Healthequity Inc- 详细介绍、公司背景、业务范围、财务数据以及市场表现

关于 Healthequity Inc 公司

HealthEquity, Inc. 致力于提供技术支持服务，帮助消费者做出医疗储蓄和支出决策。该公司利用其技术管理消费者的税收优惠健康储蓄账户 (HSA) 和雇主提供的其他消费者主导福利 (CDB)，包括灵活支出账户和健康报销安排 (FSA 和 HRA)，并管理综合预算协调法案 (COBRA)、通勤和其他福利。它为所有成员提供共同基金投资平台和在线自动投资咨询服务。它提供多个基于云的平台，其成员可以通过桌面或移动设备在线访问，通过这些平台，个人可以做出健康储蓄和支出决策、支付医疗费用、比较治疗方案和价格、获得个性化福利和临床信息、获得健康奖励、增加储蓄并做出投资选择。

Healthequity Inc简介

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公司代码HQY

公司名称Healthequity Inc

上市日期Jul 31, 2014

CEOMr. Scott R. Cutler

员工数量3105

证券类型Ordinary Share

年结日Jul 31

公司地址15 W Scenic Pointe Dr Ste 100

城市DRAPER

上市交易所NASDAQ Global Select Consolidated

国家United States of America

邮编84020-6120

电话18017271000

网址https://healthequity.com/

公司代码HQY

上市日期Jul 31, 2014

CEOMr. Scott R. Cutler

Healthequity Inc公司高管

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名称

名称/职务

职务

持股

持股变动

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

838.54K

-0.12%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

86.97K

+2.36%

Mr. Adrian T. Dillon

Independent Director

59.52K

+3.48%

Mr. Stuart B. Parker

Independent Director

21.45K

+10.30%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

19.78K

-10.79%

Ms. Gayle Furgurson Wellborn

Independent Director

19.73K

+11.30%

Mr. Rajesh Natarajan

Independent Director

13.89K

+16.85%

Mr. Elimelech Rosner

Executive Vice President, Chief Technology Officer

4.46K

-40.27%

Mr. Michael Fiore

Executive Vice President, Chief Commercial Officer

--

-100.00%

Ms. Debra McCowan

Independent Director

--

名称

名称/职务

职务

持股

持股变动

Dr. Stephen D. (Steve) Neeleman, M.D.

Founder, Vice Chairman of the Board

838.54K

-0.12%

Mr. Robert W. (Bob) Selander

Independent Non-Executive Chairman of the Board

86.97K

+2.36%

Mr. Adrian T. Dillon

Independent Director

59.52K

+3.48%

Mr. Stuart B. Parker

Independent Director

21.45K

+10.30%

Mr. James M. (Jim) Lucania

Executive Vice President, Chief Financial Officer

19.78K

-10.79%

Ms. Gayle Furgurson Wellborn

Independent Director

19.73K

+11.30%

收入明细

FY2026Q2

FY2026Q1

FY2025

FY2024

FY2023

FY2022

暂无数据

地区USD

名称

营收

占比

United States

325.83M

0.00%

业务

地区

暂无数据

股东统计

更新时间: 8月17日周日

持股股东

股东类型

持股股东

占比

BlackRock Institutional Trust Company, N.A.

11.08%

The Vanguard Group, Inc.

9.85%

Wasatch Global Investors Inc

7.08%

Fidelity Management & Research Company LLC

5.16%

State Street Global Advisors (US)

3.70%

其他

63.14%

持股股东

占比

BlackRock Institutional Trust Company, N.A.

11.08%

The Vanguard Group, Inc.

9.85%

Wasatch Global Investors Inc

7.08%

Fidelity Management & Research Company LLC

5.16%

State Street Global Advisors (US)

3.70%

其他

63.14%

股东类型

持股股东

占比

Investment Advisor

51.27%

Investment Advisor/Hedge Fund

43.72%

Hedge Fund

5.70%

Research Firm

2.95%

Pension Fund

2.32%

Individual Investor

2.01%

Sovereign Wealth Fund

0.94%

Bank and Trust

0.89%

Family Office

0.37%

机构持股

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更新时间: 10月1日周三

报告期

机构数

持股数

持股占比

持股变动

2025Q3

866

93.20M

108.17%

-5.18M

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

股东持股明细

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名称

持股数

占比

持股变动

变动比例

公告日期

BlackRock Institutional Trust Company, N.A.

9.54M

11.08%

-251.60K

-2.57%

Jun 30, 2025

The Vanguard Group, Inc.

8.48M

9.85%

-319.89K

-3.63%

Jun 30, 2025

Wasatch Global Investors Inc

6.10M

7.08%

-1.13M

-15.66%

Jun 30, 2025

Fidelity Management & Research Company LLC

4.44M

5.16%

-91.39K

-2.01%

Jun 30, 2025

State Street Global Advisors (US)

3.18M

3.7%

-95.85K

-2.92%

Jun 30, 2025

Invesco Advisers, Inc.

2.25M

2.61%

-101.41K

-4.32%

Jun 30, 2025

Geode Capital Management, L.L.C.

2.15M

2.49%

+4.39K

+0.20%

Jun 30, 2025

Brown Advisory

1.63M

1.89%

-305.91K

-15.83%

Jun 30, 2025

Dimensional Fund Advisors, L.P.

1.52M

1.77%

-12.52K

-0.82%

Jun 30, 2025

ClearBridge Investments, LLC

1.32M

1.53%

-531.71K

-28.69%

Jun 30, 2025

持股ETF

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更新时间: 10月6日周一

机构名称

占比

Motley Fool Mid-Cap Growth ETF

4.13%

Motley Fool Small-Cap Growth ETF

3.44%

Invesco Dorsey Wright Healthcare Momentum ETF

2.39%

Future Fund Long/Short ETF

2.03%

SPDR S&P Health Care Services ETF

1.67%

Global X FinTech ETF

1.59%

Thrivent Small-Mid Cap ESG ETF

1.4%

Hilton Small-MidCap Opportunity ETF

1.36%

iShares U.S. Healthcare Providers ETF

1.27%

Harbor Health Care ETF

1.26%

Motley Fool Mid-Cap Growth ETF

占比4.13%

Motley Fool Small-Cap Growth ETF

占比3.44%

Invesco Dorsey Wright Healthcare Momentum ETF

占比2.39%

Future Fund Long/Short ETF

占比2.03%

SPDR S&P Health Care Services ETF

占比1.67%

Global X FinTech ETF

占比1.59%

Thrivent Small-Mid Cap ESG ETF

占比1.4%

Hilton Small-MidCap Opportunity ETF

占比1.36%

iShares U.S. Healthcare Providers ETF

占比1.27%

Harbor Health Care ETF

占比1.26%

分红派息

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近5年累计派现 0.00 美元

公告日期

分红计划

股权登记日

现金发放日

除权除息日

暂无数据

拆合股

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公告日期

类型

比率

暂无数据

公告日期

类型

比率

暂无数据