---
schema_version: "secwatch.filing_event.v1"
accession: "0001428336-23-000002"
form_type: "8-K"
ticker: "HQY"
cik: "0001428336"
company_name: "HEALTHEQUITY, INC."
filed_at: "2023-01-09T23:59:59+00:00"
generated_at: "2026-06-20T17:39:25.825943+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# HealthEquity estimates ~8M HSAs, $22B assets by Jan 31; record new account openings

## Summary
- Estimated 8 million HSAs by Jan 31, 2023, up from 7.2 million a year earlier.
- Estimated HSA assets approaching $22 billion, up from $19.6 billion in fiscal 2022.
- Estimated total accounts approaching 15 million, compared to 14.4 million end of fiscal 2022.
- Record ~950,000 new HSAs from sales in fiscal 2023; CEO cites rising interest rates for growth.
- Company to present at 41st J.P. Morgan Healthcare Conference on January 11, 2023.

## SEC filing metadata
- accession: 0001428336-23-000002
- form_type: 8-K
- ticker: HQY
- cik: 0001428336
- company_name: HEALTHEQUITY, INC.
- filed_at: 2023-01-09T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1428336/000142833623000002/0001428336-23-000002-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1428336/000142833623000002/hqy-20230109.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428336-23-000002
- JSON: https://secwatch.observer/filing/0001428336-23-000002.json
- Plain text: https://secwatch.observer/filing/0001428336-23-000002.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.