Comparable stake leader
WASATCH ADVISORS LP
SEC ownership of HEALTHEQUITY, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001428336.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
10 Jul 2026
- Public ticker
- HQY on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
WASATCH ADVISORS LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
WASATCH ADVISORS LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
10 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001428336
- Issuer location
- Draper, UT
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of HEALTHEQUITY, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WASATCH ADVISORS LP
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
10 Jul 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.5%
13D/G row: WASATCH ADVISORS LP
Showing 1-8 of 50 holder rows.
Quick read
WASATCH ADVISORS LP leads the comparable SEC ownership view at 9.5%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WASATCH ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
WASATCH ADVISORS LP
9.5%
VANGUARD CAPITAL MANAGEMENT LLC
5.3%
VANGUARD PORTFOLIO MANAGEMENT LLC
4.9%
FMR LLC
4.1%
Jon Kessler
0.39%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13D/G
13F
Company
|
9.5%
|
$719,013,585
7,960,735 shares
|
$0 | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$374,324,237
4,479,170 shares
|
$0 | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
4.9%
|
$391,987,151
4,137,941 shares
|
-$9,372,397 | 30 Jun 2026 |
| FMR LLC |
13D/G
13F
Company
|
4.1%
|
$330,726,570
3,489,781 shares
|
$0 | 30 Sep 2025 |
| Jon Kessler |
3/4/5
Former Director
|
0.39%
|
$37,071,827
328,510 shares
|
— | 06 Jun 2025 |
| Scott Cutler |
3/4/5
President and CEO, Director
|
0.21%
|
$15,932,899
176,405 shares
|
— | 08 Jul 2026 |
| James M. Lucania |
3/4/5
EVP & CFO
|
0.12%
|
$9,449,007
104,617 shares
|
— | 08 Jul 2026 |
| Delano Ladd |
3/4/5
EVP, General Counsel
|
0.11%
|
$8,133,677
90,054 shares
|
-$1,676,672 | 08 Jul 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$4,604,391.
Buys
$0
Insiders: 0
Sells
$4,604,391
Insiders: 5
Net
-$4,604,391
Shares: -48,945
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 48,945
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 17,905 | $0 | $1,651,280 | -$1,651,280 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 18,298 | $0 | $1,770,341 | -$1,770,341 |
| 9-12 | 0 | 12,742 | $0 | $1,182,770 | -$1,182,770 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to HEALTHEQUITY, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Largest Forms 3/4/5 holder
Jon Kessler
Net 12M change
-$4,604,391
Latest report
10 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Jon Kessler | Former Director | $37,071,827 | Filing P/S | 06 Jun 2025 | ||
| Stephen Neeleman | FOUNDER AND VICE CHAIRMAN, Director | $33,942,164 | Mixed | 08 Jul 2026 | ||
| Scott Cutler | President and CEO, Director | $15,932,899 | Median | 08 Jul 2026 | ||
| James M. Lucania | Evp & Cfo | $9,449,007 | Median | 08 Jul 2026 | ||
| Delano Ladd | EVP, General Counsel | $8,133,677 | -$1,676,672 | -17% | Median | 08 Jul 2026 |
| Ian Sacks | Former Director | $7,674,100 | Mixed | 19 Dec 2023 | ||
| Robert W. Selander | Director | $7,508,680 | Mixed | 25 Jun 2026 | ||
