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 3 季 13F 持有人
Healthequity, Inc. 在 2021/9/30 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 2 季 +4 家
- 持有股數
- 8,080 萬
- 較 2021 年第 2 季 −307.7 萬 (−3.7%)
- 總市值
- $52.3 億
- 較 2021 年第 2 季 −$15.2 億 (−22.5%)
- 新進機構
- 39
- 另有 119 家加碼
- 清倉機構
- 35
- 另有 92 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,005,075 | $5.83 億 | 0.02% | −48,402−0.5% | 減碼 |
| Vanguard Group Inc | 8,017,461 | $5.19 億 | 0.01% | +10,503+0.1% | 加碼 |
| Wasatch Advisors Inc | 6,196,260 | $4.01 億 | 1.63% | +364,908+6.3% | 加碼 |
| William Blair Investment Management, LLC | 3,769,799 | $2.44 億 | 0.69% | +42,186+1.1% | 加碼 |
| Fred Alger Management, LLC | 3,058,839 | $1.98 億 | 0.47% | −198,802−6.1% | 減碼 |
| State Street Corp | 2,579,346 | $1.67 億 | 0.01% | +6,713+0.3% | 加碼 |
| JPMorgan Chase & Co | 1,998,337 | $1.29 億 | 0.02% | +27,078+1.4% | 加碼 |
| Echo Street Capital Management LLC | 1,947,825 | $1.26 億 | 0.89% | −113,574−5.5% | 減碼 |
| Mackenzie Financial Corp | 1,845,414 | $1.20 億 | 0.17% | +95,456+5.5% | 加碼 |
| Wells Fargo & Company | 1,738,810 | $1.13 億 | 0.03% | +202,873+13.2% | 加碼 |
| Brown Advisory Inc | 1,594,193 | $1.03 億 | 0.15% | +60,692+4.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,583,308 | $1.03 億 | 0.80% | +130,767+9.0% | 加碼 |
| Janus Henderson Group PLC | 1,548,756 | $1.00 億 | 0.04% | +5,128+0.3% | 加碼 |
| Credit Suisse AG | 1,493,007 | $9,669 萬 | 0.08% | −50,651−3.3% | 減碼 |
| Geode Capital Management, LLC | 1,414,924 | $9,163 萬 | 0.01% | −10,386−0.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,395,660 | $9,038 萬 | 0.22% | +6,618+0.5% | 加碼 |
| Victory Capital Management Inc | 1,356,891 | $8,787 萬 | 0.09% | +159,129+13.3% | 加碼 |
| Northern Trust Corp | 1,193,168 | $7,727 萬 | 0.01% | −17,353−1.4% | 減碼 |
| FMR LLC | 1,169,016 | $7,571 萬 | 0.01% | −13,835−1.2% | 減碼 |
| Ameriprise Financial Inc | 1,115,615 | $7,226 萬 | 0.02% | −158,225−12.4% | 減碼 |
| Geneva Capital Management LLC | 887,890 | $5,750 萬 | 0.97% | −170,642−16.1% | 減碼 |
| Bank of New York Mellon Corp | 885,459 | $5,734 萬 | 0.01% | −46,552−5.0% | 減碼 |
| Loomis Sayles & Co L P | 876,575 | $5,677 萬 | 0.07% | −13,613−1.5% | 減碼 |
| Franklin Resources Inc | 854,970 | $5,537 萬 | 0.02% | −2,888−0.3% | 減碼 |
| Bamco Inc | 852,778 | $5,523 萬 | 0.13% | −148,593−14.8% | 減碼 |
| Stephens Investment Management Group LLC | 812,358 | $5,261 萬 | 0.72% | +116,589+16.8% | 加碼 |
| Charles Schwab Investment Management Inc | 797,763 | $5,166 萬 | 0.02% | +14,262+1.8% | 加碼 |
| Granahan Investment Management Inc | 769,606 | $4,984 萬 | 0.95% | −65,099−7.8% | 減碼 |
| Royal Bank of Canada | 698,479 | $4,523 萬 | 0.01% | +10,610+1.5% | 加碼 |
| Massachusetts Financial Services Co | 682,439 | $4,420 萬 | 0.01% | −387,635−36.2% | 減碼 |
| Kornitzer Capital Management Inc | 680,370 | $4,406 萬 | 0.68% | +41,765+6.5% | 加碼 |
