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。
2022 年第 1 季 13F 持有人
Healthequity, Inc. 在 2022/3/31 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
- 298
- 較 2021 年第 4 季 +20 家
- 持有股數
- 8,367 萬
- 較 2021 年第 4 季 +219.5 萬 (+2.7%)
- 總市值
- $56.4 億
- 較 2021 年第 4 季 +$20.3 億 (+56.3%)
- 新進機構
- 64
- 另有 110 家加碼
- 清倉機構
- 44
- 另有 94 家減碼
另有 4 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,423,008 | $6.35 億 | 0.02% | +358,743+4.0% | 加碼 |
| Vanguard Group Inc | 7,998,328 | $5.39 億 | 0.01% | −25,496−0.3% | 減碼 |
| Wasatch Advisors Inc | 7,638,935 | $5.15 億 | 2.54% | +244,868+3.3% | 加碼 |
| FMR LLC | 3,216,536 | $2.17 億 | 0.02% | +302,650+10.4% | 加碼 |
| William Blair Investment Management, LLC | 3,112,394 | $2.10 億 | 0.63% | −455,767−12.8% | 減碼 |
| JPMorgan Chase & Co | 2,669,705 | $1.80 億 | 0.02% | +81,859+3.2% | 加碼 |
| State Street Corp | 2,642,658 | $1.78 億 | 0.01% | +68,071+2.6% | 加碼 |
| Mackenzie Financial Corp | 2,060,973 | $1.39 億 | 0.19% | −206,925−9.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,933,736 | $1.30 億 | 1.14% | −150,064−7.2% | 減碼 |
| Fred Alger Management, LLC | 1,829,673 | $1.23 億 | 0.39% | −397,634−17.9% | 減碼 |
| Brown Advisory Inc | 1,823,014 | $1.23 億 | 0.18% | +114,384+6.7% | 加碼 |
| Geode Capital Management, LLC | 1,485,530 | $1.00 億 | 0.01% | +47,140+3.3% | 加碼 |
| Credit Suisse AG | 1,475,491 | $9,951 萬 | 0.09% | −18,025−1.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,379,340 | $9,302 萬 | 0.25% | +29,631+2.2% | 加碼 |
| Janus Henderson Group PLC | 1,370,783 | $9,245 萬 | 0.04% | −186,265−12.0% | 減碼 |
| Northern Trust Corp | 1,290,121 | $8,701 萬 | 0.02% | +115,178+9.8% | 加碼 |
| Franklin Resources Inc | 1,165,926 | $7,863 萬 | 0.03% | +2,404+0.2% | 加碼 |
| Stephens Investment Management Group LLC | 1,130,501 | $7,624 萬 | 1.12% | +82,028+7.8% | 加碼 |
| Millennium Management LLC | 1,095,952 | $7,391 萬 | 0.09% | +989,156+926.2% | 加碼 |
| Victory Capital Management Inc | 1,071,533 | $7,217 萬 | 0.07% | −44,629−4.0% | 減碼 |
| Bank of New York Mellon Corp | 924,494 | $6,235 萬 | 0.01% | +32,662+3.7% | 加碼 |
| Van Berkom & Associates Inc. | 886,108 | $5,976 萬 | 2.14% | +886,108 | 新進 |
| Geneva Capital Management LLC | 857,918 | $5,786 萬 | 1.12% | +36,520+4.4% | 加碼 |
| Charles Schwab Investment Management Inc | 848,907 | $5,725 萬 | 0.02% | +34,713+4.3% | 加碼 |
| Granahan Investment Management Inc | 829,000 | $5,591 萬 | 1.39% | +7,533+0.9% | 加碼 |
| GW&K Investment Management, LLC | 806,316 | $5,438 萬 | 0.48% | +46,645+6.1% | 加碼 |
| Bamco Inc | 800,000 | $5,395 萬 | 0.13% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 798,551 | $5,385 萬 | 0.02% | +20,811+2.7% | 加碼 |
| Dimensional Fund Advisors LP | 699,519 | $4,718 萬 | 0.01% | +159,630+29.6% | 加碼 |
| Kornitzer Capital Management Inc | 612,685 | $4,132 萬 | 0.68% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 603,101 | $4,067 萬 | 0.05% | +3,891+0.6% | 加碼 |
