healthequity is the nation’s oldest and largest dedicated health savings trustee. we help individuals and families build health savings, while empowering employers to spend less on benefits through innovative, integrated health care account administration and investment platforms, all backed by 24/7/365 service, personalized savings strategies and consumer education. healthequity partners–more than 14,000 employers and 60 national health plans–spend less on benefits and get more by leveraging healthequity’s acclaimed service and education. healthequity is an irs-approved nonbank hsa trustee. as of september 30, 2010, healthequity manages more than $640 million in health savings assets. and all healthequity-managed cash deposits are fdic-insured to the greatest extent allowed by law. founded by dr. stephen neeleman, a practicing trauma surgeon and author of the complete hsa guidebook, healthequity is based in salt lake city and has members and sales representatives nationwide. v
Company profile
Ticker
HQY
Exchange
Website
CEO
Jon Kessler
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
HEALTHEQUITY INC
SEC CIK
Corporate docs
Subsidiaries
FORT EFFECT CORP. • FURTHER OPERATIONS, LLC • HEALTHEQUITY ADVISORS, LLC • HEALTHEQUITY COMMUNITY FOUNDATION, a Delaware corporation • HEALTHEQUITY PAYMENTS, LLC • HEALTHEQUITY RETIREMENT SERVICES, LLC • HEALTHEQUITY TRUST COMPANY • WAGEWORKS, INC. ...
HQY stock data
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
15 Apr 24
10-K
2024 FY
Annual report
22 Mar 24
8-K
Results of Operations and Financial Condition
19 Mar 24
8-K
Regulation FD Disclosure
13 Mar 24
8-K
HealthEquity Reports Year-End Sales Metrics
21 Feb 24
8-K
Presentation at J.P. Morgan Healthcare Conference; Investor Day
8 Jan 24
10-Q
2024 Q3
Quarterly report
5 Dec 23
8-K
Results of Operations and Financial Condition
5 Dec 23
8-K
Entry into a Material Definitive Agreement
19 Sep 23
10-Q
2024 Q2
Quarterly report
5 Sep 23
Transcripts
HQY
Earnings call transcript
2024 Q4
19 Mar 24
HQY
Earnings call transcript
2024 Q3
5 Dec 23
HQY
Earnings call transcript
2024 Q2
5 Sep 23
HQY
Earnings call transcript
2024 Q1
5 Jun 23
HQY
Earnings call transcript
2023 Q4
21 Mar 23
HQY
Earnings call transcript
2023 Q3
7 Dec 22
HQY
Earnings call transcript
2023 Q2
7 Sep 22
HQY
Earnings call transcript
2023 Q1
7 Jun 22
HQY
Earnings call transcript
2022 Q4
23 Mar 22
HQY
Earnings call transcript
2022 Q3
7 Dec 21
Financial summary
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Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 333 |
Opened positions | 58 |
Closed positions | 34 |
Increased positions | 116 |
Reduced positions | 117 |
13F shares | Current |
---|---|
Total value | 6.28 tn |
Total shares | 86.10 mm |
Total puts | 63.70 k |
Total calls | 184.70 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 10.03 mm | $732.80 bn |
Vanguard | 8.52 mm | $622.05 bn |
Wasatch Advisors | 7.27 mm | $530.91 bn |
FMR | 5.65 mm | $412.66 bn |
STT State Street | 2.82 mm | $206.21 bn |
William Blair Investment Management | 2.65 mm | $193.24 bn |
JPM JPMorgan Chase & Co. | 2.33 mm | $170.29 bn |
Clearbridge Advisors | 2.20 mm | $161.05 bn |
Brown Advisory | 2.07 mm | $151.21 bn |
Millennium Management | 1.87 mm | $136.36 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
3 Apr 24 | Ladd Delano | Common Stock | Payment of exercise | Dispose F | No | No | 80.5956 | 1,684 | 135.72 k | 65,216 |
3 Apr 24 | Neeleman Stephen | Common Stock | Payment of exercise | Dispose F | No | No | 80.5959 | 1,984 | 159.90 k | 90,515 |
3 Apr 24 | Elimelech Rosner | Common Stock | Payment of exercise | Dispose F | No | No | 80.5952 | 3,209 | 258.63 k | 77,290 |
2 Apr 24 | Neeleman Stephen | Common Stock | Payment of exercise | Dispose F | No | No | 81.863 | 1,751 | 143.34 k | 92,499 |
2 Apr 24 | Ladd Delano | Common Stock | Payment of exercise | Dispose F | No | No | 81.863 | 1,332 | 109.04 k | 66,900 |
1 Apr 24 | Neeleman Stephen | Common Stock | Payment of exercise | Dispose F | No | No | 80.6151 | 5,348 | 431.13 k | 94,250 |
1 Apr 24 | Ladd Delano | Common Stock | Payment of exercise | Dispose F | No | No | 80.6151 | 3,461 | 279.01 k | 68,232 |
News
JMP Securities Initiates Coverage On HealthEquity with Market Outperform Rating, Announces Price Target of $101
4 Apr 24
JP Morgan Maintains Overweight on HealthEquity, Raises Price Target to $108
2 Apr 24
Keybanc Maintains Overweight on HealthEquity, Raises Price Target to $95
22 Mar 24
Barrington Research Maintains Outperform on HealthEquity, Announces $100 Price Target
22 Mar 24
RBC Capital Maintains Outperform on HealthEquity, Raises Price Target to $92
20 Mar 24
Press releases
Benefits Leaders Believe in Power of AI, Considering Data Privacy and Accuracy
4 Apr 24
Thinking about buying stock in Healthequity, Pacira Biosciences, Interpublic Group of Companies, SIGA Technologies, or Sensus Healthcare?
21 Mar 24
HealthEquity Sets Date to Announce Fiscal Year End Results
5 Mar 24
HealthEquity Reports Year-End Sales Metrics
21 Feb 24