AnalystBook Research · Company Intelligence

HEALTHEQUITY, INC.

HQYNasdaq

Built from HEALTHEQUITY, INC.'s own SEC filings · updates as new filings land · sources cited throughout

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HealthEquity grew revenue, remained profitable, generated positive free cash flow at a 24.6% operating margin. Strong margins and free cash flow were supported by a favorable operating and statistical profile.

The read at a glance✓ Audited against SEC data
  • GrowthRevenue grew 9.5%OK
  • ProfitabilityNet income grew 122.5% to $215.201M from $96.703MOK
  • Cash flowFree cash flow grew 34.7% to $455.125M from $337.772MOK
  • MarginsOperating margin expanded 1102 bps to 24.55%OK
  • AccountingStrong margins and free cash flow were supported by a favorable operating and statistical profileNote
  • Insiders0 purchases and 11 salesWatch

Business

HealthEquity administers health savings accounts and related benefits.

Where the revenue comes from

Fiscal 2026, as HEALTHEQUITY, INC. reports it. History and quarterly detail are in the app.

  • Custodial$636.8M
  • Service$485.0M
  • Interchange$191.6M

Leadership changes

From HEALTHEQUITY, INC.'s own filings, the day they're filed.

  • Sunil Rajasekar · President · departureeff. 2026-04-17
  • Eli Rosner · Chief Technology Officer · departureeff. 2026-04-17
  • Jon Kessler · departureeff. 2025-04-30

Latest filings

  • 8-K · Company announcement2026-08-27
  • 10-Q · Quarterly report2026-08-27
  • 8-K · Company announcement2026-06-26
  • 8-K · Company announcement2026-05-28
  • 10-Q · Quarterly report2026-05-28
In the full recordFree for 14 days
  • What changed🔒
  • Insider signal🔒
  • Growth quality🔒
  • Margins & accounting🔒
  • Capital allocation🔒
  • Real risks🔒
  • The long arc🔒
  • Company history🔒
  • The filings, readable — with what changed vs the prior year highlighted🔒
  • Full financial statements, industry-aware, sources cited throughout🔒
  • Forensic score history & components — the trend, not one year🔒
  • Ownership: insider buys/sells, clusters, activist stakes🔒
  • Ana — ask about HEALTHEQUITY, INC., every answer cited to the official filings🔒

Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.

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