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HEALTHEQUITY INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and HEALTHEQUITY INC.’s Form 8-K, filed 2024-06-27 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 16Reported items
  • 423Asset managers
  • 7,404Fund votes
  • 2024-06-27Meeting date

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

Explore HEALTHEQUITY INC. in the interactive database Compare manager voting policies

Official 2023-2024 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 2024-06-27 (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 2024-06-27
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Robert Selander 76,943,7181,540,43075,377 --3,774,705 Majority: yes
Elect Director: Jon Kessler 78,241,749266,51651,260 --3,774,705 Majority: yes
Elect Director: Stephen Neeleman, M.D. 77,945,113563,21251,200 --3,774,705 Majority: yes
Elect Director: Paul Black 78,192,846312,01054,669 --3,774,705 Majority: yes
Elect Director: Adrian Dillon 78,224,099280,66954,757 --3,774,705 Majority: yes
Elect Director: Evelyn Dilsaver 77,717,584787,56654,375 --3,774,705 Majority: yes
Elect Director: Debra McCowan 77,744,695744,45370,377 --3,774,705 Majority: yes
Elect Director: Rajesh Natarajan 78,296,897207,61155,017 --3,774,705 Majority: yes
Elect Director: Stuart Parker 78,235,908252,67770,940 --3,774,705 Majority: yes
Elect Director: Gayle Wellborn 77,964,390540,13455,001 --3,774,705 Majority: yes
Proposal 3. The approval, on a non-binding, advisory basis, of the fiscal 2024 compensation paid to the Company's named executive officers. 77,359,7931,140,61159,121 --3,774,705 Majority: yes
Proposal 4. The approval of the HealthEquity, Inc. 2024 Equity Incentive Plan. 75,111,8563,360,45887,211 --3,774,705 Majority: yes

Source: HEALTHEQUITY INC., Form 8-K, filed with the SEC on 2024-06-27 — read the filing on EDGAR.

How asset managers voted at the HEALTHEQUITY INC. 2023-2024 meeting

Each item below shows how the 423 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of HEALTHEQUITY INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To approve, on a non-binding, advisory basis, the fiscal 2024 compensation paid to our named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 14 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 77,359,793AGAINST: 1,140,611

HEALTHEQUITY INC.’s own tally for this item (“Proposal 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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 89% for, 1% against (90% of the company cast a for/against vote).

The 420 asset managers below cast 99.0% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR 99.0%
FOR: 99.0%AGAINST: 0.9%ABSTAIN: 0.0%UNKNOWN: 0.0%NOT VOTED: 0.0%
Largest asset managers voting on “To approve, on a non-binding, advisory basis, the fiscal 2024 compensation paid to our named executive officer” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Fidelity11,191,6150 00For
Vanguard9,882,6310 00For
BlackRock9,314,773752 00For
WASATCH ADVISORS LP5,067,6160 00For
WASATCH FUNDS TRUST3,770,8940 00For
State Street3,397,3720 00For
JPMorgan2,806,3360 00For
Charles Schwab2,094,8670 00For
Clearbridge Investments, LLC2,076,3670 00For
MACKENZIE FINANCIAL CORP2,037,3010 00For
GEODE CAPITAL MANAGEMENT, LLC1,980,4020 00For
Invesco1,972,5580 00For
Legg Mason1,777,6820 00For
Allspring1,625,2240 00For
BROWN ADVISORY INC1,578,1590 00For
FRANKLIN ADVISERS INC1,470,2650 00For
Dimensional1,321,5210 00For
ArrowMark Colorado Holdings LLC1,087,4070 00For
Stephens Investment Management Group LLC1,068,6710 00For
Northern Trust1,055,4130 00For
American Century1,049,4130 00For
Janus Henderson1,029,0560 00For
JANUS INVESTMENT FUND952,9710 00For
MELLON INVESTMENTS Corp949,6130 00For
FRANKLIN STRATEGIC SERIES894,2160 00For

Showing the 25 largest of 420 asset managers. See all 420 in the interactive database.

2. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 78,224,099AGAINST: 280,669

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.4% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,368,191 for, 140 against).

FOR 99.9%
FOR: 48,368,191 (99.9%)AGAINST: 140 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

3. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99.0% Majority: yes · of votes cast

FOR 99.0%
FOR: 77,744,695AGAINST: 744,453

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 89% for, 0.9% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.8% of the shares they voted on this item FOR (48,290,787 for, 61,637 against).

FOR 99.7%
FOR: 48,290,787 (99.8%)AGAINST: 61,637 (0.1%)ABSTAIN: 58,238 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,554260 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

4. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 77,717,584AGAINST: 787,566

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 89% for, 1.0% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.7% of the shares they voted on this item FOR (48,239,215 for, 129,116 against).

FOR 99.6%
FOR: 48,239,215 (99.6%)AGAINST: 129,116 (0.3%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,554260 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

5. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%
FOR: 77,964,390AGAINST: 540,134

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.7% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.8% of the shares they voted on this item FOR (48,306,695 for, 61,636 against).

FOR 99.7%
FOR: 48,306,695 (99.8%)AGAINST: 61,636 (0.1%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,554260 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

6. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 78,241,749AGAINST: 266,516

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.4% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,368,191 for, 140 against).

FOR 99.9%
FOR: 48,368,191 (99.9%)AGAINST: 140 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

7. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 78,192,846AGAINST: 312,010

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.4% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,368,191 for, 140 against).

FOR 99.9%
FOR: 48,368,191 (99.9%)AGAINST: 140 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

8. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%
FOR: 78,296,897AGAINST: 207,611

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.3% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,368,191 for, 139 against).

FOR 99.9%
FOR: 48,368,191 (99.9%)AGAINST: 139 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

9. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 76,943,718AGAINST: 1,540,430

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 88% for, 2% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.7% of the shares they voted on this item FOR (48,265,239 for, 103,092 against).

FOR 99.6%
FOR: 48,265,239 (99.7%)AGAINST: 103,092 (0.2%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,554260 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

10. 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.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 77,945,113AGAINST: 563,212

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.7% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,368,190 for, 140 against).

FOR 99.9%
FOR: 48,368,190 (99.9%)AGAINST: 140 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

11. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.6% Majority: yes · of votes cast

FOR 99.6%
FOR: 78,235,908AGAINST: 252,677

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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 90% for, 0.3% against (90% of the company cast a for/against vote).

The 135 asset managers below cast 99.9% of the shares they voted on this item FOR (48,352,284 for, 140 against).

FOR 99.8%
FOR: 48,352,284 (99.9%)AGAINST: 140 (0.0%)ABSTAIN: 58,238 (0.1%)
Largest asset managers voting on “Election of ten directors to hold office until the 2025 annual meeting of stockholders and until their success” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,675139 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 135 asset managers. See all 135 in the interactive database.

12. To approve the HealthEquity, Inc. 2024 Equity Incentive Plan.

COMPENSATIONMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 75,111,856AGAINST: 3,360,458

HEALTHEQUITY INC.’s own tally for this item (“Proposal 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 2024-06-27 (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. Of all 87,010,000 outstanding shares: 86% for, 4% against (90% of the company cast a for/against vote).

The 133 asset managers below cast 97% of the shares they voted on this item FOR (46,624,603 for, 1,515,286 against).

FOR 97%
FOR: 46,624,603 (96.9%)AGAINST: 1,515,286 (3.1%)
Largest asset managers voting on “To approve the HealthEquity, Inc. 2024 Equity Incentive Plan.” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0800,000 00Against
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,75757 00For
Brown Advisory Funds524,2000 00For
American Century0516,647 00Against
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse360,3200 00For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 133 asset managers. See all 133 in the interactive database.

