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Compiled from SEC Form N-PX filings and HEALTHEQUITY INC.’s Form 8-K, filed June 27, 2025 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of June 26, 2025: 11 items on HEALTHEQUITY INC.’s Form 8-K, filed June 27, 2025: 11 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, 2025 (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 | 78,001,210 | 1,313,719 | 42,310 | -- | 3,991,799 | 98% | Not verified | — |
| Elect Director: Scott Cutler | 79,196,079 | 120,584 | 40,576 | -- | 3,991,799 | 99.8% | Not verified | — |
| Elect Director: Stephen Neeleman, M.D. | 78,889,654 | 429,470 | 38,115 | -- | 3,991,799 | 99.4% | Not verified | — |
| Elect Director: Adrian Dillon | 79,131,397 | 182,442 | 43,400 | -- | 3,991,799 | 99.7% | Not verified | — |
| Elect Director: Evelyn Dilsaver | 78,189,495 | 1,125,009 | 42,735 | -- | 3,991,799 | 99% | Not verified | — |
| Elect Director: Debra McCowan | 78,377,771 | 774,250 | 205,218 | -- | 3,991,799 | 99.0% | Not verified | — |
| Elect Director: Rajesh Natarajan | 79,217,536 | 95,612 | 44,091 | -- | 3,991,799 | 99.8% | Not verified | — |
| Elect Director: Stuart Parker | 79,217,887 | 95,071 | 44,281 | -- | 3,991,799 | 99.8% | Not verified | — |
| Elect Director: Gayle Wellborn | 78,605,775 | 547,083 | 204,381 | -- | 3,991,799 | 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, 2026 | 82,962,314 | 346,165 | 40,559 | -- | -- | 99.5% | Not verified | — |
| 3. The approval, on a non-binding, advisory basis, of the fiscal 2025 compensation paid to the Company's named executive officers | 76,093,619 | 3,218,477 | 45,143 | -- | 3,991,799 | 96% | Not verified | — |
Source: HEALTHEQUITY INC., Form 8-K, filed with the SEC on June 27, 2025 — read the filing on EDGAR.
Each item below shows how the 474 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 4 wordings of this item as funds reported it.
99.7% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 79,131,397 for, 182,442 against, per its Form 8-K filed June 27, 2025 (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 142 asset managers below reported 46,783,613 for, 0 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 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 nine directors to hold office until the 2026 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”): 78,377,771 for, 774,250 against, per its Form 8-K filed June 27, 2025 (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 142 asset managers below reported 46,782,874 for, 2 against, 32,362 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 78,189,495 for, 1,125,009 against, per its Form 8-K filed June 27, 2025 (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 142 asset managers below reported 46,738,124 for, 45,489 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.3% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 78,605,775 for, 547,083 against, per its Form 8-K filed June 27, 2025 (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 142 asset managers below reported 46,783,611 for, 1 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 79,217,536 for, 95,612 against, per its Form 8-K filed June 27, 2025 (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: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 142 asset managers below reported 46,783,613 for, 0 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 4 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 78,001,210 for, 1,313,719 against, per its Form 8-K filed June 27, 2025 (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 142 asset managers below reported 46,738,132 for, 45,480 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,465,491 | 727 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their successors are duly elected and qualified: Scott Cutler
HEALTHEQUITY INC.’s own tally for this item (“Elect Director: Scott Cutler”): 79,196,079 for, 120,584 against, per its Form 8-K filed June 27, 2025 (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: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 142 asset managers below reported 46,783,613 for, 0 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.4% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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.”): 78,889,654 for, 429,470 against, per its Form 8-K filed June 27, 2025 (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: 99.4% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 142 asset managers below reported 46,783,243 for, 370 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of nine directors to hold office until the 2026 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”): 79,217,887 for, 95,071 against, per its Form 8-K filed June 27, 2025 (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: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 142 asset managers below reported 46,782,876 for, 0 against, 32,362 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.
Combines 12 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: To approve, on a non-binding, advisory basis, the fiscal 2025 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 2025 compensation paid to the Company's named executive officers”): 76,093,619 for, 3,218,477 against, per its Form 8-K filed June 27, 2025 (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.
