Healthequity, Inc.
HQY- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001428336
近 90 天，Healthequity, Inc. 內部人申報 0 筆公開市場買進、3 筆賣出；2026 年第 2 季末有 500 家機構在 13F 申報持有，市值合計 $81.0 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Healthequity, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 500
- 較 2026 年第 1 季 +21 家
- 持有股數
- 8,978 萬
- 較 2026 年第 1 季 +443.0 萬 (+5.2%)
- 總市值
- $81.0 億
- 較 2026 年第 1 季 +$9.74 億 (+13.7%)
- 新進機構
- 77
- 另有 209 家加碼
- 清倉機構
- 56
- 另有 158 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 HQY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 500 | $81.0 億 |
| 2026 年第 1 季 | 488 | $72.1 億 |
| 2025 年第 4 季 | 513 | $81.7 億 |
| 2025 年第 3 季 | 495 | $85.0 億 |
| 2025 年第 2 季 | 487 | $96.1 億 |
| 2025 年第 1 季 | 464 | $82.2 億 |
| 2024 年第 4 季 | 441 | $90.2 億 |
| 2024 年第 3 季 | 404 | $73.5 億 |
| 2024 年第 2 季 | 386 | $77.1 億 |
| 2024 年第 1 季 | 367 | $73.0 億 |
| 2023 年第 4 季 | 352 | $58.5 億 |
| 2023 年第 3 季 | 343 | $64.1 億 |
| 2023 年第 2 季 | 317 | $53.5 億 |
| 2023 年第 1 季 | 311 | $52.6 億 |
| 2022 年第 4 季 | 323 | $51.4 億 |
| 2022 年第 3 季 | 310 | $58.5 億 |
| 2022 年第 2 季 | 308 | $51.4 億 |
| 2022 年第 1 季 | 298 | $56.5 億 |
| 2021 年第 4 季 | 282 | $36.1 億 |
| 2021 年第 3 季 | 286 | $52.3 億 |
| 2021 年第 2 季 | 286 | $67.8 億 |
| 2021 年第 1 季 | 285 | $56.1 億 |
2026 年第 2 季持有機構
每家機構持有 Healthequity, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,277,914 | $10.2 億 | 0.02% | +745,520+7.1% | 加碼 |
| Wasatch Advisors Inc | 7,960,735 | $7.19 億 | 4.71% | +757,801+10.5% | 加碼 |
| Morgan Stanley | 4,547,219 | $4.11 億 | 0.02% | +2,061,306+82.9% | 加碼 |
| Vanguard Portfolio Management LLC | 4,057,643 | $3.66 億 | 0.02% | −105,950−2.5% | 減碼 |
| Vanguard Capital Management LLC | 3,640,776 | $3.29 億 | 0.01% | −183,028−4.8% | 減碼 |
| State Street Corp | 3,241,046 | $2.93 億 | 0.01% | +141,149+4.6% | 加碼 |
| Geode Capital Management, LLC | 2,374,467 | $2.14 億 | 0.01% | +114,821+5.1% | 加碼 |
| AQR Capital Management LLC | 1,999,209 | $1.76 億 | 0.06% | −93,014−4.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,869,036 | $1.69 億 | 0.03% | +241,997+14.9% | 加碼 |
| William Blair Investment Management, LLC | 1,773,227 | $1.60 億 | 0.48% | +113,611+6.8% | 加碼 |
| FMR LLC | 1,538,387 | $1.39 億 | 0.01% | +403,454+35.5% | 加碼 |
| Brown Advisory Inc | 1,372,624 | $1.24 億 | 0.19% | −40,160−2.8% | 減碼 |
| Clearbridge Investments, LLC | 1,296,765 | $1.17 億 | 0.10% | −13,207−1.0% | 減碼 |
| Charles Schwab Investment Management Inc | 1,188,902 | $1.07 億 | 0.01% | +13,563+1.2% | 加碼 |
| Greenhouse Funds LLLP | 1,183,024 | $1.07 億 | 5.63% | −74,830−5.9% | 減碼 |
| Geneva Capital Management LLC | 1,149,680 | $1.04 億 | 2.38% | −24,390−2.1% | 減碼 |
| Bank of America Corp | 1,146,735 | $1.04 億 | 0.01% | +284,727+33.0% | 加碼 |
| JPMorgan Chase & Co | 1,158,837 | $1.02 億 | 0.01% | −24,574−2.1% | 減碼 |
| Davenport & Co LLC | 1,087,218 | $9,820 萬 | 0.50% | +71,784+7.1% | 加碼 |
| Northern Trust Corp | 1,072,119 | $9,683 萬 | 0.01% | +35,945+3.5% | 加碼 |
| Goldman Sachs Group Inc | 1,007,434 | $9,099 萬 | 0.01% | +206,616+25.8% | 加碼 |
| Price T Rowe Associates Inc | 994,551 | $8,983 萬 | 0.01% | +191,124+23.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 965,807 | $8,723 萬 | 0.04% | +963,026+34,628.8% | 加碼 |
