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 3 季 13F 持有人
Healthequity, Inc. 在 2023/9/30 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
- 343
- 較 2023 年第 2 季 +28 家
- 持有股數
- 8,768 萬
- 較 2023 年第 2 季 +299.2 萬 (+3.5%)
- 總市值
- $64.1 億
- 較 2023 年第 2 季 +$10.6 億 (+19.9%)
- 新進機構
- 61
- 另有 122 家加碼
- 清倉機構
- 33
- 另有 118 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,031,436 | $7.33 億 | 0.02% | −314,844−3.0% | 減碼 |
| Vanguard Group Inc | 8,515,415 | $6.22 億 | 0.02% | +17,759+0.2% | 加碼 |
| Wasatch Advisors Inc | 7,267,775 | $5.31 億 | 3.35% | +139,453+2.0% | 加碼 |
| FMR LLC | 5,648,992 | $4.13 億 | 0.04% | +907,743+19.1% | 加碼 |
| State Street Corp | 2,822,858 | $2.06 億 | 0.01% | +6,576+0.2% | 加碼 |
| William Blair Investment Management, LLC | 2,645,244 | $1.93 億 | 0.64% | −147,496−5.3% | 減碼 |
| JPMorgan Chase & Co | 2,331,105 | $1.70 億 | 0.02% | −182,914−7.3% | 減碼 |
| Clearbridge Investments, LLC | 2,204,675 | $1.61 億 | 0.15% | +238,116+12.1% | 加碼 |
| Brown Advisory Inc | 2,070,001 | $1.51 億 | 0.25% | −37,494−1.8% | 減碼 |
| Millennium Management LLC | 1,866,649 | $1.36 億 | 0.14% | +569,806+43.9% | 加碼 |
| Geode Capital Management, LLC | 1,808,060 | $1.32 億 | 0.02% | +64,429+3.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,578,911 | $1.15 億 | 1.40% | −77,951−4.7% | 減碼 |
| Franklin Resources Inc | 1,384,072 | $1.01 億 | 0.05% | −61,313−4.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,344,357 | $9,821 萬 | 0.17% | −29,707−2.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,301,632 | $9,509 萬 | 0.03% | +111,208+9.3% | 加碼 |
| Mackenzie Financial Corp | 1,142,428 | $8,397 萬 | 0.14% | −3,658−0.3% | 減碼 |
| Stephens Investment Management Group LLC | 1,134,108 | $8,285 萬 | 1.36% | +2,336+0.2% | 加碼 |
| Northern Trust Corp | 1,120,774 | $8,187 萬 | 0.02% | −18,483−1.6% | 減碼 |
| Janus Henderson Group PLC | 1,087,368 | $7,943 萬 | 0.05% | −117,761−9.8% | 減碼 |
| Van Berkom & Associates Inc. | 1,042,470 | $7,615 萬 | 2.48% | +51,824+5.2% | 加碼 |
| Charles Schwab Investment Management Inc | 980,517 | $7,163 萬 | 0.02% | +26,868+2.8% | 加碼 |
| Goldman Sachs Group Inc | 906,206 | $6,620 萬 | 0.02% | +371,043+69.3% | 加碼 |
| American Century Companies Inc | 900,408 | $6,577 萬 | 0.05% | +168,979+23.1% | 加碼 |
| Geneva Capital Management LLC | 876,348 | $6,402 萬 | 1.35% | +2,535+0.3% | 加碼 |
| GW&K Investment Management, LLC | 854,198 | $6,240 萬 | 0.63% | −84,994−9.0% | 減碼 |
| Bank of New York Mellon Corp | 852,807 | $6,230 萬 | 0.01% | +2,077+0.2% | 加碼 |
| Bamco Inc | 800,000 | $5,844 萬 | 0.17% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 740,177 | $5,407 萬 | 0.02% | −132,860−15.2% | 減碼 |
| Morgan Stanley | 701,016 | $5,121 萬 | 0.01% | +55,296+8.6% | 加碼 |
| Wellington Management Group LLP | 685,991 | $5,011 萬 | 0.01% | −3,860−0.6% | 減碼 |
