UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) For the quarterly period ended July 31, 2023 (State or other jurisdiction of OR incorporation or organization) Delaware 52-2383166 (I.R.S. Employer Identification Number) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 52-2383166 (I.R.S. E ...

HealthEquity, Inc. (NASDAQ:HQY) Q1 2024 Earnings Conference Call June 5, 2023 4:30 PM ET Company Participants Richard Putnam - Investor Relations Jon Kessler - President and Chief Executive Officer Tyson Murdock - Executive Vice President and Chief Financial Officer Steve Neeleman - Vice Chair and Founder of the company Conference Call Participants Glen Santangelo - Jefferies Stan Berenshteyn - Wells Fargo Anne Samuel - JPMorgan George Hill - Deutsche Bank Greg Peters - Raymond James Sandy Draper - Guggenhe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) Delaware 52-2383166 (State or other jurisdiction of incorporatio ...

ealthEquit Net new HSA sales Acq HSAs 11% growth YoY 13% total HSA asset growth YOY Fiscal third quarter financial results Three Months Twelve Months Three Months Twelve Months 16 Guidance ealthEquit 30% 26% Years increased market share3 18 HealthEquity® Investor Presentation March 2023 Safe harbor This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, w ...

HealthEquity, Inc. (NASDAQ:HQY) Q4 2023 Earnings Conference Call March 21, 2023 4:30 PM ET Company Participants Richard Putnam - Investor Relations Jon Kessler - President and Chief Executive Officer Tyson Murdock - Executive Vice President and Chief Financial Officer Stephen Neeleman - Founder and Vice Chairman Conference Call Participants Anne Samuel - JPMorgan Chase & Co. Greg Peters - Raymond James & Associates, Inc. Sean Dodge - RBC Capital David Larsen - BTIG Stanislav Berenshteyn - Wells Fargo Securi ...

HSA Market 2017 2018 2019 2020 2021 2022 2023 2030 10% CAGR market growth to 2030 Value chain from channel partner to member HealthEquity® January 2023 This presentation does not constitute an offer or invitation for the sale or purchase of securities and has been prepared solely for informational purposes. This presentation is a summary of information contained in our public filings filed with the Securities and Exchange Commission (SEC), which public filings are expressly incorporated herein by reference ...

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2022 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 52-2383166 (I.R.S. ...

HealthEquity, Inc. (NASDAQ:HQY) Q3 2023 Earnings Conference Call December 6, 2022 4:30 PM ET Company Participants Richard Putnam - Investor Relations Jon Kessler - President and Chief Executive Officer Tyson Murdock - Executive Vice President and Chief Financial Officer Stephen Neeleman - Founder and Vice Chairman Conference Call Participants Stephanie Davis - SVB Securities LLC Anne Samuel - JPMorgan Chase & Co. Gregory Peters - Raymond James & Associates, Inc. Glen Santangelo - Jefferies LLC Scott Schoenh ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-36568 HEALTHEQUITY, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 52-2383166 (I.R.S. Em ...