| Aristotle Capital Boston, LLC | 574,871 | $3,877 萬 | 0.98% | −13,052−2.2% | 減碼 |
| Nuveen Asset Management, LLC | 667,400 | $3,858 萬 | 0.01% | −86,479−11.5% | 減碼 |
| Aureus Asset Management, LLC | 509,590 | $3,437 萬 | 2.28% | +121,315+31.2% | 加碼 |
| Norges Bank | 492,029 | $3,318 萬 | 0.01% | −7,033−1.4% | 減碼 |
| Granite Investment Partners, LLC | 487,881 | $3,290 萬 | 1.12% | +410,710+532.2% | 加碼 |
| Iron Triangle Partners LP | 486,862 | $3,283 萬 | 3.91% | +486,862 | 新進 |
| Royal Bank of Canada | 462,914 | $3,122 萬 | 0.01% | −180,720−28.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 447,357 | $3,017 萬 | 0.04% | −16,343−3.5% | 減碼 |
| American Century Companies Inc | 437,035 | $2,947 萬 | 0.02% | −9,194−2.1% | 減碼 |
| Clearbridge Investments, LLC | 417,488 | $2,816 萬 | 0.02% | +3,170+0.8% | 加碼 |
| Bank of America Corp | 403,399 | $2,721 萬 | 0.00% | +107,403+36.3% | 加碼 |
| Goldman Sachs Group Inc | 371,799 | $2,507 萬 | 0.01% | +24,974+7.2% | 加碼 |
| Ensign Peak Advisors, Inc | 359,590 | $2,425 萬 | 0.05% | −50,028−12.2% | 減碼 |
| Ashford Capital Management Inc | 354,290 | $2,389 萬 | 2.57% | +31,220+9.7% | 加碼 |
| Glenmede Trust Co NA | 319,258 | $2,153 萬 | 0.11% | +232+0.1% | 加碼 |
| Nicholas Investment Partners, LP | 314,704 | $2,122 萬 | 1.51% | +314,704 | 新進 |
| DF Dent & Co Inc | 304,083 | $2,051 萬 | 0.24% | +94,606+45.2% | 加碼 |
| Principal Financial Group Inc | 300,689 | $2,028 萬 | 0.01% | −1,330−0.4% | 減碼 |
| Summit Creek Advisors LLC | 298,071 | $2,010 萬 | 2.28% | +1,176+0.4% | 加碼 |
| Citadel Advisors LLC | 281,814 | $1,901 萬 | 0.02% | −296,162−51.2% | 減碼 |
| SEI Investments Co | 278,939 | $1,884 萬 | 0.04% | −628−0.2% | 減碼 |
| Alliancebernstein L.P. | 268,599 | $1,811 萬 | 0.01% | +75,743+39.3% | 加碼 |
| Sectoral Asset Management Inc | 240,000 | $1,619 萬 | 2.87% | +240,000 | 新進 |
| Rhumbline Advisers | 231,307 | $1,560 萬 | 0.02% | +4,880+2.2% | 加碼 |
| TimesSquare Capital Management, LLC | 220,780 | $1,489 萬 | 0.17% | +220,780 | 新進 |
| Rheos Capital Works Inc. | 215,200 | $1,451 萬 | 0.70% | +44,200+25.8% | 加碼 |
| Ameriprise Financial Inc | 203,083 | $1,370 萬 | 0.00% | +3,045+1.5% | 加碼 |
| State of Wisconsin Investment Board | 203,000 | $1,369 萬 | 0.03% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 202,548 | $1,366 萬 | 0.03% | −30,747−13.2% | 減碼 |
| Point72 Asset Management, L.P. | 198,300 | $1,337 萬 | 0.06% | +61,200+44.6% | 加碼 |
| Swiss National Bank | 197,500 | $1,332 萬 | 0.01% | +13,700+7.5% | 加碼 |
| Peregrine Capital Management LLC | 196,032 | $1,322 萬 | 0.31% | −64,304−24.7% | 減碼 |
| Woodline Partners LP | 190,180 | $1,283 萬 | 0.21% | +127,188+201.9% | 加碼 |
| Scout Investments, Inc. | 182,469 | $1,231 萬 | 0.20% | −245−0.1% | 減碼 |
| American International Group, Inc. | 181,367 | $1,223 萬 | 0.07% | −2,439−1.3% | 減碼 |
