Latest 10-Q

What changed in HealthEquity, Inc.'s latest quarterly report, compared with the one before.

Loading…

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.

Loading…

13F holders

Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.

Loading…

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.

Loading…

Lobbying

What HealthEquity, Inc. and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.

Loading…

Lobbying and contracts

$2.3M · $25.7M in 12 mo

What HealthEquity, Inc. reported spending on lobbying next to the federal contracts it was awarded, by year.Lobbying: each report counts once. If a report was amended, only the newest version counts. Totals use the company's own report when it files one (it includes payments to hired firms); otherwise the hired firms' reported income. Registrations and reports with no amount are not counted. A firm that hands part of its work to another firm may report the same money as that other firm does; the filings do not allow us to tell. Contracts: each award is counted once, for the company that received it (or its listed parent when only the parent is matched), in the year of its first obligation. The amount is the total obligated to date, so a later increase is counted in the year the award began. Only awards of $1 million or more are collected. Agencies: the offices named on lobbying reports and the awarding agencies of contracts are matched to one department name (the Army, Navy and Air Force count as the Department of Defense; NIH, FDA and CMS as Health and Human Services). An agency is listed under both when the company lobbied it and was awarded a contract by it in the same period. Offices outside this list, and Congress, are not counted as agencies.

$0$10.0M$20.0M$30.0M2021 · Lobbying: $02021 · Federal contracts: $1,108,14020212023 · Lobbying: $02023 · Federal contracts: $8,760,98620232024 · Lobbying: $570,0002024 · Federal contracts: $3,539,28920242025 · Lobbying: $3,170,0002025 · Federal contracts: $17,560,00020252026 YTD · Lobbying: $1,800,0002026 YTD · Federal contracts: $22,999,4882026 YTD

Lobbying Federal contractsBoth bars use one dollar scale.

Lobbying and federal contracts of HealthEquity, Inc. by year
Gifts by the company's PAC to candidates for Congress. They come from donations to the PAC, not from the company's own funds.
2026 (year to date)$1.8M12Health issues, TaxationExecutive Office of the President, HHS, Treasury$23.0M2Office of Personnel Management$21.5K—
2025$3.2M17Health issues, TaxationExecutive Office of the President, HHS, Treasury$17.6M2Office of Personnel Management, VA$96.5K—
2024$570.0K4Health issues, TaxationHHS, Treasury, Executive Office of the President$3.5M2VA$35.5K—
2023————$8.8M1Office of Personnel Management$27.6K—
2021————$1.1M1Defense (DoD)——

Agencies both lobbied and awarding contracts

No agency appears on both sides in the last 12 months.

Lobbying and contract awards are reported separately; showing them together does not mean one caused the other.

All companies · Contract awards · Lobbying reports

Capitol Hires at HealthEquity, Inc.

16 hires

Lobbyists for HealthEquity, Inc. who say they once worked in Congress or the executive branch.

Capitol Hires at HealthEquity, Inc.
The covered position the lobbyist says they held: an office of a member of Congress, a committee or an executive-branch body, as written in the filing. The member's name is a link only when exactly one member of Congress fits the name, chamber, first name and years given; otherwise it stays as written.The lobbying report (LDA form LD-2) that names this lobbyist and office, with a link to it. Report period is the quarter the report covers; Posted is the day it was filed or amended, which can be much later. The same lobbyist is named again on each quarterly report for the same client, so a row is shown once, from the newest report, with the number of filings that name them.
Emily MurrySub. Cmte on Helath
Committee
Staff DirTarplin, Downs & Young, LLC
Report period 2026 Q3 ↗
Posted Oct 20, 2026 · in 9 filings
Emily MurryWays and Means Cmte
Committee
Staff DirTarplin, Downs & Young, LLC
Report period 2026 Q3 ↗
Posted Oct 20, 2026 · in 9 filings
Emily MurryMcCarthy
Member office
Policy AdvisorTarplin, Downs & Young, LLC
Report period 2026 Q3 ↗
Posted Oct 20, 2026 · in 9 filings
Emily MurryRepublicans Study Cmte
Committee
Prof. StaffTarplin, Downs & Young, LLC
Report period 2026 Q3 ↗
Posted Oct 20, 2026 · in 9 filings
Emily MurryKen Calvert
Member office · Republican-CA
Leg. AideTarplin, Downs & Young, LLC
Report period 2026 Q3 ↗
Posted Oct 20, 2026 · in 9 filings

Each row reflects what was disclosed at the time of filing. A lobbyist listed may no longer be registered.

