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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |