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 501 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 | 501 | $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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 9,891 | $64.0 萬 | 0.09% | −3,917−28.4% | 減碼 |
| Truist Financial Corp | 9,907 | $64.2 萬 | 0.00% | +193+2.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,345 | $67.0 萬 | 0.00% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 10,770 | $69.7 萬 | 0.00% | +1,891+21.3% | 加碼 |
| Pallas Capital Advisors LLC | 10,280 | $71.3 萬 | 0.08% | +4,262+70.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 11,100 | $71.9 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 11,143 | $72.2 萬 | 0.02% | −37−0.3% | 減碼 |
| Two Sigma Investments, LP | 11,199 | $72.5 萬 | 0.00% | +11,199 | 新進 |
| Prudential Financial Inc | 11,543 | $74.8 萬 | 0.00% | +180+1.6% | 加碼 |
| Pacer Advisors, Inc. | 11,574 | $75.0 萬 | 0.01% | +2,839+32.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 11,856 | $76.8 萬 | 0.00% | +868+7.9% | 加碼 |
| PFS Investments Inc. | 11,219 | $77.5 萬 | 0.02% | +2,758+32.6% | 加碼 |
| Algert Global LLC | 12,272 | $79.5 萬 | 0.11% | +12,272 | 新進 |
| Zacks Investment Management | 12,372 | $80.1 萬 | 0.01% | +2,799+29.2% | 加碼 |
| Guggenheim Capital LLC | 12,717 | $82.4 萬 | 0.00% | −965−7.1% | 減碼 |
| State of Alaska, Department of Revenue | 12,797 | $82.8 萬 | 0.01% | −151−1.2% | 減碼 |
| Xponance, Inc. | 12,922 | $83.7 萬 | 0.02% | −134−1.0% | 減碼 |
| Teacher Retirement System of Texas | 13,238 | $85.7 萬 | 0.00% | +3,122+30.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,775 | $89.2 萬 | 0.02% | −111−0.8% | 減碼 |
| STRS Ohio | 14,200 | $91.9 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 14,816 | $95.9 萬 | 0.01% | 00.0% | 不變 |
| Blair William & Co | 14,827 | $96.0 萬 | 0.00% | +2,637+21.6% | 加碼 |
| Citigroup Inc | 15,981 | $103.5 萬 | 0.00% | +42+0.3% | 加碼 |
| Federated Hermes, Inc. | 16,043 | $103.9 萬 | 0.00% | +87+0.5% | 加碼 |
| Occudo Quantitative Strategies LP | 16,686 | $108.1 萬 | 0.13% | +10,654+176.6% | 加碼 |
| Marshall Wace North America L.P. | 16,788 | $108.6 萬 | 0.00% | +16,788 | 新進 |
| New Mexico Educational Retirement Board | 17,200 | $111.4 萬 | 0.04% | 00.0% | 不變 |
| Capital Fund Management S.A. | 17,433 | $112.9 萬 | 0.03% | +17,433 | 新進 |
| Allstate Corp | 17,934 | $116.1 萬 | 0.05% | −18−0.1% | 減碼 |
| ProShare Advisors LLC | 18,216 | $118.0 萬 | 0.00% | −12,321−40.3% | 減碼 |
| TownSquare Capital, LLC | 18,649 | $120.8 萬 | 0.03% | +7,187+62.7% | 加碼 |
| SG Americas Securities, LLC | 19,277 | $124.8 萬 | 0.01% | +6,536+51.3% | 加碼 |
| Renaissance Technologies LLC | 20,000 | $129.5 萬 | 0.00% | +20,000 | 新進 |
| Lazard Asset Management LLC | 20,370 | $131.9 萬 | 0.00% | +20,370 | 新進 |
| Schonfeld Strategic Advisors LLC | 20,400 | $132.1 萬 | 0.02% | +400+2.0% | 加碼 |
| State of Michigan Retirement System | 20,866 | $135.1 萬 | 0.01% | −100−0.5% | 減碼 |
| Louisiana State Employees Retirement System | 21,300 | $137.9 萬 | 0.03% | −300−1.4% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 21,857 | $141.5 萬 | 0.13% | +4,516+26.0% | 加碼 |
| Arizona State Retirement System | 22,711 | $147.1 萬 | 0.01% | +375+1.7% | 加碼 |
| South Dakota Investment Council | 23,093 | $149.6 萬 | 0.03% | 00.0% | 不變 |
| Quadrature Capital Ltd | 23,851 | $154.4 萬 | 0.06% | +23,851 | 新進 |
| Paloma Partners Management Co | 25,096 | $162.5 萬 | 0.07% | +25,096 | 新進 |
| Stifel Financial Corp | 26,285 | $170.3 萬 | 0.00% | −4,696−15.2% | 減碼 |
| PEAK6 Investments LLC | 26,780 | $173.4 萬 | 0.04% | +20,979+361.6% | 加碼 |
| Pantheon Investment Group, LLC | 27,469 | $176.8 萬 | 1.52% | +2,381+9.5% | 加碼 |
| Holocene Advisors, LP | 27,513 | $178.2 萬 | 0.01% | +11,401+70.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,549 | $178.4 萬 | 0.02% | −227−0.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 27,902 | $180.7 萬 | 0.02% | −556−2.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 28,504 | $184.6 萬 | 0.07% | −534−1.8% | 減碼 |