H-1B labor applications at HealthEquity, Inc.

24 certified in 12 mo

Labor condition applications decided by the Department of Labor, matched to HealthEquity, Inc. by employer name. An application is not a hire.

Median yearly wage offered, full-time certified applications, Jul 2025 to Jun 2026: $158,903The wage the employer offered, as filed, with its unit. The yearly figure restates it per year (hourly x 2,080, weekly x 52, every two weeks x 26, monthly x 12) from the low end of the offered range. It is not what the worker was paid.

H-1B labor applications decided at HealthEquity, Inc. by quarter
QuarterCertifiedAll decidedWorkers asked for
2024 Q3222
2024 Q4000
2025 Q1111
2025 Q2333
2025 Q3111111
2025 Q4777
2026 Q1565
2026 Q2111
Most common job titles at HealthEquity, Inc.
Senior Software Engineer8$158,903
Senior Site Reliability Engineer3—
Senior Platform Engineer2—
Sr. Applications Developer2—
Sr. Software Engineer2—

We match the employer's name to a public company automatically, including a reviewed list of subsidiaries. A subsidiary can be missed and a similar name can be matched wrongly. The files carry no worker names.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Loading…

More filings and data

Each opens the table.

About the company

The basics from the company’s SEC registration.

Loading…

$103.46+$0.41 (+0.40%) Nov 13 close
Oct 13, 2026: $90.19Oct 14, 2026: $89.87Oct 15, 2026: $92.51Oct 16, 2026: $92.03Oct 19, 2026: $93.07Oct 20, 2026: $96.60Oct 21, 2026: $97.88Oct 22, 2026: $100.97Oct 23, 2026: $103.97Oct 26, 2026: $103.75Oct 27, 2026: $100.88Oct 28, 2026: $101.34Oct 29, 2026: $101.36Oct 30, 2026: $102.47Nov 2, 2026: $103.67Nov 3, 2026: $102.03Nov 4, 2026: $108.84Nov 5, 2026: $103.46Nov 6, 2026: $103.63Nov 9, 2026: $102.11Nov 10, 2026: $103.54Nov 11, 2026: $103.03Nov 12, 2026: $103.05Nov 13, 2026: $103.46
Oct 13, 2026Low $89.87 · High $108.84Nov 13, 2026
Aug 13, 2026: $105.59Aug 14, 2026: $104.73Aug 17, 2026: $102.33Aug 18, 2026: $102.79Aug 19, 2026: $103.95Aug 20, 2026: $104.27Aug 21, 2026: $105.41Aug 24, 2026: $105.40Aug 25, 2026: $105.39Aug 26, 2026: $104.42Aug 27, 2026: $93.39Aug 28, 2026: $96.37Aug 31, 2026: $96.54Sep 1, 2026: $97.00Sep 2, 2026: $98.54Sep 3, 2026: $98.78Sep 4, 2026: $96.07Sep 8, 2026: $93.36Sep 9, 2026: $92.66Sep 10, 2026: $94.55Sep 11, 2026: $96.26Sep 14, 2026: $96.04Sep 15, 2026: $96.51Sep 16, 2026: $96.00Sep 17, 2026: $94.51Sep 18, 2026: $95.14Sep 21, 2026: $94.52Sep 22, 2026: $91.75Sep 23, 2026: $90.39Sep 24, 2026: $88.60Sep 25, 2026: $88.25Sep 28, 2026: $88.44Sep 29, 2026: $87.25Sep 30, 2026: $88.46Oct 1, 2026: $89.37Oct 2, 2026: $90.04Oct 5, 2026: $91.55Oct 6, 2026: $91.05Oct 7, 2026: $91.90Oct 8, 2026: $93.05Oct 9, 2026: $92.61Oct 12, 2026: $92.03Oct 13, 2026: $90.19Oct 14, 2026: $89.87Oct 15, 2026: $92.51Oct 16, 2026: $92.03Oct 19, 2026: $93.07Oct 20, 2026: $96.60Oct 21, 2026: $97.88Oct 22, 2026: $100.97Oct 23, 2026: $103.97Oct 26, 2026: $103.75Oct 27, 2026: $100.88Oct 28, 2026: $101.34Oct 29, 2026: $101.36Oct 30, 2026: $102.47Nov 2, 2026: $103.67Nov 3, 2026: $102.03Nov 4, 2026: $108.84Nov 5, 2026: $103.46Nov 6, 2026: $103.63Nov 9, 2026: $102.11Nov 10, 2026: $103.54Nov 11, 2026: $103.03Nov 12, 2026: $103.05Nov 13, 2026: $103.46
