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. 98.0% of the shares are freely tradable; institutional investors hold 107.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 12.73 | 10,532,394 | -6.1 | 03/31/2026 |
| Wasatch Advisors LP | 9.62 | 7,960,735 | +10.5 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 5.03 | 4,163,593 | +0.0 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.62 | 3,823,804 | +0.0 | 03/31/2026 |
| State Street Corp | 3.75 | 3,099,897 | +0.3 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 3.01 | 2,485,913 | +67.3 | 03/31/2026 |
| Geode Capital Management, LLC | 2.73 | 2,259,646 | +2.7 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.58 | 2,958,443 | +0.0 | 08/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.06 | 2,531,404 | +0.3 | 07/31/2026 |
| 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 |
|---|---|---|---|---|---|
| Dillon Adrian T | Director | 62,395 | 5,896,328 $ | Aug 25, 2026 | direct |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 52,244 | 4,937,058 $ | Jul 10, 2026 | direct |
| Gathright Michael | Chief Customer Officer | 39,893 | 3,769,889 $ | Jul 9, 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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
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: September 17, 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.