Company Analysis

HealthEquity, Inc. (HQY)

Nasdaq: HQY · Services-Business Services, NEC · Draper, UT · filing with the SEC since 2008
Grade5.8
◀ Past 5.9● Present 6.0▶ Future 5.4

Filings

286 filings since 2017 beside 684 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026
Due nextLarge accelerated filer
10-Q Quarterly report for the quarter ending Oct 31, 2026Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by Dec 10, 2026
10-K Annual report for the fiscal year ending Jan 31, 2027Large accelerated filers have 60 days after the fiscal year ends. by Apr 1, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 27 days after the quarter ended. The proxy statement was last filed May 13, 2026.

Filings a yearinsider forms included
78761008088118106116
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 9 times in the last 36 months, the newest Oct 9, 2026.SEC letters: 3 in the last 36 months, the newest Feb 5, 2026.
Insider forms 684

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Oct 9, 2026 8-K item 5.02 Officer or director change · Current report Oct 5, 2026
Oct 9, 2026 SCHEDULE 13G/A Large holder update, amended
Sep 30, 2026 8-K items 5.02, 7.01 Officer or director change; Investor disclosure (Regulation FD) · Current report Sep 24, 2026
Aug 27, 2026 S-8 Employee stock plan registration
Aug 27, 2026 10-Q Quarterly report Jul 31, 2026
Aug 27, 2026 8-K items 2.02, 9.01 Results released · Current report
Jul 31, 2026 SCHEDULE 13G/A Large holder update, amended
Jul 15, 2026 SCHEDULE 13G/A Large holder update, amended
Jun 26, 2026 S-8 Employee stock plan registration
Jun 26, 2026 8-K items 5.07, 9.01 Shareholder vote · Current report Jun 25, 2026
May 28, 2026 10-Q Quarterly report Apr 30, 2026
May 28, 2026 8-K items 2.02, 9.01 Results released · Current report
May 13, 2026 ARS Annual report to shareholders Jan 31, 2026
May 13, 2026 DEFA14A Extra proxy material
May 13, 2026 DEF 14A Proxy statement Jan 31, 2026
May 8, 2026 8-K items 5.02, 9.01 Officer or director change · Current report May 5, 2026
Apr 30, 2026 SCHEDULE 13G Large holder notice
Apr 29, 2026 SCHEDULE 13G Large holder notice
Apr 6, 2026 8-K items 5.02, 9.01 Officer or director change · Current report
Mar 30, 2026 8-K items 5.02, 7.01, 9.01 Officer or director change; Investor disclosure (Regulation FD) · Current report Mar 26, 2026
Mar 27, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 17, 2026 10-K Annual report Jan 31, 2026
Mar 17, 2026 8-K items 2.02, 9.01 Results released · Current report
Feb 17, 2026 8-K items 2.02, 9.01 Results released · Current report
Feb 5, 2026 UPLOAD SEC comment letter
Jan 29, 2026 CORRESP Reply to the SEC
Jan 27, 2026 UPLOAD SEC comment letter
Jan 12, 2026 8-K items 7.01, 9.01 Investor disclosure (Regulation FD) · Current report
Dec 3, 2025 10-Q Quarterly report Oct 31, 2025
Dec 3, 2025 8-K items 2.02, 9.01 Results released · Current report
Nov 5, 2025 SCHEDULE 13G/A Large holder update, amended
Sep 2, 2025 10-Q Quarterly report Jul 31, 2025
Sep 2, 2025 8-K items 2.02, 9.01 Results released · Current report
Jun 27, 2025 8-K items 5.07, 7.01, 9.01 Shareholder vote; Investor disclosure (Regulation FD) · Current report Jun 26, 2025
Jun 3, 2025 10-Q Quarterly report Apr 30, 2025
Jun 3, 2025 8-K items 2.02, 9.01 Results released · Current report
May 13, 2025 ARS Annual report to shareholders Jan 31, 2025
May 13, 2025 DEFA14A Extra proxy material
May 13, 2025 DEF 14A Proxy statement Jan 31, 2025
Apr 28, 2025 8-K items 5.02, 9.01 Officer or director change · Current report Apr 22, 2025
40 of 286 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton HQY · research, not advice