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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 82,751 | $604.5 萬 | 0.01% | −200−0.2% | 減碼 |
| Wells Fargo & Company | 81,255 | $593.6 萬 | 0.00% | +52+0.1% | 加碼 |
| Thematics Asset Management | 80,602 | $588.8 萬 | 0.29% | −1,839−2.2% | 減碼 |
| Osterweis Capital Management Inc | 80,340 | $586.9 萬 | 0.43% | −16,185−16.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 73,930 | $540.1 萬 | 0.01% | −37,000−33.4% | 減碼 |
| Great Lakes Advisors, LLC | 73,930 | $540.1 萬 | 0.05% | +73,930 | 新進 |
| Texas Permanent School Fund | 72,590 | $530.3 萬 | 0.05% | −2,665−3.5% | 減碼 |
| Castleark Management LLC | 70,690 | $516.4 萬 | 0.26% | +70,690 | 新進 |
| UMA Financial Services, Inc. | 67,845 | $503.5 萬 | 1.30% | +2,816+4.3% | 加碼 |
| Portolan Capital Management, LLC | 65,363 | $477.5 萬 | 0.45% | +65,363 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 64,968 | $474.6 萬 | 0.07% | −56,788−46.6% | 減碼 |
| Great West Life Assurance Co | 64,485 | $470.9 萬 | 0.01% | +3,895+6.4% | 加碼 |
| Los Angeles Capital Management LLC | 64,460 | $470.9 萬 | 0.02% | −1,649−2.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 61,896 | $452.2 萬 | 0.07% | +6,593+11.9% | 加碼 |
| Advisory Research Inc | 61,609 | $450.1 萬 | 0.62% | +35,644+137.3% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 59,359 | $433.6 萬 | 0.33% | −5,124−7.9% | 減碼 |
| Comerica Bank | 58,490 | $427.3 萬 | 0.02% | +58,419+82,280.3% | 加碼 |
| Russell Investments Group, Ltd. | 57,066 | $416.9 萬 | 0.01% | +15,993+38.9% | 加碼 |
| Alberta Investment Management Corp | 56,880 | $415.5 萬 | 0.04% | +8,884+18.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 56,208 | $410.6 萬 | 0.01% | +30,407+117.9% | 加碼 |
| Barclays PLC | 55,140 | $402.8 萬 | 0.00% | −8,041−12.7% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 54,520 | $398.3 萬 | 0.10% | +54,520 | 新進 |
| Amalgamated Bank | 54,312 | $396.7 萬 | 0.03% | −1,321−2.4% | 減碼 |
| Pier Capital, LLC | 53,832 | $393.2 萬 | 0.63% | +53,832 | 新進 |
| Teachers Retirement System of the State of Kentucky | 52,681 | $384.9 萬 | 0.04% | +14,091+36.5% | 加碼 |
| M&T Bank Corp | 52,230 | $381.6 萬 | 0.02% | −3,467−6.2% | 減碼 |
| Neuberger Berman Group LLC | 51,129 | $373.5 萬 | 0.00% | +779+1.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 50,250 | $367.1 萬 | 0.01% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 50,000 | $365.3 萬 | 0.01% | +2,334+4.9% | 加碼 |
| Gradient Investments LLC | 48,772 | $356.3 萬 | 0.09% | +48,772 | 新進 |
| ClariVest Asset Management LLC | 48,622 | $355.2 萬 | 0.19% | +29+0.1% | 加碼 |
| Man Group plc | – | $349.7 萬 | 0.01% | – | – |
| Price T Rowe Associates Inc | 45,307 | $331.0 萬 | 0.00% | +2,325+5.4% | 加碼 |
| Susquehanna International Group, LLP | 45,023 | $328.9 萬 | 0.01% | −17,772−28.3% | 減碼 |
| Agf Management Ltd | 44,766 | $327.0 萬 | 0.02% | −16,083−26.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 42,819 | $318.3 萬 | 0.73% | −7,075−14.2% | 減碼 |
| King Luther Capital Management Corp | 42,787 | $312.6 萬 | 0.02% | +1,561+3.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 41,528 | $303.4 萬 | 0.01% | −6,080−12.8% | 減碼 |
| Beck Bode, LLC | 41,462 | $302.9 萬 | 0.77% | −775−1.8% | 減碼 |
| Yousif Capital Management, LLC | 40,849 | $298.4 萬 | 0.04% | −2,170−5.0% | 減碼 |
| Eaton Financial Holdings Company, LLC | 40,627 | $296.8 萬 | 0.79% | +40,627 | 新進 |
| SG Americas Securities, LLC | 37,197 | $271.7 萬 | 0.04% | +35,504+2,097.1% | 加碼 |
| Element Capital Management LLC | 36,129 | $263.9 萬 | 0.23% | −5,277−12.7% | 減碼 |
| LPL Financial LLC | 35,921 | $263.7 萬 | 0.00% | +3,202+9.8% | 加碼 |
| Nordea Investment Management AB | 35,578 | $262.4 萬 | 0.00% | +22,705+176.4% | 加碼 |
| McKinley Capital Management LLC /Delaware | 34,460 | $251.7 萬 | 0.35% | +34,460 | 新進 |
| Jane Street Group, LLC | 32,449 | $237.0 萬 | 0.00% | −9,329−22.3% | 減碼 |
| GM Advisory Group, Inc. | 30,026 | $219.3 萬 | 0.18% | +30,026 | 新進 |
