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 501 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 | 501 | $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 |
|---|---|---|---|---|---|
| KLR Investment Advisors, LLC | 5,827 | $36.8 萬 | 0.30% | −141−2.4% | 減碼 |
| First Republic Investment Management, Inc. | 5,848 | $36.9 萬 | 0.00% | −4,678−44.4% | 減碼 |
| PFS Investments Inc. | 5,950 | $37.6 萬 | 0.01% | +433+7.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,197 | $39.1 萬 | 0.01% | +1,404+29.3% | 加碼 |
| Petrus Trust Company, LTA | 6,626 | $41.8 萬 | 0.05% | +2,538+62.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,800 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,843 | $43.2 萬 | 0.08% | +179+2.7% | 加碼 |
| Quantbot Technologies LP | 6,871 | $43.4 萬 | 0.03% | +6,871 | 新進 |
| Corton Capital Inc. | 6,934 | $43.8 萬 | 0.21% | +1,630+30.7% | 加碼 |
| HSBC Holdings PLC | 7,098 | $44.8 萬 | 0.00% | −3,042−30.0% | 減碼 |
| Arkadios Wealth Advisors | 7,311 | $46.2 萬 | 0.05% | +41+0.6% | 加碼 |
| Captrust Financial Advisors | 7,328 | $46.3 萬 | 0.00% | −144−1.9% | 減碼 |
| Abn Amro Investment Solutions | 7,500 | $47.4 萬 | 0.01% | +500+7.1% | 加碼 |
| Rockefeller Capital Management L.P. | 7,564 | $47.8 萬 | 0.00% | −33−0.4% | 減碼 |
| Securian Asset Management, Inc | 7,591 | $47.9 萬 | 0.01% | −100−1.3% | 減碼 |
| Sendero Wealth Management, LLC | 7,600 | $48.0 萬 | 0.10% | +7,600 | 新進 |
| Sheets Smith Wealth Management | 7,730 | $48.8 萬 | 0.07% | 00.0% | 不變 |
| JustInvest LLC | 7,790 | $49.2 萬 | 0.02% | −734−8.6% | 減碼 |
| Vestcor Inc | 8,160 | $51.5 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 8,322 | $53.0 萬 | 0.00% | −6,363−43.3% | 減碼 |
| Advisor Group Holdings, Inc. | 8,592 | $54.6 萬 | 0.00% | −441−4.9% | 減碼 |
| Mach-1 Financial Group, Inc. | 8,734 | $55.1 萬 | 0.22% | +8,734 | 新進 |
| Landscape Capital Management, L.L.C. | 8,769 | $55.4 萬 | 0.07% | +2,052+30.5% | 加碼 |
| AE Wealth Management LLC | 8,941 | $56.5 萬 | 0.00% | +8,941 | 新進 |
| Pictet Asset Management SA | 9,000 | $56.8 萬 | 0.00% | −1,650−15.5% | 減碼 |
| Cornercap Investment Counsel Inc | 9,262 | $58.5 萬 | 0.10% | +9,262 | 新進 |
| Bank of Nova Scotia | 9,275 | $58.6 萬 | 0.00% | +1,142+14.0% | 加碼 |
| Westwood Holdings Group Inc. | 9,387 | $59.3 萬 | 0.01% | +9,387 | 新進 |
| Guggenheim Capital LLC | 9,587 | $60.5 萬 | 0.00% | −680−6.6% | 減碼 |
| Commerce Bank | 9,770 | $61.7 萬 | 0.00% | −392−3.9% | 減碼 |
| Shay Capital LLC | 10,000 | $63.1 萬 | 0.22% | +10,000 | 新進 |
| Public Employees Retirement Association of Colorado | 10,345 | $65.3 萬 | 0.00% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 10,373 | $65.5 萬 | 0.02% | −342−3.2% | 減碼 |
| US Bancorp | 10,474 | $66.1 萬 | 0.00% | −1,047−9.1% | 減碼 |
| State of Alaska, Department of Revenue | 10,596 | $66.9 萬 | 0.01% | −1,066−9.1% | 減碼 |
| Bayesian Capital Management, LP | 10,801 | $68.2 萬 | 0.07% | +1,100+11.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,054 | $69.8 萬 | 0.00% | −411−3.6% | 減碼 |
| Spouting Rock Asset Management, LLC | 11,403 | $72.0 萬 | 0.26% | +11,403 | 新進 |
| STRS Ohio | 11,700 | $73.8 萬 | 0.00% | +2,600+28.6% | 加碼 |
| HC Advisors, LLC | 12,095 | $76.4 萬 | 0.44% | 00.0% | 不變 |
| Xponance, Inc. | 12,391 | $78.2 萬 | 0.01% | −947−7.1% | 減碼 |
| Alpha DNA Investment Management LLC | 12,613 | $79.6 萬 | 0.45% | +12,613 | 新進 |
| Nordea Investment Management AB | 12,873 | $81.0 萬 | 0.00% | −3,704−22.3% | 減碼 |
| GWM Advisors LLC | 13,298 | $84.0 萬 | 0.01% | +332+2.6% | 加碼 |
| Blair William & Co | 13,515 | $85.3 萬 | 0.00% | −26−0.2% | 減碼 |
| AQR Capital Management LLC | 14,054 | $88.5 萬 | 0.00% | −3,390−19.4% | 減碼 |
| Vontobel Holding Ltd. | 14,297 | $90.3 萬 | 0.01% | −9,018−38.7% | 減碼 |
| Algert Global LLC | 14,433 | $91.1 萬 | 0.04% | −2,190−13.2% | 減碼 |
| CWM Advisors, LLC | 14,507 | $91.6 萬 | 0.11% | +9,881+213.6% | 加碼 |
| Federated Hermes, Inc. | 14,544 | $91.8 萬 | 0.00% | −260−1.8% | 減碼 |
