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。
2021 年第 2 季 13F 持有人
Healthequity, Inc. 在 2021/6/30 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
- 286
- 較 2021 年第 1 季 +4 家
- 持有股數
- 8,424 萬
- 較 2021 年第 1 季 +178.8 萬 (+2.2%)
- 總市值
- $67.8 億
- 較 2021 年第 1 季 +$11.7 億 (+20.9%)
- 新進機構
- 42
- 另有 101 家加碼
- 清倉機構
- 38
- 另有 115 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 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 | $81.6 億 |
| 2025 年第 3 季 | 495 | $83.8 億 |
| 2025 年第 2 季 | 487 | $95.6 億 |
| 2025 年第 1 季 | 464 | $82.0 億 |
| 2024 年第 4 季 | 441 | $86.6 億 |
| 2024 年第 3 季 | 404 | $72.5 億 |
| 2024 年第 2 季 | 386 | $75.9 億 |
| 2024 年第 1 季 | 367 | $70.7 億 |
| 2023 年第 4 季 | 352 | $56.6 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 | $49.9 億 |
| 2022 年第 4 季 | 323 | $51.4 億 |
| 2022 年第 3 季 | 310 | $57.6 億 |
| 2022 年第 2 季 | 308 | $51.4 億 |
| 2022 年第 1 季 | 298 | $56.4 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 |
2021 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,053,477 | $7.29 億 | 0.02% | −380,882−4.0% | 減碼 |
| Vanguard Group Inc | 8,006,958 | $6.44 億 | 0.02% | +109,140+1.4% | 加碼 |
| Wasatch Advisors Inc | 5,831,352 | $4.69 億 | 1.91% | +197,412+3.5% | 加碼 |
| William Blair Investment Management, LLC | 3,727,613 | $3.00 億 | 0.94% | −65,028−1.7% | 減碼 |
| Jackson Square Partners, LLC | 3,519,199 | $2.83 億 | 1.62% | −105,419−2.9% | 減碼 |
| Fred Alger Management, LLC | 3,257,641 | $2.62 億 | 0.62% | +1,485,264+83.8% | 加碼 |
| State Street Corp | 2,572,633 | $2.07 億 | 0.01% | +124,254+5.1% | 加碼 |
| Echo Street Capital Management LLC | 2,061,399 | $1.66 億 | 1.28% | +365,133+21.5% | 加碼 |
| JPMorgan Chase & Co | 1,971,259 | $1.59 億 | 0.02% | −44,744−2.2% | 減碼 |
| Mackenzie Financial Corp | 1,749,958 | $1.41 億 | 0.20% | +101,186+6.1% | 加碼 |
| Credit Suisse AG | 1,543,658 | $1.24 億 | 0.10% | −15,301−1.0% | 減碼 |
| Janus Henderson Group PLC | 1,543,628 | $1.24 億 | 0.05% | −61,435−3.8% | 減碼 |
| Wells Fargo & Company | 1,535,937 | $1.24 億 | 0.03% | −58,807−3.7% | 減碼 |
| Brown Advisory Inc | 1,533,501 | $1.23 億 | 0.19% | +82,253+5.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,452,541 | $1.17 億 | 0.88% | −522,008−26.4% | 減碼 |
| Geode Capital Management, LLC | 1,425,310 | $1.15 億 | 0.02% | +62,468+4.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,389,042 | $1.12 億 | 0.28% | +163,762+13.4% | 加碼 |
| Ameriprise Financial Inc | 1,273,840 | $1.03 億 | 0.03% | −102,687−7.5% | 減碼 |
| Northern Trust Corp | 1,210,521 | $9,742 萬 | 0.02% | −9,211−0.8% | 減碼 |
| Victory Capital Management Inc | 1,197,762 | $9,640 萬 | 0.09% | +301,030+33.6% | 加碼 |
| FMR LLC | 1,182,851 | $9,520 萬 | 0.01% | −27,017−2.2% | 減碼 |
| Massachusetts Financial Services Co | 1,070,074 | $8,612 萬 | 0.03% | +88,543+9.0% | 加碼 |
| Geneva Capital Management LLC | 1,058,532 | $8,519 萬 | 1.39% | −25,675−2.4% | 減碼 |
| Bamco Inc | 1,001,371 | $8,059 萬 | 0.19% | +10,000+1.0% | 加碼 |
| Bank of New York Mellon Corp | 932,011 | $7,501 萬 | 0.01% | +3,226+0.3% | 加碼 |
