HQY · Insider trading · 13F holders · Congress trades
Healthequity, Inc. (HQY)
Who is buying and selling HQY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $12K
- Insider sales, 90 days
- $812K
- Congress trades, 12 months
- 3
HQY at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 2 HQY insiders filed 1 open-market purchase worth $12K and 2 sales worth $812K on SEC Form 4; 1 of the sales were pre-planned under Rule 10b5-1.
- 29 13F filers hold HQY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Greenhouse Funds LLLP (5.6%), Park West Asset Management LLC (4.8%) and Wasatch Advisors LP (4.6%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
- Members of Congress have disclosed 24 HQY trades since 2020, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $1K–15K on Jul 10, 2026.
- HQY last closed at $101.36 on Oct 29, 2026.
HQY insider trading
Between Aug 1, 2026 and Oct 29, 2026, 2 HQY insiders filed 1 open-market purchase worth $12K and 2 sales worth $812K on SEC Form 4; 1 of the sales were pre-planned under Rule 10b5-1.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Oct 19, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Sale | 131 | $101.60 | $13K | SEC |
| Oct 19, 2026 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | Buy | 131 | $91.16 | $12K | SEC |
| Aug 27, 2026 | Dillon Adrian T | Director | Sale10b5-1 | 7,632 | $104.61 | $798K | SEC |
Who owns HQY? Hedge funds and superinvestors
29 13F filers hold HQY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Greenhouse Funds LLLP (5.6%), Park West Asset Management LLC (4.8%) and Wasatch Advisors LP (4.6%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wasatch Advisors LPAsset manager | 4.6% | $620.2M | 7,011,469 | -11.9% shares | Q3 2026 |
| Greenhouse Funds LLLPHedge fund | 5.6% | $106.9M | 1,183,024 | -5.9% shares | Q2 2026 |
| Geneva Capital Management LLCAsset manager | 2.4% | $103.8M | 1,149,680 | -2.1% shares | Q2 2026 |
| Atalan Capital Partners, LPHedge fund | 5.1% | $82.7M | 915,270 | +3.6% shares | Q2 2026 |
| Park West Asset Management LLCHedge fund | 4.8% | $70.1M | 776,651 | +24.6% shares | Q2 2026 |
| Cadian Capital Management, LPHedge fund | 4.3% | $56.6M | 626,700 | -24.7% shares | Q2 2026 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Investment manager | 2.3% | $41.3M | 456,922 | — | Q2 2026 |
| 12th Street Asset Management Company, LLCAsset manager | 4.4% | $31.2M | 345,390 | +37.4% shares | Q2 2026 |
| Aristotle Capital Boston, LLCAsset manager | 2.0% | $30.1M | 332,884 | -16.2% shares | Q2 2026 |
| Ranger Investment Management, L.P.Institutional asset manager | 1.8% | $28.8M | 319,253 | +17.7% shares | Q2 2026 |
| Ashford Capital Management IncAsset manager | 2.5% | $22.9M | 253,441 | -4.9% shares | Q2 2026 |
| Premier Fund Managers LtdHedge fund | 1.2% | $12.8M | 145,243 | -49.5% shares | Q2 2026 |
| Summit Creek Advisors LLCInstitutional asset manager | 2.6% | $7.6M | 84,157 | -47.8% shares | Q2 2026 |
| Beacon Investment Advisors LLCWealth manager | 2.0% | $6.5M | 71,799 | +48.4% shares | Q2 2026 |
| Inspirion Wealth Advisors, LLCWealth manager | 0.7% | $5.7M | 65,000 | +0.0% shares | Q3 2026 |
| Future Fund LLCSovereign wealth fund | 1.6% | $5.4M | 60,154 | +18.9% shares | Q2 2026 |
| Elk River Wealth Management LLCWealth manager | 0.8% | $5.2M | 57,389 | -8.3% shares | Q2 2026 |
| Bridger Management, LLCHedge fund | 3.1% | $4.7M | 51,616 | New | Q2 2026 |
| 1492 Capital Management LLCWealth manager | 1.4% | $4.7M | 51,501 | -7.7% shares | Q2 2026 |
| Moody Aldrich Partners LLCAsset manager | 0.8% | $4.3M | 48,967 | — | Q3 2026 |
| Montanaro Asset Management LtdAsset manager | 1.4% | $4.3M | 47,400 | -6.7% shares | Q2 2026 |
| Formula Growth LtdHedge fund | 1.1% | $3.1M | 34,417 | -0.4% shares | Q2 2026 |
