Healthequity, Inc.
HQYFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Healthequity, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Jan 31, 2026. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Park Place Capital Corp | 2026-03-31 | 102 | $8.52K | SEC filing |
| 1492 Capital Management LLC | 2026-03-31 | 55,772 | $4.66M | SEC filing |
| Shay Capital LLC | 2026-03-31 | 13,000 | $1.09M | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 410 | $34.3K | SEC filing |
| GUGGENHEIM CAPITAL LLC | 2026-03-31 | 15,774 | $1.32M | SEC filing |
| NOMURA ASSET MANAGEMENT CO LTD | 2026-03-31 | 220 | $18.4K | SEC filing |
| Equitable Holdings, Inc. | 2026-03-31 | 3,077 | $282K | SEC filing |
| RENAISSANCE GROUP LLC | 2026-03-31 | 98,314 | $8.22M | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 66,807 | $5.58M | SEC filing |
| Steward Partners Investment Advisory, LLC | 2026-03-31 | 9,595 | $802K | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 1,610 | $135K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 22,773 | $1.9M | SEC filing |
| Waverly Advisors, LLC | 2026-03-31 | 61,055 | $5.1M | SEC filing |
| Louisiana State Employees Retirement System | 2026-03-31 | 24,800 | $2.07M | SEC filing |
| High Note Wealth, LLC | 2026-03-31 | 23 | $1.92K | SEC filing |
| CANADA LIFE ASSURANCE Co | 2026-03-31 | 47,821 | Not shown | SEC filing |
| Man Group plc | 2026-03-31 | 423,282 | $35.4M | SEC filing |
| Quaker Wealth Management, LLC | 2026-03-31 | 3 | $251 | SEC filing |
| CWA Asset Management Group, LLC | 2026-03-31 | 21,565 | $1.8M | SEC filing |
| Holocene Advisors, LP | 2026-03-31 | 2,680 | $224K | SEC filing |
- Each value is checked against Healthequity, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Healthequity, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Healthequity, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-06-06 · Kessler Jon: Larger than 66 of the 70 other insider sales of Common Stock on file. SEC filing
- 2025-06-06 · Rosner Elimelech: Larger than 69 of the 70 other insider sales of Common Stock on file. SEC filing
- 2025-06-06 · Kessler Jon: Larger than 68 of the 70 other insider sales of Common Stock on file. SEC filing
- 2025-06-06 · Kessler Jon: Larger than all 70 other insider sales of Common Stock on file. SEC filing
- 2024-06-24 · Kessler Jon: Larger than 63 of the 70 other insider sales of Common Stock on file. SEC filing
- 2024-03-26 · Dilsaver Evelyn S: Larger than 64 of the 70 other insider sales of Common Stock on file. SEC filing
- 2024-03-22 · Kessler Jon: Larger than 65 of the 70 other insider sales of Common Stock on file. SEC filing
- 2023-12-19 · Sacks Ian: Larger than 67 of the 70 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Fiore Michael Henry · EVP, CHIEF COMMERCIAL OFFICER | Common Stock | S — Open market or private sale | −3,142 | 95.00 | SEC filing |
| 2026-05-28 | Wellborn Gayle Furgurson · Director | Common Stock | S — Open market or private sale | −2,439 | 90.00 | SEC filing |
| 2026-05-28 | Ladd Delano · EVP, General Counsel | Common Stock | S — Open market or private sale | −7,500 | 90.00 | SEC filing |
| 2025-12-19 | Ladd Delano · EVP, General Counsel | Common Stock | S — Open market or private sale | −1,500 | 94.72 | SEC filing |
| 2025-12-18 | Rosner Elimelech · EVP, CHIEF TECHNOLOGY OFFICER | Common Stock | S — Open market or private sale | −10,959 | 95.45 | SEC filing |
| 2025-12-12 | Wellborn Gayle Furgurson · Director | Common Stock | S — Open market or private sale | −4,339 | 98.03 | SEC filing |
| 2025-11-20 | Ladd Delano · EVP, General Counsel | Common Stock | S — Open market or private sale | −1,500 | 104.56 | SEC filing |
| 2025-10-20 | Ladd Delano · EVP, General Counsel | Common Stock | S — Open market or private sale | −1,500 | 92.07 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-25 | Natarajan Rajesh · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | DILLON ADRIAN T · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | SELANDER ROBERT W · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | Dilsaver Evelyn S · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | Wellborn Gayle Furgurson · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | Gassen William · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | McCowan Debra Charlotte · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
| 2026-06-25 | Parker Stuart B. · Director | Common Stock | A — Grant, award, or other acquisition | +2,877 | SEC filing |
Showing 8 of 37 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.