Congress trades
HealthEquity, Inc. (HQY)
About HealthEquity, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Healthcare
- Industry
- Medical - Healthcare Information Services
- Chief executive
- Scott R. Cutler
- Employees
- 2,814
- Listed since
- -
- Market value
- $7.7B
- Price to earnings
- 33.1
- Earnings per share
- $2.84
- Dividend yield
- -
Earnings
6 reported quarters · next on Dec 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2027reported Aug 27, 2026 | $1.24 | $1.19 | $350.7M | $349.2M | EPS beatRevenue in line |
| Q1 FY2027reported May 28, 2026 | $1.24 | $1.11 | $354.6M | $352.0M | EPS beatRevenue in line |
| Q4 FY2026reported Mar 17, 2026 | $0.95 | $0.89 | $334.6M | $332.3M | EPS beatRevenue in line |
| Q3 FY2026reported Dec 3, 2025 | $1.01 | $0.91 | $322.2M | $320.6M | EPS beatRevenue in line |
| Q2 FY2026reported Sep 2, 2025 | $1.08 | $0.91 | $325.8M | $320.7M | EPS beatRevenue beat |
| Q1 FY2026reported Jun 3, 2025 | $0.97 | $0.81 | $330.8M | $322.3M | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2026 · proxy filed May 13, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Scott CutlerPresident and Chief Executive Officer | $775K | $12.0M | $769K | $13.6M |
| James LucaniaExecutive Vice President and Chief Financial Officer | $575K | $4.1M | $487K | $5.2M |
| Michael FioreExecutive Vice President and Chief Commercial Officer | $550K | $3.2M | $413K | $4.2M |
| Delano LaddExecutive Vice President and General Counsel | $400K | $2.9M | $310K | $3.6M |
| Stephen Neeleman, M.D.Founder and Vice Chairman | $492K | $2.6M | $369K | $3.5M |
The summary compensation table from the 2026 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $1.0B | 11,277,914 | +7.1% | 13.53% |
| Wasatch Advisors LP | $719.0M | 7,960,735 | +10.5% | 9.55% |
| Morgan Stanley | $410.7M | 4,547,219 | +82.9% | 5.45% |
| Vanguard Portfolio Management LLC | $366.5M | 4,057,643 | -2.5% | 4.87% |
| Vanguard Capital Management LLC | $328.8M | 3,640,776 | -4.8% | 4.37% |
| State Street Corp | $292.7M | 3,241,046 | +4.6% | 3.89% |
| Geode Capital Management, LLC | $214.5M | 2,374,467 | +5.1% | 2.85% |
| AQR Capital Management LLC | $176.1M | 1,999,209 | -4.4% | 2.40% |
| Dimensional Fund Advisors LP | $168.8M | 1,869,036 | +14.9% | 2.24% |
| William Blair Investment Management, LLC | $160.2M | 1,773,227 | +6.8% | 2.13% |
| FMR LLC | $138.9M | 1,538,387 | +35.5% | 1.85% |
| Brown Advisory Inc | $124.0M | 1,372,624 | -2.8% | 1.65% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in HQY
20 disclosures of 23 on record · median 39d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | -1.8%S&P +1.0% · vs S&P 500 -2.8% | Jul 10, 2026 | Sep 4, 2026 | 56d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +2.6%S&P +2.1% · vs S&P 500 +0.5% | Jun 30, 2026 | Jul 2, 2026 | 2d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +5.3%S&P +0.8% · vs S&P 500 +4.5% | May 29, 2026 | Jun 8, 2026 | 10d |
| Lisa C. McClainSpouseFiled late | Stock | Sale | $1,001 - $15,000 | -6.2%S&P +27.8% · vs S&P 500 -34.0% | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Lisa C. McClainSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | -10.3%S&P +27.0% · vs S&P 500 -37.3% | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | -8.3%S&P +26.5% · vs S&P 500 -34.8% | Jun 16, 2025 | Jul 10, 2025 | 24d |
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | -9.0%S&P +31.1% · vs S&P 500 -40.1% | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | -4.7%S&P +28.0% · vs S&P 500 -32.7% | Nov 7, 2024 | Dec 5, 2024 | 28d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +10.8%S&P +39.7% · vs S&P 500 -28.9% | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Blake D. Moore | Stock | Sale | $1,001 - $15,000 | +26.7%S&P +58.1% · vs S&P 500 -31.4% | Jan 19, 2024 | Jan 24, 2024 | 5d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | +60.8%S&P +86.2% · vs S&P 500 -25.4% | Apr 10, 2023 | May 19, 2023 | 39d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +87.1%S&P +63.7% · vs S&P 500 +23.4% | Jan 10, 2022 | Feb 18, 2022 | 39d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +120.3%S&P +63.5% · vs S&P 500 +56.8% | Dec 9, 2021 | Jan 10, 2022 | 32d |
| Blake D. MooreFiled late | Stock | Purchase | $1,001 - $15,000 | +27.4%S&P +88.3% · vs S&P 500 -61.0% | May 12, 2021 | Jul 17, 2021 | 66d |
| Blake D. MooreFiled late | Stock | Purchase | $1,001 - $15,000 | +34.0%S&P +92.9% · vs S&P 500 -58.9% | Mar 26, 2021 | Jul 17, 2021 | 113d |
| Blake D. MooreFiled late | Stock | Purchase | $1,001 - $15,000 | +30.0%S&P +84.3% · vs S&P 500 -54.3% | May 11, 2021 | Jul 17, 2021 | 67d |
| Blake D. MooreFiled late | Stock | Purchase | $1,001 - $15,000 | +23.4%S&P +83.0% · vs S&P 500 -59.6% | Apr 30, 2021 | Jul 17, 2021 | 78d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +59.0%S&P +137.1% · vs S&P 500 -78.1% | Jul 17, 2020 | Aug 19, 2020 | 33d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +65.3%S&P +142.6% · vs S&P 500 -77.3% | Jul 9, 2020 | Aug 10, 2020 | 32d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | +125.5%S&P +207.4% · vs S&P 500 -81.9% | Apr 3, 2020 | May 13, 2020 | 40d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $15,001 - $50,000 | 0.1% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded HQY?
Gilbert Ray Cisneros, Jr., Lisa C. McClain, Robert Bresnahan, Josh Gottheimer, Blake D. Moore, Daniel S. Goldman disclosed HQY transactions in the filings shown here.
Which members of Congress hold HQY?
2 members of Congress report a position in HQY in the estimate we hold as of Sep 10, 2026. The two largest estimated positions belong to Gilbert Ray Cisneros, Jr. and Josh Gottheimer. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HQY trades disclosed?
Congressional disclosures took a median of 39 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.