HealthEquity, Inc. (HQY)
Nasdaq: HQY · Services-Business Services, NEC · Draper, UT · filing with the SEC since 2008
Grade5.8
◀ Past 5.9● Present 6.0▶ Future 5.4
Who owns HealthEquity, Inc.
As filed with the SECHolders of 5% or more
2
Wasatch Advisors LP holds 8.5% of Common Stock SH, as its SCHEDULE 13G/A filed Oct 9, 2026 says.
Directors and officers
17
report now, of 37 people on the record since 2014. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Wasatch Advisors LP
SCHEDULE 13G/A · filed Oct 9, 2026 · Common Stock SH · 9.5% in Jul 15, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.01% in Apr 29, 2026
Fmr LLC
SCHEDULE 13G/A · filed Nov 5, 2025 · COMMON STOCK · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What HQY reports owning in othersstakes of 5% or more, and other ties
11 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 17, 2026.
Insider tradesForm 4
14sales
2purchases
10sales on a scheduled plan
6people selling
$4.4Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Oct 19, 2025 to Oct 19, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 19, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window6 of 40 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Ladd Delano | EVP, General Counsel | 4 | $1.1M | 4 | 0 | $0 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 1 | $1.0M | 0 | 0 | $0 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 3 | $800,000 | 3 | 0 | $0 |
| Dillon Adrian T | director | 2 | $800,000 | 2 | 0 | $0 |
| Wellborn Gayle Furgurson | director | 2 | $600,000 | 1 | 0 | $0 |
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | 2 | $0 | 0 | 2 | $0 |