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
Healthequity has 5 disclosed suppliers and 0 disclosed customers in SEC filings.
Healthequity, Inc.
102.25
SentenceWith our CDB capabilities, we can provide employers with a single partner for both HSAs and complementary CDBs, which is preferred by the vast majority of employers, according to research conducted for us by Aite Group.
HQY 10-Kaccession 0001428336-26-000010
SentenceIn fiscal 2025, we acquired the BenefitWallet HSA portfolio, comprised of approximately 616,000 HSAs plus other accounts, which collectively totaled $2.7 billion of HSA Assets, from Conduent Business Services, LLC for a purchase price of $425.0 million.
HQY 10-Kaccession 0001428336-26-000010
SentenceMerger integration expenses during the fiscal year ended January 31, 2026 consisted primarily of professional fees, including expenses incurred in conjunction with the migration of accounts and technology-related expenses directly related to the Further acquisition.
HQY 10-Kaccession 0001428336-26-000010
SentenceThe advisory service is delivered through a web-based tool, Advisor, which is offered and managed by HealthEquity Advisors, LLC, our SEC-registered investment adviser subsidiary.
HQY 10-Kaccession 0001428336-26-000010
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Linked news
Expected move
Inputsspot 102.47exp Dec 18ATM strike 100ATM straddle 11.52IV 38%