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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
Adrian T. DillonDirector2026-08-251,332$105.26
$140.20kSell
Adrian T. DillonDirector2026-08-257,632$32.50
$248.04kBuy
Adrian T. DillonDirector2026-08-256,300$104.47
$658.17kSell
Michael Henry FioreCCO;EVP2026-07-102,354$95.00
$223.63kSell
Michael GathrightChief Customer Officer2026-07-092,270$93.07
$211.26kSell
James M. LucaniaEVP CFO2026-07-082,839$95.08
$269.94kSell
Delano LaddEVP General Counsel2026-07-081,087$95.08
$103.36kSell
Stephen NeelemanFOUNDER AND VICE CHAIRMAN2026-07-081,103$95.08
$104.88kSell
Scott CutlerPresident and CEO2026-07-081,238$95.08
$117.71kSell
Michael Henry FioreEVP CHIEF COMMERCIAL OFFICER2026-07-082,045$95.08
$194.44kSell

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$2.70BInsider
Financial Partners Fund I LP9.75%8,062,936$762.11MInsider
Berkley Capital LLC7.26%6,004,661$567.56MInsider
David Neeleman2.89%2,391,269$226.02MInsider
Healthequity Founder Holdings LLC2.56%2,120,000$200.38MInsider
First Hsa GP2.35%1,944,446$183.79MInsider
Ernest H. Pomerantz1.51%1,245,440$117.72MInsider
Pinnacle Health III LLC1.27%1,047,899$99.05MInsider
Sandra Pershing1.17%965,071$91.22MInsider
Stephen Neeleman0.98%811,565$76.71MInsider

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HQY vs Health Information Service Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HQY0.11%66.59%Net SellingNet Selling
HNGE0.07%5.64%Net SellingNet Selling
MMED0.01%90.56%Net SellingNet Selling
WAY0.11%67.75%Net SellingNet Selling
DOCS0.07%12.68%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, 66.59% Healthequity insiders, and 33.30% 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 $2.62B.

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