13. To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending January 31, 2025.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 132 asset managers below cast 99.9% of the shares they voted on this item FOR (48,097,501 for, 58 against).

FOR: 48,097,501 (99.9%)AGAINST: 58 (0.0%)ABSTAIN: 42,331 (0.1%)
Largest asset managers voting on “To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm f” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard9,635,0180 00For
Fidelity6,501,7720 00For
BlackRock5,791,2730 00For
WASATCH FUNDS TRUST3,770,8940 00For
Legg Mason1,777,6820 00For
JPMorgan1,483,0540 00For
Charles Schwab1,035,8110 00For
Dimensional998,8580 00For
JANUS INVESTMENT FUND952,9710 00For
Invesco906,4610 00For
FRANKLIN STRATEGIC SERIES894,2160 00For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)800,0000 00For
Jackson National642,0780 00For
Allspring638,1510 00For
State Street602,75757 00For
Brown Advisory Funds524,2000 00For
American Century516,6470 00For
Franklin Custodian Funds500,0000 00For
TIAA485,3990 00For
Equitable419,0080 00For
Nationwide406,2510 00For
Brighthouse317,9890 42,3310For
Principal352,5630 00For
WILLIAMSBURG INVESTMENT TRUST343,7340 00For
Loomis Sayles342,4030 00For

Showing the 25 largest of 132 asset managers. See all 132 in the interactive database.

14. Approve Omnibus Stock Plan

COMPENSATION

100% fund support · no official result

FOR 100%

The 5 asset managers below cast 100% of the shares they voted on this item FOR (807,687 for, 0 against).

FOR: 807,687 (100.0%)
Largest asset managers voting on “Approve Omnibus Stock Plan” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Ophir Asset Management Pty Ltd338,5980 00For
Eversept Partners, LP198,5010 00For
Capitol Series Trust182,9000 00For
Morningstar Funds Trust46,2340 00For
Empower41,4540 00For

15. Ratify PricewaterhouseCoopers LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 4 asset managers below cast 100% of the shares they voted on this item FOR (270,772 for, 0 against).

FOR: 270,772 (100.0%)
Largest asset managers voting on “Ratify PricewaterhouseCoopers LLP as Auditors” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capitol Series Trust182,9000 00For
Morningstar Funds Trust46,2340 00For
Empower41,4540 00For
CORNELL UNIVERSITY1840 00For

16. Approve Stock Compensation Plan

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 95%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (62,567 for, 0 against).

FOR: 62,567 (95.5%)1 YEAR: 2,964 (4.5%)
Largest asset managers voting on “Approve Stock Compensation Plan” at HEALTHEQUITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Summit Creek Advisors LLC62,5670 00For
BOSUN ASSET MANAGEMENT, LLC00 001 Year

Largest HEALTHEQUITY INC. shareholders voting in 2023-2024

Ranked by the number of HEALTHEQUITY INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 87,010,000 shares outstanding at the time of that meeting.

Top HEALTHEQUITY INC. shareholders by shares voted, 2023-2024
#Asset manager % of shares outstanding
1Fidelity 12.86%
2Vanguard 11.36%
3BlackRock 10.71%
4WASATCH ADVISORS LP 5.82%
5WASATCH FUNDS TRUST 4.33%
6State Street 3.90%
7JPMorgan 3.23%
8Charles Schwab 2.41%
9Clearbridge Investments, LLC 2.39%
10MACKENZIE FINANCIAL CORP 2.34%

Reported HEALTHEQUITY INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

HEALTHEQUITY INC. beneficial owners on record for the 2023-2024 proxy season
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 2024-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At HEALTHEQUITY INC.'s shareholder meeting held 2024-06-27, in the 2023-2024 proxy season, 423 asset managers reported how they voted in their SEC Form N-PX filings, covering 7,404 separate fund positions. Their filings are grouped here into 16 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. 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 2024-06-27.

HEALTHEQUITY INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.