HealthEquity (HQY) Stock Analysis

What HealthEquity does

Headquartered in Draper, Utah, and established in 2002, HealthEquity, Inc. furnishes technology-powered service platforms to both individual consumers and employers across the United States. The company provides cloud-based solutions designed to assist individuals in overseeing their healthcare expenditures and savings. These platforms enable users to make informed decisions about their health finances, pay medical bills, compare treatment options and costs, access personalized benefits and clinical data, earn incentives for wellness, and grow their savings through various investment avenues, including specific investment choices. In addition to these personal financial management tools, HealthEquity administers a range of health-related accounts, such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Arrangements (HRAs). Its offerings also encompass a mutual fund investment platform, an automated online advisory service known as Advisor, COBRA continuation services, and the management of pre-tax commuter benefits programs. HealthEquity markets its services through a dedicated direct sales team, collaborates with benefits brokers and advisors, and leverages a comprehensive network comprising health plans, benefits administrators, consultants, and retirement plan record-keepers.

Key metrics

ETFs linked to HQY

Broad-market and Healthcare sector ETFs an investor holding HealthEquity is often also exposed to. Open an ETF page to see its actual top holdings.

PortView Portfolio Insights

PortView analyzes how HQY fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Frequently asked questions

What is the ticker symbol for HealthEquity?

HealthEquity trades under the ticker HQY on NASDAQ.

Which exchange is HQY listed on?

HQY is listed on NASDAQ.

What sector does HealthEquity operate in?

HealthEquity is classified in the Healthcare sector (Medical - Healthcare Information Services industry).

How can PortView help analyze HQY in a portfolio?

PortView shows HQY's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.