| Mariner, LLC | 14,638 | $92.4 萬 | 0.00% | −1,671−10.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,828 | $93.6 萬 | 0.00% | +1,716+13.1% | 加碼 |
| Handelsbanken Fonder AB | 15,216 | $96.1 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 15,038 | $97.4 萬 | 0.02% | −1,152−7.1% | 減碼 |
| Zions Bancorporation, N.A. | 15,673 | $99.0 萬 | 0.08% | −836−5.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 15,686 | $99.0 萬 | 0.01% | +10,900+227.7% | 加碼 |
| Moody National Bank Trust Division | 15,690 | $99.1 萬 | 0.07% | −19−0.1% | 減碼 |
| ProShare Advisors LLC | 15,930 | $100.6 萬 | 0.00% | +1,124+7.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 16,091 | $101.6 萬 | 0.10% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 16,478 | $104.0 萬 | 0.04% | +801+5.1% | 加碼 |
| Natixis Advisors, L.P. | 16,484 | $104.1 萬 | 0.00% | +2,654+19.2% | 加碼 |
| Cerity Partners LLC | 16,902 | $106.7 萬 | 0.00% | +546+3.3% | 加碼 |
| Stifel Financial Corp | 17,129 | $108.2 萬 | 0.00% | +371+2.2% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $109.2 萬 | 0.05% | +2,000+13.1% | 加碼 |
| Pacer Advisors, Inc. | 17,414 | $110.0 萬 | 0.00% | +14,324+463.6% | 加碼 |
| Alps Advisors Inc | 17,421 | $110.0 萬 | 0.01% | −156−0.9% | 減碼 |
| Lunt Capital Management, Inc. | 17,730 | $111.9 萬 | 0.60% | +17,730 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 18,995 | $119.9 萬 | 0.03% | +217+1.2% | 加碼 |
| Two Sigma Investments, LP | 20,100 | $126.9 萬 | 0.00% | −6,900−25.6% | 減碼 |
| State of Michigan Retirement System | 21,022 | $132.7 萬 | 0.01% | −400−1.9% | 減碼 |
| South Dakota Investment Council | 21,293 | $134.4 萬 | 0.03% | −1,800−7.8% | 減碼 |
| Thrivent Financial for Lutherans | 22,061 | $139.3 萬 | 0.00% | −14,314−39.4% | 減碼 |
| Arizona State Retirement System | 23,814 | $150.4 萬 | 0.01% | −679−2.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 23,873 | $150.7 萬 | 0.00% | −2,790−10.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 24,667 | $155.7 萬 | 0.02% | −13−0.1% | 減碼 |
| Louisiana State Employees Retirement System | 25,000 | $157.8 萬 | 0.03% | +2,500+11.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 25,801 | $162.9 萬 | 0.00% | −13,567−34.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 25,937 | $163.8 萬 | 0.00% | −9,691−27.2% | 減碼 |
| Advisory Research Inc | 25,965 | $163.9 萬 | 0.21% | +1,195+4.8% | 加碼 |
| TownSquare Capital, LLC | 26,345 | $166.3 萬 | 0.03% | −4,851−15.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 26,589 | $167.9 萬 | 0.01% | −69,758−72.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 28,289 | $178.6 萬 | 0.07% | −75−0.3% | 減碼 |
| Teacher Retirement System of Texas | 28,499 | $179.9 萬 | 0.01% | −5,998−17.4% | 減碼 |
| Engineers Gate Manager LP | 31,583 | $199.4 萬 | 0.08% | +31,583 | 新進 |
| LPL Financial LLC | 32,719 | $206.6 萬 | 0.00% | −4,573−12.3% | 減碼 |
| Citigroup Inc | 35,132 | $221.8 萬 | 0.00% | +22,633+181.1% | 加碼 |
| Renaissance Technologies LLC | 37,300 | $235.5 萬 | 0.00% | +37,300 | 新進 |
| Macquarie Group Ltd | 38,205 | $241.2 萬 | 0.00% | +2,239+6.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 38,590 | $243.6 萬 | 0.02% | +3,227+9.1% | 加碼 |
| Russell Investments Group, Ltd. | 41,073 | $259.3 萬 | 0.01% | −4,012−8.9% | 減碼 |
| King Luther Capital Management Corp | 41,226 | $260.3 萬 | 0.01% | +887+2.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,315 | $260.9 萬 | 0.02% | +3,193+8.4% | 加碼 |
| Element Capital Management LLC | 41,406 | $261.4 萬 | 0.18% | +41,406 | 新進 |
| Jane Street Group, LLC | 41,778 | $263.8 萬 | 0.00% | +13,051+45.4% | 加碼 |
| Beck Bode, LLC | 42,237 | $266.0 萬 | 0.65% | −4,578−9.8% | 減碼 |
| Price T Rowe Associates Inc | 42,982 | $271.4 萬 | 0.00% | +1,598+3.9% | 加碼 |
| Yousif Capital Management, LLC | 43,019 | $271.6 萬 | 0.03% | −1,057−2.4% | 減碼 |
| New York State Common Retirement Fund | 45,358 | $286.4 萬 | 0.00% | −9,236−16.9% | 減碼 |
| Man Group plc | 46,957 | $296.5 萬 | 0.01% | +46,957 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 47,608 | $300.6 萬 | 0.01% | +3,620+8.2% | 加碼 |