRock, Inc.
10,739,493US$1.1b0%0.02%
10.2%
The Vanguard Group, Inc.
8,876,467US$911.3m0.58%0.01%
8.89%
Wasatch Advisors LP
7,758,890US$796.6m6.64%2.64%
6.06%
FMR LLC
5,289,066US$543.0m-0.75%0.03%
3.59%
State Street Global Advisors, Inc.
3,131,900US$321.6m0.76%0.01%
2.74%
ClearBridge Investments, LLC
2,388,392US$245.2m0.47%0.17%
2.7%
Mackenzie Financial Corporation
2,357,536US$242.0m-0.3%0.25%
2.38%
Geode Capital Management, LLC
2,078,977US$213.4m0.73%0.01%
2.13%
Brown Advisory Incorporated
1,861,194US$191.1m7.48%0.22%
1.81%
Dimensional Fund Advisors LP
1,581,723US$162.4m2.22%0.02%
1.77%
Invesco Ltd.
1,542,433US$158.4m2.75%0.04%
1.73%
Franklin Resources, Inc.
1,511,999US$155.2m0.28%0.05%
1.43%
Stephens Investment Management Group, LLC
1,249,082US$128.2m-3.03%1.66%
1.29%
Loomis Sayles & Company, L.P.
1,126,645US$115.7m2.24%0.14%
1.23%
JP Morgan Asset Management
1,074,573US$110.3m-18.6%0.01%
1.22%
Charles Schwab Investment Management, Inc.
1,061,807US$109.0m1.39%0.02%
1.19%
Allspring Global Investments, LLC
1,037,780US$106.5m-7.51%0.14%
1.18%
Northern Trust Global Investments
1,034,042US$106.2m-2.15%0.02%
1.13%
ArrowMark Colorado Holdings, LLC
985,834US$101.2m-12.1%1.23%
1.08%
Millennium Management LLC
947,294US$97.3m5.18%0.08%
1.07%
Van Berkom and Associates Inc.
935,581US$96.1m0.58%2.38%
1.03%
Janus Henderson Group plc
899,240US$92.3m-18.4%0.04%
1.02%
Norges Bank Investment Management
886,632US$91.0m0%0.01%
0.97%
Vaughan Nelson Investment Management, L.P.
843,423US$86.6m36.7%0.72%
0.96%
Nationwide Fund Advisors
842,009US$86.4m0.08%0.51%