HealthEquity, Inc. HQY
103.08 USD -0.38 (-0.37%)
Nov 6, 2026, 12:55 PM EST
101.34 Day range 103.40
72.76 52-week range 110.26
- YTD
- +12.52%
- 1 year
- +11.15%
Ownership
Held by insiders 2.17%
Held by institutions 111.02%
Float held by institutions 113.48%
Institutions 678
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 13.63% | 11,277,914 | 1.23B | Jun 29, 2026 |
| Wasatch Advisors LP | 8.48% | 7,011,469 | 763.13M | Sep 29, 2026 |
| Morgan Stanley | 5.50% | 4,547,219 | 494.92M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.91% | 4,057,643 | 441.63M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.40% | 3,640,776 | 396.26M | Jun 29, 2026 |
| State Street Corporation | 3.92% | 3,241,046 | 352.76M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.60% | 2,977,919 | 324.12M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.05% | 2,523,016 | 274.61M | Jun 29, 2026 |
| WASATCH FUNDS TRUST-Wasatch Core Growth Fund | 2.69% | 2,228,785 | 242.58M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.65% | 2,191,650 | 238.54M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.20% | 1,822,161 | 198.32M | Jun 29, 2026 |
| Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund | 1.80% | 1,488,394 | 162.00M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| CUTLER SCOTT RAYMOND | Chief Executive Officer | Stock Award(Grant) | Mar 24, 2026 | 182,574 |
| DILLON ADRIAN T | Director | Sale | Aug 24, 2026 | 62,395 |
| FIORE MICHAEL HENRY | Officer | Sale | Jul 9, 2026 | 52,244 |
| KESSLER JON | Former | Sale | Jun 5, 2025 | 0 |
| LADD DELANO W IV | General Counsel | Sale | May 27, 2026 | 91,141 |
| LUCANIA JAMES M | Chief Financial Officer | Stock Award(Grant) | Mar 24, 2026 | 111,849 |
