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 2 季 13F 持有人
Healthequity, Inc. 在 2023/6/30 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
- 317
- 較 2023 年第 1 季 +7 家
- 持有股數
- 8,471 萬
- 較 2023 年第 1 季 −34.4 萬 (−0.4%)
- 總市值
- $53.5 億
- 較 2023 年第 1 季 +$3.57 億 (+7.2%)
- 新進機構
- 40
- 另有 104 家加碼
- 清倉機構
- 33
- 另有 132 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,346,280 | $6.53 億 | 0.02% | +58,684+0.6% | 加碼 |
| Vanguard Group Inc | 8,497,656 | $5.37 億 | 0.01% | +42,300+0.5% | 加碼 |
| Wasatch Advisors Inc | 7,128,322 | $4.50 億 | 2.72% | −584,267−7.6% | 減碼 |
| FMR LLC | 4,741,249 | $2.99 億 | 0.03% | +212,847+4.7% | 加碼 |
| State Street Corp | 2,816,282 | $1.78 億 | 0.01% | +65,809+2.4% | 加碼 |
| William Blair Investment Management, LLC | 2,792,740 | $1.76 億 | 0.57% | −77,429−2.7% | 減碼 |
| JPMorgan Chase & Co | 2,514,019 | $1.59 億 | 0.02% | +39,589+1.6% | 加碼 |
| Brown Advisory Inc | 2,107,495 | $1.33 億 | 0.21% | −13,380−0.6% | 減碼 |
| Clearbridge Investments, LLC | 1,966,559 | $1.24 億 | 0.11% | +374,129+23.5% | 加碼 |
| Geode Capital Management, LLC | 1,743,631 | $1.10 億 | 0.01% | +100,831+6.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,656,862 | $1.05 億 | 1.15% | +1,398+0.1% | 加碼 |
| Franklin Resources Inc | 1,445,385 | $9,126 萬 | 0.04% | +274,268+23.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,374,064 | $8,676 萬 | 0.14% | −79,066−5.4% | 減碼 |
| Millennium Management LLC | 1,296,843 | $8,188 萬 | 0.09% | +127,935+10.9% | 加碼 |
| Janus Henderson Group PLC | 1,205,129 | $7,609 萬 | 0.05% | +59,449+5.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,190,424 | $7,516 萬 | 0.02% | +84,724+7.7% | 加碼 |
| Northern Trust Corp | 1,139,257 | $7,193 萬 | 0.01% | +14,945+1.3% | 加碼 |
| Mackenzie Financial Corp | 1,146,086 | $7,150 萬 | 0.11% | −7,781−0.7% | 減碼 |
| Stephens Investment Management Group LLC | 1,131,772 | $7,146 萬 | 1.12% | +89,901+8.6% | 加碼 |
| Van Berkom & Associates Inc. | 990,646 | $6,255 萬 | 2.27% | −47,731−4.6% | 減碼 |
| Charles Schwab Investment Management Inc | 953,649 | $6,021 萬 | 0.02% | +16,039+1.7% | 加碼 |
| GW&K Investment Management, LLC | 939,192 | $5,930 萬 | 0.56% | −7,945−0.8% | 減碼 |
| Geneva Capital Management LLC | 873,813 | $5,517 萬 | 1.09% | −7,608−0.9% | 減碼 |
| Massachusetts Financial Services Co | 873,037 | $5,512 萬 | 0.02% | +78,907+9.9% | 加碼 |
| Bank of America Corp | 859,678 | $5,428 萬 | 0.01% | −21,315−2.4% | 減碼 |
| Bank of New York Mellon Corp | 850,730 | $5,372 萬 | 0.01% | −2,953−0.3% | 減碼 |
| Bamco Inc | 800,000 | $5,051 萬 | 0.14% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 751,189 | $4,743 萬 | 0.13% | −14,810−1.9% | 減碼 |
| American Century Companies Inc | 731,429 | $4,618 萬 | 0.03% | −26,542−3.5% | 減碼 |
| Wellington Management Group LLP | 689,851 | $4,356 萬 | 0.01% | +24,117+3.6% | 加碼 |