Aug 13, 2026Low $87.25 · High $108.84Nov 13, 2026
Nov 13, 2025: $99.50Nov 14, 2025: $101.77Nov 17, 2025: $100.17Nov 18, 2025: $102.74Nov 19, 2025: $103.55Nov 20, 2025: $100.73Nov 21, 2025: $101.91Nov 24, 2025: $103.64Nov 25, 2025: $105.44Nov 26, 2025: $104.99Nov 28, 2025: $105.18Dec 1, 2025: $102.41Dec 2, 2025: $98.88Dec 3, 2025: $98.64Dec 4, 2025: $95.67Dec 5, 2025: $94.51Dec 8, 2025: $92.09Dec 9, 2025: $93.26Dec 10, 2025: $95.73Dec 11, 2025: $97.39Dec 12, 2025: $96.79Dec 15, 2025: $95.75Dec 16, 2025: $96.00Dec 17, 2025: $95.31Dec 18, 2025: $95.50Dec 19, 2025: $95.50Dec 22, 2025: $93.78Dec 23, 2025: $92.69Dec 24, 2025: $92.45Dec 26, 2025: $93.48Dec 29, 2025: $92.78Dec 30, 2025: $92.50Dec 31, 2025: $91.61Jan 2, 2026: $91.07Jan 5, 2026: $93.47Jan 6, 2026: $95.45Jan 7, 2026: $97.77Jan 8, 2026: $98.51Jan 9, 2026: $94.15Jan 12, 2026: $84.56Jan 13, 2026: $84.28Jan 14, 2026: $85.60Jan 15, 2026: $86.94Jan 16, 2026: $85.37Jan 20, 2026: $84.00Jan 21, 2026: $84.59Jan 22, 2026: $86.42Jan 23, 2026: $84.11Jan 26, 2026: $85.33Jan 27, 2026: $83.02Jan 28, 2026: $82.85Jan 29, 2026: $83.57Jan 30, 2026: $85.67Feb 2, 2026: $87.07Feb 3, 2026: $82.12Feb 4, 2026: $81.34Feb 5, 2026: $79.22Feb 6, 2026: $79.45Feb 9, 2026: $79.28Feb 10, 2026: $78.35Feb 11, 2026: $76.92Feb 12, 2026: $73.21Feb 13, 2026: $73.88Feb 17, 2026: $74.36Feb 18, 2026: $77.11Feb 19, 2026: $78.88Feb 20, 2026: $78.90Feb 23, 2026: $75.87Feb 24, 2026: $75.89Feb 25, 2026: $75.56Feb 26, 2026: $77.39Feb 27, 2026: $76.49Mar 2, 2026: $77.93Mar 3, 2026: $80.43Mar 4, 2026: $81.15Mar 5, 2026: $79.96Mar 6, 2026: $78.36Mar 9, 2026: $80.04Mar 10, 2026: $78.50Mar 11, 2026: $78.57Mar 12, 2026: $76.79Mar 13, 2026: $77.81Mar 16, 2026: $78.67Mar 17, 2026: $79.40Mar 18, 2026: $79.57Mar 19, 2026: $81.13Mar 20, 2026: $81.02Mar 23, 2026: $81.64Mar 24, 2026: $82.10Mar 25, 2026: $82.47Mar 26, 2026: $83.85Mar 27, 2026: $82.51Mar 30, 2026: $81.48Mar 31, 2026: $83.57Apr 1, 2026: $83.38Apr 2, 2026: $84.67Apr 6, 2026: $83.44Apr 7, 2026: $81.08Apr 8, 2026: $81.95Apr 9, 2026: $84.20Apr 10, 2026: $77.96Apr 13, 2026: $79.91Apr 14, 2026: $81.36Apr 15, 2026: $83.67Apr 16, 2026: $84.53Apr 17, 2026: $86.04Apr 20, 2026: $86.33Apr 21, 2026: $84.30Apr 22, 2026: $82.88Apr 23, 2026: $77.75Apr 24, 2026: $82.45Apr 27, 2026: $83.52Apr 28, 2026: $81.18Apr 29, 2026: $81.48Apr 30, 2026: $82.03May 1, 2026: $82.40May 4, 2026: $82.18May 5, 2026: $82.63May 6, 2026: $83.25May 7, 2026: $83.99May 8, 2026: $84.84May 11, 