| Loomis Sayles & Co L P | 890,188 | $7,164 萬 | 0.09% | +116,088+15.0% | 加碼 |
| Franklin Resources Inc | 857,858 | $6,904 萬 | 0.03% | −693−0.1% | 減碼 |
| SEI Investments Co | 846,664 | $6,813 萬 | 0.15% | +19,596+2.4% | 加碼 |
| Granahan Investment Management Inc | 834,705 | $6,718 萬 | 1.25% | +46,887+6.0% | 加碼 |
| Charles Schwab Investment Management Inc | 783,501 | $6,306 萬 | 0.02% | +19,954+2.6% | 加碼 |
| Stephens Investment Management Group LLC | 695,769 | $5,600 萬 | 0.77% | +177,467+34.2% | 加碼 |
| Royal Bank of Canada | 687,869 | $5,536 萬 | 0.02% | −3,902−0.6% | 減碼 |
| Morgan Stanley | 676,662 | $5,446 萬 | 0.01% | +386,663+133.3% | 加碼 |
| GW&K Investment Management, LLC | 667,709 | $5,374 萬 | 0.47% | +1,381+0.2% | 加碼 |
| Kornitzer Capital Management Inc | 638,605 | $5,140 萬 | 0.77% | +152,250+31.3% | 加碼 |
| Aristotle Capital Boston, LLC | 509,106 | $4,097 萬 | 0.94% | −27,887−5.2% | 減碼 |
| Ensign Peak Advisors, Inc | 476,235 | $3,833 萬 | 0.08% | −24,416−4.9% | 減碼 |
| Dimensional Fund Advisors LP | 427,636 | $3,442 萬 | 0.01% | +172,492+67.6% | 加碼 |
| Hood River Capital Management LLC | 393,345 | $3,166 萬 | 0.94% | −48,684−11.0% | 減碼 |
| American Century Companies Inc | 388,056 | $3,123 萬 | 0.02% | +65,378+20.3% | 加碼 |
| Bank of America Corp | 380,239 | $3,060 萬 | 0.00% | +128,272+50.9% | 加碼 |
| Norges Bank | 378,654 | $3,047 萬 | 0.01% | −356,065−48.5% | 減碼 |
| Nuveen Asset Management, LLC | 372,338 | $2,997 萬 | 0.01% | +57,544+18.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 362,765 | $2,920 萬 | 0.08% | +14,784+4.2% | 加碼 |
| Greenhouse Funds LLLP | 334,735 | $2,694 萬 | 2.86% | +197,256+143.5% | 加碼 |
| Goldman Sachs Group Inc | 321,712 | $2,589 萬 | 0.01% | +4,657+1.5% | 加碼 |
| Ashford Capital Management Inc | 314,685 | $2,533 萬 | 2.28% | −645−0.2% | 減碼 |
| Invesco Ltd. | 308,633 | $2,484 萬 | 0.01% | +20,352+7.1% | 加碼 |
| Principal Financial Group Inc | 296,361 | $2,385 萬 | 0.02% | −17,555−5.6% | 減碼 |
| Clearbridge Investments, LLC | 295,666 | $2,380 萬 | 0.02% | −1,423−0.5% | 減碼 |
| Aureus Asset Management, LLC | 283,395 | $2,281 萬 | 1.47% | +13,485+5.0% | 加碼 |
| State of Wisconsin Investment Board | 240,764 | $1,938 萬 | 0.04% | +34,564+16.8% | 加碼 |
| Glenmede Trust Co NA | 240,027 | $1,932 萬 | 0.10% | −5,505−2.2% | 減碼 |
| Rhumbline Advisers | 232,150 | $1,868 萬 | 0.02% | +791+0.3% | 加碼 |
| Point72 Asset Management, L.P. | 216,966 | $1,746 萬 | 0.09% | +216,966 | 新進 |
| Jennison Associates LLC | 210,898 | $1,697 萬 | 0.01% | −5,273−2.4% | 減碼 |
| Pictet Asset Management Ltd | 206,404 | $1,661 萬 | 0.02% | −9,643−4.5% | 減碼 |
| Next Century Growth Investors LLC | 206,209 | $1,660 萬 | 1.29% | −28,239−12.0% | 減碼 |
| DF Dent & Co Inc | 204,364 | $1,645 萬 | 0.17% | +12,827+6.7% | 加碼 |
| Summit Creek Advisors LLC | 197,533 | $1,590 萬 | 1.90% | −7,030−3.4% | 減碼 |
| Eversept Partners, LP | 197,500 | $1,589 萬 | 1.47% | +197,500 | 新進 |
| Alliancebernstein L.P. | 194,721 | $1,567 萬 | 0.01% | −6,440−3.2% | 減碼 |
| American International Group, Inc. | 192,915 | $1,553 萬 | 0.06% | −8,510−4.2% | 減碼 |
