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 4 季 13F 持有人
Healthequity, Inc. 在 2021/12/31 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
- 282
- 較 2021 年第 3 季 0 家
- 持有股數
- 8,152 萬
- 較 2021 年第 3 季 +78.8 萬 (+1.0%)
- 總市值
- $36.1 億
- 較 2021 年第 3 季 −$16.2 億 (−31.0%)
- 新進機構
- 54
- 另有 115 家加碼
- 清倉機構
- 54
- 另有 89 家減碼
另有 4 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,064,265 | $4.01 億 | 0.01% | +59,190+0.7% | 加碼 |
| Vanguard Group Inc | 8,023,824 | $3.55 億 | 0.01% | +6,363+0.1% | 加碼 |
| Wasatch Advisors Inc | 7,394,067 | $3.27 億 | 1.33% | +1,197,807+19.3% | 加碼 |
| William Blair Investment Management, LLC | 3,568,161 | $1.58 億 | 0.43% | −201,638−5.3% | 減碼 |
| FMR LLC | 2,913,886 | $1.29 億 | 0.01% | +1,744,870+149.3% | 加碼 |
| JPMorgan Chase & Co | 2,587,846 | $1.14 億 | 0.01% | +589,509+29.5% | 加碼 |
| State Street Corp | 2,574,587 | $1.14 億 | 0.01% | −4,759−0.2% | 減碼 |
| Mackenzie Financial Corp | 2,267,898 | $1.00 億 | 0.14% | +422,484+22.9% | 加碼 |
| Fred Alger Management, LLC | 2,227,307 | $9,854 萬 | 0.25% | −831,532−27.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,083,800 | $9,219 萬 | 0.74% | +500,492+31.6% | 加碼 |
| Brown Advisory Inc | 1,708,630 | $7,559 萬 | 0.09% | +114,437+7.2% | 加碼 |
| Janus Henderson Group PLC | 1,557,048 | $6,888 萬 | 0.03% | +8,292+0.5% | 加碼 |
| Credit Suisse AG | 1,493,516 | $6,607 萬 | 0.05% | +5090.0% | 加碼 |
| Geode Capital Management, LLC | 1,438,390 | $6,363 萬 | 0.01% | +23,466+1.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,349,709 | $5,971 萬 | 0.14% | −45,951−3.3% | 減碼 |
| Northern Trust Corp | 1,174,943 | $5,198 萬 | 0.01% | −18,225−1.5% | 減碼 |
| Franklin Resources Inc | 1,163,522 | $5,147 萬 | 0.02% | +308,552+36.1% | 加碼 |
| Victory Capital Management Inc | 1,116,162 | $4,938 萬 | 0.05% | −240,729−17.7% | 減碼 |
| Stephens Investment Management Group LLC | 1,048,473 | $4,638 萬 | 0.60% | +236,115+29.1% | 加碼 |
| Bank of New York Mellon Corp | 891,832 | $3,946 萬 | 0.01% | +6,373+0.7% | 加碼 |
| Granahan Investment Management Inc | 821,467 | $3,634 萬 | 0.75% | +51,861+6.7% | 加碼 |
| Geneva Capital Management LLC | 821,398 | $3,634 萬 | 0.59% | −66,492−7.5% | 減碼 |
| Charles Schwab Investment Management Inc | 814,194 | $3,602 萬 | 0.01% | +16,431+2.1% | 加碼 |
| Bamco Inc | 800,000 | $3,539 萬 | 0.08% | −52,778−6.2% | 減碼 |
| Massachusetts Financial Services Co | 777,740 | $3,441 萬 | 0.01% | +95,301+14.0% | 加碼 |
| GW&K Investment Management, LLC | 759,671 | $3,361 萬 | 0.28% | +95,428+14.4% | 加碼 |
| Nuveen Asset Management, LLC | 753,879 | $3,335 萬 | 0.01% | +189,790+33.6% | 加碼 |
| Royal Bank of Canada | 643,634 | $2,847 萬 | 0.01% | −54,845−7.9% | 減碼 |
| Kornitzer Capital Management Inc | 612,685 | $2,711 萬 | 0.40% | −67,685−9.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 599,210 | $2,651 萬 | 0.03% | +599,210 | 新進 |
