HealthEquity Inc
Ownership
Ownership Structure
Who owns HealthEquity Inc (HQY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 97.9% of the shares are freely tradable; institutional investors hold 107.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 13.63 | 11,277,914 | +7.1 | 06/30/2026 |
| Wasatch Advisors LP | 9.62 | 7,960,735 | +10.5 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 5.50 | 4,547,219 | +82.9 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.91 | 4,057,643 | -2.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.40 | 3,640,776 | -4.8 | 06/30/2026 |
| State Street Corp | 3.92 | 3,241,046 | +4.6 | 06/30/2026 |
| Geode Capital Management, LLC | 2.87 | 2,374,467 | +5.1 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.60 | 2,977,919 | +0.0 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.00 | 2,483,472 | -1.8 | 09/30/2026 |
| Wasatch Core Growth | 2.69 | 2,228,785 | +19.7 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 544,705 | 55,832,263 $ | Sep 17, 2026 | both |
| Cutler Scott | President and CEO | 175,175 | 17,955,438 $ | Oct 6, 2026 | direct |
| Lucania James M | EVP & CFO | 101,795 | 10,433,988 $ | Oct 6, 2026 | direct |
| Ladd Delano | EVP, General Counsel | 88,974 | 9,119,835 $ | Oct 6, 2026 | direct |
| Dillon Adrian T | Director | 62,395 | 6,395,488 $ | Aug 25, 2026 | direct |
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | 53,405 | 5,474,013 $ | Oct 15, 2026 | direct |
| Fiore Michael Henry | Former EVP, CCO | 50,212 | 5,146,730 $ | Oct 6, 2026 | direct |
| Gathright Michael | Chief Customer Officer | 39,231 | 4,021,178 $ | Oct 6, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 15, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Buy | 108 | 90.33 | 9,756 |
| Oct 6, 2026 | Gathright Michael | Chief Customer Officer | Other | 662 | 91.16 | 60,345 |
| Oct 6, 2026 | Fiore Michael Henry | Former EVP, CCO | Other | 2,032 | 91.16 | 185,228 |
| Oct 6, 2026 | Cutler Scott | President and CEO | Other | 1,230 | 91.16 | 112,121 |
| Oct 6, 2026 | Ladd Delano | EVP, General Counsel | Other | 1,080 | 91.16 | 98,448 |
| Oct 6, 2026 | Lucania James M | EVP & CFO | Other | 2,822 | 91.16 | 257,240 |
| Oct 6, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Other | 1,095 | 91.16 | 99,815 |
| Sep 17, 2026 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Other | 1,500 | 0.00 | – |
| Aug 25, 2026 | Dillon Adrian T | Director | Sell | 1,332 | 105.26 | 140,201 |
| Aug 25, 2026 | Dillon Adrian T | Director | Sell | 6,300 | 104.47 | 658,172 |
| Aug 25, 2026 | Dillon Adrian T | Director | Other | 7,632 | 32.50 | 248,040 |
| Aug 24, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Sell | 108 | 105.60 | 11,405 |
| Jul 10, 2026 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sell | 2,354 | 95.00 | 223,630 |
| Jul 9, 2026 | Gathright Michael | Chief Customer Officer | Other | 2,270 | 93.07 | 211,260 |
| Jul 8, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Buy | 23 | 95.06 | 2,186 |
| Apr 22, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Sell | 23 | 82.81 | 1,905 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.