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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
Elimelech RosnerEVP CHIEF TECHNOLOGY OFFICER2025-06-0913,000$111.37
$1.45MSell
Jon KesslerInsider2025-06-0612,782$73.61
$940.88kBuy
Jon KesslerInsider2025-06-0652,450$111.84
$5.87MSell
Jon KesslerInsider2025-06-0623,930$61.72
$1.48MBuy
Jon KesslerInsider2025-06-0619,082$112.39
$2.14MSell
Jon KesslerInsider2025-06-0617,409$41.28
$718.64kBuy
Jon KesslerInsider2025-06-0623,929$61.72
$1.48MBuy
Jon KesslerInsider2025-06-0638,343$73.61
$2.82MBuy
Jon KesslerInsider2025-06-0662,827$111.84
$7.03MSell
Jon KesslerInsider2025-06-0616,854$112.39
$1.89MSell

1 of 9

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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 LP33.00%28,538,300$2.99BInsider
Blackrock Inc12.57%10,868,100$1.14BInstitution
Vanguard Group Inc10.20%8,821,838$924.18MInstitution
Financial Partners Fund I LP9.32%8,062,936$844.67MInsider
Wasatch Advisors LP8.37%7,234,036$757.84MInstitution
Berkley Capital LLC6.94%6,004,661$629.05MInsider
Fmr LLC5.76%4,985,213$522.25MInstitution
State Street Corp3.79%3,280,068$343.62MInstitution
Invesco Ltd2.83%2,446,198$256.26MInstitution
David Neeleman2.77%2,391,269$250.51MInsider

1 of 3

HQY vs Health Information Service Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HQY62.71%37.29%Net SellingNet Selling
DOCS66.74%11.15%Net SellingNet Selling
WAY47.73%52.27%Net SellingNet Selling
SOLV64.94%19.97%Net SellingNet Selling
BTSG45.32%54.68%Net SellingNet Selling
View Top Health Information Service Stocks

Healthequity Stock Ownership FAQ

Who owns Healthequity?

Healthequity (NASDAQ: HQY) is owned by 106.29% institutional shareholders, 63.20% Healthequity insiders, and 0.00% retail investors. Berkley Capital Investors LP is the largest individual Healthequity shareholder, owning 28.54M shares representing 33.00% of the company. Berkley Capital Investors LP's Healthequity shares are currently valued at $2.99B.

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