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Compiled from SEC Form N-PX filings and HEALTHEQUITY INC.’s Form 8-K, filed June 27, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of June 27, 2024: 13 items on HEALTHEQUITY INC.’s Form 8-K, filed June 27, 2024: 13 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Explore HEALTHEQUITY INC. in the interactive database Compare manager voting policies
These tallies are HEALTHEQUITY INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 27, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Robert Selander | 76,943,718 | 1,540,430 | 75,377 | -- | 3,774,705 | 98% | Not verified | — |
| Elect Director: Jon Kessler | 78,241,749 | 266,516 | 51,260 | -- | 3,774,705 | 99.6% | Not verified | — |
| Elect Director: Stephen Neeleman, M.D. | 77,945,113 | 563,212 | 51,200 | -- | 3,774,705 | 99.2% | Not verified | — |
| Elect Director: Paul Black | 78,192,846 | 312,010 | 54,669 | -- | 3,774,705 | 99.6% | Not verified | — |
| Elect Director: Adrian Dillon | 78,224,099 | 280,669 | 54,757 | -- | 3,774,705 | 99.6% | Not verified | — |
| Elect Director: Evelyn Dilsaver | 77,717,584 | 787,566 | 54,375 | -- | 3,774,705 | 99% | Not verified | — |
| Elect Director: Debra McCowan | 77,744,695 | 744,453 | 70,377 | -- | 3,774,705 | 99.0% | Not verified | — |
| Elect Director: Rajesh Natarajan | 78,296,897 | 207,611 | 55,017 | -- | 3,774,705 | 99.7% | Not verified | — |
| Elect Director: Stuart Parker | 78,235,908 | 252,677 | 70,940 | -- | 3,774,705 | 99.6% | Not verified | — |
| Elect Director: Gayle Wellborn | 77,964,390 | 540,134 | 55,001 | -- | 3,774,705 | 99.3% | Not verified | — |
| 2. The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending January 31, 2025 | 81,967,216 | 303,024 | 63,990 | -- | -- | 99.6% | Not verified | — |
| 3. The approval, on a non-binding, advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers | 77,359,793 | 1,140,611 | 59,121 | -- | 3,774,705 | 99% | Not verified | — |
| 4. The approval of the HealthEquity, Inc. 2024 Equity Incentive Plan | 75,111,856 | 3,360,458 | 87,211 | -- | 3,774,705 | 96% | Not verified | — |
Source: HEALTHEQUITY INC., Form 8-K, filed with the SEC on June 27, 2024 — read the filing on EDGAR.
Each item below shows how the 420 asset managers that disclosed a HEALTHEQUITY INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 6 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Adrian Dillon
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Adrian Dillon”): 78,224,099 for, 280,669 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,191 for, 140 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.0% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Debra McCowan
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Debra McCowan”): 77,744,695 for, 744,453 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.0% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,290,787 for, 61,637 against, 58,238 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,554 | 260 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Evelyn Dilsaver
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Evelyn Dilsaver”): 77,717,584 for, 787,566 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,239,215 for, 129,116 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,554 | 260 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Gayle Wellborn
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Gayle Wellborn”): 77,964,390 for, 540,134 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.3% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,306,695 for, 61,636 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,554 | 260 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Jon Kessler
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Jon Kessler”): 78,241,749 for, 266,516 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,191 for, 140 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Paul Black
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Paul Black”): 78,192,846 for, 312,010 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,191 for, 140 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 5 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Rajesh Natarajan
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Rajesh Natarajan”): 78,296,897 for, 207,611 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.7% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,191 for, 139 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 5 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Robert Selander
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Robert Selander”): 76,943,718 for, 1,540,430 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,265,239 for, 103,092 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,554 | 260 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.2% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Stephen Neeleman, M.D.
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Stephen Neeleman, M.D.”): 77,945,113 for, 563,212 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.2% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,190 for, 140 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 6 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their successors are duly elected and qualified: Stuart Parker
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Stuart Parker”): 78,235,908 for, 252,677 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,352,284 for, 140 against, 58,238 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,675 | 139 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Combines 2 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: To approve the HealthEquity, Inc. 2024 Equity Incentive Plan.
HEALTHEQUITY INC.’s own tally for this item (“4. The approval of the HealthEquity, Inc. 2024 Equity Incentive Plan”): 75,111,856 for, 3,360,458 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 133 asset managers below reported 46,624,603 for, 1,515,286 against.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0 | 800,000 | 0 | 0 | Against |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,757 | 57 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 0 | 516,647 | 0 | 0 | Against |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 360,320 | 0 | 0 | 0 | For |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.
Combines 14 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: To approve, on a non-binding, advisory basis, the fiscal 2024 compensation paid to our named executive officers.
