HealthEquity, Inc.
HealthEquity, Inc. (Nasdaq: HQY) provides technology-enabled services for healthcare saving, spending and investing, primarily through health savings accounts (HSAs) and employer-sponsored consumer-directed benefits. Its offerings include flexible spending accounts, health reimbursement arrangements, COBRA and… From the company’s description.
In fiscal 2026, HealthEquity, Inc. reported revenue of $1.31B, up 9.5% from fiscal 2025, and net income of $215.20M. Its operating margin was 24.6%, and operations generated $457.09M in cash. Over the twelve months to Jul 31, 2026, revenue was $1.36B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What HealthEquity, Inc. does
In the company’s own words
HealthEquity, Inc. (Nasdaq: HQY) provides technology-enabled services for healthcare saving, spending and investing, primarily through health savings accounts (HSAs) and employer-sponsored consumer-directed benefits. Its offerings include flexible spending accounts, health reimbursement arrangements, COBRA and commuter-benefit administration, payment processing, investment services and access to a healthcare marketplace. Employers are its principal clients, while employees and other account holders use its services as members; distribution also comes through benefits brokers, health plans and other network partners. HealthEquity operates an integrated platform for administering these accounts and services, and does not describe separate reportable business segments. As of January 31, 2026, it administered 10.6 million HSAs with $36.5 billion in assets, alongside 7.2 million complementary benefit accounts, for 17.8 million total accounts. It also acquired the BenefitWallet HSA portfolio in fiscal 2025, adding approximately 616,000 HSAs and $2.7 billion in HSA assets. Its website is www.healthequity.com.
Company details
- Sector
- Health Care
- Industry (SIC)
- Business Services
- Headquarters
- DRAPER, UT
- Fiscal year end
- January
- CIK
- 1428336
- SIC
- 7389
Financial performance, year by year
Fiscal 2015–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns HealthEquity, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · HealthEquity, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
HealthEquity, Inc.’s bonds, as funds hold them
Funds report holding 1 issues of HealthEquity, Inc.’s debt, $243.71M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.50%, maturing 2029 to 2029.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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- “How do HealthEquity, Inc. and its peers compare on margins and cash generation over ten years?”
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- “What changed in HealthEquity, Inc.'s last four quarterly filings that the numbers alone won't show?”