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HealthEquity Inc

HQY•NASDAQ•HEALTHCARE
$96.98+0.41 (+0.42%)
Market closed•Prev close $96.57
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Research read

Active interest

Evidence read

Smart-money activity on HQY this 14d.

Saved Jun 10, 2026· tracking vs the S&P 500

1 sourceFresh

Analyst estimate

+19.2% ($115.6)

12-month analyst consensus · Source: Alpha Vantage

Support

Janus Investment Fund (legacy active) holds $34.4M (NPORT-P 2026-03-31)

Risk

Review the sections below before acting.

Tracking

Day 28 of 30D, +0.1% vs the S&P so far.

What's driving it

  • Smart money
  • Fundamentals
  • Technicals
  • Macro
Set alertReview evidenceFundamentalsTechnicals

vs S&P 500. Past performance does not predict future results. Market research, not investment advice.

Section

Smart Money

Funds, insiders, influencers, and government demand tied to this stock — pulled straight from SEC filings, Form 4s, X posts, and federal award data.

Institutional

Who owns this in size

Live8 holders
  • FL

    Q1 2026 13F

    FMR LLC holds $94.8M

  • Balyasny

    Q1 2026 13F

    Balyasny holds $69.8M

  • BC

    Q1 2026 13F

    Baron Capital holds $62.7M

  • Citadel

    Q1 2026 13F

    Citadel holds $22.5M

  • Point72

    Q4 2025 13F

    Point72 holds $16.7M

  • O

    Q1 2026 13F

    Oberweis holds $13.9M

  • Marshall Wace

    Q1 2026 13F

    Marshall Wace holds $2.6M

  • Bridgewater

    Q4 2025 13F

    Bridgewater holds $1.9M

    • Insiders

    What insiders are doing

    Live4 trades

    • Sell· EVP, Chief Commercial Officer

      Fiore Michael Henry sold $235K of HEALTHEQUITY, INC. · Jul 7

    • Sell· EVP, Chief Commercial Officer· Cluster

      Fiore Michael Henry sold $298K of HEALTHEQUITY, INC. · Jun 2

    • Sell· EVP, General Counsel· Cluster

      Ladd Delano sold $675K of HEALTHEQUITY, INC. · Jun 1

    • Sell· Dir· Cluster

      Wellborn Gayle Furgurson sold $220K of HEALTHEQUITY, INC. · Jun 1

    Influencers

    What traders are saying

    No data yet

    No influencer mentions in the last 30 days.

    X/Twitter finance posts tracked by AlphaYou

    Govt contracts

    Federal awards tied to this company

    Checking USAspending awards...

    Other smart money signals

    Congress trades, activist stakes, short interest & more

    Live1 item

    • congressional trade

      Rep. Hon. Gilbert Cisneros bought HQY ($1,001-$15,000)

      Light

    Section

    Fundamentals

    Business quality, valuation, analyst expectations, and the EPS quarter-over-quarter chart.

    Fundamentals

    Is the business strong?

    Live

    Valuation

    • P/E36.17
    • Forward P/E19.84
    • P/S5.97
    • P/B3.77

    Quality

    • Profit margin17.2%
    • Operating margin29.3%
    • ROE11.1%
    • ROA6.5%

    Growth

    • Revenue YoY--
    • Earnings YoY--
    • Beta0.21
    • Dividend yield--

    Snapshot

    Quick facts

    Updated Jul 7
    Market cap
    $8.07B
    52-week range
    $72.76 - $105.96
    Volume
    664.6K
    Sector
    HEALTHCARE

    Analysts

    What do analysts expect?

    Live

    Current

    $96.98

    Target

    $115.56

    Earnings

    Did earnings help or hurt?

    Live
    $1.20$0.94$0.67$0.40$0.14Q2 '22Q1 '23Q4 '23Q3 '24Q2 '25Q1 '26
    BeatMissMatchEstimate

    Section

    Technicals

    Price trend, moving averages, 52-week range, and chart behavior.

    Price

    Stock chart

    1read marked
    Prior read1

    Technicals

    Chart health

    Live

    Trailing returns

    • 5d+10.44%
    • 20d+9.37%
    • 60d+15.18%

    Trend vs moving averages

    • vs SMA50+12.41%
    • vs SMA200+10.05%

    52w range position

    $72.7673%$105.96

    Based on daily price data. Options flow and order-book data are not in this chart panel yet.

    Section

    Macro

    Sector rotation, market regime, policy, and event-window context.

    Macro

    Market backdrop

    Live

    • sector rotation

      5/11 sectors leading SPY by >=1pp over 20d (broad-based uptrend)

    • macro regime shift

      Speculator (leveraged-money) net short on E-MINI S&P 500 at 1.9th percentile vs trailing 52w (extreme bearish positioning, mean-reversion bullish) as of 2026-06-02

    Section

    News

    Catalysts, filings, and market-moving events when they matter.

    News

    Catalysts and headlines

    No data yet

    No major news catalyst found yet.

    Catalysts, filings, and event windows show here when they matter.

    Section

    Derivatives

    Options flow, volatility regime, gamma pressure, and positioning when available.

    Derivatives

    Options and positioning

    No data yet

    No derivative pressure found yet.

    Options flow, gamma, and volatility signals show here when available.

    +18.58 (+19.2%) possible upside12 months

    12-month analyst consensus · Source: Alpha Vantage