Lumida
/HQY
⌘K
Healthequity Inc

Healthequity Inc

HQY
$97.67USD-1.03%-1.02 today

MARKET CAP

8.2B

P/E (TTM)

22.8x

FWD P/E

19.7x

DAY RANGE

$96 – $100

52W RANGE

$73
$106

AI Summary

Stalk
StalkMedium

HQY remains in a Stage 2 advancing uptrend supported by Higher Highs & Higher Lows and a recent momentum breakout. However, price is currently extended above rising EMAs and RSI is at extreme overbought levels, making immediate entry suboptimal. Execution is deferred: wait for a pullback and acceptance into the 9/20 EMA zone for a higher-probability bullish entry.

  • Q1 2027 revenue reached $297.2M (+7% YoY) with adjusted EBITDA of $164.5M (46% margin).
  • Working Families Tax Cut Act expands HSA eligibility by 3–4M American families.
  • Low profitability metrics indicate challenges converting revenue into net income.
Full analysis →
Insider Trades96 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Jul 10, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER2,354$95.00$8.2B-7.82%+34.24%$223.6K-4.31%10b5-1Stalk
Jul 9, 2026SellHQYMichael GathrightChief Customer Officer2,270$93.07$8.2B-7.82%+34.24%$211.3K-5.38%Stalk
Jul 8, 2026SellHQYDelano LaddEVP, General Counsel1,087$95.08$8.2B-7.82%+34.24%$103.4K-1.19%Stalk
Jul 8, 2026SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN1,103$95.08$8.2B-7.82%+34.24%$104.9K-0.59%Stalk
Jul 8, 2026SellHQYScott CutlerPresident and CEO1,238$95.08$8.2B-7.82%+34.24%$117.7K-0.70%Stalk
Jul 8, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER2,045$95.08$8.2B-7.82%+34.24%$194.4K-3.61%Stalk
Jul 8, 2026SellHQYJames M LucaniaEVP & CFO2,839$95.08$8.2B-7.82%+34.24%$269.9K-2.64%Stalk
Jul 2, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER2,470$95.00$8.2B-7.82%+34.24%$234.7K-4.18%10b5-1Stalk
May 29, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER3,142$95.00$8.2B-7.82%+34.24%$298.5K-5.05%10b5-1Stalk
May 28, 2026SellHQYDelano LaddEVP, General Counsel7,500$90.00$8.2B-7.82%+34.24%$675.0K-7.60%10b5-1Stalk
Apr 6, 2026SellHQYDelano LaddEVP, General Counsel2,481$83.84$8.2B-7.82%+34.24%$208.0K-2.45%Stalk
Apr 6, 2026SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN2,559$83.84$8.2B-7.82%+34.24%$214.5K-1.34%Stalk
Apr 6, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER3,378$83.84$8.2B-7.82%+34.24%$283.2K-5.15%Stalk
Apr 6, 2026SellHQYJames M LucaniaEVP & CFO4,393$83.84$8.2B-7.82%+34.24%$368.3K-3.93%Stalk
Apr 6, 2026SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER4,768$83.84$8.2B-7.82%+34.24%$399.7K-5.53%Stalk
Apr 6, 2026SellHQYScott CutlerPresident and CEO4,931$83.84$8.2B-7.82%+34.24%$413.4K-2.70%Stalk
Mar 31, 2026SellHQYDelano LaddEVP, General Counsel7,726$82.53$8.2B-7.82%+34.24%$637.6K-100.00%Stalk
Mar 31, 2026SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN9,292$82.53$8.2B-7.82%+34.24%$766.8K-4.65%Stalk
Mar 31, 2026SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER18,010$82.53$8.2B-7.82%+34.24%$1.5M-17.27%Stalk
Jan 12, 2026SellHQYScott CutlerPresident and CEO12,496$89.83$8.2B-7.82%+34.24%$1.1M-10.22%Stalk
Jan 9, 2026SellHQYDelano LaddEVP, General Counsel739$95.24$8.2B-7.82%+34.24%$70.4K-1.00%Stalk
Jan 9, 2026SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN791$95.24$8.2B-7.82%+34.24%$75.3K-0.49%Stalk
Jan 9, 2026SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER1,744$95.24$8.2B-7.82%+34.24%$166.1K-3.50%Stalk
Jan 9, 2026SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,074$95.24$8.2B-7.82%+34.24%$197.5K-4.53%Stalk
Jan 9, 2026SellHQYJames M LucaniaEVP & CFO2,470$95.24$8.2B-7.82%+34.24%$235.2K-2.84%Stalk
Dec 19, 2025SellHQYDelano LaddEVP, General Counsel1,500$94.72$8.2B-7.82%+34.24%$142.1K-1.99%10b5-1Stalk
