• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

    2/11/22 1:49:15 PM ET
    $HQY
    Business Services
    Consumer Discretionary
    Get the next $HQY alert in real time by email
    SC 13G/A 1 tm225361d5_sc13ga.htm SC 13G/A

     

     

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

     

    SCHEDULE 13G*

    (Rule 13d-102)

     

    INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT

    TO § 240.13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED

    PURSUANT TO § 240.13d-2

    (Amendment No. 2)*

     

    HealthEquity Inc.

    (Name of Issuer)
     
    Common
    (Title of Class of Securities)
     
    42226A107
    (CUSIP Number)
     
    12/31/2021
    (Date of Event Which Requires Filing of the Statement)

     

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

     

    x Rule 13d-1(b)
    o Rule 13d-1(c)
    o Rule 13d-1(d)

     

    *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

     

    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

     

     

     

     

     

     

    1.

     

    NAME OF REPORTING PERSONS

    Jackson Square Partners, LLC

     

     

    2.

     

    CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (see instructions)

    (a)     o

    (b)     o

     

     

    3.

     

    SEC USE ONLY

     

     

    4.

     

     

    CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware

     

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON
    WITH

     

    5.

     

    SOLE VOTING POWER

    0

     

    6.

     

    SHARED VOTING POWER

    0

     

    7.

     

    SOLE DISPOSITIVE POWER

    0

     

    8.

     

     

    SHARED DISPOSITIVE POWER

     

    None

     

     

    9.

     

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

     

    0

     

    10.

     

    CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    (SEE INSTRUCTIONS)

    o

     

     

    11.

     

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    0%

     

     

    12.

     

     

    TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

    IA

     

           

     

     

     

    Item 1(a).

    Name of Issuer:

     

    HealthEquity Inc.

       
    Item 1(b).

    Address of Issuer’s Principal Executive Offices:

     

    15 W. Scenic Pointe Drive
    Suite 100

    Draper, UT 84020

       
    Item 2(a).

    Name of Person Filing:

     

    Jackson Square Partners, LLC

       
    Item 2(b).

    Address of Principal Business Office or, if none, Residence:

     

    One Letterman Drive

    Building A, Suite A3-200

    San Francisco, CA 94129

       
    Item 2(c).

    Citizenship:

    Delaware

       
    Item 2(d).

    Title of Class of Securities:

    Common

       
    Item 2(e).

    CUSIP Number:

    42226A107

       
    Item 3. If this statement is filed pursuant to §§ 240.13d-1(b), or 240.13d-2(b) or (c), check whether the person filing is a:
      (a) o Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o);
      (b) o Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
      (c) o Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
      (d) o Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
      (e) x An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
      (f) o An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
      (g) o A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
      (h) o A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
      (i) o A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3);
      (j) o A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J);
      (k) o Group, in accordance with § 240.13d-1(b)(1)(ii)(K).

     

    If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution: ____________.

     

     

     

     

    Item 4. Ownership:
       
      Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
       
      (a) Amount beneficially owned:  0
         
      (b) Percent of class: 0%
         
      (c) Number of shares as to which the person has:
         
        (i)

    Sole power to vote or to direct the vote: 0

     

        (ii)

    Shared power to vote or to direct the vote: 0

     

        (iii)

    Sole power to dispose or to direct the disposition of: 0

     

        (iv) Shared power to dispose or to direct the disposition of: 0
           
    Item 5. Ownership of Five Percent or Less of a Class:
       
      If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following. x
       
    Item 6. Ownership of More Than Five Percent on Behalf of Another Person: n/a
       
    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company: n/a
       
    Item 8. Identification and Classification of Members of the Group: n/a
       
    Item 9. Notice of Dissolution of Group: n/a
       
    Item 10. Certifications:
       
      By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

     

     

     

     

    SIGNATURE

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

     

      Date: February 11, 2022
         
      By: /s/ Sean Kreiger
         
      Name: Sean Kreiger
         
      Title: Chief Compliance Officer

     

    The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative’s authority to sign on behalf of such person shall be filed with the statement, Provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature.

     

    Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations

    (see 18 U.S.C. 1001).

