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 |
|---|---|---|---|---|---|
| Ashford Capital Management Inc | 404,279 | $2,953 萬 | 4.35% | −15,510−3.7% | 減碼 |
| Aureus Asset Management, LLC | 417,923 | $3,053 萬 | 2.45% | −15,140−3.5% | 減碼 |
| Prudential Financial Inc | 430,914 | $3,148 萬 | 0.05% | +344,599+399.2% | 加碼 |
| Norges Bank | 441,887 | $3,228 萬 | 0.01% | −211,286−32.3% | 減碼 |
| Invesco Ltd. | 484,043 | $3,536 萬 | 0.01% | +301,078+164.6% | 加碼 |
| Granahan Investment Management Inc | 489,387 | $3,575 萬 | 1.27% | −1,417−0.3% | 減碼 |
| TimesSquare Capital Management, LLC | 536,078 | $3,916 萬 | 0.61% | +11,513+2.2% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 561,662 | $4,103 萬 | 0.12% | −189,527−25.2% | 減碼 |
| Nuveen Asset Management, LLC | 569,557 | $4,161 萬 | 0.01% | −12,126−2.1% | 減碼 |
| Aristotle Capital Boston, LLC | 621,034 | $4,537 萬 | 1.46% | +27,824+4.7% | 加碼 |
| Bank of America Corp | 630,005 | $4,602 萬 | 0.01% | −229,673−26.7% | 減碼 |
| SEI Investments Co | 651,176 | $4,757 萬 | 0.09% | +53,138+8.9% | 加碼 |
| Point72 Asset Management, L.P. | 653,018 | $4,770 萬 | 0.16% | +48,121+8.0% | 加碼 |
| Wellington Management Group LLP | 685,991 | $5,011 萬 | 0.01% | −3,860−0.6% | 減碼 |
| Morgan Stanley | 701,016 | $5,121 萬 | 0.01% | +55,296+8.6% | 加碼 |
| Massachusetts Financial Services Co | 740,177 | $5,407 萬 | 0.02% | −132,860−15.2% | 減碼 |
| Bamco Inc | 800,000 | $5,844 萬 | 0.17% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 852,807 | $6,230 萬 | 0.01% | +2,077+0.2% | 加碼 |
| GW&K Investment Management, LLC | 854,198 | $6,240 萬 | 0.63% | −84,994−9.0% | 減碼 |
| Geneva Capital Management LLC | 876,348 | $6,402 萬 | 1.35% | +2,535+0.3% | 加碼 |
| American Century Companies Inc | 900,408 | $6,577 萬 | 0.05% | +168,979+23.1% | 加碼 |
| Goldman Sachs Group Inc | 906,206 | $6,620 萬 | 0.02% | +371,043+69.3% | 加碼 |
| Charles Schwab Investment Management Inc | 980,517 | $7,163 萬 | 0.02% | +26,868+2.8% | 加碼 |
| Van Berkom & Associates Inc. | 1,042,470 | $7,615 萬 | 2.48% | +51,824+5.2% | 加碼 |
| Janus Henderson Group PLC | 1,087,368 | $7,943 萬 | 0.05% | −117,761−9.8% | 減碼 |
| Northern Trust Corp | 1,120,774 | $8,187 萬 | 0.02% | −18,483−1.6% | 減碼 |
| Stephens Investment Management Group LLC | 1,134,108 | $8,285 萬 | 1.36% | +2,336+0.2% | 加碼 |
| Mackenzie Financial Corp | 1,142,428 | $8,397 萬 | 0.14% | −3,658−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,301,632 | $9,509 萬 | 0.03% | +111,208+9.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,344,357 | $9,821 萬 | 0.17% | −29,707−2.2% | 減碼 |
| Franklin Resources Inc | 1,384,072 | $1.01 億 | 0.05% | −61,313−4.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,578,911 | $1.15 億 | 1.40% | −77,951−4.7% | 減碼 |
| Geode Capital Management, LLC | 1,808,060 | $1.32 億 | 0.02% | +64,429+3.7% | 加碼 |
| Millennium Management LLC | 1,866,649 | $1.36 億 | 0.14% | +569,806+43.9% | 加碼 |
| Brown Advisory Inc | 2,070,001 | $1.51 億 | 0.25% | −37,494−1.8% | 減碼 |
| Clearbridge Investments, LLC | 2,204,675 | $1.61 億 | 0.15% | +238,116+12.1% | 加碼 |
| JPMorgan Chase & Co | 2,331,105 | $1.70 億 | 0.02% | −182,914−7.3% | 減碼 |
| William Blair Investment Management, LLC | 2,645,244 | $1.93 億 | 0.64% | −147,496−5.3% | 減碼 |
| State Street Corp | 2,822,858 | $2.06 億 | 0.01% | +6,576+0.2% | 加碼 |
| FMR LLC | 5,648,992 | $4.13 億 | 0.04% | +907,743+19.1% | 加碼 |
| Wasatch Advisors Inc | 7,267,775 | $5.31 億 | 3.35% | +139,453+2.0% | 加碼 |
| Vanguard Group Inc | 8,515,415 | $6.22 億 | 0.02% | +17,759+0.2% | 加碼 |
| BlackRock Inc. | 10,031,436 | $7.33 億 | 0.02% | −314,844−3.0% | 減碼 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −487,575−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −48,234−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −37,300−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,583−100.0% | 清倉 |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −26,589−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −25,937−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,686−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −12,613−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,801−100.0% | 清倉 |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −9,387−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,941−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,769−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −8,734−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −7,564−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,098−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,871−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,286−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −4,215−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,810−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,575−100.0% | 清倉 |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,457−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,019−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,700−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,521−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,177−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −765−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −613−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −368−100.0% | 清倉 |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −365−100.0% | 清倉 |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −61−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −30−100.0% | 清倉 |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Pictet Asset Management SA | – | – | – | – | 本季未申報 |
| PFS Investments Inc. | – | – | – | – | 本季未申報 |