Computed from SEC EDGAR filings and closing prices — not copied from any wealth ranking. Dataset . How we calculate this.

Market capitalisation
$7.96B
82,715,296 shares Covers every share class this company has on file.
Insiders on file
15
people who have filed Form 3, 4 or 5 naming this issuer
Value of insider-held stock
$148.99M
from the holdings reported on Forms 3/4/5; this figure has no separate as-of date on file
Insider-held share of market cap
1.87%
insider-held value divided by market capitalisation

What HEALTHEQUITY, INC. reports

Revenue and net income below are for fiscal period FY2026, the period label carried by this company’s own annual XBRL filings to the SEC. Fiscal years do not line up between companies — one company’s FY2026 can cover much the same months as another’s FY2025 — so compare the periods, not just the numbers.

Revenue
$1.31B
FY2026 annual revenue, from this company’s own annual XBRL filings to the SEC
Net income
$215.20M
FY2026 profit for the period, from this company’s own annual XBRL filings to the SEC
Employees
2,814
Yahoo Finance
Where the employee count comes from

Headcount comes from Yahoo Finance, not from a filing. The date beside it is the day we retrieved the figure — it is not the date the company counted its staff, and Yahoo does not publish that date. Unlike the SEC filings behind the other figures on this page, this one carries no open licence, so we publish the number and nothing else from that source.

Insiders at HEALTHEQUITY, INC.

Shares is what each person last reported holding here.

Everyone below has filed at least one insider report against this company.

Value is that share count priced at the same closing price used everywhere else on this site. A row priced from only some of a person’s securities says so — we do not quietly present a partial sum as a complete one.

Rows are grouped by the role each person reports.

The role comes from the relationship boxes a person ticks on their own insider filings — officer, director, ten per cent owner — not from anything we infer. Somebody who is both an officer and a director appears once, in the combined group, so the row count still matches the figure at the top of this page. Where no filing states a role we say so instead of guessing one.

People who file insider reports against HEALTHEQUITY, INC..
Insider Reported role Shares Value Last action
Officers 5
James M Lucania CFO 111,849 $10.75M F Shares withheld for taxes Jul 8, 2026 position reported
Delano Ladd General Counsel 108,848 $10.46M F Shares withheld for taxes Jul 8, 2026 position reported
Elimelech Rosner CTO 104,275 $10.02M F Shares withheld for taxes Apr 6, 2026 position reported
Michael Henry Fiore EVP 65,633 $6.31M S Open-market sale Jul 10, 2026 position reported
Michael Gathright Other Executive 42,163 $4.05M F Shares withheld for taxes Jul 9, 2026 position reported
Officers who also sit on the board 3
Stephen Neeleman Vice Chairman 353,519 $33.96M F Shares withheld for taxes Jul 8, 2026 position reported
Jon Kessler CEO 328,510 $31.56M M Option exercise or conversion Jun 6, 2025 position reported
Scott Cutler Scott Cutler CEO 182,574 $17.54M F Shares withheld for taxes Jul 8, 2026 position reported
Directors 7
Robert W. Selander Board Member 86,972 $8.36M A Grant or award Jun 25, 2026 position reported
Adrian T. Dillon Board Member 59,518 $5.72M S Open-market sale Aug 25, 2026 position reported
Evelyn S Dilsaver Evelyn S Dilsaver Board Member 48,208 $4.63M A Grant or award Jun 25, 2026 position reported
Stuart B Parker Board Member 23,098 $2.22M A Grant or award Jun 25, 2026 position reported
Gayle Furgurson Wellborn Board Member 19,733 $1.90M A Grant or award Jun 25, 2026 position reported
Rajesh Natarajan Board Member 15,253 $1.47M A Grant or award Jun 25, 2026 position reported
William Gassen Board Member 734 $70.5K A Grant or award Jun 25, 2026 position reported

Events from filings

Detected automatically in the filings linked below. Each headline is built from the numbers in those filings, not written by a model. Newest first; events older than 45 days stay listed and are marked as older.

