EVP, CHIEF COMMERCIAL OFFICER

EVP, General Counsel

Director

HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages 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 administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Institution	Shares	Value	Change
BlackRock, Inc.	10,532,394	$880M	DECREASED
WASATCH ADVISORS LP	7,202,934	$602M	INCREASED
VANGUARD PORTFOLIO MANAGEMENT LLC	4,163,593	$348M	NEW
VANGUARD CAPITAL MANAGEMENT LLC	3,823,804	$320M	NEW
STATE STREET CORP	3,099,897	$259M	INCREASED

Insider	Type	Shares	Value	Date
Michael Henry Fiore (EVP, CHIEF COMMERCIAL OFFICER)	SELL	3,142	$298K	2026-05-29
Delano Ladd (EVP, General Counsel)	SELL	7,500	$675K	2026-05-28
Gayle Furgurson Wellborn (Director)	EXERCISE	2,439	$115K	2026-05-28
Gayle Furgurson Wellborn (Director)	SELL	2,439	$220K	2026-05-28

HealthEquity, Inc (HQY) Ownership & Trading Activity

Top Institutional Holders

Recent Insider Trades

Recent Congressional Trades