---
schema_version: "secwatch.filing_event.v1"
accession: "0001428336-24-000002"
form_type: "8-K"
ticker: "HQY"
cik: "0001428336"
company_name: "HEALTHEQUITY, INC."
filed_at: "2024-01-08T23:59:59+00:00"
generated_at: "2026-06-07T02:09:31.161989+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# HealthEquity guides FY2024 year-end: ~8.7M HSAs, $24.5B HSA assets

## Summary
- Estimated HSAs ~8.7M as of Jan 31, 2024, up from 8.0M a year earlier (8.75% growth).
- Estimated HSA assets ~$24.5B, up from $22.1B; total accounts ~15.6M vs 14.9M.
- Beat Enhanced Rates goal: >30% of HSA cash in Enhanced Rates, 40% capacity increase.
- Pending BenefitWallet HSA acquisition expected to close in fiscal 2025.
- Investor day set for Feb 22, 2024; J.P. Morgan conference presentation Jan 9.

## SEC filing metadata
- accession: 0001428336-24-000002
- form_type: 8-K
- ticker: HQY
- cik: 0001428336
- company_name: HEALTHEQUITY, INC.
- filed_at: 2024-01-08T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1428336/000142833624000002/0001428336-24-000002-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1428336/000142833624000002/hqy-20240108.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428336-24-000002
- JSON: https://secwatch.observer/filing/0001428336-24-000002.json
- Plain text: https://secwatch.observer/filing/0001428336-24-000002.txt

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