Healthequity Inc
HQY87.420USD
-2.400-2.67%
Close 08/25, 16:00（ET）Quotes delayed by 15 min
7.58BMarket Cap
62.24P/E TTM
More Details of Healthequity Inc Company
HealthEquity, Inc. is engaged in providing technology-enabled services that help consumers make healthcare savings and spending decisions. The Company uses its technology to manage consumers' 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 offers a mutual fund investment platform and access to an online-only automated investment advisory service to all its members. It offers multiple cloud-based platforms, accessed by its members online via a desktop or mobile device, through which individuals can make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings and make investment choices.
Company Info
Ticker SymbolHQY
Company nameHealthequity Inc
IPO dateJul 31, 2014
CEOMr. Scott R. Cutler
Number of employees3105
Security typeOrdinary Share
Fiscal year-endJul 31
Address15 W Scenic Pointe Dr Ste 100
CityDRAPER
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code84020-6120
Phone18017271000
Websitehttps://healthequity.com/
Ticker SymbolHQY
IPO dateJul 31, 2014
CEOMr. Scott R. Cutler
Company Executives
Name
Name/Position
Position
Shareholding
Change
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
838.54K
-0.12%
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
+2.36%
Mr. Adrian T. Dillon
Mr. Adrian T. Dillon
Independent Director
Independent Director
59.52K
+3.48%
Mr. James M. (Jim) Lucania
Mr. James M. (Jim) Lucania
Executive Vice President, Chief Financial Officer
Executive Vice President, Chief Financial Officer
22.18K
-9.67%
Mr. Stuart B. Parker
Mr. Stuart B. Parker
Independent Director
Independent Director
21.45K
+10.30%
Ms. Gayle Furgurson Wellborn
Ms. Gayle Furgurson Wellborn
Independent Director
Independent Director
19.73K
+11.30%
Mr. Rajesh Natarajan
Mr. Rajesh Natarajan
Independent Director
Independent Director
13.89K
+16.85%
Mr. Elimelech Rosner
Mr. Elimelech Rosner
Executive Vice President, Chief Technology Officer
Executive Vice President, Chief Technology Officer
7.46K
-28.55%
Mr. Michael Fiore
Mr. Michael Fiore
Executive Vice President, Chief Commercial Officer
Executive Vice President, Chief Commercial Officer
--
-100.00%
Ms. Debra McCowan
Ms. Debra McCowan
Independent Director
Independent Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
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
838.54K
-0.12%
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
+2.36%
Mr. Adrian T. Dillon
Mr. Adrian T. Dillon
Independent Director
Independent Director
59.52K
+3.48%
Mr. James M. (Jim) Lucania
Mr. James M. (Jim) Lucania
Executive Vice President, Chief Financial Officer
Executive Vice President, Chief Financial Officer
22.18K
-9.67%
Mr. Stuart B. Parker
Mr. Stuart B. Parker
Independent Director
Independent Director
21.45K
+10.30%
Ms. Gayle Furgurson Wellborn
Ms. Gayle Furgurson Wellborn
Independent Director
Independent Director
19.73K
+11.30%
Revenue Breakdown
FY2026Q1
FY2025
FY2024
FY2023
FY2022
No Data
By RegionUSD
Name
Revenue
Proportion
United States
330.84M
0.00%
By Business
By Region
No Data
Shareholding Stats
Updated: Sun, Aug 17
Updated: Sun, Aug 17
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.03%
The Vanguard Group, Inc.
9.81%
Wasatch Global Investors Inc
7.06%
Fidelity Management & Research Company LLC
5.14%
State Street Global Advisors (US)
3.68%
Other
63.28%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
11.03%
The Vanguard Group, Inc.
9.81%
Wasatch Global Investors Inc
7.06%
Fidelity Management & Research Company LLC
5.14%
State Street Global Advisors (US)
3.68%
Other
63.28%
Shareholder Types
Shareholders
Proportion
Investment Advisor
51.28%
Investment Advisor/Hedge Fund
43.56%
Hedge Fund
5.68%
Research Firm
2.94%
Pension Fund
2.31%
Individual Investor
2.12%
Sovereign Wealth Fund
0.95%
Bank and Trust
0.89%
Family Office
0.37%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
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
2023Q2
686
88.46M
103.50%
-10.66M
2023Q1
677
89.10M
105.08%
-7.49M
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
9.79M
11.33%
-133.80K
-1.35%
Mar 31, 2025
The Vanguard Group, Inc.
8.80M
10.18%
-153.85K
-1.72%
Mar 31, 2025
Wasatch Global Investors Inc
7.23M
8.37%
-279.71K
-3.72%
Mar 31, 2025
Fidelity Management & Research Company LLC
4.54M
5.25%
-608.06K
-11.82%
Mar 31, 2025
State Street Global Advisors (US)
3.28M
3.79%
+17.72K
+0.54%
Mar 31, 2025
Invesco Advisers, Inc.
2.35M
2.72%
+818.35K
+53.44%
Mar 31, 2025
Geode Capital Management, L.L.C.
2.14M
2.48%
+53.39K
+2.56%
Mar 31, 2025
Brown Advisory
1.93M
2.24%
-153.10K
-7.34%
Mar 31, 2025
Dimensional Fund Advisors, L.P.
1.53M
1.77%
-49.45K
-3.12%
Mar 31, 2025
ClearBridge Investments, LLC
1.85M
2.14%
-206.93K
-10.04%
Mar 31, 2025
View more
Related ETFs
Updated: Sat, Aug 2
Updated: Sat, Aug 2
Name
Proportion
Motley Fool Mid-Cap Growth ETF
4.71%
Motley Fool Small-Cap Growth ETF
4.32%
Invesco Dorsey Wright Healthcare Momentum ETF
2.87%
SPDR S&P Health Care Services ETF
1.91%
Global X FinTech ETF
1.86%
Future Fund Long/Short ETF
1.6%
iShares U.S. Healthcare Providers ETF
1.43%
Thrivent Small-Mid Cap ESG ETF
1.33%
Harbor Health Care ETF
1.11%
ALPS Disruptive Technologies ETF
0.99%
View more
Motley Fool Mid-Cap Growth ETF
Proportion4.71%
Motley Fool Small-Cap Growth ETF
Proportion4.32%
Invesco Dorsey Wright Healthcare Momentum ETF
Proportion2.87%
SPDR S&P Health Care Services ETF
Proportion1.91%
Global X FinTech ETF
Proportion1.86%
Future Fund Long/Short ETF
Proportion1.6%
iShares U.S. Healthcare Providers ETF
Proportion1.43%
Thrivent Small-Mid Cap ESG ETF
Proportion1.33%
Harbor Health Care ETF
Proportion1.11%
ALPS Disruptive Technologies ETF
Proportion0.99%
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