Dec 19, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN280,000$95.50$8.2B-7.82%+34.24%$26.7M+0.00%Stalk
Dec 18, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER10,959$95.45$8.2B-7.82%+34.24%$1.0M-19.33%Stalk
Dec 17, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN500$95.31$8.2B-7.82%+34.24%$47.7K-0.08%Stalk
Nov 20, 2025SellHQYDelano LaddEVP, General Counsel1,500$104.56$8.2B-7.82%+34.24%$156.8K-1.95%10b5-1Stalk
Oct 20, 2025SellHQYDelano LaddEVP, General Counsel1,500$92.07$8.2B-7.82%+34.24%$138.1K-1.91%10b5-1Stalk
Oct 6, 2025SellHQYDelano LaddEVP, General Counsel977$88.57$8.2B-7.82%+34.24%$86.5K-1.23%Stalk
Oct 6, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN1,058$88.57$8.2B-7.82%+34.24%$93.7K-0.65%Stalk
Oct 6, 2025SellHQYJames M LucaniaEVP & CFO2,393$88.57$8.2B-7.82%+34.24%$211.9K-2.68%Stalk
Oct 6, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER3,006$88.57$8.2B-7.82%+34.24%$266.2K-5.03%Stalk
Oct 6, 2025SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER3,430$88.38$8.2B-7.82%+34.24%$303.1K-3.27%10b5-1Stalk
Sep 19, 2025SellHQYDelano LaddEVP, General Counsel6,000$94.11$8.2B-7.82%+34.24%$564.6K-2.45%10b5-1Stalk
Jul 28, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN3,000$95.76$8.2B-7.82%+34.24%$287.3K-0.50%Stalk
Jul 3, 2025SellHQYDelano LaddEVP, General Counsel970$100.87$8.2B-7.82%+34.24%$97.8K-1.12%Stalk
Jul 3, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN1,049$100.87$8.2B-7.82%+34.24%$105.8K-0.64%Stalk
Jul 3, 2025SellHQYJames M LucaniaEVP & CFO2,375$100.87$8.2B-7.82%+34.24%$239.6K-2.59%Stalk
Jul 3, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,982$100.87$8.2B-7.82%+34.24%$300.8K-4.76%Stalk
Jul 3, 2025SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER3,430$101.32$8.2B-7.82%+34.24%$347.5K-2.07%10b5-1Stalk
Jun 6, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER71,000$112.34$8.2B-7.82%+34.24%$8.0M-33.91%Stalk
Apr 8, 2025SellHQYDelano LaddEVP, General Counsel6,991$79.88$8.2B-7.82%+34.24%$558.4K-7.48%Stalk
Apr 8, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN9,019$79.88$8.2B-7.82%+34.24%$720.4K-5.24%Stalk
Apr 8, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER52,078$79.88$8.2B-7.82%+34.24%$4.2M-28.03%Stalk
Apr 4, 2025SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER8,881$78.26$8.2B-7.82%+34.24%$695.0K-13.55%10b5-1Stalk
Apr 3, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN1,316$83.88$8.2B-7.82%+34.24%$110.4K-0.76%Stalk
Apr 3, 2025SellHQYDelano LaddEVP, General Counsel1,352$83.88$8.2B-7.82%+34.24%$113.4K-1.43%Stalk
Apr 3, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER3,800$83.88$8.2B-7.82%+34.24%$318.7K-2.00%Stalk
Apr 3, 2025SellHQYJames M LucaniaEVP & CFO4,212$83.88$8.2B-7.82%+34.24%$353.3K-4.39%Stalk
Apr 3, 2025SellHQYMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER4,839$83.87$8.2B-7.82%+34.24%$405.9K-6.88%Stalk
Apr 1, 2025SellHQYDelano LaddEVP, General Counsel395$87.93$8.2B-7.82%+34.24%$34.7K-0.62%Stalk
Apr 1, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN538$87.93$8.2B-7.82%+34.24%$47.3K-0.39%Stalk
Jan 7, 2025SellHQYDelano LaddEVP, General Counsel475$97.54$8.2B-7.82%+34.24%$46.3K-0.74%Stalk
Jan 7, 2025SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN570$97.54$8.2B-7.82%+34.24%$55.6K-0.41%Stalk
Jan 7, 2025SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER1,707$97.54$8.2B-7.82%+34.24%$166.5K-2.98%Stalk
Jan 7, 2025SellHQYJames M LucaniaEVP & CFO1,848$97.54$8.2B-7.82%+34.24%$180.3K-2.36%Stalk
Dec 12, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,869$97.12$8.2B-7.82%+34.24%$278.6K-4.78%Stalk
Oct 11, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN6,000$85.42$8.2B-7.82%+34.24%$512.5K-0.99%Stalk
Oct 3, 2024SellHQYDelano LaddEVP, General Counsel617$78.25$8.2B-7.82%+34.24%$48.3K-0.96%Stalk