| Peregrine Capital Management LLC | 190,043 | $1,530 萬 | 0.27% | −32,392−14.6% | 減碼 |
| Voya Investment Management LLC | 187,227 | $1,507 萬 | 0.03% | +17,781+10.5% | 加碼 |
| Motley Fool Asset Management LLC | 185,679 | $1,494 萬 | 0.99% | −4,870−2.6% | 減碼 |
| Swiss National Bank | 181,100 | $1,458 萬 | 0.01% | +5,500+3.1% | 加碼 |
| California Public Employees Retirement System | 180,429 | $1,452 萬 | 0.01% | +5,120+2.9% | 加碼 |
| American Capital Management Inc | 173,905 | $1,400 萬 | 0.39% | +2,942+1.7% | 加碼 |
| Putnam Investments LLC | 171,549 | $1,381 萬 | 0.02% | +64,281+59.9% | 加碼 |
| Macquarie Group Ltd | 155,305 | $1,250 萬 | 0.01% | +62,922+68.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 154,766 | $1,246 萬 | 0.03% | −8,885−5.4% | 減碼 |
| CWM, LLC | 154,376 | $1,242 萬 | 0.10% | 00.0% | 不變 |
| Scout Investments, Inc. | 152,469 | $1,227 萬 | 0.18% | −12,785−7.7% | 減碼 |
| Parametric Portfolio Associates LLC | 150,107 | $1,208 萬 | 0.01% | +14,941+11.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 135,202 | $1,088 萬 | 0.01% | −887−0.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 131,536 | $1,059 萬 | 0.45% | −1,172−0.9% | 減碼 |
| Citadel Advisors LLC | 125,132 | $1,007 萬 | 0.01% | −247,760−66.4% | 減碼 |
| Syquant Capital SAS | 125,000 | $1,006 萬 | 12.06% | 00.0% | 不變 |
| Wellington Management Group LLP | 124,279 | $1,000 萬 | 0.00% | +124,279 | 新進 |
| Pier Capital, LLC | 123,754 | $996.0 萬 | 1.00% | −17,293−12.3% | 減碼 |
| California State Teachers Retirement System | 112,757 | $907.5 萬 | 0.01% | −8,314−6.9% | 減碼 |
| Retirement Systems of Alabama | 108,621 | $874.2 萬 | 0.03% | +393+0.4% | 加碼 |
| Legal & General Group Plc | 106,128 | $854.1 萬 | 0.00% | −19,705−15.7% | 減碼 |
| Raymond James & Associates | 105,502 | $849.1 萬 | 0.01% | +12,169+13.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 105,092 | $845.7 萬 | 2.42% | −68,148−39.3% | 減碼 |
| Man Group plc | 101,168 | $814.2 萬 | 0.03% | +56,692+127.5% | 加碼 |
| Tygh Capital Management, Inc. | 99,736 | $802.7 萬 | 1.09% | +99,736 | 新進 |
| DFPG Investments, LLC | 98,062 | $767.6 萬 | 2.90% | −988−1.0% | 減碼 |
| Inspirion Wealth Advisors, LLC | 91,485 | $736.3 萬 | 1.81% | +67,485+281.2% | 加碼 |
| SG Capital Management LLC | 91,489 | $736.3 萬 | 2.06% | +91,489 | 新進 |
| Ziegler Capital Management, LLC | 36,561 | $734.6 萬 | 0.25% | −57,099−61.0% | 減碼 |
| UBS Asset Management Americas Inc | 90,564 | $728.9 萬 | 0.00% | +5,765+6.8% | 加碼 |
| Deutsche Bank AG | 89,525 | $720.5 萬 | 0.00% | −164,721−64.8% | 減碼 |
| New York State Common Retirement Fund | 89,004 | $716.3 萬 | 0.01% | −5,990−6.3% | 減碼 |
| Public Employees Retirement System of Ohio | 85,208 | $685.8 萬 | 0.02% | −1,889−2.2% | 減碼 |
| HighTower Advisors, LLC | 83,940 | $675.8 萬 | 0.02% | +543+0.7% | 加碼 |
| First Trust Advisors LP | 75,124 | $604.6 萬 | 0.01% | −37,341−33.2% | 減碼 |
| Agf Investments Inc. | 75,000 | $603.6 萬 | 0.05% | +10,000+15.4% | 加碼 |
| Mutual of America Capital Management LLC | 72,707 | $585.1 萬 | 0.06% | −63,902−46.8% | 減碼 |