| Norges Bank | 653,173 | $4,124 萬 | 0.01% | +55,038+9.2% | 加碼 |
| Morgan Stanley | 645,720 | $4,077 萬 | 0.00% | +78,511+13.8% | 加碼 |
| Point72 Asset Management, L.P. | 604,897 | $3,819 萬 | 0.13% | −77,370−11.3% | 減碼 |
| SEI Investments Co | 598,038 | $3,776 萬 | 0.07% | −19,507−3.2% | 減碼 |
| Aristotle Capital Boston, LLC | 593,210 | $3,746 萬 | 1.12% | +5,292+0.9% | 加碼 |
| Nuveen Asset Management, LLC | 581,683 | $3,673 萬 | 0.01% | −24,770−4.1% | 減碼 |
| Goldman Sachs Group Inc | 535,163 | $3,379 萬 | 0.01% | −151,452−22.1% | 減碼 |
| TimesSquare Capital Management, LLC | 524,565 | $3,312 萬 | 0.47% | −85,265−14.0% | 減碼 |
| Granahan Investment Management Inc | 490,804 | $3,099 萬 | 0.95% | −21,697−4.2% | 減碼 |
| Marshall Wace, LLP | 487,575 | $3,079 萬 | 0.07% | +59,789+14.0% | 加碼 |
| Aureus Asset Management, LLC | 433,063 | $2,734 萬 | 2.05% | −18,386−4.1% | 減碼 |
| Ashford Capital Management Inc | 419,789 | $2,651 萬 | 3.70% | +20,983+5.3% | 加碼 |
| Ensign Peak Advisors, Inc | 388,904 | $2,456 萬 | 0.05% | +15,097+4.0% | 加碼 |
| Davenport & Co LLC | 383,888 | $2,401 萬 | 0.18% | +298,526+349.7% | 加碼 |
| Credit Suisse AG | 351,250 | $2,218 萬 | 0.02% | +14,466+4.3% | 加碼 |
| Ophir Asset Management Pty Ltd | 348,954 | $2,203 萬 | 4.59% | −19,331−5.2% | 減碼 |
| Royal Bank of Canada | 343,275 | $2,168 萬 | 0.01% | −5,149−1.5% | 減碼 |
| Principal Financial Group Inc | 339,306 | $2,142 萬 | 0.01% | −9,206−2.6% | 減碼 |
| Victory Capital Management Inc | 335,257 | $2,117 萬 | 0.02% | −30,268−8.3% | 減碼 |
| Rhumbline Advisers | 271,737 | $1,716 萬 | 0.02% | +155+0.1% | 加碼 |
| Kornitzer Capital Management Inc | 263,818 | $1,666 萬 | 0.33% | −153,378−36.8% | 減碼 |
| Loomis Sayles & Co L P | 253,311 | $1,599 萬 | 0.03% | +253,311 | 新進 |
| DF Dent & Co Inc | 251,152 | $1,586 萬 | 0.21% | −1,870−0.7% | 減碼 |
| Cambiar Investors LLC | 230,782 | $1,457 萬 | 0.62% | +47,046+25.6% | 加碼 |
| Summit Creek Advisors LLC | 228,368 | $1,442 萬 | 1.80% | +242+0.1% | 加碼 |
| Putnam Investments LLC | 224,623 | $1,418 萬 | 0.02% | −10,708−4.6% | 減碼 |
| Glenmede Trust Co NA | 237,026 | $1,398 萬 | 0.08% | +460+0.2% | 加碼 |
| Ameriprise Financial Inc | 219,476 | $1,386 萬 | 0.00% | −6,723−3.0% | 減碼 |
| Alliancebernstein L.P. | 190,084 | $1,200 萬 | 0.00% | −795−0.4% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 187,700 | $1,185 萬 | 0.07% | +187,700 | 新進 |
| Swiss National Bank | 184,600 | $1,166 萬 | 0.01% | +2,200+1.2% | 加碼 |
| Fred Alger Management, LLC | 184,179 | $1,163 萬 | 0.06% | −424,645−69.7% | 減碼 |
| Sectoral Asset Management Inc | 183,375 | $1,158 萬 | 1.93% | 00.0% | 不變 |
| Invesco Ltd. | 182,965 | $1,155 萬 | 0.00% | −4,850−2.6% | 減碼 |
| Scout Investments, Inc. | 172,212 | $1,082 萬 | 0.22% | −5,171−2.9% | 減碼 |
| American International Group, Inc. | 168,632 | $1,065 萬 | 0.07% | −1,181−0.7% | 減碼 |
