Congress trades
HealthEquity, Inc. (HQY)
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About HealthEquity, Inc.
from the company's filings and listing, as of Oct 28, 2026- Exchange
- NASDAQ
- Sector
- Healthcare
- Industry
- Medical - Healthcare Information Services
- Chief executive
- Scott R. Cutler
- Employees
- 2,814
- Listed since
- -
- Market value
- $8.3B
- Price to earnings (12 mo)
- 36.0
- Net income per share, as reported (12 mo)
- $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 reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 proxy statement for fiscal 2026, with titles as filed then. 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 | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 LLCCliff Asness | $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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in HQY
20 disclosures of 23 on record · median 36d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Purchase | $1,001 - $15,000 | +9.9% since the tradeEstimated entry price $94.40, close on Fri Jul 10Current price $103.75, close on Mon Oct 26 | Jul 10, 2026 | Sep 4, 2026 | 56d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +14.9% since the tradeEstimated entry price $90.32, close on Tue Jun 30Current price $103.75, close on Mon Oct 26 | Jun 30, 2026 | Jul 2, 2026 | 2d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +17.9% since the tradeEstimated entry price $87.99, close on Fri May 29Current price $103.75, close on Mon Oct 26 | May 29, 2026 | Jun 8, 2026 | 10d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -0.8% since the tradeEstimated entry price $104.56, close on Wed Jun 11, 2025Current price $103.75, close on Mon Oct 26 | Jun 11, 2025 | Aug 13, 2025 | 63d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +3.7% since the saleEstimated exit price $100.01, close on Tue Jun 17, 2025Current price $103.75, close on Mon Oct 26 | Jun 17, 2025 | Aug 13, 2025 | 57d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +2.6% since the saleEstimated exit price $101.08, close on Mon Jun 16, 2025Current price $103.75, close on Mon Oct 26 | Jun 16, 2025 | Jul 10, 2025 | 24d |
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | +1.9% since the saleEstimated exit price $101.82, close on Mon Jan 13, 2025Current price $103.75, close on Mon Oct 26 | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +6.7% since the saleEstimated exit price $97.20, close on Thu Nov 7, 2024Current price $103.75, close on Mon Oct 26 | Nov 7, 2024 | Dec 5, 2024 | 28d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Jun 21, 2024 | Jul 9, 2024 | 18d |
| Blake D. Moore | Stock | Sale | $1,001 - $15,000 | n/a | Jan 19, 2024 | Jan 24, 2024 | 5d |
| Daniel S. Goldman | Stock | Sale | $15,001 - $50,000 | n/a | Apr 10, 2023 | May 19, 2023 | 39d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Jan 10, 2022 | Feb 18, 2022 | 39d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | n/a | Dec 9, 2021 | Jan 10, 2022 | 32d |
| Blake D. Moore | Stock | Purchase | $1,001 - $15,000 | n/a | Mar 26, 2021 | Jul 17, 2021 | 113d |
| Blake D. Moore | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 30, 2021 | Jul 17, 2021 | 78d |
| Blake D. Moore | Stock | Purchase | $1,001 - $15,000 | n/a | May 11, 2021 | Jul 17, 2021 | 67d |
| Blake D. Moore | Stock | Purchase | $1,001 - $15,000 | n/a | May 12, 2021 | Jul 17, 2021 | 66d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | n/a | Jul 17, 2020 | Aug 19, 2020 | 33d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Jul 9, 2020 | Aug 10, 2020 | 32d |
| Josh GottheimerJoint | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 3, 2020 | May 13, 2020 | 40d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in HQY, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 27, 20262 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $50,001 - $100,000 | 0.2% |
| Josh Gottheimer | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 27, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. 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 and 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 Oct 27, 2026. The 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 36 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 Oct 28, 2026.