| Atalan Capital Partners, LP | 915,270 | $8,267 萬 | 5.07% | +31,600+3.6% | 加碼 |
| Loomis Sayles & Co L P | 908,554 | $8,206 萬 | 0.10% | −23,352−2.5% | 減碼 |
| Jupiter Topco LLC | 872,972 | $7,885 萬 | 0.03% | +872,972 | 新進 |
| Swedbank AB | 851,400 | $7,690 萬 | 0.07% | +145,100+20.5% | 加碼 |
| Park West Asset Management LLC | 776,651 | $7,015 萬 | 4.79% | +153,495+24.6% | 加碼 |
| American Century Companies Inc | 759,978 | $6,864 萬 | 0.03% | +17,129+2.3% | 加碼 |
| Bamco Inc | 750,394 | $6,778 萬 | 0.10% | +3690.0% | 加碼 |
| Nuveen, LLC | 732,750 | $6,618 萬 | 0.02% | +52,288+7.7% | 加碼 |
| Stephens Investment Management Group LLC | 729,080 | $6,585 萬 | 0.71% | +44,461+6.5% | 加碼 |
| Westfield Capital Management Co LP | 703,313 | $6,352 萬 | 0.21% | −9,535−1.3% | 減碼 |
| SEI Investments Co | 683,320 | $6,172 萬 | 0.05% | +80,599+13.4% | 加碼 |
| Citadel Advisors LLC | 682,961 | $6,169 萬 | 0.04% | +414,129+154.0% | 加碼 |
| Nomura Asset Management International Inc. | 678,537 | $6,129 萬 | 0.09% | +86,523+14.6% | 加碼 |
| Bank of New York Mellon Corp | 666,260 | $6,018 萬 | 0.01% | +67,006+11.2% | 加碼 |
| GW&K Investment Management, LLC | 632,382 | $5,712 萬 | 0.45% | +168,067+36.2% | 加碼 |
| Cadian Capital Management, LP | 626,700 | $5,660 萬 | 4.28% | −206,000−24.7% | 減碼 |
| Vanguard Fiduciary Trust Co | 601,824 | $5,436 萬 | 0.01% | +7,389+1.2% | 加碼 |
| Norges Bank | 533,946 | $4,823 萬 | 0.00% | +533,946 | 新進 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 456,922 | $4,127 萬 | 2.26% | +456,922 | 新進 |
| UBS Group AG | 435,457 | $3,933 萬 | 0.01% | −351,210−44.6% | 減碼 |
| Raymond James Financial Inc | 431,967 | $3,902 萬 | 0.01% | +51,473+13.5% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 400,613 | $3,618 萬 | 0.11% | −84,831−17.5% | 減碼 |
| Wellington Management Group LLP | 387,894 | $3,503 萬 | 0.01% | −109,626−22.0% | 減碼 |
| Artisan Partners Limited Partnership | 384,107 | $3,469 萬 | 0.06% | +113,165+41.8% | 加碼 |
| Franklin Resources Inc | 360,659 | $3,257 萬 | 0.01% | +19,271+5.6% | 加碼 |
| 12th Street Asset Management Company, LLC | 345,390 | $3,120 萬 | 4.44% | +94,029+37.4% | 加碼 |
| Aristotle Capital Boston, LLC | 332,884 | $3,007 萬 | 2.02% | −64,345−16.2% | 減碼 |
| Ranger Investment Management, L.P. | 319,253 | $2,883 萬 | 1.82% | +48,030+17.7% | 加碼 |
| Principal Financial Group Inc | 318,565 | $2,877 萬 | 0.01% | +14,516+4.8% | 加碼 |
| CIBC Bancorp USA Inc. | 311,395 | $2,813 萬 | 0.03% | −10,833−3.4% | 減碼 |
| Lazard Asset Management LLC | 275,693 | $2,490 萬 | 0.04% | −65,706−19.2% | 減碼 |
| Rhumbline Advisers | 254,403 | $2,298 萬 | 0.02% | +5,488+2.2% | 加碼 |
| Ashford Capital Management Inc | 253,441 | $2,289 萬 | 2.45% | −13,040−4.9% | 減碼 |
| Millennium Management LLC | 249,975 | $2,258 萬 | 0.02% | −558,892−69.1% | 減碼 |
| DF Dent & Co Inc | 247,132 | $2,232 萬 | 0.42% | +113,350+84.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 238,243 | $2,152 萬 | 0.26% | +69,194+40.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 233,378 | $2,108 萬 | 0.22% | +59,524+34.2% | 加碼 |
| Oberweis Asset Management Inc | 228,291 | $2,062 萬 | 0.43% | +61,650+37.0% | 加碼 |
