HQYHEALTHEQUITY INC

CUSIP: 42226A107

Guru Owners

$2.4M

Total Value Held

25,807

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Ray Dalio	Bridgewater Associates	20827	$1.9M	0.01%	$91.61	Q4 2025
Polen Capital	Polen Capital Management	4980	$456K	0.00%	$91.61	Q4 2025

Ray Dalio

$1.9M

0.01%

Polen Capital

$456K

0.00%

📊 Fundamentals

Market Cap$6.9B

P/E Ratio36.7x

Above market avg

Forward P/E17.6x

P/FCF24.8x

EPS (TTM)$2.18

Revenue (TTM)$1.3B

Profit Margin14.86%

Beta0.32

52-Week Range

$72.76

$116.65

Current: $80.04

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 36.7x trailing earnings → 17.6x forward · 14.9% 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

7%analyst est. 7.4%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

21.7%current: 21.7%

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 2 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