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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 (Item 5.07 on EDGAR). Page generated 02 October 2026.

18Reported items
506Asset managers
7,709Fund votes
2026-06-25Meeting date

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 (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 2026-06-25
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Robert Selander	74,453,187	1,442,014	35,205	--	3,822,795	Majority: yes
Elect Director: Scott Cutler	75,542,815	353,789	33,802	--	3,822,795	Majority: yes
Elect Director: Stephen Neeleman, M.D.	75,032,571	864,875	32,960	--	3,822,795	Majority: yes
Elect Director: Adrian Dillon	74,828,471	1,066,059	35,876	--	3,822,795	Majority: yes
Elect Director: Evelyn Dilsaver	74,762,646	1,131,196	36,564	--	3,822,795	Majority: yes
Elect Director: William Gassen	75,701,238	193,566	35,602	--	3,822,795	Majority: yes
Elect Director: Debra McCowan	74,683,289	1,209,511	37,606	--	3,822,795	Majority: yes
Elect Director: Rajesh Natarajan	75,770,615	124,053	35,738	--	3,822,795	Majority: yes
Elect Director: Stuart Parker	75,662,488	231,609	36,309	--	3,822,795	Majority: yes
Elect Director: Gayle Wellborn	75,005,354	811,661	113,391	--	3,822,795	Majority: yes
Proposal 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	Majority: yes
Proposal 4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.	75,717,841	190,964	21,601	--	3,822,795	Majority: yes
Proposal 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	Majority: yes

Source: HealthEquity, Inc., Form 8-K — read the filing on EDGAR.

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

Each item below shows how the 506 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 2026 compensation paid to our named executive officers.

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

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Proposal 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 (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 83,602,157 outstanding shares: 89% for, 2% against (91% of the company cast a for/against vote).

The 501 asset managers below cast 99% 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 98%

FOR: 98.2%AGAINST: 1.5%ABSTAIN: 0.0%SPLIT: 0.3%NOT VOTED: 0.0%

Largest 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
BlackRock	9,391,205	494	For
Vanguard	9,080,913	7	For
WASATCH ADVISORS LP	4,980,476	0	For
Fidelity	3,882,520	0	For
WASATCH FUNDS TRUST	3,386,654	0	For
State Street	2,827,652	3,061	For
Charles Schwab	2,359,651	0	For
GEODE CAPITAL MANAGEMENT, LLC	2,257,800	0	For
ATLANTA CAPITAL MANAGEMENT CO L L C	2,058,117	0	For
Eaton Vance	1,532,072	0	For
Janus Henderson	1,471,398	0	For
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,438,985	0	For
T. Rowe Price	1,391,006	0	For
MACKENZIE FINANCIAL CORP	1,281,163	0	For
BROWN ADVISORY INC	1,241,891	0	For
Morgan Stanley	1,229,495	1,986	For
Clearbridge Investments, LLC	1,220,392	0	For
American Century	1,208,694	0	For
Loomis Sayles	1,099,021	0	For
Legg Mason	1,060,803	0	For
Greenhouse Funds LLLP	984,092	0	For
Northern Trust	981,572	0	For
GENEVA CAPITAL MANAGEMENT LLC	968,529	0	For
DAVENPORT & Co LLC	962,617	0	For
Dimensional	908,652	0	For

Showing the 25 largest of 501 asset managers. See all 501 in the interactive database.

2. Approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.

COMPENSATIONMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Proposal 4. The approval of the HealthEquity, Inc. 2026 Employee Stock Purchase Plan.”): 75,717,841 for, 190,964 against, per its Form 8-K (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 83,602,157 outstanding shares: 91% for, 0.3% against (91% of the company cast a for/against vote).

The 146 asset managers below cast 99.6% of the shares they voted on this item FOR (38,459,692 for, 145,197 against).