Evelyn S Dilsaver sold 3,461 HEALTHEQUITY, INC. (HQY) shares for $322,911 on Sep 5, 2025

Unusual change in a direct holding

Flagged because the change that day in the shares this person holds directly was unusually large compared with their own earlier changes. The rows below are the open-market trades reported that day; under each share count is the balance the filing reports after that line.

Evelyn S Dilsaver sold 3,461 HEALTHEQUITY, INC. (HQY) shares for $322,911 on Sep 5, 2025
Date Insider Transaction Shares Price Value Filing
Sep 5, 2025 Evelyn S Dilsaver S Open-market sale 3,461 held after: 48,208 $93.30 $322,911 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Jon Kessler sold 62,827 HEALTHEQUITY, INC. (HQY) shares for $7,026,572 on Jun 6, 2025

Large trade for this person

Flagged because this trade was large compared with this person’s own earlier open-market trades in the same currency — not because it is large in absolute terms. A trade that is routine for one insider can be flagged for another.

Jon Kessler sold 62,827 HEALTHEQUITY, INC. (HQY) shares for $7,026,572 on Jun 6, 2025
Date Insider Transaction Shares Price Value Filing
Jun 6, 2025 Jon Kessler S Open-market sale 62,827 held after: 324,866 $111.84 $7,026,572 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Elimelech Rosner sold 58,000 HEALTHEQUITY, INC. (HQY) shares for $6,528,480 on Jun 6, 2025

Unusual change in a direct holding

Flagged because the change that day in the shares this person holds directly was unusually large compared with their own earlier changes. The rows below are the open-market trades reported that day; under each share count is the balance the filing reports after that line.

Elimelech Rosner sold 58,000 HEALTHEQUITY, INC. (HQY) shares for $6,528,480 on Jun 6, 2025
Date Insider Transaction Shares Price Value Filing
Jun 6, 2025 Elimelech Rosner S Open-market sale 58,000 held after: 75,689 $112.56 $6,528,480 SEC filing ↗

Source: SEC EDGAR (United States); every row links to where it was published. Event computed Sep 14, 2026.

Recent insider transactions

Of the 200 rows we hold, 0 are open-market purchases and 64 open-market sales (S) — the only codes we count as buying or selling.

The rest — awards, shares withheld to pay tax, option exercises, gifts and so on — follow from an employment contract or a transfer arranged off-market, not from a decision to buy or sell, so counting them would turn this into a pay table.

A price of 0.00 is a real reported figure on gifts (G) and share awards (A) — not a gap in our data.