| Two Sigma Investments, LP | 595,557 | $2,635 萬 | 0.06% | +584,358+5,217.9% | 加碼 |
| Aristotle Capital Boston, LLC | 587,923 | $2,601 萬 | 0.61% | −14,329−2.4% | 減碼 |
| Citadel Advisors LLC | 577,976 | $2,557 萬 | 0.03% | +455,680+372.6% | 加碼 |
| Loomis Sayles & Co L P | 561,146 | $2,483 萬 | 0.03% | −315,429−36.0% | 減碼 |
| Dimensional Fund Advisors LP | 539,889 | $2,388 萬 | 0.01% | +27,146+5.3% | 加碼 |
| Norges Bank | 499,062 | $2,208 萬 | 0.00% | −149,460−23.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 463,700 | $2,051 萬 | 0.03% | +334,833+259.8% | 加碼 |
| American Century Companies Inc | 446,229 | $1,974 萬 | 0.01% | +51,864+13.2% | 加碼 |
| Clearbridge Investments, LLC | 414,318 | $1,833 萬 | 0.01% | +143,358+52.9% | 加碼 |
| Ensign Peak Advisors, Inc | 409,618 | $1,812 萬 | 0.03% | −74,105−15.3% | 減碼 |
| Aureus Asset Management, LLC | 388,275 | $1,718 萬 | 1.06% | +65,720+20.4% | 加碼 |
| Goldman Sachs Group Inc | 346,825 | $1,534 萬 | 0.00% | +70,599+25.6% | 加碼 |
| Eversept Partners, LP | 333,352 | $1,475 萬 | 1.23% | +218,974+191.4% | 加碼 |
| Ashford Capital Management Inc | 323,070 | $1,429 萬 | 1.43% | −40,611−11.2% | 減碼 |
| Glenmede Trust Co NA | 319,026 | $1,411 萬 | 0.07% | +86,346+37.1% | 加碼 |
| Principal Financial Group Inc | 302,019 | $1,336 萬 | 0.01% | +3,088+1.0% | 加碼 |
| Summit Creek Advisors LLC | 296,895 | $1,314 萬 | 1.32% | +81,821+38.0% | 加碼 |
| Bank of America Corp | 295,996 | $1,310 萬 | 0.00% | −6,865−2.3% | 減碼 |
| Pier Capital, LLC | 285,825 | $1,265 萬 | 1.33% | +174,544+156.8% | 加碼 |
| Voloridge Investment Management, LLC | 281,063 | $1,243 萬 | 0.07% | +218,082+346.3% | 加碼 |
| SEI Investments Co | 279,567 | $1,238 萬 | 0.02% | +47,926+20.7% | 加碼 |
| Peregrine Capital Management LLC | 260,336 | $1,152 萬 | 0.23% | +65,018+33.3% | 加碼 |
| Freshford Capital Management, LLC | 251,527 | $1,113 萬 | 1.59% | +251,527 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 233,295 | $1,032 萬 | 0.02% | −2,904−1.2% | 減碼 |
| Rhumbline Advisers | 226,427 | $1,002 萬 | 0.01% | −895−0.4% | 減碼 |
| DF Dent & Co Inc | 209,477 | $926.7 萬 | 0.09% | −13,678−6.1% | 減碼 |
| Pictet Asset Management SA | 208,789 | $923.7 萬 | 0.01% | +1,139+0.5% | 加碼 |
| State of Wisconsin Investment Board | 203,000 | $898.1 萬 | 0.02% | −217,832−51.8% | 減碼 |
| Ameriprise Financial Inc | 200,038 | $885.0 萬 | 0.00% | −915,577−82.1% | 減碼 |
| Alliancebernstein L.P. | 192,856 | $853.2 萬 | 0.00% | +500+0.3% | 加碼 |
| American International Group, Inc. | 183,806 | $813.2 萬 | 0.04% | −3,657−2.0% | 減碼 |
| Swiss National Bank | 183,800 | $813.1 萬 | 0.00% | −400−0.2% | 減碼 |
| Scout Investments, Inc. | 182,714 | $808.3 萬 | 0.12% | +34,504+23.3% | 加碼 |
| Motley Fool Asset Management LLC | 179,417 | $793.7 萬 | 0.51% | −4,801−2.6% | 減碼 |
| Morgan Stanley | 171,020 | $756.6 萬 | 0.00% | −219,946−56.3% | 減碼 |
| Rheos Capital Works Inc. | 171,000 | $756.5 萬 | 0.33% | +171,000 | 新進 |
