Oxbow Advisors LLC Purchases New Holdings in HealthEquity, Inc. $HQY

Posted by Brenda Bartman on Aug 19th, 2026

Oxbow Advisors LLC purchased a new stake in HealthEquity, Inc. (NASDAQ:HQY – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 37,990 shares of the company’s stock, valued at approximately $3,431,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Sivia Capital Partners LLC acquired a new position in shares of HealthEquity in the second quarter valued at approximately $306,000. Arrowstreet Capital Limited Partnership acquired a new stake in shares of HealthEquity during the second quarter worth $4,747,000. Marshall Wace LLP purchased a new position in HealthEquity in the 2nd quarter valued at $5,483,000. Amundi grew its position in HealthEquity by 9.3% in the 2nd quarter. Amundi now owns 30,203 shares of the company’s stock valued at $3,059,000 after buying an additional 2,574 shares during the last quarter. Finally, Jump Financial LLC acquired a new position in HealthEquity in the 2nd quarter valued at $449,000. 99.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at HealthEquity

In related news, EVP Delano Ladd sold 7,500 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $90.00, for a total value of $675,000.00. Following the completion of the transaction, the executive vice president directly owned 91,141 shares of the company’s stock, valued at $8,202,690. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Gayle Furgurson Wellborn sold 2,439 shares of HealthEquity stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $90.00, for a total value of $219,510.00. Following the transaction, the director directly owned 19,733 shares of the company’s stock, valued at approximately $1,775,970. This represents a 11.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 17,905 shares of company stock valued at $1,651,280 in the last ninety days. Corporate insiders own 1.60% of the company’s stock.

HealthEquity Stock Performance

Shares of HQY opened at $102.79 on Wednesday. The company has a 50-day simple moving average of $95.71 and a 200-day simple moving average of $86.80. The company has a quick ratio of 3.44, a current ratio of 3.44 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $8.59 billion, a PE ratio of 38.50, a P/E/G ratio of 1.76 and a beta of 0.21. HealthEquity, Inc. has a 52-week low of $72.76 and a 52-week high of $107.62.

HealthEquity (NASDAQ:HQY – Get Free Report) last released its quarterly earnings data on Thursday, May 28th. The company reported $1.24 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.13. HealthEquity had a net margin of 17.25% and a return on equity of 14.75%. The firm had revenue of $354.64 million for the quarter, compared to the consensus estimate of $352.02 million. The business’s quarterly revenue was up 7.2% on a year-over-year basis. HealthEquity has set its FY 2027 guidance at 2.880-2.950 EPS. Equities research analysts predict that HealthEquity, Inc. will post 3.92 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have commented on HQY. Citigroup restated a “market outperform” rating on shares of HealthEquity in a research report on Monday, June 1st. BTIG Research increased their price target on shares of HealthEquity from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Friday, July 24th. Wall Street Zen downgraded shares of HealthEquity from a “buy” rating to a “hold” rating in a research report on Saturday, August 8th. Citizens Jmp raised their price objective on shares of HealthEquity from $110.00 to $111.00 and gave the company a “market outperform” rating in a research report on Monday, June 1st. Finally, Weiss Ratings upgraded HealthEquity from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, June 5th. Eleven equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $110.93.

Check Out Our Latest Analysis on HQY

HealthEquity Company Profile

(Free Report)

HealthEquity, Inc (NASDAQ: HQY) is a leading administrator of consumer-directed health accounts and related benefit solutions in the United States. Founded in 2002 and headquartered in Draper, Utah, the company specializes in health savings accounts (HSAs) and offers complementary services such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), COBRA administration and commuter benefits. Through its technology-driven platform, HealthEquity enables employers, health plans and individuals to streamline account management, improve cost transparency and encourage more informed healthcare spending.

Serving millions of members across all 50 states, HealthEquity leverages an open-architecture ecosystem that integrates with health plans, payroll providers and financial institutions.