| Physician Wealth Advisors, Inc.Wealth manager | 0.3% | $2.6M | 28,862 | -38.7% shares | Q3 2026 |
| Expect Equity LLCHedge fund | 1.4% | $2.2M | 24,200 | +55.7% shares | Q2 2026 |
| Coyle Financial Counsel LLCWealth manager | 0.2% | $1.2M | 14,086 | -1.2% shares | Q3 2026 |
| HC Advisors, LLCWealth manager | 0.5% | $785K | 8,690 | +0.0% shares | Q2 2026 |
| Suncoast Equity ManagementWealth manager | 0.1% | $780K | 8,635 | — | Q2 2026 |
| Overbrook Management CorpWealth manager | 0.1% | $517K | 5,840 | -29.2% shares | Q3 2026 |
| Sellwood Investment Partners LLCInstitutional asset manager | 0.0% | $50K | 550 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 23). Screen HQY in the grand portfolio →
HQY stock trades by members of Congress
Members of Congress have disclosed 24 HQY trades since 2020, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $1K–15K on Jul 10, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 4, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jul 10, 2026 | +7.3% |
| Jul 2, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jun 30, 2026 | +12.2% |
| Jun 8, 2026 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | May 29, 2026 | +15.2% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Sale | $1K–15K | Jun 17, 2025 | +1.3% |
| Aug 13, 2025 | Lisa C. McClainR-MI · House | Buy | $1K–15K | Jun 11, 2025 | -3.1% |
| Jul 10, 2025 | Gilbert Ray Cisneros, Jr.D-CA · House | Sale | $1K–15K | Jun 16, 2025 | +0.2% |
| Feb 13, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Sale | $1K–15K | Jan 13, 2025 | -0.5% |
| Dec 5, 2024 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Nov 7, 2024 | +4.2% |
| Jul 9, 2024 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Jun 21, 2024 | +21.1% |
| Jan 24, 2024 | Blake D. MooreR-UT · House | Sale | $1K–15K | Jan 19, 2024 | +38.5% |
| Jan 24, 2024 | Blake D. MooreR-UT · House | Sale | $1K–15K | Jan 19, 2024 | +38.5% |
| May 19, 2023 | Daniel S. GoldmanD-NY · House | Sale | $15K–50K | Apr 10, 2023 | +75.9% |
| Feb 18, 2022 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jan 10, 2022 | +104.6% |
| Jan 10, 2022 | Josh GottheimerD-NJ · House | Sale | $1K–15K | Dec 9, 2021 | +140.8% |
| Jul 17, 2021 | Blake D. MooreR-UT · House | Buy | $1K–15K | May 12, 2021 | +37.6% |
| Jul 17, 2021 | Blake D. MooreR-UT · House | Buy | $1K–15K | May 11, 2021 | +40.4% |
| Jul 17, 2021 | Blake D. MooreR-UT · House | Buy | $1K–15K | Apr 30, 2021 | +33.4% |
| Jul 17, 2021 | Blake D. MooreR-UT · House | Buy | $1K–15K | Mar 26, 2021 | +44.8% |
| Aug 19, 2020 | Gilbert Ray Cisneros, Jr.D-CA · House | Buy | $1K–15K | Jul 17, 2020 | +73.9% |
| Aug 10, 2020 | Josh GottheimerD-NJ · House | Buy | $1K–15K | Jul 9, 2020 | +80.8% |
6 members have traded HQY: Gilbert Ray Cisneros, Jr., Lisa C. McClain, Robert P. Bresnahan, Jr., Josh Gottheimer, Blake D. Moore, Daniel S. Goldman.
HQY questions and answers
Are insiders buying HQY stock?
Between Aug 1, 2026 and Oct 29, 2026, 2 HQY insiders filed 1 open-market purchase worth $12K and 2 sales worth $812K on SEC Form 4; 1 of the sales were pre-planned under Rule 10b5-1.
Which hedge funds own HQY?
29 13F filers hold HQY among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Greenhouse Funds LLLP (5.6%), Park West Asset Management LLC (4.8%) and Wasatch Advisors LP (4.6%). In their latest 13Fs, 1 manager opened a new position and 6 added to one.
Has Congress traded HQY?
Members of Congress have disclosed 24 HQY trades since 2020, 3 purchases and 0 sales in the past year; the latest was Gilbert Ray Cisneros, Jr. (D-CA), buying $1K–15K on Jul 10, 2026.
Who is the largest holder of HQY?
Among 13F filers, Wasatch Advisors LP reports the largest HQY position, $620.2M (7,011,469 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Greenhouse Funds LLLP's: 5.6% of its portfolio.
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