What smart money is saying about HealthEquity, Inc.
1 fund in our archive has pitched HealthEquity, Inc., most recently Baron Health Care Fund in December 2024.
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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Position history
Between Q4 2024 and Q1 2026, 7 fund letters reported a position in HealthEquity, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 2 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 3 | 0 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 1 move
- March 2026
Listed in Brown Advisory U.S. Small-Cap Blend UCITS Fund’s reported holdings.
HealthEquity, Inc. - December 2025
Listed in Wasatch Small Cap Growth Fund’s reported holdings.
HealthEquity, Inc. - December 2025
“HealthEquity, Inc. 3.8%”
HealthEquity, Inc. - September 2025
“six in health care: Veracyte, HealthEquity, CareDx, ARS Pharmaceuticals, Vericel, PROCEPT BioRobotics”
HealthEquity, Inc. - June 2025
“Casey's General Stores, Inc. 1.9 BWX Technologies, Inc. 1.9 Insmed Incorporated 1.8 RBC Bearings Incorporated 1.8 HealthEquity, Inc. 1.7 CyberArk Software Ltd. 1.7 Life Time Group Holdings, Inc. 1.7”
HealthEquity, Inc. - June 2025
“ HealthEquity Inc. (HQY) continues to execute well, gaining share in its primary business, managing health savings accounts.”
HealthEquity, Inc. - June 2025
“CORE GROWTH FUND — TOP 10 HOLDINGS AS OF MARCH 31, 2025 Percent of Security Name Net Assets HealthEquity, Inc. 4.2%”
HealthEquity, Inc.
Fund coverage · 1 thesis
- Baron Health Care FundDecember 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.
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