Monitor for any future conversion to Schedule 13D, which would signal activist intent. The 8.5% stake gives Wasatch meaningful influence, but the 13G certification confirms passive intent for now.
Price Chart
Executive Summary
Wasatch Advisors LP filed an amended Schedule 13G disclosing a 8.5% passive stake in HealthEquity, Inc. as of September 30, 2026, representing 7,011,469 shares. This is an increase from the prior filing period, indicating growing conviction by a significant institutional holder.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP reported beneficial ownership of 7,011,469 shares of HealthEquity common stock
- Stake represents 8.5% of shares outstanding
- Filing is an amendment to Schedule 13G, confirming passive investment intent
- Filing date: October 9, 2026, with ownership date as of September 30, 2026
Financial Impact
No financial figures provided in filing; stake value not disclosed
Risk Factors
- Passive certification could change if Wasatch engages with management or seeks board representation
- No information on cost basis or whether position was built recently or over time
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000814133-26-000119 |
| Document: 0000814133-26-000119-index.html | 0000814133-26-000119 |
| Document: 0000814133-26-000119.txt | 0000814133-26-000119 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | Insider Cluster | $96.60 | awaiting T+5 | — | $101.53 (+5.10%) |
Oct 9, 2026 17d ago | 8-K | $92.03 $93.07 | ▲ +1.13% | ▲ +2.62% | $101.53 (+10.32%) |
Oct 9, 2026 17d ago | SC 13G/A | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Oct 8, 2026 18d ago | 144 | $92.61 $92.03 | ▼ −0.63% | ▲ +1.34% | $101.53 (+9.63%) |
Sep 30, 2026 27d ago | 8-K | $88.46 $91.90 | ▲ +3.89% | ▲ +1.98% | $101.53 (+14.78%) |
US Market Status
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