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 3 季 13F 持有人
Healthequity, Inc. 在 2022/9/30 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
- 310
- 較 2022 年第 2 季 +4 家
- 持有股數
- 8,576 萬
- 較 2022 年第 2 季 +146.3 萬 (+1.7%)
- 總市值
- $57.6 億
- 較 2022 年第 2 季 +$6.23 億 (+12.1%)
- 新進機構
- 40
- 另有 105 家加碼
- 清倉機構
- 36
- 另有 117 家減碼
另有 2 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,690,500 | $6.51 億 | 0.02% | −80,955−0.8% | 減碼 |
| Vanguard Group Inc | 8,173,889 | $5.49 億 | 0.02% | +31,009+0.4% | 加碼 |
| Wasatch Advisors Inc | 5,726,062 | $3.85 億 | 2.67% | −902,689−13.6% | 減碼 |
| FMR LLC | 3,983,836 | $2.68 億 | 0.03% | +394,036+11.0% | 加碼 |
| William Blair Investment Management, LLC | 3,332,969 | $2.24 億 | 0.88% | +645,378+24.0% | 加碼 |
| State Street Corp | 2,671,946 | $1.79 億 | 0.01% | +74,035+2.8% | 加碼 |
| JPMorgan Chase & Co | 2,151,210 | $1.44 億 | 0.02% | −305,801−12.4% | 減碼 |
| Brown Advisory Inc | 2,059,396 | $1.38 億 | 0.27% | +232,691+12.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,983,563 | $1.33 億 | 1.63% | +135,673+7.3% | 加碼 |
| Mackenzie Financial Corp | 1,891,751 | $1.27 億 | 0.22% | −162,061−7.9% | 減碼 |
| Fred Alger Management, LLC | 1,778,970 | $1.19 億 | 0.61% | +4,830+0.3% | 加碼 |
| Geode Capital Management, LLC | 1,516,008 | $1.02 億 | 0.02% | +30,974+2.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 1,471,172 | $9,882 萬 | 0.33% | +60,946+4.3% | 加碼 |
| Millennium Management LLC | 1,357,687 | $9,120 萬 | 0.11% | +454,643+50.3% | 加碼 |
| Janus Henderson Group PLC | 1,304,214 | $8,761 萬 | 0.07% | −3,827−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,277,945 | $8,584 萬 | 0.15% | +769,908+151.5% | 加碼 |
| Northern Trust Corp | 1,247,331 | $8,378 萬 | 0.02% | −21,074−1.7% | 減碼 |
| Franklin Resources Inc | 1,153,082 | $7,745 萬 | 0.04% | +11,623+1.0% | 加碼 |
| Stephens Investment Management Group LLC | 1,135,739 | $7,629 萬 | 1.45% | −4,383−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 935,297 | $6,283 萬 | 0.02% | +151,135+19.3% | 加碼 |
| Bank of New York Mellon Corp | 933,350 | $6,269 萬 | 0.02% | +13,268+1.4% | 加碼 |
| Charles Schwab Investment Management Inc | 894,529 | $6,009 萬 | 0.02% | +30,493+3.5% | 加碼 |
| Geneva Capital Management LLC | 876,691 | $5,889 萬 | 1.36% | +26,414+3.1% | 加碼 |
| Credit Suisse AG | 876,294 | $5,886 萬 | 0.07% | −249,962−22.2% | 減碼 |
| Victory Capital Management Inc | 871,685 | $5,855 萬 | 0.07% | +85,772+10.9% | 加碼 |
| GW&K Investment Management, LLC | 840,052 | $5,643 萬 | 0.62% | −11,531−1.4% | 減碼 |
| Invesco Ltd. | 839,852 | $5,641 萬 | 0.02% | +300,231+55.6% | 加碼 |
| Bamco Inc | 800,000 | $5,374 萬 | 0.17% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 747,104 | $5,018 萬 | 0.18% | +747,104 | 新進 |
| Van Berkom & Associates Inc. | 719,915 | $4,836 萬 | 2.30% | −17,862−2.4% | 減碼 |
