Healthequity, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−10.56%
vs ±8.3% implied · ×1.27
shaded = implied · ▲▼ = realized
No changes.
No changes.
Annual filing, covered
10-K parsed · Mar 17 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 17 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness incentives, grow their savings, and make investment choices; and health savings accounts. It also provides mutual fund investment platform; and online-only automated investment advisory services through Advisor, a Web-based tool. In addition, the company offers flexible spending accounts; health reimbursement arrangements; and Consolidated Omnibus Budget Reconciliation Act continuation services, as well as administers pre-tax commuter benefit programs. It serves clients through a direct sales force; benefits brokers and advisors; and a network of health plans, benefits administrators, benefits brokers and consultants, and retirement plan record-keepers. The company was incorporated in 2002 and is headquartered in Draper, Utah.
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; of Healthequity, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Visa Inc., Mastercard Inc, Uber Technologies, Inc and 3 more; of Healthequity, Inc.'s 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.0B | 12.56% | +7.08% |
| Wasatch | $719.0M | 8.87% | +10.52% |
| Morgan Stanley | $410.7M | 5.06% | +82.92% |
| Vanguard Portfolioindex-like | $366.5M | 4.52% | −2.54% |
| Vanguardindex-like | $328.8M | 4.06% | −4.79% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $1.0B | 12.56% | +7.08% |
| Wasatch | $719.0M | 8.87% | +10.52% |
| Morgan Stanley | $410.7M | 5.06% | +82.92% |
| Vanguard Portfolioindex-like | $366.5M | 4.52% | −2.54% |
| Vanguardindex-like | $328.8M | 4.06% | −4.79% |
Tall tick = annual report · Source: EDGAR
Bull3
Bear1
Linked news
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Healthequity, Inc.
102.18
Expected move
Inputsspot 102.03exp Dec 18ATM strike 100ATM straddle 12.00IV 42%