HQY (HEALTHEQUITY INC) is held by 0 tracked superinvestors with an aggregate position value of $0 based on the most recent SEC 13F filings. Top institutional holders include: see holder table.

How much HQY do superinvestors hold in aggregate?

Across 0 tracked managers, superinvestors collectively report $0 in HQY positions worth 0 shares.

What is the largest holder of HQY?

No tracked superinvestors currently hold HQY.

← Top Holdings

HQYHEALTHEQUITY INC

CUSIP: 42226A107

No superinvestors currently hold this stock.

📊 Fundamentals

Market Cap$8.1B

P/E Ratio36.3x

Above market avg

Forward P/E17.7x

P/FCF21.9x

EPS (TTM)$2.67

Revenue (TTM)$1.3B

Profit Margin17.25%

Beta0.21

52-Week Range

$72.76

$105.96

Current: $96.98

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.3x trailing earnings → 17.7x forward · 17.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $2.4M

REDUCEDRay Dalio$1.9M

NEWPolen Capital$456K

Q3 '251 owners · $605K

NEWRay Dalio$605K

SOLDAndreas Halvorsen

SOLDPolen Capital

Q2 '252 owners · $23.9M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

8%analyst est. 7.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

27.7%current: 27.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

HQY: Held by 0 superinvestors · 5 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-06-17

SELLGil CisnerosD

$1,001 - $15,0002025-06-16

BUYLisa McClainR

$1,001 - $15,0002025-06-11

SELLRob BresnahanR

$1,001 - $15,0002025-01-13

SELLJosh GottheimerD

$1,001 - $15,0002024-11-07