Share ownership HealthEquity, Inc.

HQY

US42226A1079

Software

Market Closed - Nasdaq Other stock markets 04:00:00 2025-12-10 pm EST			5-day change	1st Jan Change
95.73 ^USD	+2.65%		-3.19%	-0.23%

Dec. 09	Barclays Initiates HealthEquity With Overweight Rating, $118 Price Target	MT
Dec. 05	Deutsche Bank Adjusts Price Target on HealthEquity to $120 From $117, Maintains Buy Rating	MT

Share class: HealthEquity, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	86,662,663	85,521,731 ( 98.68 %)	0	98.68 %

Major shareholders: HealthEquity, Inc.

Name	Equities	%	Valuation
BlackRock Advisors LLC 12.18 %	10,489,949	12.18 %	1 103 M $
Vanguard Fiduciary Trust Co. 10.15 %	8,746,255	10.15 %	920 M $
Wasatch Advisors LP 7.321 %	6,307,675	7.321 %	663 M $
Fidelity Management & Research Co. LLC 4.049 %	3,488,804	4.049 %	367 M $
STATE STREET CORPORATION 3.656 %	3,150,196	3.656 %	331 M $
Geode Capital Management LLC 2.548 %	2,195,561	2.548 %	231 M $
Invesco Advisers, Inc. 2.471 %	2,129,154	2.471 %	224 M $
Janus Henderson Investors US LLC 2.302 %	1,983,199	2.302 %	209 M $
AQR Capital Management LLC 2.048 %	1,764,268	2.048 %	186 M $
Westfield Capital Management Co. LP 1.992 %	1,716,658	1.992 %	181 M $
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Breakdown by shareholder type

Institutional	91.94%
Other	8.47%
State Street Corp.	3.66%
Individuals	2.02%
SEI Investments Co.	0.74%
Schweizerische Nationalbank	0.19%
Manulife Financial Corp.	0.1%
Governments	0.07%
Danske Bank A/S	0.02%
Hancock Whitney Corp.	0.02%
Zions Bancorporation NA	0.02%
Banco Bilbao Vizcaya Argentaria SA	0.01%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	92.94%
United Kingdom	6.11%
Canada	2.28%
Individuals	2.02%
Australia	1.65%
Norway	0.86%
France	0.3%
Switzerland	0.26%
Ireland	0.23%
Sweden	0.16%
Germany	0.14%
Denmark	0.1%
Puerto Rico	0.08%
Finland	0.03%
Luxembourg	0.02%
Netherlands	0.02%
Singapore	0.02%
Spain	0.02%
Belgium	0.01%
Japan	0.01%

Based on 1000 largest holdings

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.

Employees

3,113

Sector

Software

Calendar

Mar. 23 - Q4 2026 Earnings Release (Projected)

More about the company