HealthEquity (HQY) furnishes press release via 8-K; Exhibit 99.1 attached

Rhea-AI Filing Summary

HealthEquity, Inc. furnished a press release to the SEC as an exhibit to a Form 8-K; the press release is attached as Exhibit 99.1 and the company specifies the exhibit is being furnished rather than filed, so it is not subject to Section 18 liabilities and is not incorporated by reference into other filings unless explicitly stated. The Form 8-K lists the furnishing of the exhibit under the exhibits section and does not include financial statements, earnings data, or other substantive disclosures within the filing text provided here.

Insights

Corporate Reporting Analyst

TL;DR: A non-filed press release was furnished as Exhibit 99.1 via Form 8-K.

The filing indicates a press release was furnished, which is a routine disclosure route for timely public statements that companies do not intend to incorporate into other SEC filings. Because the exhibit is furnished and not filed, it is not subject to Section 18 liability and will not automatically become part of future registration statements unless specifically referenced.

This filing contains no financial tables, earnings figures, or material transaction details, so immediate investor-impact assessment is limited; monitor for any separately filed or furnished documents that include substantive metrics, guidance, or contract terms.

8-K Event Classification

2 items: 2.02, 9.01

2 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did HealthEquity (HQY) disclose in this 8-K?

The company furnished a press release as Exhibit 99.1 and stated the exhibit is being furnished, not filed.

Is the press release in Exhibit 99.1 considered filed with the SEC?

No. The company explicitly stated the exhibit is being furnished, not filed, so it is not subject to Section 18 liabilities.

Does this 8-K include financial results or earnings data for HQY?

No. The provided filing text contains no financial statements, earnings data, or material transactions.

Will the furnished exhibit be incorporated into other filings automatically?

No. The exhibit will not be incorporated by reference into other filings unless the company expressly references it in a later filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 09/02/2025 - 04:02 PM Learn about SEC filing dates

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

Form 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of

The Securities Exchange Act of 1934

Date of Report (Date of earliest event reported)

September 2, 2025

HEALTHEQUITY, INC.

Delaware

001-36568

52-2383166

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification Number)

15 West Scenic Pointe Drive

Suite 100

Draper, Utah 84020

(801) 727-1000

(Address, including Zip Code, and Telephone Number, including Area Code, of Registrant’s Principal Executive Offices)

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common stock, par value $0.0001 per share			HQY			The NASDAQ Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2). 

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition

On September 2, 2025, HealthEquity, Inc. issued a press release attached as Exhibit 99.1 to this current report on Form 8-K.

The information in Exhibit 99.1 is being furnished to the Securities and Exchange Commission and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.

Item 9.01    Financial Statements and Exhibits

(d) Exhibits

Exhibit No.			Description
99.1			Press release issued by HealthEquity, Inc. dated September 2, 2025, announcing financial results for its fiscal quarter ended July 31, 2025.
104			Cover Page Interactive Data File (formatted in Inline XBRL)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			HEALTHEQUITY, INC.
Date: September 2, 2025			By:						/s/ James Lucania
			Name:						James Lucania
			Title:						Executive Vice President and Chief Financial Officer