FOR 99.6%

FOR: 38,459,692 (99.6%)AGAINST: 145,197 (0.4%)NOT VOTED: 116 (0.0%)

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.

3. To approve the Amended and Restated Health Equity, Inc. 2024 Equity Incentive Plan.

COMPENSATIONMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Proposal 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 (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 83,602,157 outstanding shares: 88% for, 3% against (91% of the company cast a for/against vote).

The 141 asset managers below cast 99.6% of the shares they voted on this item FOR (38,297,917 for, 144,014 against).

FOR 99.5%

FOR: 38,297,917 (99.6%)AGAINST: 144,014 (0.4%)ABSTAIN: 19,434 (0.1%)NOT VOTED: 116 (0.0%)

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.

4. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

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 (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 83,602,157 outstanding shares: 90% for, 1% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.8% of the shares they voted on this item FOR (38,467,008 for, 44,880 against).

FOR 99.8%

FOR: 38,467,008 (99.8%)AGAINST: 44,880 (0.1%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

5. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

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 (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 83,602,157 outstanding shares: 89% for, 1% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.8% of the shares they voted on this item FOR (38,462,539 for, 49,349 against).

FOR 99.8%

FOR: 38,462,539 (99.8%)AGAINST: 49,349 (0.1%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

6. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

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 (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 83,602,157 outstanding shares: 89% for, 1% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.9% of the shares they voted on this item FOR (38,508,158 for, 3,730 against).

FOR 99.9%

FOR: 38,508,158 (99.9%)AGAINST: 3,730 (0.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

7. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

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

HealthEquity, Inc.’s own tally for this item (“Elect Director: Gayle Wellborn”): 75,005,354 for, 811,661 against, per its Form 8-K (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 83,602,157 outstanding shares: 90% for, 1.0% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.8% of the shares they voted on this item FOR (38,468,872 for, 43,015 against).

FOR 99.8%

FOR: 38,468,872 (99.8%)AGAINST: 43,015 (0.1%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

8. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Elect Director: Rajesh Natarajan”): 75,770,615 for, 124,053 against, per its Form 8-K (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 83,602,157 outstanding shares: 91% for, 0.2% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 100% of the shares they voted on this item FOR (38,511,888 for, 0 against).

FOR 99.9%

FOR: 38,511,888 (100.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

9. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

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 (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 83,602,157 outstanding shares: 89% for, 2% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.8% of the shares they voted on this item FOR (38,458,848 for, 53,040 against).

FOR 99.8%

FOR: 38,458,848 (99.8%)AGAINST: 53,040 (0.1%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

10. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Elect Director: Scott Cutler”): 75,542,815 for, 353,789 against, per its Form 8-K (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 83,602,157 outstanding shares: 90% for, 0.5% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.9% of the shares they voted on this item FOR (38,511,887 for, 1 against).

FOR 99.9%

FOR: 38,511,887 (100.0%)AGAINST: 1 (0.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

11. 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.

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

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

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 (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 83,602,157 outstanding shares: 90% for, 1% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.9% of the shares they voted on this item FOR (38,510,059 for, 1,828 against).

FOR 99.9%

FOR: 38,510,059 (99.9%)AGAINST: 1,828 (0.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

12. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Elect Director: Stuart Parker”): 75,662,488 for, 231,609 against, per its Form 8-K (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 83,602,157 outstanding shares: 91% for, 0.3% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 99.9% of the shares they voted on this item FOR (38,511,887 for, 1 against).

FOR 99.9%

FOR: 38,511,887 (100.0%)AGAINST: 1 (0.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

13. 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

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2026-06-25.

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

HealthEquity, Inc.’s own tally for this item (“Elect Director: William Gassen”): 75,701,238 for, 193,566 against, per its Form 8-K (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 83,602,157 outstanding shares: 91% for, 0.3% against (91% of the company cast a for/against vote).

The 139 asset managers below cast 100% of the shares they voted on this item FOR (38,511,888 for, 0 against).