| First Republic Investment Management, Inc. | 28,904 | $187.2 萬 | 0.00% | +708+2.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 29,293 | $189.7 萬 | 0.00% | +540+1.9% | 加碼 |
| Davenport & Co LLC | 30,140 | $195.2 萬 | 0.01% | +12,987+75.7% | 加碼 |
| Cinctive Capital Management LP | 30,397 | $196.9 萬 | 0.11% | +30,397 | 新進 |
| Rockefeller Capital Management L.P. | 30,459 | $197.2 萬 | 0.01% | +131+0.4% | 加碼 |
| King Luther Capital Management Corp | 30,550 | $197.8 萬 | 0.01% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,044 | $207.5 萬 | 0.03% | 00.0% | 不變 |
| LPL Financial LLC | 33,874 | $219.7 萬 | 0.00% | +3,760+12.5% | 加碼 |
| HRT Financial LP | 35,445 | $229.5 萬 | 0.01% | +20,570+138.3% | 加碼 |
| Metropolitan Life Insurance Co | 35,757 | $231.6 萬 | 0.03% | −464−1.3% | 減碼 |
| Price T Rowe Associates Inc | 35,924 | $232.6 萬 | 0.00% | −655−1.8% | 減碼 |
| M&G Investment Management Ltd | 37,375 | $242.9 萬 | 0.01% | +7,060+23.3% | 加碼 |
| Great West Life Assurance Co | 39,106 | $254.9 萬 | 0.01% | +7,030+21.9% | 加碼 |
| Comerica Bank | 37,991 | $256.7 萬 | 0.02% | −7,871−17.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 40,680 | $263.4 萬 | 0.04% | +2,455+6.4% | 加碼 |
| Russell Investments Group, Ltd. | 42,465 | $274.9 萬 | 0.00% | −5,304−11.1% | 減碼 |
| Vontobel Holding Ltd. | 42,809 | $277.2 萬 | 0.02% | +42,809 | 新進 |
| UBS Group AG | 43,950 | $284.6 萬 | 0.00% | +3,602+8.9% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 44,923 | $290.9 萬 | 0.04% | +5,370+13.6% | 加碼 |
| Envestnet Asset Management Inc | 45,600 | $295.3 萬 | 0.00% | +5,611+14.0% | 加碼 |
| M&T Bank Corp | 46,118 | $298.7 萬 | 0.01% | +1,655+3.7% | 加碼 |
| First Trust Advisors LP | 47,150 | $305.3 萬 | 0.00% | −27,974−37.2% | 減碼 |
| Eaton Vance Management | 48,029 | $309.3 萬 | 0.00% | −53−0.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 49,816 | $322.6 萬 | 0.01% | +999+2.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 50,389 | $326.3 萬 | 0.04% | +21,727+75.8% | 加碼 |
| Thrivent Financial for Lutherans | 55,456 | $359.1 萬 | 0.01% | −534−1.0% | 減碼 |
| Amalgamated Bank | 58,893 | $381.4 萬 | 0.03% | −6,237−9.6% | 減碼 |
| Texas Permanent School Fund | 61,686 | $399.5 萬 | 0.05% | −449−0.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 61,701 | $399.6 萬 | 0.01% | +27,466+80.2% | 加碼 |
| Voloridge Investment Management, LLC | 62,981 | $407.9 萬 | 0.03% | +62,981 | 新進 |
| UMA Financial Services, Inc. | 65,188 | $411.7 萬 | 1.13% | 00.0% | 不變 |
| Marshall Wace, LLP | 65,748 | $425.8 萬 | 0.02% | +65,748 | 新進 |
| MetLife Investment Management | 68,455 | $443.3 萬 | 0.04% | −3,168−4.4% | 減碼 |
| NBW Capital LLC | 71,429 | $462.6 萬 | 1.11% | +363+0.5% | 加碼 |
| New York State Teachers Retirement System | 73,383 | $475.2 萬 | 0.01% | +4,683+6.8% | 加碼 |
| Sio Capital Management, LLC | 73,458 | $475.7 萬 | 1.53% | +8,500+13.1% | 加碼 |
| Mutual of America Capital Management LLC | 73,516 | $476.1 萬 | 0.05% | +809+1.1% | 加碼 |
| New York State Common Retirement Fund | 74,725 | $483.9 萬 | 0.01% | −14,279−16.0% | 減碼 |
| Agf Investments Inc. | 75,000 | $485.7 萬 | 0.04% | 00.0% | 不變 |
| Jane Street Group, LLC | 75,999 | $492.2 萬 | 0.01% | +61,996+442.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 78,899 | $510.9 萬 | 0.93% | +29,432+59.5% | 加碼 |
| HighTower Advisors, LLC | 84,666 | $548.1 萬 | 0.01% | +726+0.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 84,874 | $549.6 萬 | 0.10% | +78,334+1,197.8% | 加碼 |
| Ziegler Capital Management, LLC | 89,091 | $577.0 萬 | 0.21% | +52,530+143.7% | 加碼 |
| Barclays PLC | 89,305 | $578.3 萬 | 0.00% | +28,547+47.0% | 加碼 |
| UBS Asset Management Americas Inc | 90,721 | $587.5 萬 | 0.00% | +157+0.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 91,485 | $592.5 萬 | 1.36% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 92,801 | $601.0 萬 | 0.02% | +7,593+8.9% | 加碼 |
| DFPG Investments, LLC | 98,107 | $624.2 萬 | 2.36% | +450.0% | 加碼 |
| Retirement Systems of Alabama | 107,972 | $699.2 萬 | 0.03% | −649−0.6% | 減碼 |
| Raymond James & Associates | 110,422 | $715.1 萬 | 0.01% | +4,920+4.7% | 加碼 |