Healthequity Inc
HQY94.150USD
-4.360-4.43%
Close 01/09, 16:00（ET）Quotes delayed by 15 min
8.06BMarket Cap
42.42P/E TTM
More Details of Healthequity Inc Company
HealthEquity, Inc. is engaged in providing technology-enabled services that enables consumers to make healthcare saving and spending decisions. The Company uses its technology to manage consumer tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and to administer Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It provides consumers with payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice. It offers an investment platform and access to an online-only automated investment advisory service to all of its members whose account balances exceed a stated threshold. It administers pre-tax commuter benefit programs through which employers are permitted to provide employees with commuter benefits including qualified transit and parking.
Healthequity Inc Info
Ticker SymbolHQY
Company nameHealthequity Inc
IPO dateJul 31, 2014
CEOCutler (Scott R)
Number of employees3105
Security typeOrdinary Share
Fiscal year-endJul 31
Address15 W Scenic Pointe Dr Ste 100
CityDRAPER
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code84020-6120
Phone18017271000
Websitehttps://healthequity.com/
Ticker SymbolHQY
IPO dateJul 31, 2014
CEOCutler (Scott R)
Company Executives of Healthequity Inc
Name
Name/Position
Position
Shareholding
Change
Mr. Robert W. (Bob) Selander
Mr. Robert W. (Bob) Selander
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
86.97K
+2003.00%
Mr. Adrian T. Dillon
Mr. Adrian T. Dillon
Independent Director
Independent Director
59.52K
+2003.00%
Mr. Stuart B. Parker
Mr. Stuart B. Parker
Independent Director
Independent Director
21.45K
+2003.00%
Mr. James M. (Jim) Lucania
Mr. James M. (Jim) Lucania
Executive Vice President, Chief Financial Officer
Executive Vice President, Chief Financial Officer
19.78K
-2393.00%
Ms. Gayle Furgurson Wellborn
Ms. Gayle Furgurson Wellborn
Independent Director
Independent Director
19.73K
--
Mr. Rajesh Natarajan
Mr. Rajesh Natarajan
Independent Director
Independent Director
13.89K
+2003.00%
Mr. Elimelech Rosner
Mr. Elimelech Rosner
Executive Vice President, Chief Technology Officer
Executive Vice President, Chief Technology Officer
4.46K
-3006.00%
Dr. Stephen D. (Steve) Neeleman, M.D.
Dr. Stephen D. (Steve) Neeleman, M.D.
Founder, Vice Chairman of the Board
Founder, Vice Chairman of the Board
--
--
Ms. Evelyn S. Dilsaver
Ms. Evelyn S. Dilsaver
Independent Director
Independent Director
--
--
Mr. Richard Putnam
Mr. Richard Putnam
Investor Relations Contact
Investor Relations Contact
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Robert W. (Bob) Selander
Mr. Robert W. (Bob) Selander
Independent Non-Executive Chairman of the Board
Independent Non-Executive Chairman of the Board
86.97K
+2003.00%
Mr. Adrian T. Dillon
Mr. Adrian T. Dillon
Independent Director
Independent Director
59.52K
+2003.00%
Mr. Stuart B. Parker
Mr. Stuart B. Parker
Independent Director
Independent Director
21.45K
+2003.00%
Mr. James M. (Jim) Lucania
Mr. James M. (Jim) Lucania
Executive Vice President, Chief Financial Officer
Executive Vice President, Chief Financial Officer
19.78K
-2393.00%
Ms. Gayle Furgurson Wellborn
Ms. Gayle Furgurson Wellborn
Independent Director
Independent Director
19.73K
--
Mr. Rajesh Natarajan
Mr. Rajesh Natarajan
Independent Director
Independent Director
13.89K
+2003.00%
Revenue Breakdown
FY2026Q3
FY2026Q2
FY2026Q1
FY2025
FY2024
FY2023
FY2022
Relevant data have not been disclosed by the company yet.
By RegionUSD
Name
Revenue
Proportion
United States
322.16M
0.00%
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Sun, Nov 16
Updated: Sun, Nov 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.43%
The Vanguard Group, Inc.
10.21%
Wasatch Global Investors Inc
7.38%
State Street Investment Management (US)
3.69%
Fidelity Management & Research Company LLC
3.45%
Other
63.84%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.43%
The Vanguard Group, Inc.
