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HEALTHEQUITY INC. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and HEALTHEQUITY INC.’s Form 8-K, filed 2025-06-27 (Item 5.07 on EDGAR). Page generated 04 October 2026.

13Reported items
478Asset managers
6,322Fund votes
2025-06-26Meeting date

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

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

Official 2024-2025 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 2025-06-27 (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 2025-06-26
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Robert Selander	78,001,210	1,313,719	42,310	--	3,991,799	Majority: yes
Elect Director: Scott Cutler	79,196,079	120,584	40,576	--	3,991,799	Majority: yes
Elect Director: Stephen Neeleman, M.D.	78,889,654	429,470	38,115	--	3,991,799	Majority: yes
Elect Director: Adrian Dillon	79,131,397	182,442	43,400	--	3,991,799	Majority: yes
Elect Director: Evelyn Dilsaver	78,189,495	1,125,009	42,735	--	3,991,799	Majority: yes
Elect Director: Debra McCowan	78,377,771	774,250	205,218	--	3,991,799	Majority: yes
Elect Director: Rajesh Natarajan	79,217,536	95,612	44,091	--	3,991,799	Majority: yes
Elect Director: Stuart Parker	79,217,887	95,071	44,281	--	3,991,799	Majority: yes
Elect Director: Gayle Wellborn	78,605,775	547,083	204,381	--	3,991,799	Majority: yes
Proposal 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	Majority: yes

Source: HEALTHEQUITY INC., Form 8-K, filed with the SEC on 2025-06-27 — read the filing on EDGAR.

How asset managers voted at the HEALTHEQUITY INC. 2024-2025 meeting

Each item below shows how the 478 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 2025 compensation paid to our named executive officers.

COMPENSATIONMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 12 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 76,093,619AGAINST: 3,218,477

HEALTHEQUITY INC.’s own tally for this item (“Proposal 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 2025-06-27 (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 86,714,000 outstanding shares: 88% for, 4% against (91% of the company cast a for/against vote).

The 474 asset managers below cast 96% 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 96%

FOR: 95.7%AGAINST: 3.7%ABSTAIN: 0.0%SPLIT: 0.5%NOT VOTED: 0.0%

Largest asset managers voting on “To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officer” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Against	Vote
Fidelity	11,526,939	0	For
Vanguard	9,755,527	727	For
BlackRock	8,139,112	752	For
WASATCH ADVISORS LP	5,007,107	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
State Street	3,586,116	1,259	For
Invesco	2,559,361	808,283	For
Charles Schwab	2,261,696	0	For
T. Rowe Price	2,235,992	0	For
GEODE CAPITAL MANAGEMENT, LLC	2,151,422	0	For
MACKENZIE FINANCIAL CORP	1,667,051	0	For
BROWN ADVISORY INC	1,624,378	0	For
Allspring	1,334,408	0	For
Clearbridge Investments, LLC	1,328,113	0	For
Loomis Sayles	1,286,278	0	For
Legg Mason	1,148,882	0	For
Northern Trust	1,027,335	0	For
American Century	0	1,011,093	Against
CIBC Private Wealth Group LLC	1,009,859	0	For
Columbia Threadneedle	923,585	0	For
FRANKLIN ADVISERS INC	883,180	0	For
JPMorgan	880,567	0	For
GENEVA CAPITAL MANAGEMENT LLC	863,629	0	For
Stephens Investment Management Group LLC	799,855	0	For
Janus Henderson	794,609	0	For

Showing the 25 largest of 474 asset managers. See all 474 in the interactive database.

2. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

99.7% Majority: yes · of votes cast

FOR 99.7%

FOR: 79,131,397AGAINST: 182,442

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.3% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,783,613 for, 0 against).

FOR 99.9%

FOR: 46,783,613 (99.9%)AGAINST: 0 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

3. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 5 wordings of this item as funds reported it.

