As of November 6, 2026, HealthEquity Inc is a publicly traded company (Nasdaq: HQY); its largest reported holder is Wasatch, with 8.5% on Schedule 13G/A of October 9, 2026, then Vanguard (5.3%). The largest insider holding is Stephen Neeleman, the chairman and a founder, with 339,470 shares (0.41% of shares outstanding), per Form 4 of October 8, 2026 (Schedule 13G/A, October 9, 2026).
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Is HealthEquity Inc a real, registered company?
- HealthEquity Inc files with the SEC under CIK 1428336 (its SEC filings).
- Its shares are listed under the ticker HQY on Nasdaq (SEC company record).
- Incorporated in Delaware; business address in Draper, Utah, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under HealthEquity Inc in our court records and SEC 8-K records (as of 2026-11-06).
- Leadership changes: the latest reported is Michael Fiore, Chief Commercial Officer (Form 8-K filed 2026-10-09). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Wasatch (filed 2026-10-09).
Who are HealthEquity Inc's owners and officers?
HealthEquity Inc: incorporated in Delaware; business address in Draper, Utah; industry Services-Business Services, NEC (Form D, 2026-10-09).
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-10-09 | Wasatch Advisors LP | 8.5% |
| Schedule 13G/A, 2026-07-31 | Vanguard Portfolio Management | 4.94% |
| Schedule 13G/A, 2026-07-15 | Wasatch Advisors LP | 9.5% |
| Schedule 13G, 2026-04-30 | Vanguard Capital Management | 5.3% |
| Schedule 13G, 2026-04-29 | Vanguard Portfolio Management | 5.01% |
| Schedule 13G/A, 2026-03-27 | The Vanguard Group | 0% |
| Schedule 13G/A, 2025-11-05 | Fmr LLC | 4.1% |
Questions about who owns HealthEquity Inc
Who owns HealthEquity Inc?
On this page, 2 holders' latest ownership filings report 5% or more of HealthEquity Inc: Wasatch Advisors LP (8.5%, Schedule 13G/A, filed 2026-10-09) and Vanguard Capital Management (5.3%, Schedule 13G, filed 2026-04-30).
Who are the largest shareholders of HealthEquity Inc?
By the share each holder's latest filing reports, the largest holders of HealthEquity Inc on this page are Wasatch Advisors LP (8.5%) and Vanguard Capital Management (5.3%).
When did Wasatch Advisors LP buy into HealthEquity Inc?
The filings give report dates, not purchase dates. The earliest filing from Wasatch Advisors LP on this page is the Schedule 13G/A, filed 2026-07-15, reporting 9.5%; its latest, Schedule 13G/A filed 2026-10-09, reports 8.5%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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What They Do, And How The Money Works
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Warning Bells
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| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-10-09 | Michael Fiore | Chief Commercial Officer | departed | 2026-10-05 |
| Form 8-K, 2026-04-06 | Eli Rosner | Chief Technology Officer | departed | 2026-04-17 |
Which insiders own HealthEquity Inc shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , the chairman and a founder: 339,470 shares (0.41% of shares outstanding), 136,470 held directly and 203,000 indirectly (Form 4, 2026-10-08).
- Jon Kessler: 328,510 shares (0.40% of shares outstanding), 253,510 held directly and 75,000 indirectly (Form 4, 2025-06-10).
- , the chief executive and president: 175,175 shares (0.21% of shares outstanding) (Form 4, 2026-10-08).
- , the chief financial officer and executive vice president: 101,795 shares (0.12% of shares outstanding) (Form 4, 2026-10-08).
- , a director: 89,849 shares (0.11% of shares outstanding) (Form 4, 2026-06-29).
Shares outstanding: 82,715,296 as of 2026-08-20, from the company's latest SEC cover page.
How much has HealthEquity Inc raised?
No fundraising or offering filing from HealthEquity Inc is on file with us.
Keep reading
More on HealthEquity Inc and the records around it.
HealthEquity Inc elsewhere on the record
- Leadership changes May 2026
Companies that share a holder
- Wasatch Advisors LP also filed stake reports on 72 other companies: Smith Douglas Homes Corp (Oct 2026), Amtech Systems Inc (Oct 2026), BBB Foods Inc (Oct 2026)
- FMR LLC also filed stake reports on 761 other companies: ASPEN NEUROSCIENCE INC (Nov 2026), AVALO THERAPEUTICS INC (Nov 2026), BRAZE INC (Nov 2026)
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
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