Healthequity HQY
NASDAQ HQY
$96.07 -2.71 (-2.74%)
At close: Sep 4, 2026 · 4:00 PM EDT

Healthequity (HQY) Assets (2014 - 2026)

Healthequity (HQY) posted Assets of $3.3 billion for Q3 2026, down 1.05% on a QoQ basis from $3.3 billion in Q2 2026, and down 4.25% year-over-year from $3.4 billion in Q3 2025.

Analysis

Healthequity (HQY) Assets (2014 - 2026) Analysis & Trends

Healthequity has reported Assets for 13 years, with the latest figure at $3.3 billion in Q3 2026.

  • On a quarterly basis, Assets fell 4.25% year-over-year to $3.3 billion in Q3 2026; TTM through Jul 2026 was $3.3 billion, a 4.25% decrease from a year earlier, with the FY2026 full-year figure at $3.4 billion, down 1.98% from the prior year.
  • Assets was $3.3 billion for Q3 2026 at Healthequity, down from $3.3 billion in the prior quarter.
  • The five-year high for Assets was $3.5 billion in Q3 2024, with the low at $3.0 billion in Q2 2023.
  • Average Assets over 5 years is $3.2 billion, with a median of $3.2 billion recorded in 2024.
  • The sharpest annual moves came in 2022 and 2026: Assets climbed 14.64% in 2022, then decreased 4.25% in 2026.
  • Over 5 years, Assets stood at $3.1 billion in 2022, then increased by 0.94% to $3.1 billion in 2023, then gained by 12.76% to $3.5 billion in 2024, then retreated by 2.59% to $3.4 billion in 2025, then slipped by 3.73% to $3.3 billion in 2026.
  • The last three Assets figures came in at $3.3 billion (Q3 2026), $3.3 billion (Q2 2026), and $3.4 billion (Q1 2026), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Bank of New York Mellon 111.85 Bn 51.23 Bn - 525.02 Bn
2 State Street 53.36 Bn 53.36 Bn - 418.38 Bn
3 Northern Trust 34.15 Bn 34.15 Bn - 179.30 Bn
4 Sei Investments 13.24 Bn 13.16 Bn - 3.32 Bn
5 Healthequity 7.97 Bn 7.71 Bn 257.95 Mn 3.27 Bn
6 AtlasClear Holdings 28.46 Mn -12.04 Mn - 73.92 Mn
Historic Data

Historic Data

Download Data
DateValue
Jul 31, 2026 3.27 Bn
Apr 30, 2026 3.31 Bn
Jan 31, 2026 3.38 Bn
Oct 31, 2025 3.40 Bn
Jul 31, 2025 3.42 Bn
Apr 30, 2025 3.42 Bn
Jan 31, 2025 3.45 Bn
Oct 31, 2024 3.49 Bn
Jul 31, 2024 3.51 Bn
Apr 30, 2024 3.25 Bn
Jan 31, 2024 3.16 Bn
Oct 31, 2023 3.09 Bn
Jul 31, 2023 3.07 Bn
Apr 30, 2023 3.04 Bn
Jan 31, 2023 3.09 Bn
Oct 31, 2022 3.06 Bn
Jul 31, 2022 3.07 Bn
Apr 30, 2022 3.07 Bn
Jan 31, 2022 3.11 Bn
Oct 31, 2021 3.10 Bn