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Livermore
Livermore
ZHEN

Healthequity, Inc.

HQY
Exchange
Nasdaq
Industry
Services-Business Services, NEC
SEC CIK
0001428336

In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 3 sales; 500 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.

Holders of 5% or more of HQY

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Healthequity, Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of HQY
HolderLatest formStakeChangeFirst filedLatest filingFiling
Wasatch Advisors Inc13G/A9.50%7.96M shares–Feb 11, 20215 filingsJul 15, 2026SEC
Vanguard Capital Management LLC13G5.30%4.48M sharesNewApr 30, 20261 filingApr 30, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

24 Schedule 13D and 13G filings on Healthequity, Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on HQY
Filed (ET)FilerFormStakeChangeEvent dateFiling
Jul 31, 202611:20 AM ETVanguard Portfolio Management LLC13G/A4.94%4.14M shares−0.07 ppfrom 5.01%Below 5%Jun 30, 2026SEC
Jul 15, 20264:23 PM ETWasatch Advisors Inc13G/A9.50%7.96M shares–Jun 30, 2026SEC
Apr 30, 202610:34 AM ETVanguard Capital Management LLC13G5.30%4.48M sharesNewMar 31, 2026SEC
Apr 29, 20261:41 PM ETVanguard Portfolio Management LLC13G5.01%4.24M sharesNewMar 31, 2026SEC
Mar 27, 20269:34 AM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Nov 5, 202511:35 AM ETFMR LLCand 1 other13G/A4.10%3.49M shares–Below 5%Sep 30, 2025SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Feb 9, 2024Wasatch Advisors Inc13G/AOld format–––SEC
Feb 9, 2024FMR LLC13G/AOld format–––SEC
Jan 23, 20244:13 PM ETBlackRock Inc.13G/AOld format–––SEC
Dec 8, 2023Vanguard Group Inc13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13G/AOld format–––SEC
Feb 9, 2023FMR LLC13GOld format–––SEC
Feb 8, 2023Wasatch Advisors Inc13G/AOld format–––SEC
Feb 1, 202312:37 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 11, 2022Jackson Square Partners, LLC13G/AOld format–––SEC
Feb 10, 2022Vanguard Group Inc13G/AOld format–––SEC
Feb 10, 2022Wasatch Advisors Inc13G/AOld format–––SEC
Feb 7, 20224:33 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 11, 2021Wasatch Advisors Inc13GOld format–New–SEC
Feb 10, 2021Vanguard Group Inc13G/AOld format–––SEC
Feb 9, 2021Jackson Square Partners, LLC13G/AOld format–––SEC
Feb 8, 2021FMR LLC13G/AOld format–––SEC
Jan 26, 20216:52 PM ETBlackRock Inc.13G/AOld format–––SEC

Form 144: proposed insider sales

7 notices from officers, directors and other affiliates planning to sell Healthequity, Inc. shares, newest first.

Form 144 notices for HQY
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
Sep 27, 20234:44 PM ETJon KesslerDirector46.8K$3.54MSep 27, 202310b5-1Goldman Sachs & Co. LLCSEC
Sep 22, 20234:44 PM ETCorvino FrankDirector5.06K$365.9KSep 22, 2023Morgan Stanley Smith Barney LLC Executive ServicesSEC
Sep 22, 20234:38 PM ETRosner ElimelechOfficer2.00K$143.7KSep 22, 2023Morgan Stanley Smith Barney LLC Executive ServicesSEC
Sep 21, 20235:41 PM ETTrittschuh Larry LOfficer6.42K$464.9KSep 21, 2023Morgan Stanley Smith Barney LLC Executive ServicesSEC
Sep 7, 20236:14 PM ETTyson MurdockOfficer2.84K$202.9KSep 7, 202310b5-1Morgan Stanley Smith Barney LLC Executive Financial ServicesSEC
Jun 26, 20235:35 PM ETJon KesslerOfficer46.8K$2.79MJun 26, 202310b5-1Goldman Sachs & Co. LLCSEC
Jun 12, 20232:41 PM ETRosner ElimelechOfficer10.2K$658.4KJun 12, 2023ETRADE FINANCIAL CORPORATIONSEC