| Peregrine Capital Management LLC | 155,951 | $984.7 萬 | 0.27% | −16,949−9.8% | 減碼 |
| Raymond James & Associates | 155,430 | $981.4 萬 | 0.01% | −15,834−9.2% | 減碼 |
| California Public Employees Retirement System | 150,348 | $949.3 萬 | 0.01% | −267,966−64.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 141,667 | $894.5 萬 | 0.02% | −9,273−6.1% | 減碼 |
| Legal & General Group Plc | 131,693 | $831.5 萬 | 0.00% | +1,843+1.4% | 加碼 |
| UBS Asset Management Americas Inc | 140,422 | $824.4 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 126,016 | $795.7 萬 | 0.00% | +42,324+50.6% | 加碼 |
| Advantage Alpha Capital Partners LP | 123,339 | $778.8 萬 | 1.56% | +761+0.6% | 加碼 |
| Motley Fool Wealth Management, LLC | 122,957 | $775.3 萬 | 0.46% | −1,376−1.1% | 減碼 |
| State of Wisconsin Investment Board | 122,334 | $772.4 萬 | 0.02% | −2,546−2.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 121,756 | $768.8 萬 | 0.10% | +59,231+94.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 110,930 | $700.4 萬 | 0.02% | −2,310−2.0% | 減碼 |
| Retirement Systems of Alabama | 110,145 | $695.5 萬 | 0.03% | −447−0.4% | 減碼 |
| Mutual of America Capital Management LLC | 107,357 | $677.9 萬 | 0.08% | −9,473−8.1% | 減碼 |
| California State Teachers Retirement System | 102,579 | $647.7 萬 | 0.01% | −2,567−2.4% | 減碼 |
| DFPG Investments, LLC | 99,983 | $632.7 萬 | 0.57% | −324−0.3% | 減碼 |
| Osterweis Capital Management Inc | 96,525 | $609.5 萬 | 0.40% | +18,275+23.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 94,933 | $599.4 萬 | 0.00% | −1,270−1.3% | 減碼 |
| Motley Fool Asset Management LLC | 94,116 | $594.2 萬 | 0.53% | −3,244−3.3% | 減碼 |
| MetLife Investment Management | 93,840 | $592.5 萬 | 0.04% | +320+0.3% | 加碼 |
| Public Employees Retirement System of Ohio | 89,427 | $564.6 萬 | 0.02% | −12,355−12.1% | 減碼 |
| NBW Capital LLC | 87,946 | $555.3 萬 | 1.30% | −153−0.2% | 減碼 |
| HighTower Advisors, LLC | 86,600 | $547.5 萬 | 0.01% | +1,040+1.2% | 加碼 |
| Prudential Financial Inc | 86,315 | $545.0 萬 | 0.01% | +77,383+866.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 85,000 | $536.7 萬 | 1.03% | 00.0% | 不變 |
| New York State Teachers Retirement System | 82,951 | $523.8 萬 | 0.01% | −200−0.2% | 減碼 |
| Voya Investment Management LLC | 82,660 | $521.9 萬 | 0.01% | +7,020+9.3% | 加碼 |
| Thematics Asset Management | 82,441 | $520.5 萬 | 0.25% | −7,659−8.5% | 減碼 |
| Deutsche Bank AG | 81,765 | $516.3 萬 | 0.00% | −21,991−21.2% | 減碼 |
| Wells Fargo & Company | 81,203 | $512.7 萬 | 0.00% | +14,964+22.6% | 加碼 |
| Texas Permanent School Fund | 75,255 | $475.2 萬 | 0.04% | −650−0.9% | 減碼 |
| First Trust Advisors LP | 72,631 | $458.6 萬 | 0.01% | +18,876+35.1% | 加碼 |
| Los Angeles Capital Management LLC | 66,109 | $417.4 萬 | 0.02% | +16,890+34.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 64,483 | $407.1 萬 | 0.28% | +4,557+7.6% | 加碼 |