| Elimelech Rosner | Evp, Chief Technology Officer | $6,810,687 | -$1,046,090 | -13% | Mixed | 06 Apr 2026 |
| Darcy G. Mott | Special Advisor | $6,373,640 | Mixed | 20 Sep 2021 | ||
| Dillon Adrian T. | Director | $5,577,516 | Mixed | 25 Jun 2026 | ||
| Michael Henry Fiore | Evp, Chief Commercial Officer | $4,963,180 | -$913,872 | -16% | Filing P/S | 10 Jul 2026 |
| Evelyn S. Dilsaver | Director | $4,632,339 | -$322,916 | -6.5% | Mixed | 25 Jun 2026 |
| Tyson D. Murdock | Former Cfo | $4,545,590 | Mixed | 28 Dec 2023 | ||
| Edward Bloomberg | Chief Operating Officer | $4,189,500 | Mixed | 01 Aug 2022 | ||
| Michael Gathright | Chief Customer Officer | $3,603,135 | Median | 09 Jul 2026 | ||
| Larry L. Trittschuh | Former Evp Cso | $3,234,700 | Mixed | 21 Sep 2023 | ||
| Slim Aissi | Evp, Chief Security Officer | $3,032,959 | Mixed | 27 Mar 2024 | ||
| Gayle Furgurson Wellborn | Director | $2,560,606 | -$644,841 | -20% | Mixed | 25 Jun 2026 |
| Stuart B. Parker | Director | $2,170,730 | Mixed | 25 Jun 2026 | ||
| William Robert Otten | Former Executive VP of Sales | $2,139,620 | Mixed | 01 Nov 2021 |
Recent insider transactions for HEALTHEQUITY, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael Henry Fiore | HQY | Common Stock | Sale | -4.31% | $223,630 | $95.00 | -2,354 | 52,244 | 10 Jul 2026 | Direct |
| Michael Gathright | HQY | Common Stock | Tax liability | -5.38% | -2,270 | 39,893 | 09 Jul 2026 | Direct | ||
| Stephen Neeleman | HQY | Common Stock | Tax liability | -0.8% | -1,103 | 137,565 | 08 Jul 2026 | Direct | ||
| James M. Lucania | HQY | Common Stock | Tax liability | -2.64% | -2,839 | 104,617 | 08 Jul 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Tax liability | -1.19% | -1,087 | 90,054 | 08 Jul 2026 | Direct | ||
| Scott Cutler | HQY | Common Stock | Tax liability | -0.7% | -1,238 | 176,405 | 08 Jul 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Tax liability | -3.61% | -2,045 | 54,598 | 08 Jul 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Sale | -4.18% | $234,650 | $95.00 | -2,470 | 56,643 | 02 Jul 2026 | Direct |
| William Gassen | HQY | Common Stock | Award | 392% | 2,877 | 3,611 | 25 Jun 2026 | Direct | ||
| Rajesh Natarajan | HQY | Common Stock | Award | 18.9% | 2,877 | 18,130 | 25 Jun 2026 | Direct | ||
| Debra Charlotte McCowan | HQY | Common Stock | Award | 29.4% | 2,877 | 12,659 | 25 Jun 2026 | Direct | ||
| Stuart B. Parker | HQY | Common Stock | Award | 12.5% | 2,877 | 25,975 | 25 Jun 2026 | Direct | ||
| Gayle Furgurson Wellborn | HQY | Common Stock | Award | 14.6% | 2,877 | 22,610 | 25 Jun 2026 | Direct | ||
| Dillon Adrian T. | HQY | Common Stock | Award | 4.83% | 2,877 | 62,395 | 25 Jun 2026 | Direct | ||
| Evelyn S. Dilsaver | HQY | Common Stock | Award | 5.97% | 2,877 | 51,085 | 25 Jun 2026 | Direct | ||
| Robert W. Selander | HQY | Common Stock | Award | 3.31% | 2,877 | 89,849 | 25 Jun 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Sale | -5.05% | $298,490 | $95.00 | -3,142 | 59,113 | 29 May 2026 | Direct |
| Gayle Furgurson Wellborn | HQY | Common Stock | Sale | -11% | $219,510 | $90.00 | -2,439 | 19,733 | 28 May 2026 | Direct |
| Gayle Furgurson Wellborn | HQY | Common Stock | Options Exercise | 12.4% | 2,439 | 22,172 | 28 May 2026 | Direct | ||
