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。
2023 年第 1 季 13F 持有人
Healthequity, Inc. 在 2023/3/31 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
- 311
- 較 2022 年第 4 季 −10 家
- 持有股數
- 8,506 萬
- 較 2022 年第 4 季 +171.8 萬 (+2.1%)
- 總市值
- $49.9 億
- 較 2022 年第 4 季 −$1.46 億 (−2.8%)
- 新進機構
- 29
- 另有 122 家加碼
- 清倉機構
- 39
- 另有 117 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,287,596 | $6.04 億 | 0.02% | −135,383−1.3% | 減碼 |
| Vanguard Group Inc | 8,455,356 | $4.96 億 | 0.01% | +135,611+1.6% | 加碼 |
| Wasatch Advisors Inc | 7,712,589 | $4.53 億 | 2.82% | +1,980,668+34.6% | 加碼 |
| FMR LLC | 4,528,402 | $2.66 億 | 0.02% | +204,378+4.7% | 加碼 |
| William Blair Investment Management, LLC | 2,870,169 | $1.69 億 | 0.59% | −116,125−3.9% | 減碼 |
| State Street Corp | 2,750,473 | $1.61 億 | 0.01% | +52,598+1.9% | 加碼 |
| JPMorgan Chase & Co | 2,474,430 | $1.45 億 | 0.02% | +331,735+15.5% | 加碼 |
| Brown Advisory Inc | 2,120,875 | $1.25 億 | 0.21% | +135,106+6.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,655,464 | $9,719 萬 | 1.10% | +152,974+10.2% | 加碼 |
| Geode Capital Management, LLC | 1,642,800 | $9,645 萬 | 0.01% | +74,712+4.8% | 加碼 |
| Clearbridge Investments, LLC | 1,592,430 | $9,349 萬 | 0.09% | +454,245+39.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,453,130 | $8,531 萬 | 0.14% | +26,846+1.9% | 加碼 |
| Franklin Resources Inc | 1,171,117 | $6,876 萬 | 0.03% | −665−0.1% | 減碼 |
| Millennium Management LLC | 1,168,908 | $6,863 萬 | 0.08% | +112,156+10.6% | 加碼 |
| Mackenzie Financial Corp | 1,153,867 | $6,774 萬 | 0.11% | −120,166−9.4% | 減碼 |
| Janus Henderson Group PLC | 1,145,680 | $6,726 萬 | 0.04% | +55,922+5.1% | 加碼 |
| Northern Trust Corp | 1,124,312 | $6,601 萬 | 0.01% | −122,426−9.8% | 減碼 |
| Dimensional Fund Advisors LP | 1,105,700 | $6,491 萬 | 0.02% | +142,179+14.8% | 加碼 |
| Stephens Investment Management Group LLC | 1,041,871 | $6,117 萬 | 1.02% | +8,455+0.8% | 加碼 |
| Van Berkom & Associates Inc. | 1,038,377 | $6,096 萬 | 2.25% | +280,461+37.0% | 加碼 |
| GW&K Investment Management, LLC | 947,137 | $5,561 萬 | 0.54% | +116,382+14.0% | 加碼 |
| Charles Schwab Investment Management Inc | 937,610 | $5,505 萬 | 0.02% | +3,902+0.4% | 加碼 |
| Geneva Capital Management LLC | 881,421 | $5,175 萬 | 1.05% | +13,623+1.6% | 加碼 |
| Bank of America Corp | 880,993 | $5,172 萬 | 0.01% | +175,340+24.8% | 加碼 |
| Bank of New York Mellon Corp | 853,683 | $5,012 萬 | 0.01% | −39,016−4.4% | 減碼 |
| Bamco Inc | 800,000 | $4,697 萬 | 0.14% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 794,130 | $4,662 萬 | 0.02% | +308,770+63.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 765,999 | $4,497 萬 | 0.13% | −2,259−0.3% | 減碼 |
| American Century Companies Inc | 757,971 | $4,432 萬 | 0.03% | +303,073+66.6% | 加碼 |
| Goldman Sachs Group Inc | 686,615 | $4,031 萬 | 0.01% | −5,796−0.8% | 減碼 |