10.21%
Wasatch Global Investors Inc
7.38%
State Street Investment Management (US)
3.69%
Fidelity Management & Research Company LLC
3.45%
Other
63.84%
Shareholder Types
Shareholders
Proportion
Investment Advisor
50.72%
Investment Advisor/Hedge Fund
45.17%
Hedge Fund
5.58%
Research Firm
2.31%
Pension Fund
2.08%
Individual Investor
1.97%
Bank and Trust
1.05%
Sovereign Wealth Fund
0.95%
Family Office
0.45%
Institutional Shareholding
Updated: Thu, Jan 1
Updated: Thu, Jan 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
904
91.96M
107.63%
-5.04M
2025Q3
889
92.79M
107.70%
-5.24M
2025Q2
867
95.07M
109.93%
-2.96M
2025Q1
873
97.01M
112.17%
-311.68K
2024Q4
819
94.27M
108.77%
-1.87M
2024Q3
768
92.00M
105.37%
-3.88M
2024Q2
746
91.77M
105.48%
-2.24M
2024Q1
724
90.40M
104.92%
-2.42M
2023Q4
713
89.09M
103.82%
-6.26M
2023Q3
701
91.72M
107.11%
-1.49M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
9.76M
11.43%
+220.95K
+2.32%
Sep 30, 2025
The Vanguard Group, Inc.
8.73M
10.21%
+243.04K
+2.87%
Sep 30, 2025
Wasatch Global Investors Inc
6.31M
7.38%
+206.61K
+3.39%
Sep 30, 2025
State Street Investment Management (US)
3.15M
3.69%
-34.02K
-1.07%
Sep 30, 2025
Fidelity Management & Research Company LLC
2.95M
3.45%
-1.49M
-33.61%
Sep 30, 2025
Geode Capital Management, L.L.C.
2.20M
2.57%
+48.38K
+2.25%
Sep 30, 2025
Invesco Advisers, Inc.
2.03M
2.38%
-213.90K
-9.51%
Sep 30, 2025
AQR Capital Management, LLC
1.76M
2.06%
+656.82K
+59.31%
Sep 30, 2025
Westfield Capital Management Company, L.P.
1.72M
2.01%
+451.45K
+35.68%
Sep 30, 2025
Brown Advisory
1.61M
1.88%
-21.75K
-1.34%
Sep 30, 2025
View more
Related ETFs
Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Motley Fool Mid-Cap Growth ETF
4.47%
Motley Fool Small-Cap Growth ETF
3.9%
Future Fund Long/Short ETF
2.81%
State Street SPDR S&P Health Care Services ETF
2.11%
Harbor Health Care ETF
2.11%
Global X FinTech ETF
1.62%
Hilton Small-MidCap Opportunity ETF
1.44%
iShares U.S. Healthcare Providers ETF
1.29%
Simplify Health Care ETF
1.25%
Inspire Fidelis Multi Factor ETF
1.02%
View more
Motley Fool Mid-Cap Growth ETF
Proportion4.47%
Motley Fool Small-Cap Growth ETF
Proportion3.9%
Future Fund Long/Short ETF
Proportion2.81%
State Street SPDR S&P Health Care Services ETF
Proportion2.11%
Harbor Health Care ETF
Proportion2.11%
Global X FinTech ETF
Proportion1.62%
Hilton Small-MidCap Opportunity ETF
Proportion1.44%
iShares U.S. Healthcare Providers ETF
Proportion1.29%
Simplify Health Care ETF
Proportion1.25%
Inspire Fidelis Multi Factor ETF
Proportion1.02%
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
FAQs
Who are the top five shareholders of Healthequity Inc?
The top five shareholders of Healthequity Inc are:
BlackRock Institutional Trust Company, N.A. holds 9.76M shares, accounting for 11.43% of the total shares.
The Vanguard Group, Inc. holds 8.73M shares, accounting for 10.21% of the total shares.
Wasatch Global Investors Inc holds 6.31M shares, accounting for 7.38% of the total shares.
State Street Investment Management (US) holds 3.15M shares, accounting for 3.69% of the total shares.
Fidelity Management & Research Company LLC holds 2.95M shares, accounting for 3.45% of the total shares.
BlackRock Institutional Trust Company, N.A. holds 9.76M shares, accounting for 11.43% of the total shares.
The Vanguard Group, Inc. holds 8.73M shares, accounting for 10.21% of the total shares.
Wasatch Global Investors Inc holds 6.31M shares, accounting for 7.38% of the total shares.
State Street Investment Management (US) holds 3.15M shares, accounting for 3.69% of the total shares.
Fidelity Management & Research Company LLC holds 2.95M shares, accounting for 3.45% of the total shares.
What are the top three shareholder types of Healthequity Inc?
The top three shareholder types of Healthequity Inc are:
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Wasatch Global Investors Inc
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Wasatch Global Investors Inc
How many institutions hold shares of Healthequity Inc (HQY)?
As of 2025Q4, 904 institutions hold shares of Healthequity Inc, with a combined market value of approximately 91.96M, accounting for 107.63% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.07%.
What is the biggest source of revenue for Healthequity Inc?
In FY2026Q3, the -- business generated the highest revenue for Healthequity Inc, amounting to -- and accounting for --% of total revenue.