| GW&K Investment Management, LLC | 664,243 | $4,302 萬 | 0.38% | −3,466−0.5% | 減碼 |
| Norges Bank | 648,522 | $4,200 萬 | 0.01% | +269,868+71.3% | 加碼 |
| Aristotle Capital Boston, LLC | 602,252 | $3,900 萬 | 0.91% | +93,146+18.3% | 加碼 |
| Nuveen Asset Management, LLC | 564,089 | $3,653 萬 | 0.01% | +191,751+51.5% | 加碼 |
| Dimensional Fund Advisors LP | 512,743 | $3,321 萬 | 0.01% | +85,107+19.9% | 加碼 |
| Ensign Peak Advisors, Inc | 483,723 | $3,133 萬 | 0.07% | +7,488+1.6% | 加碼 |
| Millennium Management LLC | 469,189 | $3,039 萬 | 0.04% | +415,250+769.9% | 加碼 |
| State of Wisconsin Investment Board | 420,832 | $2,725 萬 | 0.06% | +180,068+74.8% | 加碼 |
| American Century Companies Inc | 394,365 | $2,554 萬 | 0.02% | +6,309+1.6% | 加碼 |
| Morgan Stanley | 390,966 | $2,532 萬 | 0.00% | −285,696−42.2% | 減碼 |
| Ashford Capital Management Inc | 363,681 | $2,355 萬 | 2.14% | +48,996+15.6% | 加碼 |
| Greenhouse Funds LLLP | 333,735 | $2,161 萬 | 2.35% | −1,000−0.3% | 減碼 |
| Aureus Asset Management, LLC | 322,555 | $2,089 萬 | 1.37% | +39,160+13.8% | 加碼 |
| Wellington Management Group LLP | 316,854 | $2,052 萬 | 0.00% | +192,575+155.0% | 加碼 |
| Bank of America Corp | 302,861 | $1,961 萬 | 0.00% | −77,378−20.3% | 減碼 |
| Principal Financial Group Inc | 298,931 | $1,936 萬 | 0.01% | +2,570+0.9% | 加碼 |
| Goldman Sachs Group Inc | 276,226 | $1,789 萬 | 0.00% | −45,486−14.1% | 減碼 |
| Clearbridge Investments, LLC | 270,960 | $1,755 萬 | 0.01% | −24,706−8.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 236,199 | $1,530 萬 | 0.04% | −126,566−34.9% | 減碼 |
| Glenmede Trust Co NA | 232,680 | $1,507 萬 | 0.08% | −7,347−3.1% | 減碼 |
| SEI Investments Co | 231,641 | $1,503 萬 | 0.03% | −615,023−72.6% | 減碼 |
| Rhumbline Advisers | 227,322 | $1,472 萬 | 0.02% | −4,828−2.1% | 減碼 |
| DF Dent & Co Inc | 223,155 | $1,445 萬 | 0.15% | +18,791+9.2% | 加碼 |
| Summit Creek Advisors LLC | 215,074 | $1,393 萬 | 1.47% | +17,541+8.9% | 加碼 |
| Pictet Asset Management SA | 207,650 | $1,345 萬 | 0.01% | +207,650 | 新進 |
| Jennison Associates LLC | 206,386 | $1,337 萬 | 0.01% | −4,512−2.1% | 減碼 |
| Peregrine Capital Management LLC | 195,318 | $1,265 萬 | 0.26% | +5,275+2.8% | 加碼 |
| Invesco Ltd. | 192,792 | $1,249 萬 | 0.00% | −115,841−37.5% | 減碼 |
| Alliancebernstein L.P. | 192,356 | $1,246 萬 | 0.00% | −2,365−1.2% | 減碼 |
| Putnam Investments LLC | 189,065 | $1,224 萬 | 0.02% | +17,516+10.2% | 加碼 |
| American International Group, Inc. | 187,463 | $1,214 萬 | 0.06% | −5,452−2.8% | 減碼 |
| Motley Fool Asset Management LLC | 184,218 | $1,193 萬 | 0.78% | −1,461−0.8% | 減碼 |
| Swiss National Bank | 184,200 | $1,193 萬 | 0.01% | +3,100+1.7% | 加碼 |
| Next Century Growth Investors LLC | 182,910 | $1,185 萬 | 1.03% | −23,299−11.3% | 減碼 |
| California Public Employees Retirement System | 181,496 | $1,175 萬 | 0.01% | +1,067+0.6% | 加碼 |
