Follow-The-Filings

Security · featured owners

HQY

Healthequity Inc. COM Equity as of 2026 Q2 among managers we track

  • 1 Owner
  • Max 0.1%
  • $68M
  • 1 add 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Ron Baron - Bamco Inc. /N...) · not free-float ownership

  1. Ron Baron add 0.1%

holders

sorted by % of portfolio · long equity only · exits show last held size · open a manager for their book

history
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q2 0.1% Add 0.0% 750,394 $68M hist
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0% Exit 0.00 pp 2,800 $234K hist

1 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $861.75M $999.59M $1.2B $1.31B
Gross profit $490.09M $622.64M $777.26M $913.12M
Gross margin * 56.9% 62.3% 64.8% 69.5%
Net income -$26.14M $55.71M $96.7M $215.2M
Net margin * -3.0% 5.6% 8.1% 16.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $382.89M $557.44M $477.75M $512.28M
Total non-current assets * $2.71B $2.61B $2.97B $2.87B
Total assets $3.09B $3.16B $3.45B $3.38B
Total current liabilities $131.06M $117.09M $156.32M $156.85M
Total non-current liabilities $1.06B $1.01B $1.18B $1.12B
Total equity $1.9B $2.04B $2.11B $2.11B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $150.65M $242.83M $339.86M $457.09M
Cash from investing -$119.13M -$46.07M -$505.45M -$47.14M
Cash from financing -$2.67M -$47.04M $57.57M -$386.98M
Net change in cash $28.85M $149.71M -$108.03M $22.98M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders