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$HQY:NASDAQ · HEALTHEQUITY, INC.

Conviction from: NASDAQCitrini

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States.

More about this company

HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. It offers health savings accounts (HAS); investment platform; online-only automated investment advisory services through Advisor, a Web-based tool. The company also provides flexible spending accounts (FSA) for health and dependent care; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. In addition, the company offers HSA and FSA members with access to certain healthcare products, programs, and services through its marketplace. It serves clients through a direct sales force; and brokers and advisors, a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. HealthEquity, Inc. was incorporated in 2002 and is based in Draper, Utah.

Not currently held by tracked 13F filers — this page aggregates activist, insider, politician and research activity.

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2 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-06-30Gilbert Cisneros CA31BUY$1,001 - $15,000PTR
2026-05-29Gilbert Cisneros CA31BUY$1,001 - $15,000PTR

Citrini Research coverage report library →

ReportDateStance
#84 — Market Memo: Healthcare's AI-Powered Trump Card2025-02-09LONG

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