---
schema_version: "secwatch.filing_event.v1"
accession: "0001428336-24-000007"
form_type: "8-K"
ticker: "HQY"
cik: "0001428336"
company_name: "HEALTHEQUITY, INC."
filed_at: "2024-03-13T23:59:59+00:00"
generated_at: "2026-06-04T22:05:23.284757+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# HealthEquity completes first tranche of Conduent HSA portfolio acquisition

## Summary
- First tranche closed March 7: ~266,000 HSAs and $1.1B of assets transferred to HealthEquity.
- Purchase price of $163.9M paid in cash; previously announced on Sept 18, 2023.
- Remaining two tranches of Conduent's HSA portfolio to transfer in future.

## SEC filing metadata
- accession: 0001428336-24-000007
- form_type: 8-K
- ticker: HQY
- cik: 0001428336
- company_name: HEALTHEQUITY, INC.
- filed_at: 2024-03-13T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1428336/000142833624000007/0001428336-24-000007-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1428336/000142833624000007/hqy-20240307.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001428336-24-000007
- JSON: https://secwatch.observer/filing/0001428336-24-000007.json
- Plain text: https://secwatch.observer/filing/0001428336-24-000007.txt

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