2026: $81.65May 12, 2026: $80.46May 13, 2026: $82.18May 14, 2026: $82.32May 15, 2026: $82.17May 18, 2026: $83.04May 19, 2026: $84.65May 20, 2026: $87.55May 21, 2026: $86.43May 22, 2026: $88.11May 26, 2026: $87.25May 27, 2026: $86.56May 28, 2026: $90.52May 29, 2026: $87.99Jun 1, 2026: $90.64Jun 2, 2026: $88.34Jun 3, 2026: $85.21Jun 4, 2026: $86.03Jun 5, 2026: $88.67Jun 8, 2026: $87.84Jun 9, 2026: $89.23Jun 10, 2026: $89.72Jun 11, 2026: $88.96Jun 12, 2026: $88.34Jun 15, 2026: $86.97Jun 16, 2026: $85.66Jun 17, 2026: $86.33Jun 18, 2026: $85.21Jun 22, 2026: $84.61Jun 23, 2026: $84.92Jun 24, 2026: $85.00Jun 25, 2026: $83.43Jun 26, 2026: $88.46Jun 29, 2026: $87.81Jun 30, 2026: $90.32Jul 1, 2026: $92.29Jul 2, 2026: $95.31Jul 6, 2026: $96.57Jul 7, 2026: $96.98Jul 8, 2026: $94.73Jul 9, 2026: $94.81Jul 10, 2026: $94.40Jul 13, 2026: $95.66Jul 14, 2026: $94.50Jul 15, 2026: $95.07Jul 16, 2026: $98.69Jul 17, 2026: $97.67Jul 20, 2026: $98.88Jul 21, 2026: $97.77Jul 22, 2026: $95.95Jul 23, 2026: $94.33Jul 24, 2026: $94.64Jul 27, 2026: $99.05Jul 28, 2026: $101.24Jul 29, 2026: $104.13Jul 30, 2026: $100.99Jul 31, 2026: $100.61Aug 3, 2026: $104.36Aug 4, 2026: $104.97Aug 5, 2026: $104.41Aug 6, 2026: $103.44Aug 7, 2026: $104.63Aug 10, 2026: $106.79Aug 11, 2026: $105.57Aug 12, 2026: $105.50Aug 13, 2026: $105.59Aug 14, 2026: $104.73Aug 17, 2026: $102.33Aug 18, 2026: $102.79Aug 19, 2026: $103.95Aug 20, 2026: $104.27Aug 21, 2026: $105.41Aug 24, 2026: $105.40Aug 25, 2026: $105.39Aug 26, 2026: $104.42Aug 27, 2026: $93.39Aug 28, 2026: $96.37Aug 31, 2026: $96.54Sep 1, 2026: $97.00Sep 2, 2026: $98.54Sep 3, 2026: $98.78Sep 4, 2026: $96.07Sep 8, 2026: $93.36Sep 9, 2026: $92.66Sep 10, 2026: $94.55Sep 11, 2026: $96.26Sep 14, 2026: $96.04Sep 15, 2026: $96.51Sep 16, 2026: $96.00Sep 17, 2026: $94.51Sep 18, 2026: $95.14Sep 21, 2026: $94.52Sep 22, 2026: $91.75Sep 23, 2026: $90.39Sep 24, 2026: $88.60Sep 25, 2026: $88.25Sep 28, 2026: $88.44Sep 29, 2026: $87.25Sep 30, 2026: $88.46Oct 1, 2026: $89.37Oct 2, 2026: $90.04Oct 5, 2026: $91.55Oct 6, 2026: $91.05Oct 7, 2026: $91.90Oct 8, 2026: $93.05Oct 9, 2026: $92.61Oct 12, 2026: $92.03Oct 13, 2026: $90.19Oct 14, 2026: $89.87Oct 15, 2026: $92.51Oct 16, 2026: $92.03Oct 19, 2026: $93.07Oct 20, 2026: $96.60Oct 21, 2026: $97.88Oct 22, 2026: $100.97Oct 23, 2026: $103.97Oct 26, 2026: $103.75Oct 27, 2026: $100.88Oct 28, 2026: $101.34Oct 29, 2026: $101.36Oct 30, 2026: $102.47Nov 2, 2026: $103.67Nov 3, 2026: $102.03Nov 4, 2026: $108.84Nov 5, 2026: $103.46Nov 6, 2026: $103.63Nov 9, 2026: $102.11Nov 10, 2026: $103.54Nov 11, 2026: $103.03Nov 12, 2026: $103.05Nov 13, 2026: $103.46
Nov 13, 2025Low $73.21 · High $108.84Nov 13, 2026
Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

Loading chart…

Information, not investment advice. Company matching is automatic; check the source before relying on one row.