HealthEquity Inc

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HealthEquity Inc
TickerHQY
CIK #0001428336
CUSIP42226A107
SectorTrade & Services - Services-Business Services, Nec
Address15 West Scenic Pointe Drive Suite 400, Draper, UT 84003
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
HealthEquity Inc 2011-09-09 12.5 M Exemption: 506 · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001428336] 10-K
[0001428336] 10-Q
[0001428336] 3
[0001428336] 4
[0001428336] 5
[0001428336] 8-K
[0001428336] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC HealthEquity Inc [2026-04-30] 0.0
Vanguard Portfolio Management LLC HealthEquity Inc [2026-04-29] 0.0
FMR LLC HealthEquity Inc [2023-02-09] 0.0
Wasatch Advisors Inc HealthEquity Inc [2021-02-11] 6.9
Jackson Square Partners LLC HealthEquity Inc [2020-02-14] 5.04
FMR LLC HealthEquity Inc [2019-02-13] 0.0
Morgan Stanley HealthEquity Inc [2019-02-12] 9.6
Vanguard Group Inc HealthEquity Inc [2017-02-13] 6.52
Wells Fargo & Company/MN HealthEquity Inc [2016-01-29] 5.64
BlackRock Inc HealthEquity Inc [2016-01-28] 6.7
Berkley Capital Investors LP HealthEquity Inc [2015-02-10] 28.1
Napier Park Global Capital GP LLC HealthEquity Inc [2015-01-26] 7.5
Form 3/4/5 Filer 2011 - 2026
Fiore Michael Henry
HealthEquity Inc
Wellborn Gayle Furgurson
Dilsaver Evelyn S
Selander Robert W
Parker Stuart B
Dillon Adrian T
McCowan Debra Charlotte
Natarajan Rajesh
Gassen William
Ladd Delano
Rajasekar Sunil
Rosner Elimelech
Neeleman Stephen
Cutler Scott
Lucania James M
Gathright Michael
Kessler Jon
Corvino Frank
Black Paul
Aissi Slim
Murdock Tyson D
Sacks Ian
Trittschuh Larry L
Bloomberg Edward
Hill Angelique Christine
Otten William Robert
Mott Darcy G
Hostetter Adam J
Medici Frank
Dreier Ashley
Robinson Gary D
Soldan Jon
Berkley Capital LLC
Berkley W R Corp
Berkley Capital Investors LP
Rana Manu S
Leavitt Michael O
Sydney Matthew
Jensen Frode
Pomerantz Ernest H
Pinnacle Health III LLC
Neeleman David
Financial Partners Fund I LP
Napier Park Global Capital GP LLC
Pershing Sandra
Keohan Edward Craig
First HSA GP
HealthEquity Founder Holdings LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Neeleman Stephen
Common Stock
2026-03-25 Grant 15,915 $0.00
Lucania James M
Common Stock
2026-03-25 Grant 27,283 $0.00
Gathright Michael
Common Stock
2026-03-25 Grant 15,157 $0.00
Rosner Elimelech
Common Stock
2026-03-25 Grant 40,903 $0.00
Neeleman Stephen
Common Stock
2026-03-25 Grant 23,860 $0.00
Cutler Scott
Common Stock
2026-03-25 Grant 72,754 $0.00
Ladd Delano
Common Stock
2026-03-25 Grant 15,157 $0.00
Ladd Delano
Common Stock
2026-03-25 Grant 20,451 $0.00
Rosner Elimelech
Common Stock
2026-03-25 Grant 19,704 $0.00
Fiore Michael Henry
Common Stock
2026-03-25 Grant 17,582 $0.00
Parker Stuart B
Common Stock
2026-02-02 Grant 1,263 $0.00
Natarajan Rajesh
Common Stock
2026-02-02 Grant 976 $0.00
Cutler Scott
Common Stock
2026-01-12 Tax withheld 12,496 $89.83 1,122,516
Rosner Elimelech
Common Stock
2026-01-09 Tax withheld 2,074 $95.24 197,528
Ladd Delano
Common Stock
2026-01-09 Tax withheld 739 $95.24 70,382
Lucania James M
Common Stock
2026-01-09 Tax withheld 2,470 $95.24 235,243
Neeleman Stephen
Common Stock
2026-01-09 Tax withheld 791 $95.24 75,335
Fiore Michael Henry
Common Stock
2026-01-09 Tax withheld 1,744 $95.24 166,099
Neeleman Stephen
Common Stock
2025-12-19 Gift 140,000 $0.00
Ladd Delano
Common Stock
2025-12-19 Sell 1,500 $94.72 142,080
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 487 84,543,015
2025-12-31 512 86,338,019
2025-09-30 493 86,460,716
2025-06-30 487 88,698,724
2025-03-31 471 88,755,630
2024-12-31 444 90,672,651
2024-09-30 405 86,884,114
2024-06-30 386 87,211,603
2024-03-31 366 87,871,045
2023-12-31 353 86,719,696
2023-09-30 343 86,625,627
2023-06-30 320 83,898,813
Form 13F Holdings
Firm Period DFND Voting Shares
Wasatch Advisors LP [2026-06-30] SOLE 5,564,289 7,960,735
Davenport & Company LLC [2026-06-30] SOLE 743,670 1,087,218
Swedbank AB [2026-06-30] DFND 851,400 851,400
Peregrine Capital Management LLC [2026-06-30] SOLE 50,601 132,691
Tectonic Advisors LLC [2026-06-30] OTR 0 100,323
Beacon Investment Advisory Services Inc [2026-06-30] SOLE 68,362 94,237
Inspirion Wealth Advisors LLC [2026-06-30] SOLE 0 65,000
Thompson Investment Management Inc [2026-06-30] SOLE 63,555 64,547
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 47,045
Covea Finance [2026-06-30] SOLE 39,200 39,200
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 460 33,843
Louisiana State Employees Retirement System [2026-06-30] SOLE 24,800 24,800
Yousif Capital Management LLC [2026-06-30] SOLE 7,605 24,127
Chesley Taft & Associates LLC [2026-06-30] SOLE 20,305 23,541
Cache Advisors LLC [2026-06-30] SOLE 23,000 23,000
Moody Aldrich Partners LLC [2026-06-30] SOLE 9,854 22,590
Assenagon Asset Management SA [2026-06-30] SOLE 21,215 21,215
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 20,224 20,224
First American Bank [2026-06-30] SOLE 19,797 19,797
Gradient Investments LLC [2026-06-30] SOLE 0 18,357
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 15,641 15,641
Milestone Asset Management LLC [2026-06-30] SOLE 0 14,811
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 31 9,052
Prospera Financial Services Inc [2026-06-30] SOLE 0 8,738
Radnor Capital Management LLC [2026-06-30] SOLE 8,716 8,716
Sheets Smith Wealth Management [2026-06-30] SOLE 8,292 8,292
Alaska Retirement Management Board [2026-06-30] SOLE 8,278 8,278
Fulton Bank NA [2026-06-30] SOLE 8,114 8,114
Steadtrust LLC [2026-06-30] SOLE 0 7,520
Crossmark Global Holdings Inc [2026-06-30] SOLE 5,960 5,960
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