Share ownership HealthEquity, Inc.

HQY

US42226A1079

Software

Real-time Estimate Cboe BZX Other stock markets 11:59:49 2026-06-11 am EDT			5-day change	1st Jan Change
87.80 ^USD	-2.14%		+2.44%	-3.80%

Jun. 02	Healthequity Insider Sold Shares Worth $298,490, According to a Recent SEC Filing	MT
Jun. 01	Deutsche Bank Raises HealthEquity Price Target to $135 From $128, Maintains Buy Rating	MT

Share class: HealthEquity, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	83,602,157	81,808,202 ( 97.85 %)	0	97.85 %

Major shareholders: HealthEquity, Inc.

Name	Stocks	%	Valuation
BlackRock Advisors LLC 11.88 %	9,959,921	11.88 %	876 M $
Wasatch Advisors LP 8.592 %	7,202,934	8.592 %	634 M $
Vanguard Portfolio Management LLC 4.967 %	4,163,593	4.967 %	366 M $
Vanguard Capital Management LLC 4.561 %	3,823,804	4.561 %	336 M $
STATE STREET CORPORATION 3.698 %	3,099,897	3.698 %	273 M $
Eaton Vance Management 2.965 %	2,485,913	2.965 %	219 M $
Geode Capital Management LLC 2.695 %	2,259,646	2.695 %	199 M $
AQR Capital Management LLC 2.496 %	2,092,223	2.496 %	184 M $
Janus Henderson Investors US LLC 2.475 %	2,074,393	2.475 %	183 M $
William Blair Investment Management LLC 1.98 %	1,659,616	1.98 %	146 M $
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Breakdown by shareholder type

Institutional	90.65%
Others	8.8%
State Street Corp.	3.7%
Individuals	2.22%
Swedbank AB	0.84%
SEI Investments Co.	0.74%
Schweizerische Nationalbank	0.2%
Manulife Financial Corp.	0.1%
Governments	0.07%
The Allstate Corp.	0.03%
Fifth Third Bancorp	0.03%
Hancock Whitney Corp.	0.02%
Zions Bancorporation NA	0.01%
Nicolet Bankshares, Inc.	0.01%
Banco Bilbao Vizcaya Argentaria SA	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	94.52%
United Kingdom	3.71%
Individuals	2.22%
Canada	2.08%
Australia	1.79%
Sweden	0.95%
Norway	0.91%
France	0.34%
Switzerland	0.28%
Ireland	0.21%
Germany	0.19%
Denmark	0.07%
Japan	0.07%
Finland	0.04%
Puerto Rico	0.03%
Spain	0.01%
Cayman Islands	0.01%

Based on 1000 largest holdings

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.

Employees

2,814

Sector

Software

More about the company