The company
HealthEquity, Inc.
HQY · Nasdaq
IndustrialsBusiness ServicesJust started moving
HQY stood above a rising 150-day average in 15 of the last 52 weekly readings, including each of the last 1 week. It is 7.6% above that average now. Business Services: 37% of its 115 stocks in an uptrend (+1 points in four weeks); Industrials: 28% (−3 points in four weeks).
Statistics
- Rotation
- Just started moving
- Weeks in an uptrend
- 1 in a row
- Industry in uptrend
- 37% +1 in 4 wk
- Insider buys, 12 months
- $12K
- Insider sales, 12 months
- $6.7M
- Officials’ trades on record
- 24
- Institutions holding
- 464 (+11)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 15 of 52 weeks.
22 Apr – 21 Oct
Business Services: A minority of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.
Money in and out
1 Nov 2024 – 1 Oct 2026
Open-market buys above the line and sales below, in dollars.
Congress and officials
24 disclosed lines: House 24, Senate 0, executive 0; 7 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | bought | $1k–$15k | 10 Jul 2026filed 4 Sep 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | bought | $1k–$15k | 30 Jun 2026filed 2 Jul 2026 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | bought | $1k–$15k | 29 May 2026filed 8 Jun 2026 |
| Lisa C. McClain House: U.S. House ClerkMI09 | soldspouse | $1k–$15k | 17 Jun 2025filed 13 Aug 2025 |
| Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31 | sold | $1k–$15k | 16 Jun 2025filed 10 Jul 2025 |
| Lisa C. McClain House: U.S. House ClerkMI09 | boughtspouse | $1k–$15k | 11 Jun 2025filed 13 Aug 2025 |
| Robert P. Bresnahan, Jr. House: U.S. House ClerkPA08 | soldjoint | $1k–$15k | 13 Jan 2025filed 13 Feb 2025 |
| Josh Gottheimer House: U.S. House ClerkNJ05 | soldjoint | $1k–$15k | 7 Nov 2024filed 5 Dec 2024 |
| Josh Gottheimer House: U.S. House ClerkNJ05 | soldjoint | $1k–$15k | 21 Jun 2024filed 9 Jul 2024 |
| Blake D. Moore House: U.S. House ClerkUT01 | sold | $1k–$15k | 19 Jan 2024filed 24 Jan 2024 |
| Blake D. Moore House: U.S. House ClerkUT01 | sold | $1k–$15k | 19 Jan 2024filed 24 Jan 2024 |
| Daniel S. Goldman House: U.S. House ClerkNY10 | sold | $15k–$50k | 10 Apr 2023filed 19 May 2023 |
Insiders
Buy orders, 12 months2
Sale orders, 12 months12
Buyers · sellers1 · 6
| Who | Did | Shares | Traded |
|---|---|---|---|
| Sunil RajasekarEVP Chief Prod & Strat Officer | bought | 108at $90.33 | 15 Oct 2026filed 19 Oct 2026 |
| Adrian T. DillonDirector | sold | 6,300at $104.47 | 25 Aug 2026filed 27 Aug 2026 |
| Adrian T. DillonDirector | sold | 1,332at $105.26 | 25 Aug 2026filed 27 Aug 2026 |
| Sunil RajasekarEVP Chief Prod & Strat Officer | sold | 108at $105.60 | 24 Aug 2026filed 19 Oct 2026 |
| Michael Henry FioreEVP, CHIEF COMMERCIAL OFFICER | sold | 2,354at $95.00 | 10 Jul 2026filed 14 Jul 2026 |
| Sunil RajasekarEVP Chief Prod & Strat Officer | bought | 23at $95.06 | 8 Jul 2026filed 19 Oct 2026 |
| Michael Henry FioreEVP, CHIEF COMMERCIAL OFFICER | sold | 2,470at $95.00 | 2 Jul 2026filed 7 Jul 2026 |
| Michael Henry FioreEVP, CHIEF COMMERCIAL OFFICER | sold | 3,142at $95.00 | 29 May 2026filed 2 Jun 2026 |
| Delano LaddEVP, General Counsel | sold | 7,500at $90.00 | 28 May 2026filed 1 Jun 2026 |
| Gayle Furgurson WellbornDirector | sold | 2,439at $90.00 | 28 May 2026filed 1 Jun 2026 |
| Sunil RajasekarEVP Chief Prod & Strat Officer | sold | 23at $82.81 | 22 Apr 2026filed 19 Oct 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Holders464+11 on the quarter
New · exited75 · 64
Reported value$8.0B
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc.added · filed 7 Aug 2026 | 11,277,914$1.0B | +745,520+7.1% |
| WASATCH ADVISORS LPadded · filed 10 Jul 2026 | 7,960,735$719.0M | +757,801+10.5% |
| MORGAN STANLEYadded · filed 13 Aug 2026 | 4,547,219$410.7M | +2,061,306+82.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 2026 | 4,057,643$366.5M | -105,950−2.5% |
| VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026 | 3,640,776$328.8M | -183,028−4.8% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 3,241,046$292.7M | +141,149+4.6% |
| GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026 | 2,374,467$214.5M | +114,821+5.1% |
| AQR CAPITAL MANAGEMENT LLCreduced · filed 14 Aug 2026 | 1,999,209$176.1M | -93,014−4.4% |
| DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026 | 1,869,036$168.8M | +241,997+14.9% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCadded · filed 12 Aug 2026 | 1,773,227$160.2M | +113,611+6.8% |
31 Mar 2023 – 30 Jun 2026
News
Everyone who traded it
Same industry
Government contracts
Awards9
Total$1.2M
Latest21 Sep 2026
FSA FEDSDepartment of Homeland Security · $47K · 21 Sep 2026(FSA FEDS) ADMINISTRATION SERVICES TO ENROLLED EMPLOYEES FROM THE BUREAU OF ENGRAVING AND PRINTING.Department of the Treasury · $1,029 · 27 Apr 2026FSA MANAGEMENT SUPPORTDepartment of Homeland Security · $47K · 21 Mar 2026(FSAFEDS) ADMINISTRATION SERVICES TO THE ENROLLED EMPLOYEES FROM THE BUREAU OF ENGRAVING AND PRINTING FOR FY26.Department of the Treasury · $0 · 6 Feb 2026
From its SEC filings
Analyst forecasts
No analyst forecasts yet.