Insider transactions disclosed to the SEC for HEALTHEQUITY, INC., newest first, each with the filing behind it.
Date Insider Transaction Shares Price Value Filing
Aug 25, 2026 Adrian T. Dillon S Open-market sale 1,332 $105.26 $140.2K SEC filing ↗
Aug 25, 2026 Adrian T. Dillon S Open-market sale 6,300 $104.47 $658.2K SEC filing ↗
Aug 25, 2026 Adrian T. Dillon M Option exercise or conversion 7,632 $32.50 $248.0K SEC filing ↗
Jul 10, 2026 Michael Henry Fiore S Open-market sale 2,354 $95.00 $223.6K SEC filing ↗
Jul 9, 2026 Michael Gathright F Shares withheld for taxes 2,270 $93.07 $211.3K SEC filing ↗
Jul 8, 2026 Michael Henry Fiore F Shares withheld for taxes 2,045 $95.08 $194.4K SEC filing ↗
Jul 8, 2026 Scott Cutler F Shares withheld for taxes 1,238 $95.08 $117.7K SEC filing ↗
Jul 8, 2026 Delano Ladd F Shares withheld for taxes 1,087 $95.08 $103.4K SEC filing ↗
Jul 8, 2026 James M Lucania F Shares withheld for taxes 2,839 $95.08 $269.9K SEC filing ↗
Jul 8, 2026 Stephen Neeleman F Shares withheld for taxes 1,103 $95.08 $104.9K SEC filing ↗
Jul 2, 2026 Michael Henry Fiore S Open-market sale 2,470 $95.00 $234.7K SEC filing ↗
Jun 25, 2026 William Gassen A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Stuart B Parker A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Rajesh Natarajan A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Gayle Furgurson Wellborn A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Evelyn S Dilsaver A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Adrian T. Dillon A Grant or award 2,877 $0.00 $0 SEC filing ↗
Jun 25, 2026 Robert W. Selander A Grant or award 2,877 $0.00 $0 SEC filing ↗
May 29, 2026 Michael Henry Fiore S Open-market sale 3,142 $95.00 $298.5K SEC filing ↗
May 28, 2026 Gayle Furgurson Wellborn S Open-market sale 2,439 $90.00 $219.5K SEC filing ↗
May 28, 2026 Gayle Furgurson Wellborn M Option exercise or conversion 2,439 $47.21 $115.1K SEC filing ↗
May 28, 2026 Delano Ladd S Open-market sale 7,500 $90.00 $675.0K SEC filing ↗
Apr 6, 2026 Michael Henry Fiore F Shares withheld for taxes 3,378 $83.84 $283.2K SEC filing ↗
Apr 6, 2026 Elimelech Rosner F Shares withheld for taxes 4,768 $83.84 $399.7K SEC filing ↗
Apr 6, 2026 Scott Cutler F Shares withheld for taxes 4,931 $83.84 $413.4K SEC filing ↗

From SEC Form 4 filings. Every row links to the filing it came from. How we calculate this.

What a Form 4 is

The report an officer, director or large shareholder must file after trading their own company’s stock.

Subsidiaries — 11 legal entities

Subsidiaries of HEALTHEQUITY, INC.

11 legal entities named in the subsidiary exhibit filed with this company’s most recent 10-K. . Filing on SEC.gov.

This is not the full list. SEC rules only require a company to name its significant subsidiaries.

What that leaves out

Smaller entities are left out of the exhibit entirely. A short list here means a short exhibit — it does not mean the company owns nothing else. Nothing on this page is inferred: every name below is copied from the filing.

Subsidiaries HEALTHEQUITY, INC. names in its most recent annual report, with the place each one is organised.
Subsidiary Organised in
FORT EFFECT CORP. Washington
FURTHER OPERATIONS, LLC Delaware
HEALTHEQUITY ADVISORS, LLC Utah
HEALTHEQUITY COMMUNITY FOUNDATION Delaware
HEALTHEQUITY COMMUTER SERVICES, INC. Delaware
HEALTHEQUITY COVERAGE CONTINUATION SERVCES, LLC Delaware
HEALTHEQUITY PAYMENTS, LLC Delaware
HEALTHEQUITY RETIREMENT SERVICES, LLC Delaware
HEALTHEQUITY TRUST COMPANY Wyoming
HEALTHEQUITY VENTURES, LLC Delaware
WAGEWORKS, INC. Delaware
What counts as a subsidiary

A subsidiary is a separate legal entity this company controls; it is not the same thing as a brand, a division or an office. These entities do not file with the SEC in their own right, so there is no separate page to open for them.

Think a number here is wrong? Open the linked filing and compare — how to report it.

Sources and technical notes

Every figure on this page comes from filings to the U.S. SEC via EDGAR. Nothing here is estimated, and nothing is taken from press coverage or company websites.

Share count: cover page of the latest filing (dei:EntityCommonStockSharesOutstanding), taken from HEALTHEQUITY, INC.’s own filings and multiplied by our closing price. Full method.

What that share count means

the share count the company itself prints on the cover of its most recent filing, as of the date it signed that filing.

We do not take a market cap from a data vendor, and we do not estimate one: the figure is a share count from HEALTHEQUITY, INC.’s own SEC filings multiplied by the closing price we hold for the same stock.