| Point72 Asset Management, L.P. | 682,267 | $4,006 萬 | 0.14% | +49,842+7.9% | 加碼 |
| Wellington Management Group LLP | 665,734 | $3,909 萬 | 0.01% | +34,972+5.5% | 加碼 |
| SEI Investments Co | 617,545 | $3,626 萬 | 0.07% | +333,303+117.3% | 加碼 |
| TimesSquare Capital Management, LLC | 609,830 | $3,580 萬 | 0.52% | −282,125−31.6% | 減碼 |
| Fred Alger Management, LLC | 608,824 | $3,574 萬 | 0.19% | −974,178−61.5% | 減碼 |
| Nuveen Asset Management, LLC | 606,453 | $3,561 萬 | 0.01% | +23,974+4.1% | 加碼 |
| Norges Bank | 598,135 | $3,512 萬 | 0.01% | +45,395+8.2% | 加碼 |
| Aristotle Capital Boston, LLC | 587,918 | $3,452 萬 | 1.07% | +22,257+3.9% | 加碼 |
| Morgan Stanley | 567,209 | $3,330 萬 | 0.00% | +62,374+12.4% | 加碼 |
| Granahan Investment Management Inc | 512,501 | $3,009 萬 | 0.92% | −102,737−16.7% | 減碼 |
| Aureus Asset Management, LLC | 451,449 | $2,650 萬 | 2.10% | +51,756+12.9% | 加碼 |
| Marshall Wace, LLP | 427,786 | $2,512 萬 | 0.06% | −115,111−21.2% | 減碼 |
| California Public Employees Retirement System | 418,314 | $2,456 萬 | 0.02% | +225,138+116.5% | 加碼 |
| Kornitzer Capital Management Inc | 417,196 | $2,449 萬 | 0.49% | 00.0% | 不變 |
| Ashford Capital Management Inc | 398,806 | $2,341 萬 | 3.51% | +69,702+21.2% | 加碼 |
| Ensign Peak Advisors, Inc | 373,807 | $2,195 萬 | 0.05% | +17,352+4.9% | 加碼 |
| Ophir Asset Management Pty Ltd | 368,285 | $2,162 萬 | 4.02% | +160.0% | 加碼 |
| Victory Capital Management Inc | 365,525 | $2,146 萬 | 0.02% | −255,969−41.2% | 減碼 |
| Citadel Advisors LLC | 364,691 | $2,141 萬 | 0.02% | +19,128+5.5% | 加碼 |
| Principal Financial Group Inc | 348,512 | $2,046 萬 | 0.01% | −32,096−8.4% | 減碼 |
| Royal Bank of Canada | 348,424 | $2,046 萬 | 0.01% | −82,987−19.2% | 減碼 |
| Credit Suisse AG | 336,784 | $1,977 萬 | 0.02% | −144,581−30.0% | 減碼 |
| Assenagon Asset Management S.A. | 314,427 | $1,846 萬 | 0.07% | +314,427 | 新進 |
| Rhumbline Advisers | 271,582 | $1,595 萬 | 0.02% | −3,813−1.4% | 減碼 |
| DF Dent & Co Inc | 253,022 | $1,485 萬 | 0.21% | +19,936+8.6% | 加碼 |
| Glenmede Trust Co NA | 236,566 | $1,389 萬 | 0.08% | −1,356−0.6% | 減碼 |
| Putnam Investments LLC | 235,331 | $1,382 萬 | 0.02% | +29,183+14.2% | 加碼 |
| Summit Creek Advisors LLC | 228,126 | $1,339 萬 | 1.74% | +1,711+0.8% | 加碼 |
| Ameriprise Financial Inc | 226,199 | $1,328 萬 | 0.00% | −36,146−13.8% | 減碼 |
| Alliancebernstein L.P. | 190,879 | $1,121 萬 | 0.00% | −1,799−0.9% | 減碼 |
| Invesco Ltd. | 187,815 | $1,103 萬 | 0.00% | −725,242−79.4% | 減碼 |
| Cambiar Investors LLC | 183,736 | $1,079 萬 | 0.46% | +149,213+432.2% | 加碼 |
| Sectoral Asset Management Inc | 183,375 | $1,077 萬 | 2.07% | −60,400−24.8% | 減碼 |
| Swiss National Bank | 182,400 | $1,071 萬 | 0.01% | −21,300−10.5% | 減碼 |
| Scout Investments, Inc. | 177,383 | $1,041 萬 | 0.21% | −2,085−1.2% | 減碼 |
| Peregrine Capital Management LLC | 172,900 | $1,015 萬 | 0.29% | +304+0.2% | 加碼 |