| Voya Investment Management LLC | 178,378 | $1,155 萬 | 0.02% | −8,849−4.7% | 減碼 |
| American Capital Management Inc | 174,788 | $1,132 萬 | 0.30% | +883+0.5% | 加碼 |
| Balyasny Asset Management LLC | 163,057 | $1,056 萬 | 0.05% | +163,057 | 新進 |
| Scout Investments, Inc. | 148,210 | $959.8 萬 | 0.14% | −4,259−2.8% | 減碼 |
| Man Group plc | 145,986 | $945.4 萬 | 0.03% | +44,818+44.3% | 加碼 |
| Tygh Capital Management, Inc. | 144,138 | $933.4 萬 | 1.26% | +44,402+44.5% | 加碼 |
| Parametric Portfolio Associates LLC | 140,242 | $908.2 萬 | 0.01% | −9,865−6.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 136,075 | $881.2 萬 | 0.01% | +873+0.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 135,172 | $875.3 萬 | 0.02% | −19,594−12.7% | 減碼 |
| Deutsche Bank AG | 133,990 | $867.7 萬 | 0.00% | +44,465+49.7% | 加碼 |
| Motley Fool Wealth Management, LLC | 129,007 | $835.4 萬 | 0.36% | −2,529−1.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 128,867 | $834.5 萬 | 0.01% | +128,867 | 新進 |
| Tudor Investment Corp Et Al | 123,605 | $800.5 萬 | 0.16% | +107,012+644.9% | 加碼 |
| Citadel Advisors LLC | 122,296 | $792.0 萬 | 0.01% | −2,836−2.3% | 減碼 |
| Legal & General Group Plc | 121,007 | $783.6 萬 | 0.00% | +14,879+14.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 114,828 | $750.1 萬 | 2.07% | +9,736+9.3% | 加碼 |
| Macquarie Group Ltd | 114,459 | $741.2 萬 | 0.01% | −40,846−26.3% | 減碼 |
| Eversept Partners, LP | 114,378 | $740.7 萬 | 0.59% | −83,122−42.1% | 減碼 |
| California State Teachers Retirement System | 112,484 | $728.4 萬 | 0.01% | −273−0.2% | 減碼 |
| Pier Capital, LLC | 111,281 | $720.7 萬 | 0.75% | −12,473−10.1% | 減碼 |
| Raymond James & Associates | 110,422 | $715.1 萬 | 0.01% | +4,920+4.7% | 加碼 |
| Retirement Systems of Alabama | 107,972 | $699.2 萬 | 0.03% | −649−0.6% | 減碼 |
| DFPG Investments, LLC | 98,107 | $624.2 萬 | 2.36% | +450.0% | 加碼 |
| Public Employees Retirement System of Ohio | 92,801 | $601.0 萬 | 0.02% | +7,593+8.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 91,485 | $592.5 萬 | 1.36% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 90,721 | $587.5 萬 | 0.00% | +157+0.2% | 加碼 |
| Barclays PLC | 89,305 | $578.3 萬 | 0.00% | +28,547+47.0% | 加碼 |
| Ziegler Capital Management, LLC | 89,091 | $577.0 萬 | 0.21% | +52,530+143.7% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 84,874 | $549.6 萬 | 0.10% | +78,334+1,197.8% | 加碼 |
| HighTower Advisors, LLC | 84,666 | $548.1 萬 | 0.01% | +726+0.9% | 加碼 |
| Advantage Alpha Capital Partners LP | 78,899 | $510.9 萬 | 0.93% | +29,432+59.5% | 加碼 |
| Jane Street Group, LLC | 75,999 | $492.2 萬 | 0.01% | +61,996+442.7% | 加碼 |
| Agf Investments Inc. | 75,000 | $485.7 萬 | 0.04% | 00.0% | 不變 |
| New York State Common Retirement Fund | 74,725 | $483.9 萬 | 0.01% | −14,279−16.0% | 減碼 |