HEALTHEQUITY INC.’s own tally for this item (“3. The approval, on a non-binding, advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers”): 77,359,793 for, 1,140,611 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,814 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Fund voting reports, all 133 managers: 48,084,810 for, 46,860 against, 42,331 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 5,067,616 | 0 | 0 | 0 | For |
| Fidelity | 4,689,843 | 0 | 0 | 0 | For |
| BlackRock | 3,523,500 | 752 | 0 | 0 | For |
| State Street | 2,794,558 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 2,076,367 | 0 | 0 | 0 | For |
| MACKENZIE FINANCIAL CORP | 2,037,301 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,980,402 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 1,578,159 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 1,470,265 | 0 | 0 | 0 | For |
| JPMorgan | 1,323,282 | 0 | 0 | 0 | For |
| ArrowMark Colorado Holdings LLC | 1,087,407 | 0 | 0 | 0 | For |
| Stephens Investment Management Group LLC | 1,068,671 | 0 | 0 | 0 | For |
| Invesco | 1,066,097 | 0 | 0 | 0 | For |
| Charles Schwab | 1,059,056 | 0 | 0 | 0 | For |
| Janus Henderson | 1,029,056 | 0 | 0 | 0 | For |
| Northern Trust | 1,002,811 | 0 | 0 | 0 | For |
| Allspring | 987,073 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 949,613 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 800,000 | 0 | 0 | 0 | For |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 748,367 | 0 | 0 | 0 | For |
| GW&K Investment Management, LLC | 631,344 | 4,902 | 0 | 0 | For |
| Wellington | 596,619 | 0 | 0 | 0 | For |
| Nuveen | 569,377 | 0 | 0 | 0 | For |
| American Century | 532,766 | 0 | 0 | 0 | For |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 530,970 | 0 | 0 | 0 | For |
Institutional-manager reports, all 316 managers: 51,763,941 for, 873,025 against, 4,756 abstained, 291 not voted, 1,243 unknown. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending January 31, 2025.
HEALTHEQUITY INC.’s own tally for this item (“2. The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending January 31, 2025”): 81,967,216 for, 303,024 against, per its Form 8-K filed June 27, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 135 asset managers below reported 48,368,273 for, 58 against, 42,331 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,635,018 | 0 | 0 | 0 | For |
| Fidelity | 6,501,772 | 0 | 0 | 0 | For |
| BlackRock | 5,791,273 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,770,894 | 0 | 0 | 0 | For |
| Legg Mason | 1,777,682 | 0 | 0 | 0 | For |
| JPMorgan | 1,483,054 | 0 | 0 | 0 | For |
| Charles Schwab | 1,035,811 | 0 | 0 | 0 | For |
| Dimensional | 998,858 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 952,971 | 0 | 0 | 0 | For |
| Invesco | 906,461 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 894,216 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 800,000 | 0 | 0 | 0 | For |
| Jackson National | 642,078 | 0 | 0 | 0 | For |
| Allspring | 638,151 | 0 | 0 | 0 | For |
| State Street | 602,757 | 57 | 0 | 0 | For |
| Brown Advisory Funds | 524,200 | 0 | 0 | 0 | For |
| American Century | 516,647 | 0 | 0 | 0 | For |
| Franklin Custodian Funds | 500,000 | 0 | 0 | 0 | For |
| TIAA | 485,399 | 0 | 0 | 0 | For |
| Equitable | 419,008 | 0 | 0 | 0 | For |
| Nationwide | 406,251 | 0 | 0 | 0 | For |
| Brighthouse | 317,989 | 0 | 42,331 | 0 | Mixed |
| Principal | 352,563 | 0 | 0 | 0 | For |
| WILLIAMSBURG INVESTMENT TRUST | 343,734 | 0 | 0 | 0 | For |
| Loomis Sayles | 342,403 | 0 | 0 | 0 | For |
Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 87,010,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 11.07% |
| 2 | Fidelity | 7.47% |
| 3 | BlackRock | 6.66% |
| 4 | WASATCH FUNDS TRUST | 4.33% |
| 5 | Legg Mason | 2.04% |
| 6 | JPMorgan | 1.70% |
| 7 | Charles Schwab | 1.19% |
| 8 | Dimensional | 1.15% |
| 9 | JANUS INVESTMENT FUND | 1.10% |
| 10 | Invesco | 1.04% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | WASATCH ADVISORS LP | 5.82% |
| 2 | Fidelity | 5.39% |
| 3 | BlackRock | 4.05% |
| 4 | State Street | 3.21% |
| 5 | Clearbridge Investments, LLC | 2.39% |
| 6 | MACKENZIE FINANCIAL CORP | 2.34% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.28% |
| 8 | BROWN ADVISORY INC | 1.81% |
| 9 | FRANKLIN ADVISERS INC | 1.69% |
| 10 | JPMorgan | 1.52% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 12.83% | 13F |
| Vanguard Group | 10.05% | 13F |
| Wasatch Advisors, Inc. | 7.86% | DEF14A |
| FMR LLC | 5.99% | DEF14A |
| FMR (Fidelity) | 4.01% | 13F |
| State Street | 3.51% | 13F |
| Geode Capital | 2.27% | 13F |
| Franklin Templeton | 1.79% | 13F |
| Invesco | 1.66% | 13F |
| Dimensional Fund Advisors | 1.65% | 13F |
Percentages above are of 87,010,000 shares outstanding, as reported by HEALTHEQUITY INC. on its Form 10-Q dated April 30, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from HEALTHEQUITY INC.’s 10-Q dated April 30, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At HEALTHEQUITY INC.'s shareholder meeting held June 27, 2024, in the 2023-2024 proxy season, 420 asset managers reported how they voted on 13 ballot items in their SEC Form N-PX filings, covering 7,375 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding, advisory basis, the fiscal 2024 compensation paid to our named… — FOR was 99% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: HEALTHEQUITY INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 27, 2024.
HEALTHEQUITY INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.