| Citadel Advisors LLC | 694,501 | $4,665 萬 | 0.06% | +162,694+30.6% | 加碼 |
| Granahan Investment Management Inc | 692,166 | $4,649 萬 | 1.52% | −171,891−19.9% | 減碼 |
| TimesSquare Capital Management, LLC | 684,935 | $4,601 萬 | 0.64% | +207,505+43.5% | 加碼 |
| Point72 Asset Management, L.P. | 678,577 | $4,558 萬 | 0.20% | −112,895−14.3% | 減碼 |
| Massachusetts Financial Services Co | 638,467 | $4,289 萬 | 0.02% | +40,068+6.7% | 加碼 |
| Goldman Sachs Group Inc | 583,629 | $3,920 萬 | 0.01% | +116,404+24.9% | 加碼 |
| Kornitzer Capital Management Inc | 561,652 | $3,773 萬 | 0.81% | +93,767+20.0% | 加碼 |
| Morgan Stanley | 558,318 | $3,750 萬 | 0.01% | −12,178−2.1% | 減碼 |
| Aristotle Capital Boston, LLC | 539,710 | $3,625 萬 | 1.23% | −46,428−7.9% | 減碼 |
| Ophir Asset Management Pty Ltd | 528,400 | $3,549 萬 | 6.47% | −228,241−30.2% | 減碼 |
| Nuveen Asset Management, LLC | 506,139 | $3,400 萬 | 0.01% | −31,101−5.8% | 減碼 |
| Royal Bank of Canada | 494,955 | $3,325 萬 | 0.01% | +31,860+6.9% | 加碼 |
| SEI Investments Co | 469,419 | $3,153 萬 | 0.07% | +166,434+54.9% | 加碼 |
| Granite Investment Partners, LLC | 468,814 | $3,149 萬 | 1.37% | −29,902−6.0% | 減碼 |
| Iron Triangle Partners LP | 440,000 | $2,956 萬 | 5.17% | −45,541−9.4% | 減碼 |
| Norges Bank | 430,672 | $2,893 萬 | 0.01% | +97,087+29.1% | 加碼 |
| American Century Companies Inc | 416,628 | $2,799 萬 | 0.02% | +126,241+43.5% | 加碼 |
| Eagle Asset Management Inc | 413,412 | $2,777 萬 | 0.18% | −9,542−2.3% | 減碼 |
| Aureus Asset Management, LLC | 408,426 | $2,743 萬 | 2.39% | −105,400−20.5% | 減碼 |
| Bank of America Corp | 389,308 | $2,615 萬 | 0.00% | −7,547−1.9% | 減碼 |
| Marshall Wace, LLP | 386,402 | $2,595 萬 | 0.07% | +271,414+236.0% | 加碼 |
| Ensign Peak Advisors, Inc | 360,284 | $2,420 萬 | 0.06% | −214−0.1% | 減碼 |
| Principal Financial Group Inc | 341,429 | $2,293 萬 | 0.02% | −4,430−1.3% | 減碼 |
| Ashford Capital Management Inc | 339,831 | $2,283 萬 | 3.48% | −18,217−5.1% | 減碼 |
| Clearbridge Investments, LLC | 318,103 | $2,137 萬 | 0.02% | −22,162−6.5% | 減碼 |
| Summit Creek Advisors LLC | 287,411 | $1,931 萬 | 2.66% | −10,785−3.6% | 減碼 |
| DF Dent & Co Inc | 284,270 | $1,909 萬 | 0.29% | −3,770−1.3% | 減碼 |
| Rhumbline Advisers | 268,368 | $1,803 萬 | 0.03% | +11,798+4.6% | 加碼 |
| Glenmede Trust Co NA | 265,742 | $1,785 萬 | 0.11% | −21,566−7.5% | 減碼 |
| Ameriprise Financial Inc | 246,144 | $1,654 萬 | 0.01% | +34,262+16.2% | 加碼 |
| First Trust Advisors LP | 240,346 | $1,614 萬 | 0.02% | +83,304+53.0% | 加碼 |
| Sectoral Asset Management Inc | 233,100 | $1,566 萬 | 3.08% | −7,500−3.1% | 減碼 |
| Rheos Capital Works Inc. | 215,200 | $1,446 萬 | 0.97% | 00.0% | 不變 |
| Alliancebernstein L.P. | 206,682 | $1,388 萬 | 0.01% | −29,197−12.4% | 減碼 |
| Swiss National Bank | 200,100 | $1,344 萬 | 0.01% | +3,100+1.6% | 加碼 |
| California Public Employees Retirement System | 191,677 | $1,288 萬 | 0.01% | +36,772+23.7% | 加碼 |
