Wasatch Advisors holds 9.5% of HealthEquity

Wasatch Advisors reports beneficial ownership of 7,960,735 shares of HealthEquity Inc common stock, representing 9.5% of the class as of 06/30/2026.

Accepted by SEC EDGAR 07/15/2026 - 04:23 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Wasatch Advisors reports beneficial ownership of 7,960,735 shares of HealthEquity Inc common stock, representing 9.5% of the class as of 06/30/2026. The firm is organized in Delaware and filed this as Amendment No. 4 to its ownership report.

Wasatch Advisors holds sole voting power over 5,564,289 shares and sole dispositive power over all 7,960,735 shares, with no shared voting or dispositive authority. The report is signed by CEO Mike Yeates on 07/15/2026.

Key Figures

Beneficial ownership: 7,960,735 shares Percent of class: 9.5% Sole voting power: 5,564,289 shares +1 more

4 metrics

Beneficial ownership 7,960,735 shares Common stock beneficially owned as of 06/30/2026

Percent of class 9.5% Portion of HealthEquity Inc common stock class held by Wasatch Advisors

Sole voting power 5,564,289 shares Shares over which Wasatch Advisors has sole power to vote or direct the vote

Sole dispositive power 7,960,735 shares Shares over which Wasatch Advisors has sole power to dispose or direct disposition

Key Terms

beneficially owned, sole power to vote or to direct the vote, sole power to dispose or to direct the disposition of

3 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 7,960,735"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole power to vote or to direct the vote financial

"(i) Sole power to vote or to direct the vote: 5,564,289"

sole power to dispose or to direct the disposition of financial

"(iii) Sole power to dispose or to direct the disposition of: 7,960,735"

FAQ

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

What percentage of HealthEquity Inc (HQY) does Wasatch Advisors report owning?

Wasatch Advisors reports beneficial ownership of 9.5% of HealthEquity Inc’s common stock. This corresponds to 7,960,735 shares of the company’s common shares as of 06/30/2026 under its Schedule 13G/A Amendment No. 4 filing.

How many HealthEquity Inc (HQY) shares does Wasatch Advisors beneficially own?

Wasatch Advisors beneficially owns 7,960,735 shares of HealthEquity Inc common stock. This stake represents 9.5% of the outstanding class, with full sole dispositive power over all of these shares and partial sole voting power.

What voting power does Wasatch Advisors have over its HQY shares?

Wasatch Advisors has sole voting power over 5,564,289 HealthEquity Inc shares. It reports zero shared voting power, meaning only a portion of its total beneficially owned shares carry sole voting authority in this disclosure.

What dispositive power does Wasatch Advisors report over HealthEquity Inc (HQY) shares?

Wasatch Advisors reports sole dispositive power over 7,960,735 HealthEquity Inc shares. It indicates no shared dispositive power, meaning decisions to sell or otherwise dispose of these shares rest solely with Wasatch Advisors.

Who signed the Wasatch Advisors Schedule 13G/A for HealthEquity Inc (HQY) and when?

The Schedule 13G/A for HealthEquity Inc was signed by Mike Yeates, CEO of Wasatch Advisors. The signature date is 07/15/2026, following the ownership information reported as of 06/30/2026 in the same document.

Where is Wasatch Advisors, the filer for HQY’s Schedule 13G/A, based?

Wasatch Advisors’ principal business office is at 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States. It is organized in Delaware, as disclosed in the Schedule 13G/A ownership report for HealthEquity Inc.

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

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

HealthEquity Inc

(Name of Issuer)

COM

(Title of Class of Securities)

42226A107

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 42226A107

1

Names of Reporting Persons

Wasatch Advisors LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 5,564,289.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 7,960,735.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

7,960,735.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

9.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HealthEquity Inc
(b)	Address of issuer's principal executive offices: 15 WEST SCENIC POINTE DR., SUITE 100, DRAPER, US-UT, 84020, US
Item 2.
(a)	Name of person filing: Wasatch Advisors LP
(b)	Address or principal business office or, if none, residence: 505 Wakara Way, 3rd Floor, Salt Lake City, 84108, United States
(c)	Citizenship: DELAWARE
(d)	Title of class of securities: COM
(e)	CUSIP No.: 42226A107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 7,960,735
(b)	Percent of class: 9.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 5,564,289
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 7,960,735
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wasatch Advisors LP

Signature:	Mike Yeates
Name/Title:	CEO
Date:	07/15/2026