| Putnam Investments LLC | 181,063 | $1,221 萬 | 0.02% | +39,902+28.3% | 加碼 |
| Balyasny Asset Management LLC | 172,899 | $1,166 萬 | 0.05% | +159,460+1,186.5% | 加碼 |
| Two Sigma Investments, LP | 172,176 | $1,161 萬 | 0.03% | −423,381−71.1% | 減碼 |
| Pier Capital, LLC | 169,893 | $1,146 萬 | 1.46% | −115,932−40.6% | 減碼 |
| California Public Employees Retirement System | 164,112 | $1,107 萬 | 0.01% | −6,130−3.6% | 減碼 |
| Raymond James & Associates | 160,110 | $1,080 萬 | 0.01% | +58,263+57.2% | 加碼 |
| Amussen Hunsaker Associates LLC | 159,522 | $1,076 萬 | 2.49% | −917−0.6% | 減碼 |
| Advantage Alpha Capital Partners LP | 159,094 | $1,073 萬 | 1.61% | +8,246+5.5% | 加碼 |
| Parametric Portfolio Associates LLC | 152,510 | $1,029 萬 | 0.01% | +57,237+60.1% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $982.9 萬 | 3.16% | +145,737 | 新進 |
| Eversept Partners, LP | 144,140 | $972.1 萬 | 0.89% | −189,212−56.8% | 減碼 |
| Morgan Stanley | 143,897 | $970.4 萬 | 0.00% | −27,123−15.9% | 減碼 |
| Invesco Ltd. | 135,531 | $914.0 萬 | 0.00% | +7,237+5.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 129,030 | $870.2 萬 | 0.02% | −4,000−3.0% | 減碼 |
| Portolan Capital Management, LLC | 128,261 | $865.0 萬 | 0.69% | +128,261 | 新進 |
| CWM, LLC | 127,638 | $860.8 萬 | 0.06% | −12,526−8.9% | 減碼 |
| Man Group plc | 126,657 | $854.2 萬 | 0.03% | −40,751−24.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 125,538 | $846.6 萬 | 0.16% | +64,115+104.4% | 加碼 |
| Legal & General Group Plc | 125,431 | $845.9 萬 | 0.00% | −328−0.3% | 減碼 |
| Motley Fool Wealth Management, LLC | 124,791 | $841.6 萬 | 0.40% | −542−0.4% | 減碼 |
| New York State Common Retirement Fund | 114,454 | $771.9 萬 | 0.01% | +39,869+53.5% | 加碼 |
| Public Employees Retirement System of Ohio | 112,147 | $756.3 萬 | 0.03% | +233+0.2% | 加碼 |
| Retirement Systems of Alabama | 109,694 | $739.8 萬 | 0.03% | +340+0.3% | 加碼 |
| Motley Fool Asset Management LLC | 106,539 | $718.5 萬 | 0.53% | −72,878−40.6% | 減碼 |
| California State Teachers Retirement System | 106,134 | $715.8 萬 | 0.01% | −8,910−7.7% | 減碼 |
| UBS Asset Management Americas Inc | 103,993 | $701.3 萬 | 0.00% | +13,614+15.1% | 加碼 |
| Tekla Capital Management LLC | 103,314 | $696.7 萬 | 0.24% | +103,314 | 新進 |
| Wells Fargo & Company | 102,726 | $692.7 萬 | 0.00% | −22,887−18.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 101,845 | $686.8 萬 | 0.00% | −32,390−24.1% | 減碼 |
| DFPG Investments, LLC | 98,132 | $676.0 萬 | 2.63% | +350.0% | 加碼 |
| Picton Mahoney Asset Management | 99,785 | $673.1 萬 | 0.25% | +99,785 | 新進 |
| MetLife Investment Management | 96,519 | $650.9 萬 | 0.04% | +27,655+40.2% | 加碼 |
| Simplex Trading, LLC | 93,852 | $632.9 萬 | 0.20% | +86,593+1,192.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 91,485 | $617.0 萬 | 1.26% | 00.0% | 不變 |