     

     

     

    Get the next $HQY alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $HQY

    DatePrice TargetRatingAnalyst
    3/25/2025$120.00 → $115.00Outperform → Strong Buy
    Raymond James
    12/4/2024$126.00Outperform
    Mizuho
    11/15/2024$108.00Neutral
    Goldman
    4/4/2024$101.00Mkt Outperform
    JMP Securities
    4/2/2024$86.00 → $108.00Overweight
    JP Morgan
    1/3/2024$84.00Overweight
    Barclays
    9/21/2023$79.00 → $87.00Neutral → Outperform
    Robert W. Baird
    10/21/2022$64.00 → $77.00Sell → Neutral
    Goldman
    More analyst ratings

    $HQY
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences

      DRAPER, Utah, May 09, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced plans to release its first quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, June 3, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, June 3, 2025, at 4:30 p.m. Eastern Time during which management will review the Company's first quarter results. HealthEquity First Quarter Fiscal Year 2026 Results Conference CallDate: June 3, 2025Time:4:30 p.m. Eastern Time / 2:30 p.m. Mount

      5/9/25 4:59:50 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • USA Today Names HealthEquity to its Top 25 Workplaces

      DRAPER, Utah, April 29, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the nation's largest health savings account (HSA) administrator, today announced it has been named a USA Today Top Workplace for 2025, ranking 23rd nationwide for companies with more than 2,500 employees. This is HealthEquity's fourth consecutive year on the coveted list, and it is the only company from the healthcare benefits industry to be ranked in the Top 25. "This award is a testament to our incredible teammates who show up every day—wherever they are—with purpose, passion, and care for one another. They've proven that a thriving culture isn't bound by office walls. It's built through t

      4/29/25 9:00:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity's Expedited Claims Technology Wins Artificial Intelligence Excellence Awards

      DRAPER, Utah, April 15, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the nation's largest Health Savings Account (HSA) administrator, has been recognized by the Business Intelligence Group for its Expedited Claims AI system at the 2025 Artificial Intelligence Excellence Awards. The award honors outstanding organizations, products, and individuals who have harnessed the power of AI for good to solve real-world problems. HealthEquity won awards for "Innovative AI Products" in the categories of health and automation. "Our team identified a pain point for members, and they determined a way to fix it," said Bryan Rhodes, principal product manager at HealthEqu

      4/15/25 9:20:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • HealthEquity upgraded by Raymond James with a new price target

      Raymond James upgraded HealthEquity from Outperform to Strong Buy and set a new price target of $115.00 from $120.00 previously

      3/25/25 8:22:31 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • Mizuho initiated coverage on HealthEquity with a new price target

      Mizuho initiated coverage of HealthEquity with a rating of Outperform and set a new price target of $126.00

      12/4/24 7:41:08 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • Goldman initiated coverage on HealthEquity with a new price target

      Goldman initiated coverage of HealthEquity with a rating of Neutral and set a new price target of $108.00

      11/15/24 7:47:14 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Selander Robert W exercised 12,500 shares at a strike of $28.68 and sold $446,513 worth of shares (5,750 units at $77.65), increasing direct ownership by 9% to 84,969 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/11/25 12:53:52 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • FOUNDER AND VICE CHAIRMAN Neeleman Stephen covered exercise/tax liability with 9,019 shares, decreasing direct ownership by 7% to 113,642 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/10/25 5:13:19 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • EVP, General Counsel Ladd Delano covered exercise/tax liability with 6,991 shares, decreasing direct ownership by 7% to 86,426 units (SEC Form 4)

      4 - HEALTHEQUITY, INC. (0001428336) (Issuer)

      4/10/25 5:05:24 PM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Leadership Updates

    Live Leadership Updates

    See more
    • HealthEquity Reports Year-End Sales Metrics

      DRAPER, Utah, Feb. 18, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced its HSAs, HSA Assets and Total Accounts as of its fiscal year ended January 31, 2025. The Company also affirmed its guidance for fiscal 2025 and 2026, provided an updated HSA cash repricing schedule, and announced upcoming events and presentations. The total number of HSAs as of January 31, 2025 was 9.9 million, an increase of 14%, from 8.7 million as of January 31, 2024. The Company closed its fiscal year 2025 with 17.0 million Total Accounts, an increase of 9%, from 15.7 million as of January 31,

      2/18/25 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Announces Record Year-End HSA Sales Outlook, Presentation at J.P. Morgan Healthcare Conference

      DRAPER, Utah, Jan. 13, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced estimates of HSAs, HSA Assets and Total Accounts for its fiscal year ending January 31, 2025, reflecting a strong sales year with record New HSAs from Sales and strong custodial HSA Asset growth. Estimated HSAs to be approximately 9.8 million by January 31, 2025, up from 8.7 million a year earlier.Estimated HSA Assets to be approximately $31 billion, up from $25.2 billion at the end of fiscal year 2024, with approximately $17 billion of HSA Cash. Invested balances included in the estimated assets a

