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 2 季 13F 持有人
Healthequity, Inc. 在 2022/6/30 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
- 308
- 較 2022 年第 1 季 +17 家
- 持有股數
- 8,431 萬
- 較 2022 年第 1 季 +100.0 萬 (+1.2%)
- 總市值
- $51.4 億
- 較 2022 年第 1 季 −$4.74 億 (−8.4%)
- 新進機構
- 43
- 另有 113 家加碼
- 清倉機構
- 26
- 另有 111 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,771,455 | $6.00 億 | 0.02% | +348,447+3.7% | 加碼 |
| Vanguard Group Inc | 8,142,880 | $5.00 億 | 0.01% | +144,552+1.8% | 加碼 |
| Wasatch Advisors Inc | 6,628,751 | $4.07 億 | 2.57% | −1,010,184−13.2% | 減碼 |
| FMR LLC | 3,589,800 | $2.20 億 | 0.02% | +373,264+11.6% | 加碼 |
| William Blair Investment Management, LLC | 2,687,591 | $1.65 億 | 0.61% | −424,803−13.6% | 減碼 |
| State Street Corp | 2,597,911 | $1.59 億 | 0.01% | −44,747−1.7% | 減碼 |
| JPMorgan Chase & Co | 2,457,011 | $1.51 億 | 0.02% | −212,694−8.0% | 減碼 |
| Mackenzie Financial Corp | 2,053,812 | $1.26 億 | 0.20% | −7,161−0.3% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,847,890 | $1.13 億 | 1.30% | −85,846−4.4% | 減碼 |
| Brown Advisory Inc | 1,826,705 | $1.12 億 | 0.21% | +3,691+0.2% | 加碼 |
| Fred Alger Management, LLC | 1,774,140 | $1.09 億 | 0.51% | −55,533−3.0% | 減碼 |
| Geode Capital Management, LLC | 1,485,034 | $9,117 萬 | 0.01% | −4960.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,410,226 | $8,657 萬 | 0.27% | +30,886+2.2% | 加碼 |
| Janus Henderson Group PLC | 1,308,041 | $8,030 萬 | 0.06% | −62,742−4.6% | 減碼 |
| Northern Trust Corp | 1,268,405 | $7,787 萬 | 0.02% | −21,716−1.7% | 減碼 |
| Franklin Resources Inc | 1,141,459 | $7,007 萬 | 0.03% | −24,467−2.1% | 減碼 |
| Stephens Investment Management Group LLC | 1,140,122 | $6,999 萬 | 1.29% | +9,621+0.9% | 加碼 |
| Credit Suisse AG | 1,126,256 | $6,914 萬 | 0.07% | −349,235−23.7% | 減碼 |
| Bank of New York Mellon Corp | 920,082 | $5,649 萬 | 0.01% | −4,412−0.5% | 減碼 |
| Millennium Management LLC | 903,044 | $5,544 萬 | 0.07% | −192,908−17.6% | 減碼 |
| Granahan Investment Management Inc | 864,057 | $5,304 萬 | 1.81% | +35,057+4.2% | 加碼 |
| Charles Schwab Investment Management Inc | 864,036 | $5,304 萬 | 0.02% | +15,129+1.8% | 加碼 |
| GW&K Investment Management, LLC | 851,583 | $5,228 萬 | 0.56% | +45,267+5.6% | 加碼 |
| Geneva Capital Management LLC | 850,277 | $5,220 萬 | 1.20% | −7,641−0.9% | 減碼 |
| Bamco Inc | 800,000 | $4,911 萬 | 0.16% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 791,472 | $4,859 萬 | 0.23% | +593,172+299.1% | 加碼 |
| Victory Capital Management Inc | 785,913 | $4,825 萬 | 0.05% | −285,620−26.7% | 減碼 |
| Dimensional Fund Advisors LP | 784,162 | $4,815 萬 | 0.02% | +84,643+12.1% | 加碼 |
| Van Berkom & Associates Inc. | 737,777 | $4,529 萬 | 1.90% | −148,331−16.7% | 減碼 |
| Massachusetts Financial Services Co | 598,399 | $3,674 萬 | 0.01% | −200,152−25.1% | 減碼 |
| Aristotle Capital Boston, LLC | 586,138 | $3,598 萬 | 1.07% | +11,267+2.0% | 加碼 |