| Royal Bank of Canada | 212,264 | $1,917 萬 | 0.00% | −86,743−29.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 202,691 | $1,871 萬 | 0.03% | −63,924−24.0% | 減碼 |
| Alliancebernstein L.P. | 222,480 | $1,859 萬 | 0.01% | +263+0.1% | 加碼 |
| Invesco Ltd. | 198,095 | $1,789 萬 | 0.00% | −254,648−56.2% | 減碼 |
| Retirement Systems of Alabama | 196,278 | $1,773 萬 | 0.05% | −17,367−8.1% | 減碼 |
| UBS Asset Management Americas Inc | 193,492 | $1,748 萬 | 0.00% | −1,369−0.7% | 減碼 |
| Wells Fargo & Company | 190,425 | $1,720 萬 | 0.00% | +50,318+35.9% | 加碼 |
| Frontier Capital Management Co LLC | 184,308 | $1,665 萬 | 0.16% | −8,092−4.2% | 減碼 |
| Envestnet Asset Management Inc | 175,182 | $1,582 萬 | 0.00% | +36,314+26.2% | 加碼 |
| Glenmede Trust Co NA | 173,867 | $1,570 萬 | 0.07% | −5,956−3.3% | 減碼 |
| Swiss National Bank | 169,500 | $1,531 萬 | 0.01% | +300+0.2% | 加碼 |
| Russell Investments Group, Ltd. | 156,786 | $1,416 萬 | 0.01% | +25,048+19.0% | 加碼 |
| Qube Research & Technologies Ltd | 156,551 | $1,414 萬 | 0.02% | +115,973+285.8% | 加碼 |
| California Public Employees Retirement System | 155,319 | $1,403 萬 | 0.01% | +1,749+1.1% | 加碼 |
| New York State Common Retirement Fund | 150,273 | $1,357 萬 | 0.02% | +43,452+40.7% | 加碼 |
| Premier Fund Managers Ltd | 145,243 | $1,276 萬 | 1.16% | −142,604−49.5% | 減碼 |
| Public Sector Pension Investment Board | 140,952 | $1,273 萬 | 0.03% | +83,633+145.9% | 加碼 |
| Neuberger Berman Group LLC | 137,365 | $1,241 萬 | 0.01% | +132,011+2,465.7% | 加碼 |
| GDS Wealth Management | 137,092 | $1,238 萬 | 0.59% | +11,484+9.1% | 加碼 |
| Canada Pension Plan Investment Board | 135,600 | $1,225 萬 | 0.01% | −6,300−4.4% | 減碼 |
| Deutsche Bank AG | 132,705 | $1,199 萬 | 0.00% | +12,337+10.2% | 加碼 |
| Peregrine Capital Management LLC | 132,691 | $1,198 萬 | 0.39% | +6,460+5.1% | 加碼 |
| Castleark Management LLC | 127,770 | $1,154 萬 | 0.31% | +79,260+163.4% | 加碼 |
| Ameriprise Financial Inc | 125,882 | $1,137 萬 | 0.00% | −512,152−80.3% | 減碼 |
| Axiom Investors LLC | 120,911 | $1,092 萬 | 0.09% | −32,733−21.3% | 減碼 |
| Capital Fund Management S.A. | 119,832 | $1,082 萬 | 0.08% | +67,522+129.1% | 加碼 |
| Legal & General Group Plc | 118,522 | $1,070 萬 | 0.00% | +863+0.7% | 加碼 |
| Ensign Peak Advisors, Inc | 117,281 | $1,059 萬 | 0.02% | −17,096−12.7% | 減碼 |
| Wealthspire Advisors, LLC | 111,986 | $1,011 萬 | 0.06% | +74,011+194.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 111,108 | $1,004 萬 | 0.09% | +25,418+29.7% | 加碼 |
| Mariner, LLC | 108,898 | $983.5 萬 | 0.01% | +39,830+57.7% | 加碼 |
| Bessemer Group Inc | 108,688 | $981.7 萬 | 0.01% | −279,734−72.0% | 減碼 |
| State of Wisconsin Investment Board | 102,875 | $929.2 萬 | 0.02% | +1,363+1.3% | 加碼 |
| Tectonic Advisors LLC | 100,323 | $906.1 萬 | 0.44% | +17,492+21.1% | 加碼 |
| Diversify Wealth Management, LLC | 90,675 | $898.1 萬 | 0.15% | +122+0.1% | 加碼 |
| Diversify Advisory Services, LLC | 90,675 | $898.1 萬 | 0.15% | +90,675 | 新進 |
| California State Teachers Retirement System | 97,794 | $883.3 萬 | 0.01% | −2,810−2.8% | 減碼 |
| Granahan Investment Management Inc | 97,318 | $879.0 萬 | 0.31% | −24,781−20.3% | 減碼 |
| Renaissance Group LLC | 96,839 | $874.6 萬 | 0.36% | −1,475−1.5% | 減碼 |