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 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 | 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 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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 4,840 | $35.4 萬 | 0.02% | +290+6.4% | 加碼 |
| State of Wyoming | 4,850 | $35.4 萬 | 0.08% | +1,477+43.8% | 加碼 |
| Econ Financial Services Corp | 4,867 | $35.6 萬 | 0.26% | +4,867 | 新進 |
| Appleton Group, LLC | 4,878 | $35.6 萬 | 1.24% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 4,922 | $36.0 萬 | 0.04% | +666+15.6% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $36.5 萬 | 0.06% | 00.0% | 不變 |
| Ieq Capital, LLC | 5,021 | $36.7 萬 | 0.01% | +5,021 | 新進 |
| Corton Capital Inc. | 5,113 | $37.4 萬 | 0.19% | −1,821−26.3% | 減碼 |
| Cim Investment Mangement Inc | 5,114 | $37.4 萬 | 0.14% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 5,319 | $38.9 萬 | 0.00% | −529−9.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,508 | $40.2 萬 | 0.01% | −689−11.1% | 減碼 |
| Truist Financial Corp | 5,588 | $40.8 萬 | 0.00% | +5,588 | 新進 |
| Virginia Retirement Systems Et Al | 5,700 | $41.6 萬 | 0.00% | +5,700 | 新進 |
| O'Shaughnessy Asset Management, LLC | 6,201 | $45.3 萬 | 0.01% | +1,141+22.5% | 加碼 |
| Arkadios Wealth Advisors | 6,289 | $45.9 萬 | 0.04% | −1,022−14.0% | 減碼 |
| Bank of Nova Scotia | 6,473 | $47.3 萬 | 0.00% | −2,802−30.2% | 減碼 |
| Penserra Capital Management LLC | 6,640 | $48.5 萬 | 0.01% | +6,640 | 新進 |
| Institute for Wealth Management, LLC. | 6,786 | $49.6 萬 | 0.09% | −57−0.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,800 | $49.7 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 6,858 | $50.1 萬 | 0.00% | +1,583+30.0% | 加碼 |
| Algert Global LLC | 6,933 | $50.6 萬 | 0.02% | −7,500−52.0% | 減碼 |
| Pacer Advisors, Inc. | 7,215 | $52.7 萬 | 0.00% | −10,199−58.6% | 減碼 |
| Securian Asset Management, Inc | 7,239 | $52.9 萬 | 0.02% | −352−4.6% | 減碼 |
| Woodline Partners LP | 7,300 | $53.3 萬 | 0.01% | +7,300 | 新進 |
| Sendero Wealth Management, LLC | 7,600 | $55.5 萬 | 0.12% | 00.0% | 不變 |
| AQR Capital Management LLC | 7,910 | $57.8 萬 | 0.00% | −6,144−43.7% | 減碼 |
| Sheets Smith Wealth Management | 7,921 | $57.9 萬 | 0.09% | +191+2.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 7,941 | $58.0 萬 | 0.07% | +3,908+96.9% | 加碼 |
| Level Four Advisory Services, LLC | 7,985 | $58.3 萬 | 0.04% | +7,985 | 新進 |
| Bank of Montreal | 8,351 | $58.6 萬 | 0.00% | +29+0.3% | 加碼 |
| Petrus Trust Company, LTA | 8,068 | $58.9 萬 | 0.06% | +1,442+21.8% | 加碼 |
| Vestcor Inc | 8,160 | $59.6 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 8,267 | $60.4 萬 | 0.02% | +477+6.1% | 加碼 |
| Citigroup Inc | 8,472 | $61.9 萬 | 0.00% | −26,660−75.9% | 減碼 |
| Exchange Traded Concepts, LLC | 8,947 | $65.4 萬 | 0.02% | −1,426−13.7% | 減碼 |
| Commerce Bank | 8,968 | $65.5 萬 | 0.01% | −802−8.2% | 減碼 |
| Cornercap Investment Counsel Inc | 9,073 | $66.3 萬 | 0.12% | −189−2.0% | 減碼 |
| Advisor Group Holdings, Inc. | 9,189 | $67.1 萬 | 0.00% | +597+6.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,219 | $67.3 萬 | 0.00% | −1,835−16.6% | 減碼 |
| Calamos Advisors LLC | 9,742 | $71.2 萬 | 0.00% | +9,742 | 新進 |
| Pictet Asset Management Holding SA | 9,778 | $71.4 萬 | 0.00% | +9,778 | 新進 |
| Guggenheim Capital LLC | 9,842 | $71.9 萬 | 0.01% | +255+2.7% | 加碼 |
| Teza Capital Management LLC | 9,974 | $72.9 萬 | 0.12% | +9,974 | 新進 |
| State of Alaska, Department of Revenue | 10,156 | $74.1 萬 | 0.01% | −440−4.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,345 | $75.6 萬 | 0.00% | 00.0% | 不變 |
| Legato Capital Management LLC | 10,475 | $76.5 萬 | 0.11% | +10,475 | 新進 |
| XTX Topco Ltd | 10,535 | $77.0 萬 | 0.13% | +10,535 | 新進 |
| Premier Fund Managers Ltd | 10,510 | $78.2 萬 | 0.04% | +10,510 | 新進 |
| STRS Ohio | 10,800 | $78.8 萬 | 0.00% | −900−7.7% | 減碼 |
