Company HealthEquity, Inc.

HQY

US42226A1079

Software

Real-time Estimate Cboe BZX Other stock markets 01:52:12 2024-12-13 pm EST			5-day change	1st Jan Change
95.52 ^USD	+0.55%		-4.92%	+43.71%

Dec. 10	Barrington Research Cuts HealthEquity Price Target to $112 From $120, Maintains Outperform Rating	MT
Dec. 10	RBC Raises Price Target on HealthEquity to $105 From $100, Keeps Outperform Rating	MT

Business description: HealthEquity, Inc.

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.

Number of employees: 3,138

Sales by Activity: HealthEquity, Inc.

Fiscal Period: January	2020	2021	2022	2023	2024
Pharmacy Services	532M	734M	757M	862M	1B

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Geographical breakdown of sales: HealthEquity, Inc.

Fiscal Period: January	2020	2021	2022	2023	2024
United States of America	532M	734M	757M	862M	1B

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Managers: HealthEquity, Inc.

Director	Title	Age	Since
Jon Kessler CEO	Chief Executive Officer	56	2014-01-31
James Lucania DFI	Director of Finance/CFO	45	2023-07-30
Elimelech Rosner CTO	Chief Tech/Sci/R&D Officer	67	2022-02-28
Angelique Hill COO	Chief Operating Officer	56	2018-04-12
Richard E Putnam IRC	Investor Relations Contact	-	2016-05-31

See HEALTHEQUITY, INC. governance

Members of the board: HealthEquity, Inc.

Manager	Title	Age	Since
Stephen Neeleman BRD	Director/Board Member	56	2002-10-31
Jon Kessler CHM	Chairman	56	2009-03-18
Evelyn Dilsaver BRD	Director/Board Member	69	2014-07-31
Robert Selander CHM	Chairman	73	2015-09-29
Adrian Dillon BRD	Director/Board Member	70	2016-08-31
Gayle Wellborn BRD	Director/Board Member	63	2017-07-31
Debra McCowan BRD	Director/Board Member	52	2018-03-31
Stuart Parker BRD	Director/Board Member	52	2020-12-03
Rajesh Natarajan BRD	Director/Board Member	54	2022-05-01
Paul Black BRD	Director/Board Member	66	2022-08-31

Composition of the Board of Directors

Shareholders: HealthEquity, Inc.

Name	Equities	%	Valuation
BlackRock Advisors LLC 11.99 %	10,466,516	11.99 %	1 063 M $
Vanguard Fiduciary Trust Co. 10.16 %	8,876,467	10.16 %	901 M $
Wasatch Advisors LP 8.885 %	7,758,890	8.885 %	788 M $
Fidelity Management & Research Co. LLC 6.058 %	5,290,116	6.058 %	537 M $
STATE STREET CORPORATION 3.587 %	3,131,900	3.587 %	318 M $

List of HEALTHEQUITY, INC. shareholders

Company details: HealthEquity, Inc.

HealthEquity, Inc.

15 West Scenic Pointe Drive Suite 100

84020, Draper

+801 727 1000

http://www.healthequity.com

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Weighted average by Cap.	-0.03%	+1.49%	+34.67%	+40.62%