FOR 99.9%

FOR: 38,511,888 (100.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (0.0%)

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.

14. To ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for our fiscal year ending January 31, 2027.

AUDIT-RELATED

Meeting held 2026-06-25.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 137 asset managers below cast 99.9% of the shares they voted on this item FOR (38,396,089 for, 39 against).

FOR: 38,396,089 (100.0%)AGAINST: 39 (0.0%)ABSTAIN: 17,834 (0.0%)NOT VOTED: 116 (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., 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 137 asset managers. See all 137 in the interactive database.

15. Amend Omnibus Stock Plan

COMPENSATION

Meeting held 2026-06-25.

95% fund support · no official result

FOR 95%

The 6 asset managers below cast 95% of the shares they voted on this item FOR (133,646 for, 7,400 against).

FOR: 133,646 (94.8%)AGAINST: 7,400 (5.2%)

Largest asset managers voting on “Amend Omnibus Stock Plan” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Vote
Morningstar Funds Trust	68,688	0	For
Empower	39,466	0	For
Eversept Partners, LP	16,108	0	For
WASHINGTON CAPITAL MANAGEMENT, INC	430	7,400	Against
CLEARWATER INVESTMENT TRUST	7,606	0	For
Sepio Capital, LP	1,348	0	For

16. Ratify PricewaterhouseCoopers LLP as Auditors

AUDIT-RELATED

Meeting held 2026-06-25.

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (115,760 for, 0 against).

FOR: 115,760 (100.0%)

Largest asset managers voting on “Ratify PricewaterhouseCoopers LLP as Auditors” at HealthEquity, Inc., 2025-2026
Asset manager	For	Vote
Morningstar Funds Trust	68,688	For
Empower	39,466	For
CLEARWATER INVESTMENT TRUST	7,606	For

17. Say on Pay

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

Meeting held 2026-06-25.

98% Majority: yes · of votes cast

FOR 98%

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

The 2 asset managers below cast 100% of the shares they voted on this item FOR (596 for, 0 against).

FOR 100%

FOR: 596 (100.0%)

Largest asset managers voting on “Say on Pay” at HealthEquity, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Arista Wealth Management, LLC	564	0	0	0	For
Empower	32	0	0	0	For

18. To approve, on a non-binding, advisory basis, the fiscal 2025 compensation paid to our named executive officers.

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

Meeting held 2025-06-26 (outside the 2025-2026 season's 1 July to 30 June window; reported in this season's filings).

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 83,602,157 outstanding shares: 91% for, 4% against (95% of the company cast a for/against vote).

The 2 asset managers below cast 100% of the shares they voted on this item FOR (208,159 for, 0 against).

FOR 100%

FOR: 208,159 (100.0%)

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., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
GLENMEDE FUND INC	205,159	0	0	0	For
Hodges Capital Management Inc.	3,000	0	0	0	For

Largest HealthEquity, Inc. shareholders voting in 2025-2026

Ranked by the number of HealthEquity, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 83,602,157 shares outstanding at the time of that meeting.

Top HealthEquity, Inc. shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	BlackRock	11.23%
2	Vanguard	10.86%
3	WASATCH ADVISORS LP	5.96%
4	Fidelity	4.64%
5	WASATCH FUNDS TRUST	4.05%
6	State Street	3.39%
7	Charles Schwab	2.82%
8	GEODE CAPITAL MANAGEMENT, LLC	2.70%
9	ATLANTA CAPITAL MANAGEMENT CO L L C	2.46%
10	Eaton Vance	1.83%

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 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 2026-05-20 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-05-20. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At HealthEquity, Inc.'s shareholder meeting held 2026-06-25, in the 2025-2026 proxy season, 506 asset managers reported how they voted in their SEC Form N-PX filings, covering 7,709 separate fund positions. Their filings are grouped here into 18 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 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 (filing date not recorded for this item).

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