| Spouting Rock Asset Management, LLC | 11,227 | $82.0 萬 | 0.26% | −176−1.5% | 減碼 |
| GWM Advisors LLC | 11,506 | $84.1 萬 | 0.01% | −1,792−13.5% | 減碼 |
| Blair William & Co | 11,624 | $84.9 萬 | 0.00% | −1,891−14.0% | 減碼 |
| Choate Investment Advisors | 11,763 | $85.9 萬 | 0.03% | +11,763 | 新進 |
| LMCG Investments, LLC | 11,838 | $86.5 萬 | 0.06% | +11,838 | 新進 |
| HC Advisors, LLC | 12,120 | $88.5 萬 | 0.53% | +25+0.2% | 加碼 |
| Xponance, Inc. | 12,122 | $88.6 萬 | 0.01% | −269−2.2% | 減碼 |
| Captrust Financial Advisors | 12,256 | $89.5 萬 | 0.00% | +4,928+67.2% | 加碼 |
| US Bancorp | 13,111 | $95.8 萬 | 0.00% | +2,637+25.2% | 加碼 |
| Federated Hermes, Inc. | 13,465 | $98.4 萬 | 0.00% | −1,079−7.4% | 減碼 |
| Madison Asset Management, LLC | 13,835 | $101.1 萬 | 0.01% | +13,835 | 新進 |
| Alps Advisors Inc | 14,255 | $104.1 萬 | 0.01% | −3,166−18.2% | 減碼 |
| Mariner, LLC | 14,983 | $109.5 萬 | 0.00% | +345+2.4% | 加碼 |
| Gotham Asset Management, LLC | 15,104 | $110.3 萬 | 0.02% | +15,104 | 新進 |
| Crossmark Global Holdings, Inc. | 14,866 | $110.6 萬 | 0.03% | −172−1.1% | 減碼 |
| Handelsbanken Fonder AB | 15,216 | $111.2 萬 | 0.01% | 00.0% | 不變 |
| ProShare Advisors LLC | 15,542 | $113.5 萬 | 0.00% | −388−2.4% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $114.9 萬 | 0.11% | −360−2.2% | 減碼 |
| Cerity Partners LLC | 15,756 | $115.1 萬 | 0.01% | −1,146−6.8% | 減碼 |
| Chartwell Investment Partners, LLC | 16,478 | $120.4 萬 | 0.05% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 16,742 | $122.3 萬 | 0.11% | +1,069+6.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,913 | $123.5 萬 | 0.01% | +2,085+14.1% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $126.4 萬 | 0.05% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,308 | $126.4 萬 | 0.01% | −24,007−58.1% | 減碼 |
| Natixis Advisors, L.P. | 17,664 | $129.0 萬 | 0.00% | +1,180+7.2% | 加碼 |
| Lunt Capital Management, Inc. | 17,730 | $129.5 萬 | 0.68% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 17,828 | $130.2 萬 | 0.03% | +10,328+137.7% | 加碼 |
| Vontobel Holding Ltd. | 18,897 | $138.0 萬 | 0.01% | +4,600+32.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,956 | $138.5 萬 | 0.04% | −39−0.2% | 減碼 |
| Moody National Bank Trust Division | 19,940 | $145.7 萬 | 0.09% | +4,250+27.1% | 加碼 |
| Two Sigma Investments, LP | 20,100 | $146.8 萬 | 0.00% | 00.0% | 不變 |
| State of Michigan Retirement System | 20,422 | $149.2 萬 | 0.01% | −600−2.9% | 減碼 |
| South Dakota Investment Council | 21,293 | $155.5 萬 | 0.04% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 21,401 | $156.3 萬 | 0.00% | −660−3.0% | 減碼 |
| Zacks Investment Management | 21,474 | $156.9 萬 | 0.02% | +21,474 | 新進 |
| Stifel Financial Corp | 21,637 | $158.1 萬 | 0.00% | +4,508+26.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 23,967 | $175.1 萬 | 0.02% | −700−2.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,003 | $175.3 萬 | 0.00% | +130+0.5% | 加碼 |
| Louisiana State Employees Retirement System | 24,200 | $176.8 萬 | 0.04% | −800−3.2% | 減碼 |
| Arizona State Retirement System | 24,336 | $177.8 萬 | 0.02% | +522+2.2% | 加碼 |
| Teacher Retirement System of Texas | 25,230 | $184.3 萬 | 0.01% | −3,269−11.5% | 減碼 |
| Shay Capital LLC | 26,250 | $191.8 萬 | 0.57% | +16,250+162.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 27,524 | $201.1 萬 | 0.08% | −765−2.7% | 減碼 |
| TownSquare Capital, LLC | 27,958 | $204.2 萬 | 0.04% | +1,613+6.1% | 加碼 |
| EAM Investors, LLC | 27,998 | $204.5 萬 | 0.39% | +27,998 | 新進 |
| Amica Mutual Insurance Co | 28,551 | $208.6 萬 | 0.25% | +28,551 | 新進 |
| GM Advisory Group, Inc. | 30,026 | $219.3 萬 | 0.18% | +30,026 | 新進 |
| Jane Street Group, LLC | 32,449 | $237.0 萬 | 0.00% | −9,329−22.3% | 減碼 |
| McKinley Capital Management LLC /Delaware | 34,460 | $251.7 萬 | 0.35% | +34,460 | 新進 |
| Nordea Investment Management AB | 35,578 | $262.4 萬 | 0.00% | +22,705+176.4% | 加碼 |
| LPL Financial LLC | 35,921 | $263.7 萬 | 0.00% | +3,202+9.8% | 加碼 |