| Peregrine Capital Management LLC | 182,460 | $1,226 萬 | 0.40% | +6,087+3.5% | 加碼 |
| Scout Investments, Inc. | 182,452 | $1,226 萬 | 0.25% | −5,165−2.8% | 減碼 |
| Wellington Management Group LLP | 180,761 | $1,214 萬 | 0.00% | +3,111+1.8% | 加碼 |
| Picton Mahoney Asset Management | 175,850 | $1,181 萬 | 0.54% | +12,502+7.7% | 加碼 |
| American International Group, Inc. | 171,667 | $1,153 萬 | 0.08% | −5,694−3.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 165,839 | $1,114 萬 | 0.03% | −61,312−27.0% | 減碼 |
| Agf Investments Inc. | 160,000 | $1,075 萬 | 0.10% | +160,000 | 新進 |
| Amussen Hunsaker Associates LLC | 150,940 | $1,013 萬 | 2.86% | −7,004−4.4% | 減碼 |
| State of Wisconsin Investment Board | 145,124 | $974.8 萬 | 0.03% | −5,121−3.4% | 減碼 |
| Next Century Growth Investors LLC | 140,809 | $945.8 萬 | 1.15% | +5,660+4.2% | 加碼 |
| Putnam Investments LLC | 132,512 | $890.1 萬 | 0.02% | +7,796+6.3% | 加碼 |
| Motley Fool Wealth Management, LLC | 124,693 | $837.6 萬 | 0.55% | +350+0.3% | 加碼 |
| Legal & General Group Plc | 123,610 | $830.3 萬 | 0.00% | −2,665−2.1% | 減碼 |
| Advantage Alpha Capital Partners LP | 122,962 | $825.9 萬 | 1.52% | −25,541−17.2% | 減碼 |
| UBS Asset Management Americas Inc | 118,025 | $792.8 萬 | 0.00% | +14,427+13.9% | 加碼 |
| CIBC Private Wealth Group, LLC | 114,930 | $772.0 萬 | 0.02% | −210.0% | 減碼 |
| Raymond James & Associates | 110,627 | $743.1 萬 | 0.01% | −43,868−28.4% | 減碼 |
| Retirement Systems of Alabama | 110,452 | $741.9 萬 | 0.03% | −684−0.6% | 減碼 |
| DFPG Investments, LLC | 98,103 | $741.9 萬 | 3.15% | −2,036−2.0% | 減碼 |
| Tekla Capital Management LLC | 110,214 | $740.3 萬 | 0.30% | −5,100−4.4% | 減碼 |
| New York State Common Retirement Fund | 107,811 | $724.2 萬 | 0.01% | −49,673−31.5% | 減碼 |
| CWM, LLC | 107,635 | $723.0 萬 | 0.06% | −3,779−3.4% | 減碼 |
| California State Teachers Retirement System | 105,485 | $708.5 萬 | 0.01% | −1,367−1.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 98,994 | $664.9 萬 | 0.00% | −2,780−2.7% | 減碼 |
| Motley Fool Asset Management LLC | 97,957 | $658.0 萬 | 0.65% | −2,717−2.7% | 減碼 |
| MetLife Investment Management | 96,467 | $648.0 萬 | 0.05% | −240−0.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 94,209 | $632.8 萬 | 0.11% | +94,209 | 新進 |
| Inspirion Wealth Advisors, LLC | 91,485 | $614.5 萬 | 1.39% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 91,035 | $611.5 萬 | 0.03% | −8,052−8.1% | 減碼 |
| NBW Capital LLC | 87,233 | $585.9 萬 | 1.57% | +3,112+3.7% | 加碼 |
| Russell Investments Group, Ltd. | 85,450 | $573.7 萬 | 0.01% | −48,527−36.2% | 減碼 |
| HighTower Advisors, LLC | 83,387 | $560.1 萬 | 0.02% | +245+0.3% | 加碼 |
| New York State Teachers Retirement System | 83,051 | $557.9 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 78,506 | $527.3 萬 | 0.00% | +8,822+12.7% | 加碼 |