| Raymond James & Associates | 171,264 | $1,005 萬 | 0.01% | +42,510+33.0% | 加碼 |
| American International Group, Inc. | 169,813 | $997.0 萬 | 0.07% | −239−0.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 150,940 | $886.2 萬 | 0.02% | +2,604+1.8% | 加碼 |
| UBS Asset Management Americas Inc | 140,422 | $824.4 萬 | 0.00% | −263,227−65.2% | 減碼 |
| Legal & General Group Plc | 129,850 | $762.3 萬 | 0.00% | +4,856+3.9% | 加碼 |
| State of Wisconsin Investment Board | 124,880 | $733.2 萬 | 0.02% | −15,037−10.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 124,333 | $730.0 萬 | 0.46% | +168+0.1% | 加碼 |
| Portolan Capital Management, LLC | 124,051 | $728.3 萬 | 0.69% | +124,051 | 新進 |
| Advantage Alpha Capital Partners LP | 122,578 | $719.7 萬 | 1.50% | +45,637+59.3% | 加碼 |
| Mutual of America Capital Management LLC | 116,830 | $685.9 萬 | 0.08% | +47,399+68.3% | 加碼 |
| Retirement Systems of Alabama | 110,592 | $649.3 萬 | 0.03% | −822−0.7% | 減碼 |
| California State Teachers Retirement System | 105,146 | $617.3 萬 | 0.01% | −1,400−1.3% | 減碼 |
| Deutsche Bank AG | 103,756 | $609.2 萬 | 0.00% | +21,295+25.8% | 加碼 |
| Public Employees Retirement System of Ohio | 101,782 | $597.6 萬 | 0.02% | +24,077+31.0% | 加碼 |
| DFPG Investments, LLC | 100,307 | $588.9 萬 | 0.63% | +204+0.2% | 加碼 |
| Susquehanna International Group, LLP | 97,801 | $574.2 萬 | 0.01% | +85,157+673.5% | 加碼 |
| Motley Fool Asset Management LLC | 97,360 | $571.6 萬 | 0.63% | +4,105+4.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 96,347 | $565.7 萬 | 0.03% | +7,495+8.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 96,203 | $564.8 萬 | 0.00% | −2,564−2.6% | 減碼 |
| MetLife Investment Management | 93,520 | $549.1 萬 | 0.04% | −1,974−2.1% | 減碼 |
| Thematics Asset Management | 90,100 | $529.0 萬 | 0.29% | +10,092+12.6% | 加碼 |
| NBW Capital LLC | 88,099 | $517.2 萬 | 1.26% | +550+0.6% | 加碼 |
| CWM, LLC | 87,360 | $512.9 萬 | 0.03% | −4,978−5.4% | 減碼 |
| HighTower Advisors, LLC | 85,560 | $502.8 萬 | 0.01% | +843+1.0% | 加碼 |
| Davenport & Co LLC | 85,362 | $501.1 萬 | 0.04% | +3,139+3.8% | 加碼 |
| Inspirion Wealth Advisors, LLC | 85,000 | $499.0 萬 | 1.00% | 00.0% | 不變 |
| Cinctive Capital Management LP | 84,144 | $494.0 萬 | 0.18% | +84,144 | 新進 |
| UBS Group AG | 83,692 | $491.4 萬 | 0.00% | +39,832+90.8% | 加碼 |
| New York State Teachers Retirement System | 83,151 | $488.2 萬 | 0.01% | 00.0% | 不變 |
| Osterweis Capital Management Inc | 78,250 | $459.4 萬 | 0.31% | −9,105−10.4% | 減碼 |
| Texas Permanent School Fund | 75,905 | $445.6 萬 | 0.04% | +19,076+33.6% | 加碼 |
| Voya Investment Management LLC | 75,640 | $444.1 萬 | 0.00% | −46,285−38.0% | 減碼 |
| Great West Life Assurance Co | 67,418 | $396.0 萬 | 0.01% | −384−0.6% | 減碼 |
| Wells Fargo & Company | 66,239 | $388.9 萬 | 0.00% | +19,180+40.8% | 加碼 |