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NASDAQ: HQY
Healthequity Inc Stock Ownership - Who owns Healthequity?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Healthequity Inc insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Sunil RajasekarEVP;CXO2026-10-15108$90.33
$9.76kBuy
Delano LaddCLO;EVP2026-10-061,080$91.16
$98.45kSell
Scott CutlerCEO;Pres2026-10-061,230$91.16
$112.12kSell
Stephen NeelemanVChair;Founder2026-10-061,095$91.16
$99.81kSell
Michael Henry FioreInsider2026-10-062,032$91.16
$185.23kSell
Michael GathrightCXO2026-10-06662$91.16
$60.34kSell
James M. LucaniaCFO;EVP2026-10-062,822$91.16
$257.24kSell
Adrian T. DillonDirector2026-08-257,632$32.50
$248.04kBuy
Adrian T. DillonDirector2026-08-251,332$105.26
$140.20kSell
Adrian T. DillonDirector2026-08-256,300$104.47
$658.17kSell

1 of 5

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Net Insider Buy/Sell (L12M) Ownership

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HQY Shareholders

What type of owners hold Healthequity Inc stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Berkley Capital Investors LP34.50%28,538,300$2.96BInsider
Financial Partners Fund I LP9.75%8,062,936$835.56MInsider
Berkley Capital LLC7.26%6,004,661$622.26MInsider
David Neeleman2.89%2,391,269$247.81MInsider
Healthequity Founder Holdings LLC2.56%2,120,000$219.70MInsider
First Hsa GP2.35%1,944,446$201.50MInsider
Ernest H. Pomerantz1.51%1,245,440$129.06MInsider
Pinnacle Health III LLC1.27%1,047,899$108.59MInsider
Sandra Pershing1.17%965,071$100.01MInsider
Stephen Neeleman0.98%810,470$83.99MInsider

1 of 3

HQY vs Health Information Service Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HQY0.11%66.62%Net SellingNet Selling
HNGE0.07%5.52%Net SellingNet Selling
TXG0.10%14.91%Net SellingNet Selling
DOCS0.07%12.76%Net SellingNet Selling
WAY0.11%67.55%Net SellingNet Selling
View Top Health Information Service Stocks

Healthequity Stock Ownership FAQ

Who owns Healthequity?

Healthequity (NASDAQ: HQY) is owned by 0.11% institutional shareholders, 66.62% Healthequity insiders, and 33.27% retail investors. Berkley Capital Investors LP is the largest individual Healthequity shareholder, owning 28.54M shares representing 34.50% of the company. Berkley Capital Investors LP's Healthequity shares are currently valued at $2.96B.

If you're new to stock investing, here's how to buy Healthequity stock.
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