Oct 3, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN739$78.25$8.2B-7.82%+34.24%$57.8K-0.53%Stalk
Oct 3, 2024SellHQYJames M LucaniaEVP & CFO1,772$78.25$8.2B-7.82%+34.24%$138.7K-2.22%Stalk
Oct 3, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,456$78.25$8.2B-7.82%+34.24%$192.2K-3.93%Stalk
Sep 16, 2024SellHQYJon KesslerPRESIDENT AND CEO29,749$78.42$8.2B-7.82%+34.24%$2.3M-3.73%10b5-1Stalk
Sep 10, 2024SellHQYJames M LucaniaEVP & CFO6,925$76.22$8.2B-7.82%+34.24%$527.8K-7.97%Stalk
Sep 6, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER12,296$77.02$8.2B-7.82%+34.24%$947.1K-16.43%Stalk
Jul 25, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN70,000$46.93$8.2B-7.82%+34.24%$3.3M+0.00%10b5-1Stalk
Jul 3, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY622$83.68$8.2B-7.82%+34.24%$52.0K-0.48%Stalk
Jul 3, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN746$83.68$8.2B-7.82%+34.24%$62.4K-0.28%Stalk
Jul 3, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,474$83.68$8.2B-7.82%+34.24%$207.0K-1.62%Stalk
Jun 24, 2024SellHQYJon KesslerPRESIDENT AND CEO55,251$82.87$8.2B-7.82%+34.24%$4.6M-4.46%10b5-1Stalk
Jun 6, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN19,128$49.52$8.2B-7.82%+34.24%$947.2K+0.00%10b5-1Stalk
Jun 5, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN50,072$49.53$8.2B-7.82%+34.24%$2.5M+0.00%10b5-1Stalk
Jun 4, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN800$49.50$8.2B-7.82%+34.24%$39.6K+0.00%10b5-1Stalk
Apr 3, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY1,684$80.60$8.2B-7.82%+34.24%$135.7K-2.52%Stalk
Apr 3, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN1,984$80.60$8.2B-7.82%+34.24%$159.9K-0.94%Stalk
Apr 3, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER3,209$80.60$8.2B-7.82%+34.24%$258.6K-3.99%Stalk
Apr 1, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY4,793$80.96$8.2B-7.82%+34.24%$388.1K-3.43%Stalk
Apr 1, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN7,099$80.92$8.2B-7.82%+34.24%$574.5K-2.27%Stalk
Apr 1, 2024SellHQYJon KesslerPRESIDENT AND CEO53,295$80.62$8.2B-7.82%+34.24%$4.3M-11.36%Stalk
Mar 22, 2024BuyHQYJon KesslerPRESIDENT AND CEO93,765$37.70$8.2B-7.82%+34.24%$3.5M+6.37%Stalk
Mar 1, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY2,558$82.59$8.2B-7.82%+34.24%$211.3K-5.12%10b5-1Stalk
Feb 9, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY2,499$80.00$8.2B-7.82%+34.24%$199.9K-4.76%10b5-1Stalk
Jan 5, 2024SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN235$67.64$8.2B-7.82%+34.24%$15.9K-0.12%Stalk
Jan 5, 2024SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER1,215$67.64$8.2B-7.82%+34.24%$82.2K-1.93%Stalk
Jan 5, 2024SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY2,774$69.84$8.2B-7.82%+34.24%$193.7K-2.51%10b5-1Stalk
Dec 28, 2023SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN5,000$66.33$8.2B-7.82%+34.24%$331.6K-0.73%Stalk
Dec 11, 2023SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER2,017$70.09$8.2B-7.82%+34.24%$141.4K-3.11%Stalk
Dec 8, 2023SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN140,000$41.29$8.2B-7.82%+34.24%$5.8M+0.00%Stalk
Oct 4, 2023SellHQYDelano LaddEVP, GC & CORPORATE SECRETARY250$72.06$8.2B-7.82%+34.24%$18.0K-0.45%Stalk
Oct 4, 2023SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER1,701$72.06$8.2B-7.82%+34.24%$122.6K-2.55%Stalk
Oct 2, 2023SellHQYStephen NeelemanFOUNDER AND VICE CHAIRMAN4,812$4.67$8.2B-7.82%+34.24%$22.5K-0.58%Stalk
Sep 27, 2023SellHQYJon KesslerPRESIDENT AND CEO46,818$75.03$8.2B-7.82%+34.24%$3.5M-15.10%10b5-1Stalk
Sep 22, 2023SellHQYElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER1,998$71.92$8.2B-7.82%+34.24%$143.7K-2.91%Stalk