| Morgan Stanley | 570,496 | $3,502 萬 | 0.00% | +426,599+296.5% | 加碼 |
| Invesco Ltd. | 539,621 | $3,313 萬 | 0.01% | +404,090+298.2% | 加碼 |
| Nuveen Asset Management, LLC | 537,240 | $3,298 萬 | 0.01% | −130,160−19.5% | 減碼 |
| Citadel Advisors LLC | 531,807 | $3,265 萬 | 0.04% | +249,993+88.7% | 加碼 |
| Aureus Asset Management, LLC | 513,826 | $3,154 萬 | 2.55% | +4,236+0.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 508,037 | $3,119 萬 | 0.05% | −95,064−15.8% | 減碼 |
| Granite Investment Partners, LLC | 498,716 | $3,062 萬 | 1.28% | +10,835+2.2% | 加碼 |
| Iron Triangle Partners LP | 485,541 | $2,981 萬 | 4.81% | −1,321−0.3% | 減碼 |
| TimesSquare Capital Management, LLC | 477,430 | $2,931 萬 | 0.41% | +256,650+116.2% | 加碼 |
| Kornitzer Capital Management Inc | 467,885 | $2,872 萬 | 0.57% | −144,800−23.6% | 減碼 |
| Goldman Sachs Group Inc | 467,225 | $2,868 萬 | 0.01% | +95,426+25.7% | 加碼 |
| Royal Bank of Canada | 463,095 | $2,843 萬 | 0.01% | +1810.0% | 加碼 |
| Eagle Asset Management Inc | 422,954 | $2,597 萬 | 0.16% | +422,954 | 新進 |
| Bank of America Corp | 396,855 | $2,436 萬 | 0.00% | −6,544−1.6% | 減碼 |
| Ensign Peak Advisors, Inc | 360,498 | $2,213 萬 | 0.05% | +908+0.3% | 加碼 |
| Ashford Capital Management Inc | 358,048 | $2,198 萬 | 3.12% | +3,758+1.1% | 加碼 |
| Principal Financial Group Inc | 345,859 | $2,123 萬 | 0.02% | +45,170+15.0% | 加碼 |
| Clearbridge Investments, LLC | 340,265 | $2,089 萬 | 0.02% | −77,223−18.5% | 減碼 |
| Norges Bank | 333,585 | $2,048 萬 | 0.01% | −158,444−32.2% | 減碼 |
| SEI Investments Co | 302,985 | $1,863 萬 | 0.04% | +24,046+8.6% | 加碼 |
| Nicholas Investment Partners, LP | 303,179 | $1,861 萬 | 1.76% | −11,525−3.7% | 減碼 |
| Summit Creek Advisors LLC | 298,196 | $1,831 萬 | 2.33% | +1250.0% | 加碼 |
| American Century Companies Inc | 290,387 | $1,783 萬 | 0.01% | −146,648−33.6% | 減碼 |
| DF Dent & Co Inc | 288,040 | $1,768 萬 | 0.25% | −16,043−5.3% | 減碼 |
| Glenmede Trust Co NA | 287,308 | $1,764 萬 | 0.10% | −31,950−10.0% | 減碼 |
| Rhumbline Advisers | 256,570 | $1,575 萬 | 0.02% | +25,263+10.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 252,371 | $1,549 萬 | 0.03% | −194,986−43.6% | 減碼 |
| Sectoral Asset Management Inc | 240,600 | $1,477 萬 | 2.98% | +600+0.3% | 加碼 |
| Alliancebernstein L.P. | 235,879 | $1,448 萬 | 0.01% | −32,720−12.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 227,151 | $1,394 萬 | 0.04% | +24,603+12.1% | 加碼 |
| Rheos Capital Works Inc. | 215,200 | $1,321 萬 | 0.99% | 00.0% | 不變 |
| Ameriprise Financial Inc | 211,882 | $1,301 萬 | 0.00% | +8,799+4.3% | 加碼 |
| Intrinsic Edge Capital Management LLC | 200,274 | $1,230 萬 | 1.10% | +200,274 | 新進 |
| Swiss National Bank | 197,000 | $1,209 萬 | 0.01% | −500−0.3% | 減碼 |
| Woodline Partners LP | 194,475 | $1,194 萬 | 0.19% | +4,295+2.3% | 加碼 |