99.0% Majority: yes · of votes cast

FOR 99.0%

FOR: 78,377,771AGAINST: 774,250

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 2025-06-27 (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 86,714,000 outstanding shares: 90% for, 0.9% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,782,874 for, 2 against).

FOR 99.9%

FOR: 46,782,874 (99.9%)AGAINST: 2 (0.0%)ABSTAIN: 32,362 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

4. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 78,189,495AGAINST: 1,125,009

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 2025-06-27 (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 86,714,000 outstanding shares: 90% for, 1% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,738,124 for, 45,489 against).

FOR 99.8%

FOR: 46,738,124 (99.8%)AGAINST: 45,489 (0.1%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

5. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 3 wordings of this item as funds reported it.

99.3% Majority: yes · of votes cast

FOR 99.3%

FOR: 78,605,775AGAINST: 547,083

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.7% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,783,611 for, 1 against).

FOR 99.9%

FOR: 46,783,611 (99.9%)AGAINST: 1 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

6. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 3 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 79,217,536AGAINST: 95,612

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.2% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,783,613 for, 0 against).

FOR 99.9%

FOR: 46,783,613 (99.9%)AGAINST: 0 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

7. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 78,001,210AGAINST: 1,313,719

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 2025-06-27 (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 86,714,000 outstanding shares: 90% for, 2% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,738,132 for, 45,480 against).

FOR 99.8%

FOR: 46,738,132 (99.8%)AGAINST: 45,480 (0.1%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	9,465,491	727	0	For
Fidelity	6,523,345	0	0	For
BlackRock	6,010,398	0	0	For
WASATCH FUNDS TRUST	3,596,379	0	0	For
Invesco	1,573,152	0	0	For
Legg Mason	1,148,882	0	0	For
Charles Schwab	1,122,379	0	0	For
T. Rowe Price	920,138	0	0	For
Jackson National	786,334	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JANUS INVESTMENT FUND	689,710	0	0	For
State Street	652,601	0	0	For
Columbia Threadneedle	635,230	0	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	0	For
Nationwide	545,473	0	0	For
Allspring	532,553	0	0	For
Brighthouse	468,702	0	31,625	For
American Century	467,248	0	0	For
TIAA	442,901	0	0	For
Brown Advisory Funds	438,136	0	0	For
Equitable	387,174	0	0	For
Thrivent	361,083	0	0	For
Loomis Sayles	353,542	0	0	For
MFS	345,463	0	0	For
Virtus	332,621	0	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

8. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 79,196,079AGAINST: 120,584

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.2% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,783,613 for, 0 against).

FOR 99.9%

FOR: 46,783,613 (99.9%)AGAINST: 0 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

9. 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.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 78,889,654AGAINST: 429,470

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.5% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,783,243 for, 370 against).

FOR 99.9%

FOR: 46,783,243 (99.9%)AGAINST: 370 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

10. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2025-06-26.

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 79,217,887AGAINST: 95,071

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 2025-06-27 (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 86,714,000 outstanding shares: 91% for, 0.2% against (91% of the company cast a for/against vote).

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,782,876 for, 0 against).

FOR 99.9%

FOR: 46,782,876 (99.9%)AGAINST: 0 (0.0%)ABSTAIN: 32,362 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “Election of nine directors to hold office until the 2026 annual meeting of stockholders and until their succes” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	9,466,218	0	For
Fidelity	6,523,345	0	For
BlackRock	6,010,398	0	For
WASATCH FUNDS TRUST	3,596,379	0	For
Invesco	1,573,152	0	For
Legg Mason	1,148,882	0	For
Charles Schwab	1,122,379	0	For
T. Rowe Price	920,138	0	For
Jackson National	786,334	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	For
JANUS INVESTMENT FUND	689,710	0	For
State Street	652,601	0	For
Columbia Threadneedle	635,230	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	For
Nationwide	545,473	0	For
Allspring	532,553	0	For
Brighthouse	468,702	31,625	For
American Century	467,248	0	For
TIAA	442,901	0	For
Brown Advisory Funds	438,136	0	For
Equitable	387,174	0	For
Thrivent	361,083	0	For
Loomis Sayles	353,542	0	For
MFS	345,463	0	For
Virtus	332,621	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

11. To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending January 31, 2026.

AUDIT-RELATED

Meeting held 2025-06-26.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 142 asset managers below cast 99.9% of the shares they voted on this item FOR (46,658,676 for, 407 against).