| Gayle Furgurson Wellborn | HQY | Stock Option (right to buy) | Options Exercise | -100% | -2,439 | 0 | 28 May 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Sale | -7.6% | $675,000 | $90.00 | -7,500 | 91,141 | 28 May 2026 | Direct |
| Stephen Neeleman | HQY | Common Stock | Tax liability | -1.81% | -2,559 | 138,668 | 06 Apr 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Tax liability | -2.45% | -2,481 | 98,641 | 06 Apr 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Tax liability | -5.15% | -3,378 | 62,255 | 06 Apr 2026 | Direct | ||
| Elimelech Rosner | HQY | Common Stock | Tax liability | -5.53% | -4,768 | 81,497 | 06 Apr 2026 | Direct | ||
| James M. Lucania | HQY | Common Stock | Tax liability | -3.93% | -4,393 | 107,456 | 06 Apr 2026 | Direct | ||
| Scott Cutler | HQY | Common Stock | Tax liability | -2.7% | -4,931 | 177,643 | 06 Apr 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Tax liability | -7,726 | $101,122 | 31 Mar 2026 | Direct | |||
| Stephen Neeleman | HQY | Common Stock | Tax liability | -6.17% | -9,292 | 141,227 | 31 Mar 2026 | Direct | ||
| Elimelech Rosner | HQY | Common Stock | Tax liability | -17.3% | -18,010 | 86,265 | 31 Mar 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Award | 48.6% | 35,608 | 108,848 | 25 Mar 2026 | Direct | ||
| Michael Gathright | HQY | Common Stock | Award | 56.1% | 15,157 | 42,163 | 25 Mar 2026 | Direct | ||
| Stephen Neeleman | HQY | Common Stock | Award | 35.9% | 39,775 | 150,519 | 25 Mar 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Award | 36.6% | 17,582 | 65,633 | 25 Mar 2026 | Direct | ||
| Elimelech Rosner | HQY | Common Stock | Award | 138.8% | 60,607 | 104,275 | 25 Mar 2026 | Direct | ||
| James M. Lucania | HQY | Common Stock | Award | 32.3% | 27,283 | 111,849 | 25 Mar 2026 | Direct | ||
| Scott Cutler | HQY | Common Stock | Award | 66.2% | 72,754 | 182,574 | 25 Mar 2026 | Direct | ||
| Stuart B. Parker | HQY | Common Stock | Award | 5.78% | 1,263 | 23,098 | 02 Feb 2026 | Direct | ||
| Rajesh Natarajan | HQY | Common Stock | Award | 6.84% | 976 | 15,253 | 02 Feb 2026 | Direct | ||
| Scott Cutler | HQY | Common Stock | Tax liability | -10.2% | -12,496 | 109,820 | 12 Jan 2026 | Direct | ||
| Michael Henry Fiore | HQY | Common Stock | Tax liability | -3.5% | -1,744 | 48,051 | 09 Jan 2026 | Direct | ||
| James M. Lucania | HQY | Common Stock | Tax liability | -2.84% | -2,470 | 84,566 | 09 Jan 2026 | Direct | ||
| Elimelech Rosner | HQY | Common Stock | Tax liability | -4.53% | -2,074 | 43,668 | 09 Jan 2026 | Direct | ||
| Stephen Neeleman | HQY | Common Stock | Tax liability | -0.71% | -791 | 110,744 | 09 Jan 2026 | Direct | ||
| Delano Ladd | HQY | Common Stock | Tax liability | -1% | -739 | 73,240 | 09 Jan 2026 | Direct | ||
| Stephen Neeleman | HQY | Common Stock | Gift | 140,000 | 140,000 | 19 Dec 2025 | See footnote | |||
| Stephen Neeleman | HQY | Common Stock | Gift | -25.5% | -140,000 | 409,735 | 19 Dec 2025 | See footnote | ||
| Delano Ladd | HQY | Common Stock | Sale | -1.99% | $142,080 | $94.72 | -1,500 | 73,979 | 19 Dec 2025 | Direct |
| Elimelech Rosner | HQY | Common Stock | Sale | -19.3% | $1,046,090 | $95.45 | -10,959 | 45,742 | 18 Dec 2025 | Direct |
| Stephen Neeleman | HQY | Common Stock | Gift | -0.09% | -500 | 549,735 | 17 Dec 2025 | See footnote |
* marks a reported price that did not pass the local price check.