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HQY · Healthequity, Inc.
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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HQY

HEALTHEQUITY, INC.
SOFTWARE & IT · SERVICES-BUSINESS SERVICES, NEC · CIK 0001428336
CONGRESS · 1FORM 144 · 9☆ WATCH
INSIDER NET · 180D
-$2.4M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
285
13F, latest reported quarter
REVENUE GROWTH
+9.5%
XBRL, annual
NET MARGIN
16.4%
CONVERSIONS · 180D
2
codes C/M, not in net · $363.2K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$2.4M over 180 days
-$1.3M over 90 days
below 57% of Software & IT
CONGRESS
1 member bought in the last year
the lowest in Software & IT
FUNDS
285 funds added or opened last quarter
more than 83% of Software & IT
REVENUE
+9.5% year over year
more than 52% of Software & IT
MARGIN
16.4% net margin
more than 83% of Software & IT
BUYBACKS
$231.1M repurchased, FY to 2026-07-31
more than 71% of Software & IT
SHORT
5.0% of shares outstanding short · 5.9 days to cover · settled 2026-07-31
more than 67% of Software & IT
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$2.4M across 4 people in 180 days.
285 funds added or opened positions in the latest 13F quarter, of 501 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +8.1%
+8.1%12M
-18%-5%+8%+20%2025-092025-102025-122026-032026-052026-072026-09 2025-12-18 · Rosner Elimelech sold $1.0M2026-05-28 · Ladd Delano sold $675.0K2026-08-25 · DILLON ADRIAN T sold $658.2K2025-09-19 · Ladd Delano sold $469.6K2025-12-12 · Wellborn Gayle Furgurson sold $425.4K2025-09-05 · Dilsaver Evelyn S sold $322.9K2026-05-29 · Fiore Michael Henry sold $298.5K2026-07-02 · Fiore Michael Henry sold $234.7K2026-07-10 · Fiore Michael Henry sold $223.6K2026-05-28 · Wellborn Gayle Furgurson sold $219.5K2025-10-07 · Fiore Michael Henry sold $157.1K2025-11-20 · Ladd Delano sold $156.8K2025-12-19 · Ladd Delano sold $142.1K2026-08-25 · DILLON ADRIAN T sold $140.2K2025-10-20 · Ladd Delano sold $138.1K2025-09-19 · Ladd Delano sold $92.3K2025-09-19 · Ladd Delano sold $2.8K2026-08-25 · ADRIAN DILLON filed to sell $804.4K2026-07-13 · Michael Gathright filed to sell $211.3K2026-07-10 · Scott Cutler filed to sell $117.7K2026-07-10 · MICHAEL FIORE filed to sell $223.2K2026-07-10 · Michael Henry Fiore filed to sell $194.4K2026-07-10 · Stephen Neeleman filed to sell $104.9K2026-07-10 · James M. Lucania filed to sell $269.9K2026-07-10 · Delano Ladd filed to sell $103.4K2026-07-02 · MICHAEL FIORE filed to sell $228.0K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $2.4M sold by insiders over 180 days, 285 funds added last quarter, 1 Congress member(s) bought in 12 months, $2.3M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
TEAMMETACRWVCRMNETCRWDDDOGDASHAPPIOTPCTYMDB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, HEALTHEQUITY, INC. insiders sold a net $2.4M of stock across 130 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
DILLON ADRIAN T
Director
SELL
2026-08-25
6,300.0
$658.2K
DILLON ADRIAN T
Director
SELL
2026-08-25
1,332.0
$140.2K
Fiore Michael Henry
EVP, CHIEF COMMERCIAL OFFICER
SELL
2026-07-10
2,354.0
$223.6K
Fiore Michael Henry
EVP, CHIEF COMMERCIAL OFFICER
SELL
2026-07-02
2,470.0
$234.7K
Fiore Michael Henry
EVP, CHIEF COMMERCIAL OFFICER
SELL
2026-05-29
3,142.0
$298.5K
130 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 125 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
11,277,914.0 sh
$1.0B
WASATCH ADVISORS LP
7,960,735.0 sh
$719.0M
MORGAN STANLEY
4,547,219.0 sh
$410.7M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,057,643.0 sh
$366.5M
VANGUARD CAPITAL MANAGEMENT LLC
3,640,776.0 sh
$328.8M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ADRIAN DILLON
FILED 2026-08-25
$804.4K
Michael Gathright
FILED 2026-07-13
$211.3K
Scott Cutler
FILED 2026-07-10
$117.7K
MICHAEL FIORE
FILED 2026-07-10
$223.2K
Michael Henry Fiore
FILED 2026-07-10
$194.4K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Wasatch U.S. Select Fund
$921.1K POSITION · AS OF 2026-03-31
5.7%
Wasatch Long/Short Alpha Fund
$2.0M POSITION · AS OF 2026-03-31
5.5%
Wasatch Core Growth Fund
$155.6M POSITION · AS OF 2026-03-31
5.2%
Wasatch Small Cap Growth Fund
$57.5M POSITION · AS OF 2026-03-31
4.8%
Wasatch Ultra Growth Fund
$18.7M POSITION · AS OF 2026-03-31
4.7%
Baird Equity Opportunity Fund
$3.1M POSITION · AS OF 2026-03-31
4.6%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Scott Cutler
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$13.6M
$10.4M
$4.4M
+3%
-19%
2023
$13.4M
$22.9M
$3.9M
-10%
-24%
2022
$13.4M
$14.4M
$5.6M
-27%
-27%
2021
$9.9M
-$5.5M
$2.4M
-36%
-7%
2020
$9.4M
$16.5M
$2.7M
+26%
+28%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-012025-012024-012023-01
REVENUE$1.3B$1.2B$999.6M$861.7M
GROSS PROFIT$913.1M$777.3M$622.6M$491.9M
OPERATING INCOME$322.5M$162.3M$117.7M$9.1M
NET INCOME$215.2M$96.7M$55.7M$-26.1M
EPS (DILUTED)2.461.090.64-0.31
OPERATING CASH FLOW$457.1M$339.9M$242.8M$150.7M
CASH$318.9M$295.9M$404.0M$254.3M
LONG-TERM DEBT$957.4M$1.1B$875.0M$907.8M
BUYBACKS$299.3M$121.5M$0$0
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →