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HealthEquity, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and HealthEquity, Inc.’s Form 8-K, filed June 26, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.

14Ballot items
502Asset managers
7,732Fund votes
June 25, 2026Meeting date

Results at a glance

Meeting of June 25, 2026: 14 items on HealthEquity, Inc.’s Form 8-K, filed June 26, 2026: 14 without a stated outcome.

Material dissent

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

Proxy season: 2023-2024 2024-2025 2025-2026

Explore HealthEquity, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by HealthEquity, Inc.

These tallies are HealthEquity, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 26, 2026 (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.

HealthEquity, Inc. — official shareholder meeting results, meeting held June 25, 2026
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Robert Selander	74,453,187	1,442,014	35,205	--	3,822,795	98%	Not verified	—
Elect Director: Scott Cutler	75,542,815	353,789	33,802	--	3,822,795	99.5%	Not verified	—
Elect Director: Stephen Neeleman, M.D.	75,032,571	864,875	32,960	--	3,822,795	99%	Not verified	—
Elect Director: Adrian Dillon	74,828,471	1,066,059	35,876	--	3,822,795	99%	Not verified	—
Elect Director: Evelyn Dilsaver	74,762,646	1,131,196	36,564	--	3,822,795	99%	Not verified	—
Elect Director: William Gassen	75,701,238	193,566	35,602	--	3,822,795	99.7%	Not verified	—
Elect Director: Debra McCowan	74,683,289	1,209,511	37,606	--	3,822,795	98%	Not verified	—
Elect Director: Rajesh Natarajan	75,770,615	124,053	35,738	--	3,822,795	99.8%	Not verified	—
Elect Director: Stuart Parker	75,662,488	231,609	36,309	--	3,822,795	99.6%	Not verified	—
Elect Director: Gayle Wellborn	75,005,354	811,661	113,391	--	3,822,795	99%	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, 2027	79,249,985	449,600	53,616	--	--	99.4%	Not verified	—
3. The approval, on a non-binding, advisory basis, of the fiscal 2026 compensation paid to the Company's named executive officers	74,032,348	1,852,931	45,127	--	3,822,795	98%	Not verified	—
4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan	75,717,841	190,964	21,601	--	3,822,795	99.7%	Not verified	—
5. The approval of the Amended and Restated HealthEquity, Inc. 2024 Equity Incentive Plan	73,514,259	2,366,900	49,247	--	3,822,795	97%	Not verified	—

Source: HealthEquity, Inc., Form 8-K, filed with the SEC on June 26, 2026 — read the filing on EDGAR.

How asset managers voted at the HealthEquity, Inc. 2025-2026 meeting

Each item below shows how the 502 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.

1. Elect Director: Adrian Dillon

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 74,828,471AGAINST: 1,066,059

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 74,828,471 for, 1,066,059 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,467,008 for, 44,880 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,467,008AGAINST: 44,880ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,616	4	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	319,155	1,986	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

2. Elect Director: Debra McCowan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 74,683,289AGAINST: 1,209,511

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 74,683,289 for, 1,209,511 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,462,539 for, 49,349 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,462,539AGAINST: 49,349ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,340,023	5,598	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	319,155	1,986	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

3. Elect Director: Evelyn Dilsaver

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 74,762,646AGAINST: 1,131,196

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 74,762,646 for, 1,131,196 against, per its Form 8-K filed June 26, 2026 (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.

The 139 asset managers below reported 38,508,158 for, 3,730 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,508,158AGAINST: 3,730ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,616	4	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,698	37	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

4. Elect Director: Gayle Wellborn

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 75,005,354AGAINST: 811,661

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 75,005,354 for, 811,661 against, per its Form 8-K filed June 26, 2026 (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.

The 139 asset managers below reported 38,468,872 for, 43,015 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,468,872AGAINST: 43,015ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,616	3	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	319,155	1,986	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

5. Elect Director: Rajesh Natarajan

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 75,770,615AGAINST: 124,053

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 75,770,615 for, 124,053 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,511,888 for, 17,834 abstained, 116 not voted.

FOR

FOR: 38,511,888ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	8,345,620	0	For
BlackRock	5,964,078	0	For
WASATCH FUNDS TRUST	3,386,654	0	For
Fidelity	2,957,171	0	For
Eaton Vance	1,488,394	0	For
Charles Schwab	1,175,314	0	For
Legg Mason	1,060,803	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JPMorgan	694,153	0	For
State Street	655,735	0	For
JANUS INVESTMENT FUND	606,485	0	For
American Century	571,076	0	For
Jackson National	568,609	0	For
Dimensional	552,443	0	For
T. Rowe Price	510,508	0	For
Equitable	438,240	0	For
TIAA	431,355	0	For
Brighthouse	382,888	17,834	For
Nationwide	387,038	0	For
HARBOR FUNDS	327,267	0	For
Morgan Stanley	321,141	0	For
WILLIAM BLAIR FUNDS	316,880	0	For
Loomis Sayles	293,190	0	For
Delaware/Macquarie	292,177	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

6. Elect Director: Robert Selander

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 74,453,187AGAINST: 1,442,014

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 74,453,187 for, 1,442,014 against, per its Form 8-K filed June 26, 2026 (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.

The 139 asset managers below reported 38,458,848 for, 53,040 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,458,848AGAINST: 53,040ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,340,021	5,600	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	319,155	1,986	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

7. Elect Director: Scott Cutler

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.5% Majority: yes · of votes cast

FOR 99.5%

FOR: 75,542,815AGAINST: 353,789

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 75,542,815 for, 353,789 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,511,887 for, 1 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,511,887AGAINST: 1ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,619	1	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

8. Elect Director: Stephen Neeleman, M.D.

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 75,032,571AGAINST: 864,875

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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.”): 75,032,571 for, 864,875 against, per its Form 8-K filed June 26, 2026 (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.

The 139 asset managers below reported 38,510,059 for, 1,828 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,510,059AGAINST: 1,828ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,616	3	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

9. Elect Director: Stuart Parker

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%

FOR: 75,662,488AGAINST: 231,609

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 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”): 75,662,488 for, 231,609 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,511,887 for, 1 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,511,887AGAINST: 1ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,619	1	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

10. Elect Director: William Gassen

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 75,701,238AGAINST: 193,566

Details: description as filed, official tally, votes by 139 asset managers

Description as filed by funds: Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their successors are duly elected and qualified: William Gassen

HealthEquity, Inc.’s own tally for this item (“Elect Director: William Gassen”): 75,701,238 for, 193,566 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,511,888 for, 17,834 abstained, 116 not voted.

FOR

FOR: 38,511,888ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “Election of ten directors to hold office until the 2027 annual meeting of stockholders and until their success” at HealthEquity, Inc., 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	8,345,620	0	For
BlackRock	5,964,078	0	For
WASATCH FUNDS TRUST	3,386,654	0	For
Fidelity	2,957,171	0	For
Eaton Vance	1,488,394	0	For
Charles Schwab	1,175,314	0	For
Legg Mason	1,060,803	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JPMorgan	694,153	0	For
State Street	655,735	0	For
JANUS INVESTMENT FUND	606,485	0	For
American Century	571,076	0	For
Jackson National	568,609	0	For
Dimensional	552,443	0	For
T. Rowe Price	510,508	0	For
Equitable	438,240	0	For
TIAA	431,355	0	For
Brighthouse	382,888	17,834	For
Nationwide	387,038	0	For
HARBOR FUNDS	327,267	0	For
Morgan Stanley	321,141	0	For
WILLIAM BLAIR FUNDS	316,880	0	For
Loomis Sayles	293,190	0	For
Delaware/Macquarie	292,177	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

11. 4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan

Outcome not verifiedCOMPENSATIONReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 75,717,841AGAINST: 190,964

Details: description as filed, official tally, votes by 146 asset managers

Description as filed by funds: Approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.

HealthEquity, Inc.’s own tally for this item (“4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan”): 75,717,841 for, 190,964 against, per its Form 8-K filed June 26, 2026 (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.

The 146 asset managers below reported 38,459,692 for, 145,197 against, 116 not voted.

FOR

FOR: 38,459,692AGAINST: 145,197NOT VOTED: 116

Largest asset managers voting on “Approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Vote
Vanguard	8,345,620	0	For
BlackRock	5,964,078	0	For
WASATCH FUNDS TRUST	3,386,654	0	For
Fidelity	2,957,171	0	For
Eaton Vance	1,488,394	0	For
Charles Schwab	1,175,314	0	For
Legg Mason	1,060,803	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JPMorgan	694,153	0	For
State Street	655,735	0	For
JANUS INVESTMENT FUND	606,485	0	For
American Century	571,076	0	For
Jackson National	568,609	0	For
Dimensional	552,443	0	For
T. Rowe Price	510,508	0	For
Equitable	438,240	0	For
TIAA	431,355	0	For
Brighthouse	382,888	17,834	For
Nationwide	387,038	0	For
HARBOR FUNDS	327,267	0	For
Morgan Stanley	321,141	0	For
WILLIAM BLAIR FUNDS	316,880	0	For
Loomis Sayles	293,190	0	For
Delaware/Macquarie	292,177	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	For

Showing the 25 largest of 146 asset managers. See all 146 in the interactive database.

12. 5. The approval of the Amended and Restated HealthEquity, Inc. 2024 Equity Incentive Plan

Outcome not verifiedCOMPENSATIONReported outcome: Not verified

Combines 5 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 73,514,259AGAINST: 2,366,900

Details: description as filed, official tally, votes by 141 asset managers

Description as filed by funds: To approve the Amended and Restated Health Equity, Inc. 2024 Equity Incentive Plan.

HealthEquity, Inc.’s own tally for this item (“5. The approval of the Amended and Restated HealthEquity, Inc. 2024 Equity Incentive Plan”): 73,514,259 for, 2,366,900 against, per its Form 8-K filed June 26, 2026 (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: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 141 asset managers below reported 38,297,917 for, 144,014 against, 19,434 abstained, 116 not voted.

FOR

FOR: 38,297,917AGAINST: 144,014ABSTAIN: 19,434NOT VOTED: 116

Largest asset managers voting on “To approve the Amended and Restated Health Equity, Inc. 2024 Equity Incentive Plan.” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,612	8	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,698	37	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 141 asset managers. See all 141 in the interactive database.

13. 3. The approval, on a non-binding, advisory basis, of the fiscal 2026 compensation paid to the Company's named…

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 12 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 74,032,348AGAINST: 1,852,931

Details: description as filed, official tally, votes by 501 asset managers

Description as filed by funds: To approve, on a non-binding, advisory basis, the fiscal 2026 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 2026 compensation paid to the Company's named executive officers”): 74,032,348 for, 1,852,931 against, per its Form 8-K filed June 26, 2026 (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.

Also reported under other wordings, matched to the same row of HealthEquity, Inc.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Say on Pay” (2 managers, 596 for).

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).

Fund voting reports: 137 asset managers voting on “To approve, on a non-binding, advisory basis, the fiscal 2026 compensation paid to our named executive officer” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,613	7	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,735	0	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	319,155	1,986	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Fund voting reports, all 137 managers: 38,347,419 for, 175,018 against, 17,834 abstained, 116 not voted, 184 mixed. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 398 asset managers voting on “To approve, on a non-binding, advisory basis, the fiscal 2026 compensation paid to our named executive officer” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Vote
WASATCH ADVISORS LP	4,980,476	0	For
BlackRock	3,427,127	494	For
GEODE CAPITAL MANAGEMENT, LLC	2,257,800	0	For
State Street	2,171,917	3,061	For
ATLANTA CAPITAL MANAGEMENT CO L L C	2,058,117	0	For
Janus Henderson	1,471,398	0	For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,438,985	0	For
MACKENZIE FINANCIAL CORP	1,281,163	0	For
BROWN ADVISORY INC	1,241,891	0	For
Clearbridge Investments, LLC	1,220,392	0	For
Charles Schwab	1,184,336	0	For
Greenhouse Funds LLLP	984,092	0	For
GENEVA CAPITAL MANAGEMENT LLC	968,529	0	For
DAVENPORT & Co LLC	962,617	0	For
Fidelity	925,349	0	For
Morgan Stanley	910,340	0	For
T. Rowe Price	880,498	0	For
Northern Trust	878,171	0	For
CADIAN CAPITAL MANAGEMENT, LP	832,700	0	For
Loomis Sayles	805,831	0	For
Swedbank Robur Fonder AB	0	770,200	Against
BAMCO INC /NY/	750,394	0	For
Vanguard	735,299	0	For
WESTFIELD CAPITAL MANAGEMENT CO LP	648,608	0	For
Park West Asset Management LLC	642,355	0	For

Institutional-manager reports, all 398 managers: 51,187,433 for, 1,177,359 against, 8,808 abstained, 7,175 not voted, 287,124 mixed. Showing the 25 largest; see all in the interactive database.

