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What smart money is saying about HealthEquity, Inc.United States flag

HQY · Healthcare · Medical - Healthcare Information Services · Market cap $8.58B

1 fund in our archive has pitched HealthEquity, Inc. — most recently Baron Health Care Fund in December 2024.

Company profile

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q1 2026, 1 fund letter reported a position in HealthEquity, Inc., with no move described.

Fund letters reporting a position in HealthEquity, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q1 20261000
Q4 20240001

Fund activity · 1 position

  • HoldsBrown Advisory U.S. Small-Cap Blend UCITS Fund
    March 2026

    Listed in Brown Advisory U.S. Small-Cap Blend UCITS Fund’s reported holdings.

    Read the letterHealthEquity, Inc.

Fund coverage · 1 thesis

  • Baron Health Care Fund
    December 2024

    HealthEquity, Inc. is a leading provider of health savings accounts (HSAs) with significant competitive advantages, growing assets and revenues, and potential for market expansion due to proposed legislation.

    Read the full thesis

Read every full thesis on HealthEquity, Inc.

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