| Scout Investments, Inc. | 187,617 | $1,152 萬 | 0.23% | +5,148+2.8% | 加碼 |
| Lisanti Capital Growth, LLC | 182,888 | $1,123 萬 | 1.52% | +139,108+317.7% | 加碼 |
| Wellington Management Group LLP | 177,650 | $1,091 萬 | 0.00% | +177,650 | 新進 |
| American International Group, Inc. | 177,361 | $1,089 萬 | 0.07% | −4,006−2.2% | 減碼 |
| Peregrine Capital Management LLC | 176,373 | $1,083 萬 | 0.33% | −19,659−10.0% | 減碼 |
| Picton Mahoney Asset Management | 163,348 | $1,003 萬 | 0.42% | +63,563+63.7% | 加碼 |
| Amussen Hunsaker Associates LLC | 157,944 | $969.3 萬 | 2.73% | −1,578−1.0% | 減碼 |
| New York State Common Retirement Fund | 157,484 | $966.8 萬 | 0.01% | +43,030+37.6% | 加碼 |
| First Trust Advisors LP | 157,042 | $964.1 萬 | 0.01% | +139,093+774.9% | 加碼 |
| California Public Employees Retirement System | 154,905 | $951.0 萬 | 0.01% | −9,207−5.6% | 減碼 |
| Raymond James & Associates | 154,495 | $948.4 萬 | 0.01% | −5,615−3.5% | 減碼 |
| State of Wisconsin Investment Board | 150,245 | $922.4 萬 | 0.02% | −52,755−26.0% | 減碼 |
| Advantage Alpha Capital Partners LP | 148,503 | $911.7 萬 | 1.57% | −10,591−6.7% | 減碼 |
| Assenagon Asset Management S.A. | 139,926 | $859.0 萬 | 0.04% | +139,926 | 新進 |
| Next Century Growth Investors LLC | 135,149 | $829.6 萬 | 1.08% | +135,149 | 新進 |
| Russell Investments Group, Ltd. | 133,977 | $822.2 萬 | 0.02% | +74,376+124.8% | 加碼 |
| Pier Capital, LLC | 131,568 | $807.7 萬 | 1.38% | −38,325−22.6% | 減碼 |
| Eversept Partners, LP | 127,043 | $779.9 萬 | 0.76% | −17,097−11.9% | 減碼 |
| Legal & General Group Plc | 126,275 | $775.2 萬 | 0.00% | +844+0.7% | 加碼 |
| Putnam Investments LLC | 124,716 | $765.6 萬 | 0.01% | −56,347−31.1% | 減碼 |
| Motley Fool Wealth Management, LLC | 124,343 | $763.3 萬 | 0.48% | −448−0.4% | 減碼 |
| Portolan Capital Management, LLC | 121,236 | $744.3 萬 | 0.75% | −7,025−5.5% | 減碼 |
| Tekla Capital Management LLC | 115,314 | $707.9 萬 | 0.28% | +12,000+11.6% | 加碼 |
| Marshall Wace, LLP | 114,988 | $705.9 萬 | 0.02% | +108,134+1,577.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 114,951 | $705.7 萬 | 0.02% | −14,079−10.9% | 減碼 |
| CWM, LLC | 111,414 | $684.0 萬 | 0.05% | −16,224−12.7% | 減碼 |
| Retirement Systems of Alabama | 111,136 | $682.3 萬 | 0.03% | +1,442+1.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 108,084 | $663.5 萬 | 0.05% | +101,174+1,464.2% | 加碼 |
| California State Teachers Retirement System | 106,852 | $656.0 萬 | 0.01% | +718+0.7% | 加碼 |
| Ophir Asset Management Pty Ltd | 756,641 | $651.5 萬 | 1.48% | +756,641 | 新進 |
| UBS Asset Management Americas Inc | 103,598 | $636.0 萬 | 0.00% | −395−0.4% | 減碼 |
| Manufacturers Life Insurance Company, The | 101,774 | $624.8 萬 | 0.00% | −71−0.1% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 99,358 | $610.0 萬 | 1.79% | −46,379−31.8% | 減碼 |
| Public Employees Retirement System of Ohio | 99,087 | $608.3 萬 | 0.03% | −13,060−11.6% | 減碼 |