HEALTHEQUITY, INC. (HQY) Stock
HQY has an Alpha Score of 56 out of 100 (moderate), computed on Nov 2, 2026 from 3 of 4 sub-scores. 6 members of Congress disclosed 23 trades in HQY since 2020: 15 purchases and 8 sales, most recently Gilbert Cisneros (purchase, Jul 10, 2026). 5 of the hedge funds AlphaScala tracks reported HQY in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Citadel's at $61.69M. Company insiders reported 1 open-market buy and 3 sales on SEC Form 4 in the 90 days to Nov 5, 2026. Its trailing P/E ratio is 36.4 and its net margin 17.4% (key statistics as of Oct 26, 2026).
What is HQY's Alpha Score?
How it works →Alpha Score of 56 reflects moderate overall profile with strong momentum, poor value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 2, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded HEALTHEQUITY, INC. (HQY)?
Most recent: Gilbert Cisneros (purchase, Jul 10, 2026); records start Mar 26, 2020.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Gil Cisneros D-CA · House | 2026-07-10 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-06-30 | purchase | $1k – $15k |
| Gil Cisneros D-CA · House | 2026-05-29 | purchase | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-17 | sale | $1k – $15k |
| Gil Cisneros D-CA · House | 2025-06-16 | partial sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-11 | purchase | $1k – $15k |
| Rob Bresnahan R-PA · House | 2025-01-13 | sale | $1k – $15k |
| Josh Gottheimer D-NJ · House | 2024-11-07 | partial sale | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 5, 2026.
Every member of Congress who traded HQY, with filing lags →Which hedge funds own HQY?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Citadel Ken Griffin | 683K | $61.69M | +154% |
| Millennium Management Israel Englander | 250K | $22.58M | -69% |
| Marshall Wace | 83K | $7.50M | +163% |
| D.E. Shaw David Shaw | 20K | $1.85M | NEW |
| Blackstone | 6K | $539.6K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are HEALTHEQUITY, INC. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 15, 26 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | BUY | 108 | $10K |
| Aug 25, 26 | Dillon Adrian T | Director | SELL | 6.3K | $658K |
| Aug 25, 26 | Dillon Adrian T | Director | SELL | 1.3K | $140K |
| Aug 24, 26 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | SELL | 108 | $11K |
| Jul 8, 26 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | BUY | 23 | $2K |
| Apr 22, 26 | Rajasekar Sunil | EVP Chief Prod & Strat Officer | SELL | 23 | $2K |
SEC Form 4 filings as of Nov 5, 2026
See cluster-buy signals across all tickers →What are HQY's key statistics?
Key statistics as of Oct 26, 2026
How does HQY's valuation compare with the Healthcare sector?
| Metric | HQY | Healthcare median | Companies in median |
|---|---|---|---|
| P/E ratio | 36.4 | 28.7 | 108 |
| Net margin | 17.36% | 4.11% | 160 |
| Return on equity | 11.43% | 5.18% | 180 |
Medians over the Healthcare stocks whose key statistics were refreshed in the last 35 days (newest Nov 6, 2026). P/E excludes loss-making companies.
HQY price chart
Powered by TradingViewWhat does HEALTHEQUITY, INC. do?
HealthEquity Inc. is a technology-enabled services platform that empowers consumers, employers, and health plans to manage healthcare savings and spending decisions. It specializes in administering health savings accounts (HSAs), serving as a non-bank HSA trustee designated by the IRS, along with flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and pre-tax commuter benefits. The company provides investment platforms, online automated advisory services, payment processing, personalized benefit information, and wellness incentives to help users grow tax-advantaged savings. HealthEquity Inc. also offers Consolidated Omnibus Budget Reconciliation Act (COBRA) continuation services and consumer-directed benefits, facilitating efficient healthcare expense management. Its integrated solutions support a wide range of clients in the healthcare and financial services sectors, streamlining benefits administration and enhancing consumer control over health-related finances. Founded in 2002 and headquartered in Draper, Utah, HealthEquity Inc. plays a key role in the growing market for consumer-driven healthcare accounts.