FOR: 46,658,676 (99.9%)AGAINST: 407 (0.0%)ABSTAIN: 31,625 (0.1%)NOT VOTED: 52 (0.0%)

Largest asset managers voting on “To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm f” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Against	Abstain	Vote
Vanguard	9,466,218	0	0	For
Fidelity	6,523,345	0	0	For
BlackRock	6,010,398	0	0	For
WASATCH FUNDS TRUST	3,596,379	0	0	For
Invesco	1,573,152	0	0	For
Legg Mason	1,148,882	0	0	For
Charles Schwab	1,122,379	0	0	For
T. Rowe Price	920,138	0	0	For
Jackson National	786,334	0	0	For
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	750,000	0	0	For
JANUS INVESTMENT FUND	689,710	0	0	For
State Street	652,564	37	0	For
Columbia Threadneedle	635,230	0	0	For
FRANKLIN STRATEGIC SERIES	564,289	0	0	For
Nationwide	545,473	0	0	For
Allspring	532,553	0	0	For
American Century	467,248	0	0	For
TIAA	442,901	0	0	For
Brown Advisory Funds	438,136	0	0	For
Brighthouse	387,506	0	31,625	For
Equitable	387,174	0	0	For
Thrivent	361,083	0	0	For
Loomis Sayles	353,542	0	0	For
MFS	345,463	0	0	For
Virtus	332,621	0	0	For

Showing the 25 largest of 142 asset managers. See all 142 in the interactive database.

12. Advisory Vote to Ratify Named Executive Officers' Compensation

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

Meeting held 2024-06-27 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).

Combines 3 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 86,714,000 outstanding shares: 89% for, 1% against (91% of the company cast a for/against vote).

The 4 asset managers below cast 99.5% of the shares they voted on this item FOR (88,766 for, 369 against).

FOR 99.5%

FOR: 88,766 (99.6%)AGAINST: 369 (0.4%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Against	Vote
Brighthouse	88,296	0	For
Triasima Portfolio Management inc.	470	0	For
COLDSTREAM CAPITAL MANAGEMENT INC	0	369	Against
Echo45 Advisors LLC	0	0	--

13. Ratify PricewaterhouseCoopers LLP as Auditors

AUDIT-RELATED

Meeting held 2025-06-26.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (124,530 for, 0 against).

FOR: 124,530 (100.0%)

Largest asset managers voting on “Ratify PricewaterhouseCoopers LLP as Auditors” at HEALTHEQUITY INC., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
Brighthouse	81,196	0	0	0	For
Empower	43,334	0	0	0	For

Largest HEALTHEQUITY INC. shareholders voting in 2024-2025

Ranked by the number of HEALTHEQUITY INC. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 86,714,000 shares outstanding at the time of that meeting.

Top HEALTHEQUITY INC. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Fidelity	13.29%
2	Vanguard	11.25%
3	BlackRock	9.39%
4	WASATCH ADVISORS LP	5.77%
5	WASATCH FUNDS TRUST	4.15%
6	State Street	4.14%
7	Invesco	3.88%
8	Charles Schwab	2.61%
9	T. Rowe Price	2.58%
10	GEODE CAPITAL MANAGEMENT, LLC	2.48%

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 2024-2025 proxy season
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 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 2025-04-30. 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 2025-06-26, in the 2024-2025 proxy season, 478 asset managers reported how they voted in their SEC Form N-PX filings, covering 6,322 separate fund positions. Their filings are grouped here into 13 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 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 2025-06-27.

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