| Amussen Hunsaker Associates LLC | 160,439 | $756.1 萬 | 1.80% | +45,611+39.7% | 加碼 |
| California Public Employees Retirement System | 170,242 | $753.2 萬 | 0.01% | −11,254−6.2% | 減碼 |
| Man Group plc | 167,408 | $740.6 萬 | 0.02% | +21,422+14.7% | 加碼 |
| Advantage Alpha Capital Partners LP | 150,848 | $667.4 萬 | 0.95% | +71,949+91.2% | 加碼 |
| Cubist Systematic Strategies, LLC | 150,062 | $663.9 萬 | 0.06% | +99,673+197.8% | 加碼 |
| Putnam Investments LLC | 141,161 | $624.5 萬 | 0.01% | −47,904−25.3% | 減碼 |
| CWM, LLC | 140,164 | $620.1 萬 | 0.04% | +140,164 | 新進 |
| Point72 Asset Management, L.P. | 137,100 | $606.5 萬 | 0.03% | +137,100 | 新進 |
| Manufacturers Life Insurance Company, The | 134,235 | $593.9 萬 | 0.00% | −1,840−1.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 133,030 | $588.5 萬 | 0.01% | −2,142−1.6% | 減碼 |
| Invesco Ltd. | 128,294 | $567.6 萬 | 0.00% | −64,498−33.5% | 減碼 |
| Legal & General Group Plc | 125,759 | $556.4 萬 | 0.00% | +4,752+3.9% | 加碼 |
| Wells Fargo & Company | 125,613 | $555.7 萬 | 0.00% | −1,613,197−92.8% | 減碼 |
| Motley Fool Wealth Management, LLC | 125,333 | $554.5 萬 | 0.24% | −3,674−2.8% | 減碼 |
| California State Teachers Retirement System | 115,044 | $509.0 萬 | 0.01% | +2,560+2.3% | 加碼 |
| Barclays PLC | 113,691 | $503.0 萬 | 0.00% | +24,386+27.3% | 加碼 |
| Crestwood Capital Management, L.P. | 112,500 | $497.7 萬 | 2.23% | +112,500 | 新進 |
| Public Employees Retirement System of Ohio | 111,914 | $495.1 萬 | 0.02% | +19,113+20.6% | 加碼 |
| Retirement Systems of Alabama | 109,354 | $483.8 萬 | 0.02% | +1,382+1.3% | 加碼 |
| DFPG Investments, LLC | 98,097 | $480.8 萬 | 2.01% | −100.0% | 減碼 |
| Millennium Management LLC | 106,796 | $472.5 萬 | 0.01% | −362,393−77.2% | 減碼 |
| Raymond James & Associates | 101,847 | $450.6 萬 | 0.00% | −8,575−7.8% | 減碼 |
| Parametric Portfolio Associates LLC | 95,273 | $421.5 萬 | 0.00% | −44,969−32.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 91,485 | $404.7 萬 | 0.85% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 90,379 | $399.8 萬 | 0.00% | −342−0.4% | 減碼 |
| Deutsche Bank AG | 87,562 | $387.4 萬 | 0.00% | −46,428−34.7% | 減碼 |
| New York State Teachers Retirement System | 83,051 | $367.4 萬 | 0.01% | +9,668+13.2% | 加碼 |
| HighTower Advisors, LLC | 81,529 | $360.6 萬 | 0.01% | −3,137−3.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 81,474 | $360.4 萬 | 0.01% | +19,773+32.0% | 加碼 |
| Thrivent Financial for Lutherans | 80,461 | $356.0 萬 | 0.01% | +25,005+45.1% | 加碼 |
| Granite Investment Partners, LLC | 77,171 | $341.4 萬 | 0.10% | +77,171 | 新進 |
| Mutual of America Capital Management LLC | 74,686 | $330.4 萬 | 0.03% | +1,170+1.6% | 加碼 |
| New York State Common Retirement Fund | 74,585 | $330.0 萬 | 0.00% | −140−0.2% | 減碼 |
| Duality Advisers, LP | 72,313 | $319.9 萬 | 0.35% | +63,539+724.2% | 加碼 |