| Amica Mutual Insurance Co | 28,551 | $208.6 萬 | 0.25% | +28,551 | 新進 |
| EAM Investors, LLC | 27,998 | $204.5 萬 | 0.39% | +27,998 | 新進 |
| TownSquare Capital, LLC | 27,958 | $204.2 萬 | 0.04% | +1,613+6.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 27,524 | $201.1 萬 | 0.08% | −765−2.7% | 減碼 |
| Shay Capital LLC | 26,250 | $191.8 萬 | 0.57% | +16,250+162.5% | 加碼 |
| Teacher Retirement System of Texas | 25,230 | $184.3 萬 | 0.01% | −3,269−11.5% | 減碼 |
| Arizona State Retirement System | 24,336 | $177.8 萬 | 0.02% | +522+2.2% | 加碼 |
| Louisiana State Employees Retirement System | 24,200 | $176.8 萬 | 0.04% | −800−3.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,003 | $175.3 萬 | 0.00% | +130+0.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 23,967 | $175.1 萬 | 0.02% | −700−2.8% | 減碼 |
| Stifel Financial Corp | 21,637 | $158.1 萬 | 0.00% | +4,508+26.3% | 加碼 |
| Zacks Investment Management | 21,474 | $156.9 萬 | 0.02% | +21,474 | 新進 |
| Thrivent Financial for Lutherans | 21,401 | $156.3 萬 | 0.00% | −660−3.0% | 減碼 |
| South Dakota Investment Council | 21,293 | $155.5 萬 | 0.04% | 00.0% | 不變 |
| State of Michigan Retirement System | 20,422 | $149.2 萬 | 0.01% | −600−2.9% | 減碼 |
| Two Sigma Investments, LP | 20,100 | $146.8 萬 | 0.00% | 00.0% | 不變 |
| Moody National Bank Trust Division | 19,940 | $145.7 萬 | 0.09% | +4,250+27.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 18,956 | $138.5 萬 | 0.04% | −39−0.2% | 減碼 |
| Vontobel Holding Ltd. | 18,897 | $138.0 萬 | 0.01% | +4,600+32.2% | 加碼 |
| Abn Amro Investment Solutions | 17,828 | $130.2 萬 | 0.03% | +10,328+137.7% | 加碼 |
| Lunt Capital Management, Inc. | 17,730 | $129.5 萬 | 0.68% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,664 | $129.0 萬 | 0.00% | +1,180+7.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,308 | $126.4 萬 | 0.01% | −24,007−58.1% | 減碼 |
| New Mexico Educational Retirement Board | 17,300 | $126.4 萬 | 0.05% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,913 | $123.5 萬 | 0.01% | +2,085+14.1% | 加碼 |
| Zions Bancorporation, N.A. | 16,742 | $122.3 萬 | 0.11% | +1,069+6.8% | 加碼 |
| Chartwell Investment Partners, LLC | 16,478 | $120.4 萬 | 0.05% | 00.0% | 不變 |
| Cerity Partners LLC | 15,756 | $115.1 萬 | 0.01% | −1,146−6.8% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $114.9 萬 | 0.11% | −360−2.2% | 減碼 |
| ProShare Advisors LLC | 15,542 | $113.5 萬 | 0.00% | −388−2.4% | 減碼 |
| Handelsbanken Fonder AB | 15,216 | $111.2 萬 | 0.01% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 14,866 | $110.6 萬 | 0.03% | −172−1.1% | 減碼 |
| Gotham Asset Management, LLC | 15,104 | $110.3 萬 | 0.02% | +15,104 | 新進 |
| Mariner, LLC | 14,983 | $109.5 萬 | 0.00% | +345+2.4% | 加碼 |
| Alps Advisors Inc | 14,255 | $104.1 萬 | 0.01% | −3,166−18.2% | 減碼 |
| Madison Asset Management, LLC | 13,835 | $101.1 萬 | 0.01% | +13,835 | 新進 |
| Federated Hermes, Inc. | 13,465 | $98.4 萬 | 0.00% | −1,079−7.4% | 減碼 |
| US Bancorp | 13,111 | $95.8 萬 | 0.00% | +2,637+25.2% | 加碼 |
| Captrust Financial Advisors | 12,256 | $89.5 萬 | 0.00% | +4,928+67.2% | 加碼 |
| Xponance, Inc. | 12,122 | $88.6 萬 | 0.01% | −269−2.2% | 減碼 |
| HC Advisors, LLC | 12,120 | $88.5 萬 | 0.53% | +25+0.2% | 加碼 |
| LMCG Investments, LLC | 11,838 | $86.5 萬 | 0.06% | +11,838 | 新進 |
| Choate Investment Advisors | 11,763 | $85.9 萬 | 0.03% | +11,763 | 新進 |
| Blair William & Co | 11,624 | $84.9 萬 | 0.00% | −1,891−14.0% | 減碼 |
| GWM Advisors LLC | 11,506 | $84.1 萬 | 0.01% | −1,792−13.5% | 減碼 |
| Spouting Rock Asset Management, LLC | 11,227 | $82.0 萬 | 0.26% | −176−1.5% | 減碼 |
| STRS Ohio | 10,800 | $78.8 萬 | 0.00% | −900−7.7% | 減碼 |
| Premier Fund Managers Ltd | 10,510 | $78.2 萬 | 0.04% | +10,510 | 新進 |
| XTX Topco Ltd | 10,535 | $77.0 萬 | 0.13% | +10,535 | 新進 |
| Legato Capital Management LLC | 10,475 | $76.5 萬 | 0.11% | +10,475 | 新進 |
| Public Employees Retirement Association of Colorado | 10,345 | $75.6 萬 | 0.00% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 10,156 | $74.1 萬 | 0.01% | −440−4.2% | 減碼 |