      1/13/25 9:01:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HSA Week 2024 Offers Free Resources and Personalized Healthcare Savings Paths

      DRAPER, Utah, Aug. 21, 2024 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity"), the leader in health savings accounts (HSAs) and consumer-directed benefits administration, will kick off the second annual HSA WeekTM on August 26. The weeklong event will include a variety of resources to educate workers and companies about HSAs and their potential to improve healthcare savings and financial stability. According to a recent HealthEquity research study, roughly 40% of employees lack confidence in their health plan decisions and more than half wonder at times if they have chosen the right plan for their needs. The good news is that education can help. The study also found th

      8/21/24 8:30:00 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/13/24 5:06:19 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/9/24 4:15:05 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form SC 13G/A filed by HealthEquity Inc. (Amendment)

      SC 13G/A - HEALTHEQUITY, INC. (0001428336) (Subject)

      2/9/24 9:16:06 AM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    Financials

    Live finance-specific insights

    See more
    • HealthEquity Announces First Quarter Earnings Release Date Presentations at Investor Conferences

      DRAPER, Utah, May 09, 2025 (GLOBE NEWSWIRE) -- HealthEquity, Inc. (NASDAQ:HQY) ("HealthEquity" or the "Company"), the nation's largest health savings account ("HSA") custodian, today announced plans to release its first quarter of fiscal 2026 financial results following the close of regular stock market trading hours on Tuesday, June 3, 2025. Following the news release, HealthEquity management plans to host a conference call for investors on Tuesday, June 3, 2025, at 4:30 p.m. Eastern Time during which management will review the Company's first quarter results. HealthEquity First Quarter Fiscal Year 2026 Results Conference CallDate: June 3, 2025Time:4:30 p.m. Eastern Time / 2:30 p.m. Mount

      5/9/25 4:59:50 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Reports Fiscal Year and Fourth Quarter Ended January 31, 2025 Financial Results

      Highlights of the fiscal year include: Revenue of $1.20 billion, an increase of 20% compared to $999.6 million in FY24.Net income of $96.7 million, an increase of 74% compared to $55.7 million in FY24, with non-GAAP net income of $277.3 million, an increase of 42% compared to $195.5 million in FY24.Net income per diluted share of $1.09, an increase of 70% compared to $0.64 in FY24, with non-GAAP net income per diluted share of $3.12, an increase of 39% compared to $2.25 in FY24.Adjusted EBITDA of $471.8 million, an increase of 28% compared to $369.2 million in FY24.9.9 million HSAs, an increase of 14% compared to FY24.Total HSA Assets of $32.1 billion, an increase of 27% compared to F

      3/18/25 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • HealthEquity Reports Third Quarter Ended October 31, 2024 Financial Results

      Highlights of the third quarter include: Revenue of $300.4 million, an increase of 21% compared to $249.2 million in Q3 FY24.Net income of $5.7 million, compared to $14.7 million in Q3 FY24, with non-GAAP net income of $69.4 million, an increase of 33% compared to $52.2 million in Q3 FY24.Net income per diluted share of $0.06, compared to $0.17 in Q3 FY24, with non-GAAP net income per diluted share of $0.78, compared to $0.60 in Q3 FY24.Adjusted EBITDA of $118.2 million, an increase of 24% compared to $95.6 million in Q3 FY24.9.5 million HSAs, an increase of 15% compared to Q3 FY24.Total HSA Assets of $30.0 billion, an increase of 33% compared to Q3 FY24.16.5 million Total Accounts, inc

      12/9/24 4:01:00 PM ET
      $HQY
      Business Services
      Consumer Discretionary

    $HQY
    SEC Filings

    See more
    • HealthEquity Inc. filed SEC Form 8-K: Leadership Update, Financial Statements and Exhibits

      8-K - HEALTHEQUITY, INC. (0001428336) (Filer)

      4/28/25 4:01:38 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form 144 filed by HealthEquity Inc.

      144 - HEALTHEQUITY, INC. (0001428336) (Subject)

      4/10/25 4:55:06 PM ET
      $HQY
      Business Services
      Consumer Discretionary
    • SEC Form 144 filed by HealthEquity Inc.

      144 - HEALTHEQUITY, INC. (0001428336) (Subject)

      4/9/25 4:04:38 PM ET
      $HQY
      Business Services
      Consumer Discretionary