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 | 9,465,491 | 727 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,189,607 | 383,545 | 0 | 0 | Mixed |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 472,491 | 313,843 | 0 | 0 | Mixed |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,601 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 387,506 | 81,196 | 31,625 | 0 | Mixed |
| American Century | 0 | 467,248 | 0 | 0 | Against |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Fund voting reports, all 140 managers: 45,384,146 for, 1,365,341 against, 31,625 abstained, 52 not voted. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 5,007,107 | 0 | 0 | 0 | For |
| Fidelity | 5,003,594 | 0 | 0 | 0 | For |
| State Street | 2,933,515 | 1,259 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,151,422 | 0 | 0 | 0 | For |
| BlackRock | 2,128,714 | 752 | 0 | 0 | For |
| Invesco | 1,369,754 | 424,738 | 0 | 0 | Mixed |
| MACKENZIE FINANCIAL CORP | 1,667,051 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 1,624,378 | 0 | 0 | 0 | For |
| Clearbridge Investments, LLC | 1,328,113 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,315,854 | 0 | 0 | 0 | For |
| Charles Schwab | 1,139,318 | 0 | 0 | 0 | For |
| CIBC Private Wealth Group LLC | 1,009,859 | 0 | 0 | 0 | For |
| Loomis Sayles | 932,736 | 0 | 0 | 0 | For |
| Northern Trust | 918,976 | 0 | 0 | 0 | For |
| FRANKLIN ADVISERS INC | 883,180 | 0 | 0 | 0 | For |
| GENEVA CAPITAL MANAGEMENT LLC | 863,629 | 0 | 0 | 0 | For |
| Allspring | 801,855 | 0 | 0 | 0 | For |
| Stephens Investment Management Group LLC | 799,855 | 0 | 0 | 0 | For |
| Janus Henderson | 794,609 | 0 | 0 | 0 | For |
| BAMCO INC /NY/ | 780,000 | 0 | 0 | 0 | For |
| JPMorgan | 777,997 | 0 | 0 | 0 | For |
| Wellington | 740,072 | 0 | 0 | 0 | For |
| Greenhouse Funds LLLP | 707,412 | 0 | 0 | 0 | For |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 699,537 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 658,415 | 0 | 0 | Against |
Institutional-manager reports, all 370 managers: 53,676,584 for, 2,505,330 against, 3,931 not voted, 553,625 mixed. Showing the 25 largest; see all in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.5% 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, 2026.
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, 2026”): 82,962,314 for, 346,165 against, per its Form 8-K filed June 27, 2025 (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: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 143 asset managers below reported 46,783,235 for, 407 against, 31,625 abstained, 52 not voted.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 9,466,218 | 0 | 0 | 0 | For |
| Fidelity | 6,523,345 | 0 | 0 | 0 | For |
| BlackRock | 6,010,398 | 0 | 0 | 0 | For |
| WASATCH FUNDS TRUST | 3,596,379 | 0 | 0 | 0 | For |
| Invesco | 1,573,152 | 0 | 0 | 0 | For |
| Legg Mason | 1,148,882 | 0 | 0 | 0 | For |
| Charles Schwab | 1,122,379 | 0 | 0 | 0 | For |
| T. Rowe Price | 920,138 | 0 | 0 | 0 | For |
| Jackson National | 786,334 | 0 | 0 | 0 | For |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 0 | 0 | 0 | For |
| JANUS INVESTMENT FUND | 689,710 | 0 | 0 | 0 | For |
| State Street | 652,564 | 37 | 0 | 0 | For |
| Columbia Threadneedle | 635,230 | 0 | 0 | 0 | For |
| FRANKLIN STRATEGIC SERIES | 564,289 | 0 | 0 | 0 | For |
| Nationwide | 545,473 | 0 | 0 | 0 | For |
| Allspring | 532,553 | 0 | 0 | 0 | For |
| Brighthouse | 468,702 | 0 | 31,625 | 0 | Mixed |
| American Century | 467,248 | 0 | 0 | 0 | For |
| TIAA | 442,901 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 438,136 | 0 | 0 | 0 | For |
| Equitable | 387,174 | 0 | 0 | 0 | For |
| Thrivent | 361,083 | 0 | 0 | 0 | For |
| Loomis Sayles | 353,542 | 0 | 0 | 0 | For |
| MFS | 345,463 | 0 | 0 | 0 | For |
| Virtus | 332,621 | 0 | 0 | 0 | For |
Showing the 25 largest of 143 asset managers. See all 143 in the interactive database.
Not shown here: this season’s fund filings also report 1 item from the meeting of June 27, 2024, which belongs to the 2023-2024 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.
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 86,714,000 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 10.92% |
| 2 | Fidelity | 7.52% |
| 3 | BlackRock | 6.93% |
| 4 | WASATCH FUNDS TRUST | 4.15% |
| 5 | Invesco | 1.81% |
| 6 | Legg Mason | 1.32% |
| 7 | Charles Schwab | 1.29% |
| 8 | T. Rowe Price | 1.06% |
| 9 | Jackson National | 0.91% |
| 10 | BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.86% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | WASATCH ADVISORS LP | 5.77% |
| 2 | Fidelity | 5.77% |
| 3 | State Street | 3.38% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.48% |
| 5 | BlackRock | 2.46% |
| 6 | Invesco | 2.07% |
| 7 | MACKENZIE FINANCIAL CORP | 1.92% |
| 8 | BROWN ADVISORY INC | 1.87% |
| 9 | Clearbridge Investments, LLC | 1.53% |
| 10 | T. Rowe Price | 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 | 12.53% | 13F |
| Vanguard Group | 10.17% | 13F |
| Wasatch Advisors, Inc. | 7.89% | DEF14A |
| FMR LLC | 6.01% | DEF14A |
| FMR (Fidelity) | 5.75% | 13F |
| State Street | 3.78% | 13F |
| Invesco | 2.82% | 13F |
| Geode Capital | 2.47% | 13F |
| Dimensional Fund Advisors | 1.77% | 13F |
| Morgan Stanley | 1.62% | 13F |
Percentages above are of 86,714,000 shares outstanding, as reported by HEALTHEQUITY INC. on its Form 10-Q dated April 30, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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, 2025. 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 26, 2025, in the 2024-2025 proxy season, 474 asset managers reported how they voted on 11 ballot items in their SEC Form N-PX filings, covering 6,290 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named… — FOR was 96% 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, 2025.
HEALTHEQUITY INC. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.