14. 2. The ratification of the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 79,249,985AGAINST: 449,600

Details: description as filed, official tally, votes by 139 asset managers

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, 2027.

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, 2027”): 79,249,985 for, 449,600 against, per its Form 8-K filed June 26, 2026 (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 139 asset managers below reported 38,523,587 for, 39 against, 17,834 abstained, 116 not voted.

FOR

FOR: 38,523,587AGAINST: 39ABSTAIN: 17,834NOT VOTED: 116

Largest asset managers voting on “To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm f” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Vote
Vanguard	8,345,618	2	0	For
BlackRock	5,964,078	0	0	For
WASATCH FUNDS TRUST	3,386,654	0	0	For
Fidelity	2,957,171	0	0	For
Eaton Vance	1,488,394	0	0	For
Charles Schwab	1,175,314	0	0	For
Legg Mason	1,060,803	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JPMorgan	694,153	0	0	For
State Street	655,698	37	0	For
JANUS INVESTMENT FUND	606,485	0	0	For
American Century	571,076	0	0	For
Jackson National	568,609	0	0	For
Dimensional	552,443	0	0	For
T. Rowe Price	510,508	0	0	For
Equitable	438,240	0	0	For
TIAA	431,355	0	0	For
Brighthouse	382,888	0	17,834	For
Nationwide	387,038	0	0	For
HARBOR FUNDS	327,267	0	0	For
Morgan Stanley	321,141	0	0	For
WILLIAM BLAIR FUNDS	316,880	0	0	For
Loomis Sayles	293,190	0	0	For
Delaware/Macquarie	292,177	0	0	For
FRANKLIN STRATEGIC SERIES	289,003	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of June 26, 2025, which belongs to the 2024-2025 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.

Largest HealthEquity, Inc. shareholders voting in 2025-2026

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 83,602,157 shares outstanding at the time of that meeting.

Fund voting reports: top HealthEquity, Inc. shareholders by shares voted on “To approve, on a non-binding, advisory basis, the fiscal 2026 compensation paid to our named…”, 2025-2026
#	Asset manager	% of shares outstanding
1	Vanguard	9.98%
2	BlackRock	7.13%
3	WASATCH FUNDS TRUST	4.05%
4	Fidelity	3.54%
5	Eaton Vance	1.78%
6	Charles Schwab	1.41%
7	Legg Mason	1.27%
8	BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.90%
9	JPMorgan	0.83%
10	State Street	0.78%

Institutional-manager reports: top HealthEquity, Inc. shareholders by shares voted on “To approve, on a non-binding, advisory basis, the fiscal 2026 compensation paid to our named…”, 2025-2026
#	Asset manager	% of shares outstanding
1	WASATCH ADVISORS LP	5.96%
2	BlackRock	4.10%
3	GEODE CAPITAL MANAGEMENT, LLC	2.70%
4	State Street	2.60%
5	ATLANTA CAPITAL MANAGEMENT CO L L C	2.46%
6	Janus Henderson	1.76%
7	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1.72%
8	MACKENZIE FINANCIAL CORP	1.53%
9	BROWN ADVISORY INC	1.49%
10	Clearbridge Investments, LLC	1.46%

Reported HealthEquity, Inc. holdings and ownership

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.

HealthEquity, Inc. holdings and ownership disclosed for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
BlackRock	12.60%	13F
Vanguard Group	10.37%	13F
Wasatch Advisors, Inc.	8.18%	DEF14A
State Street	3.71%	13F
Geode Capital	2.70%	13F
Dimensional Fund Advisors	1.95%	13F
Morgan Stanley	1.78%	13F
JPMorgan Chase	1.42%	13F
Charles Schwab	1.41%	13F
FMR (Fidelity)	1.36%	13F

Percentages above are of 83,602,157 shares outstanding, as reported by HealthEquity, Inc. on its Form 10-Q dated May 20, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

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 May 20, 2026. 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 25, 2026, in the 2025-2026 proxy season, 502 asset managers reported how they voted on 14 ballot items in their SEC Form N-PX filings, covering 7,732 separate fund positions. On the most widely held item on that ballot — To approve, on a non-binding, advisory basis, the fiscal 2026 compensation paid to our named… — FOR was 98% 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 26, 2026.

HealthEquity, Inc. proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).

Download data (CSV): ballot items · votes by manager · column guide.