| Point72 Asset Management, L.P. | 653,018 | $4,770 萬 | 0.16% | +48,121+8.0% | 加碼 |
| SEI Investments Co | 651,176 | $4,757 萬 | 0.09% | +53,138+8.9% | 加碼 |
| Bank of America Corp | 630,005 | $4,602 萬 | 0.01% | −229,673−26.7% | 減碼 |
| Aristotle Capital Boston, LLC | 621,034 | $4,537 萬 | 1.46% | +27,824+4.7% | 加碼 |
| Nuveen Asset Management, LLC | 569,557 | $4,161 萬 | 0.01% | −12,126−2.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 561,662 | $4,103 萬 | 0.12% | −189,527−25.2% | 減碼 |
| TimesSquare Capital Management, LLC | 536,078 | $3,916 萬 | 0.61% | +11,513+2.2% | 加碼 |
| Granahan Investment Management Inc | 489,387 | $3,575 萬 | 1.27% | −1,417−0.3% | 減碼 |
| Invesco Ltd. | 484,043 | $3,536 萬 | 0.01% | +301,078+164.6% | 加碼 |
| Norges Bank | 441,887 | $3,228 萬 | 0.01% | −211,286−32.3% | 減碼 |
| Prudential Financial Inc | 430,914 | $3,148 萬 | 0.05% | +344,599+399.2% | 加碼 |
| Aureus Asset Management, LLC | 417,923 | $3,053 萬 | 2.45% | −15,140−3.5% | 減碼 |
| Ashford Capital Management Inc | 404,279 | $2,953 萬 | 4.35% | −15,510−3.7% | 減碼 |
| Loomis Sayles & Co L P | 399,683 | $2,920 萬 | 0.05% | +146,372+57.8% | 加碼 |
| Ensign Peak Advisors, Inc | 388,779 | $2,840 萬 | 0.06% | −1250.0% | 減碼 |
| Davenport & Co LLC | 386,148 | $2,821 萬 | 0.22% | +2,260+0.6% | 加碼 |
| Royal Bank of Canada | 345,252 | $2,522 萬 | 0.01% | +1,977+0.6% | 加碼 |
| Principal Financial Group Inc | 340,740 | $2,489 萬 | 0.02% | +1,434+0.4% | 加碼 |
| Eversept Partners, LP | 338,516 | $2,473 萬 | 2.75% | +338,516 | 新進 |
| Ophir Asset Management Pty Ltd | 329,987 | $2,411 萬 | 5.68% | −18,967−5.4% | 減碼 |
| Credit Suisse AG | 290,881 | $2,125 萬 | 0.02% | −60,369−17.2% | 減碼 |
| Summit Creek Advisors LLC | 276,513 | $2,020 萬 | 2.75% | +48,145+21.1% | 加碼 |
| Rhumbline Advisers | 274,537 | $2,005 萬 | 0.02% | +2,800+1.0% | 加碼 |
| Kornitzer Capital Management Inc | 263,818 | $1,927 萬 | 0.40% | 00.0% | 不變 |
| Putnam Investments LLC | 250,370 | $1,829 萬 | 0.03% | +25,747+11.5% | 加碼 |
| DF Dent & Co Inc | 248,349 | $1,814 萬 | 0.27% | −2,803−1.1% | 減碼 |
| Victory Capital Management Inc | 244,913 | $1,789 萬 | 0.02% | −90,344−26.9% | 減碼 |
| Glenmede Trust Co NA | 238,337 | $1,741 萬 | 0.10% | +1,311+0.6% | 加碼 |
| Ameriprise Financial Inc | 218,566 | $1,597 萬 | 0.01% | −910−0.4% | 減碼 |
| Macquarie Group Ltd | 216,946 | $1,585 萬 | 0.02% | +178,741+467.8% | 加碼 |
| Eagle Asset Management Inc | 213,298 | $1,558 萬 | 0.09% | +213,298 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 204,710 | $1,495 萬 | 0.09% | +17,010+9.1% | 加碼 |
| Cambiar Investors LLC | 197,669 | $1,444 萬 | 0.61% | −33,113−14.3% | 減碼 |
| Swiss National Bank | 187,900 | $1,373 萬 | 0.01% | +3,300+1.8% | 加碼 |
| Alliancebernstein L.P. | 185,009 | $1,351 萬 | 0.01% | −5,075−2.7% | 減碼 |
| Fred Alger Management, LLC | 184,201 | $1,346 萬 | 0.08% | +220.0% | 加碼 |
| Lisanti Capital Growth, LLC | 180,980 | $1,322 萬 | 2.09% | +180,980 | 新進 |
| Summit Partners Public Asset Management, LLC | 180,637 | $1,320 萬 | 0.83% | +180,637 | 新進 |
| Raymond James & Associates | 172,747 | $1,262 萬 | 0.01% | +17,317+11.1% | 加碼 |
| Redwood Investments, LLC | 169,436 | $1,238 萬 | 1.67% | +169,436 | 新進 |
| Scout Investments, Inc. | 167,348 | $1,235 萬 | 0.28% | −4,864−2.8% | 減碼 |
| American International Group, Inc. | 161,669 | $1,181 萬 | 0.08% | −6,963−4.1% | 減碼 |
| California Public Employees Retirement System | 150,348 | $1,098 萬 | 0.01% | 00.0% | 不變 |
| Sectoral Asset Management Inc | 143,875 | $1,051 萬 | 2.05% | −39,500−21.5% | 減碼 |
| Motley Fool Wealth Management, LLC | 141,235 | $1,034 萬 | 0.60% | +18,278+14.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 140,938 | $1,030 萬 | 0.02% | −729−0.5% | 減碼 |
| Legal & General Group Plc | 130,901 | $956.2 萬 | 0.00% | −792−0.6% | 減碼 |
| Peregrine Capital Management LLC | 130,879 | $956.1 萬 | 0.29% | −25,072−16.1% | 減碼 |
| Motley Fool Asset Management LLC | 120,353 | $879.2 萬 | 0.71% | +26,237+27.9% | 加碼 |
| State of Wisconsin Investment Board | 114,810 | $838.7 萬 | 0.03% | −7,524−6.2% | 減碼 |
| UBS Group AG | 110,851 | $809.8 萬 | 0.00% | −15,165−12.0% | 減碼 |
| Citadel Advisors LLC | 107,962 | $788.7 萬 | 0.01% | +105,152+3,742.1% | 加碼 |
| Retirement Systems of Alabama | 106,721 | $779.6 萬 | 0.04% | −3,424−3.1% | 減碼 |
| UBS Asset Management Americas Inc | 106,703 | $779.5 萬 | 0.00% | −33,719−24.0% | 減碼 |
| New York State Common Retirement Fund | 104,809 | $765.6 萬 | 0.01% | +59,451+131.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 104,536 | $763.6 萬 | 0.00% | +9,603+10.1% | 加碼 |
| Mutual of America Capital Management LLC | 98,295 | $718.0 萬 | 0.09% | −9,062−8.4% | 減碼 |
| Advantage Alpha Capital Partners LP | 96,301 | $703.5 萬 | 1.48% | −27,038−21.9% | 減碼 |
| California State Teachers Retirement System | 94,138 | $687.7 萬 | 0.01% | −8,441−8.2% | 減碼 |
| MetLife Investment Management | 91,599 | $669.1 萬 | 0.05% | −2,241−2.4% | 減碼 |
| DFPG Investments, LLC | 97,162 | $658.3 萬 | 0.61% | −2,821−2.8% | 減碼 |
| Moody Aldrich Partners LLC | 89,816 | $656.1 萬 | 1.24% | +35,476+65.3% | 加碼 |
| Public Employees Retirement System of Ohio | 89,431 | $653.3 萬 | 0.03% | +40.0% | 加碼 |
| First Trust Advisors LP | 89,314 | $652.4 萬 | 0.01% | +16,683+23.0% | 加碼 |
| Deutsche Bank AG | 88,349 | $645.4 萬 | 0.00% | +6,584+8.1% | 加碼 |
| NBW Capital LLC | 87,648 | $640.3 萬 | 1.57% | −298−0.3% | 減碼 |
| HighTower Advisors, LLC | 86,940 | $636.6 萬 | 0.01% | +340+0.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 85,000 | $620.9 萬 | 1.21% | 00.0% | 不變 |
| Voya Investment Management LLC | 84,735 | $619.0 萬 | 0.01% | +2,075+2.5% | 加碼 |
| Envestnet Asset Management Inc | 84,617 | $618.1 萬 | 0.00% | +24,685+41.2% | 加碼 |