secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2025-02-18T23:59:59+00:00
Accession:  0001428336-25-000004
Event type: other_material
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HealthEquity reports 14% HSA growth to 9.9M, $32.1B in assets, affirms FY25/FY26 outlook
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- Total HSAs reached 9.9M as of Jan 31, 2025, up 14% YoY from 8.7M.
- HSA Assets grew 27% YoY to $32.1B ($17.4B cash, $14.7B investments).
- New HSAs from sales YTD: 1,040,000 (+10% YoY); total accounts 17.0M (+9%).
- Affirms FY2025 and FY2026 outlook previously issued Dec 9, 2024; Q4 FY2025 earnings call set for Mar 18, 2025.
- Provides HSA cash repricing schedule: $2.3B expected to reprice in FY2026 at 2.5% avg yield.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833625000004/0001428336-25-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833625000004/hqy-20250218.htm
  HTML page:      https://secwatch.observer/filing/0001428336-25-000004

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