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、2 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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 9,974 | $72.9 萬 | 0.12% | +9,974 | 新進 |
| Guggenheim Capital LLC | 9,842 | $71.9 萬 | 0.01% | +255+2.7% | 加碼 |
| Pictet Asset Management Holding SA | 9,778 | $71.4 萬 | 0.00% | +9,778 | 新進 |
| Calamos Advisors LLC | 9,742 | $71.2 萬 | 0.00% | +9,742 | 新進 |
| The PNC Financial Services Group, Inc. | 9,219 | $67.3 萬 | 0.00% | −1,835−16.6% | 減碼 |
| Advisor Group Holdings, Inc. | 9,189 | $67.1 萬 | 0.00% | +597+6.9% | 加碼 |
| Cornercap Investment Counsel Inc | 9,073 | $66.3 萬 | 0.12% | −189−2.0% | 減碼 |
| Commerce Bank | 8,968 | $65.5 萬 | 0.01% | −802−8.2% | 減碼 |
| Exchange Traded Concepts, LLC | 8,947 | $65.4 萬 | 0.02% | −1,426−13.7% | 減碼 |
| Citigroup Inc | 8,472 | $61.9 萬 | 0.00% | −26,660−75.9% | 減碼 |
| JustInvest LLC | 8,267 | $60.4 萬 | 0.02% | +477+6.1% | 加碼 |
| Vestcor Inc | 8,160 | $59.6 萬 | 0.02% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 8,068 | $58.9 萬 | 0.06% | +1,442+21.8% | 加碼 |
| Bank of Montreal | 8,351 | $58.6 萬 | 0.00% | +29+0.3% | 加碼 |
| Level Four Advisory Services, LLC | 7,985 | $58.3 萬 | 0.04% | +7,985 | 新進 |
| Campbell & CO Investment Adviser LLC | 7,941 | $58.0 萬 | 0.07% | +3,908+96.9% | 加碼 |
| Sheets Smith Wealth Management | 7,921 | $57.9 萬 | 0.09% | +191+2.5% | 加碼 |
| AQR Capital Management LLC | 7,910 | $57.8 萬 | 0.00% | −6,144−43.7% | 減碼 |
| Sendero Wealth Management, LLC | 7,600 | $55.5 萬 | 0.12% | 00.0% | 不變 |
| Woodline Partners LP | 7,300 | $53.3 萬 | 0.01% | +7,300 | 新進 |
| Securian Asset Management, Inc | 7,239 | $52.9 萬 | 0.02% | −352−4.6% | 減碼 |
| Pacer Advisors, Inc. | 7,215 | $52.7 萬 | 0.00% | −10,199−58.6% | 減碼 |
| Algert Global LLC | 6,933 | $50.6 萬 | 0.02% | −7,500−52.0% | 減碼 |
| Creative Planning | 6,858 | $50.1 萬 | 0.00% | +1,583+30.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,800 | $49.7 萬 | 0.02% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,786 | $49.6 萬 | 0.09% | −57−0.8% | 減碼 |
| Penserra Capital Management LLC | 6,640 | $48.5 萬 | 0.01% | +6,640 | 新進 |
| Bank of Nova Scotia | 6,473 | $47.3 萬 | 0.00% | −2,802−30.2% | 減碼 |
| Arkadios Wealth Advisors | 6,289 | $45.9 萬 | 0.04% | −1,022−14.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,201 | $45.3 萬 | 0.01% | +1,141+22.5% | 加碼 |
| Virginia Retirement Systems Et Al | 5,700 | $41.6 萬 | 0.00% | +5,700 | 新進 |
| Truist Financial Corp | 5,588 | $40.8 萬 | 0.00% | +5,588 | 新進 |
| Tower Research Capital LLC (TRC) | 5,508 | $40.2 萬 | 0.01% | −689−11.1% | 減碼 |
| First Republic Investment Management, Inc. | 5,319 | $38.9 萬 | 0.00% | −529−9.0% | 減碼 |
| Cim Investment Mangement Inc | 5,114 | $37.4 萬 | 0.14% | 00.0% | 不變 |
| Corton Capital Inc. | 5,113 | $37.4 萬 | 0.19% | −1,821−26.3% | 減碼 |
| Ieq Capital, LLC | 5,021 | $36.7 萬 | 0.01% | +5,021 | 新進 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $36.5 萬 | 0.06% | 00.0% | 不變 |
| BTC Capital Management, Inc. | 4,922 | $36.0 萬 | 0.04% | +666+15.6% | 加碼 |
| Appleton Group, LLC | 4,878 | $35.6 萬 | 1.24% | 00.0% | 不變 |
| Econ Financial Services Corp | 4,867 | $35.6 萬 | 0.26% | +4,867 | 新進 |
| State of Wyoming | 4,850 | $35.4 萬 | 0.08% | +1,477+43.8% | 加碼 |
| Metropolitan Life Insurance Co | 4,840 | $35.4 萬 | 0.02% | +290+6.4% | 加碼 |
| Radnor Capital Management, LLC | 4,805 | $35.1 萬 | 0.07% | +100+2.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,617 | $33.7 萬 | 0.00% | +4,617 | 新進 |
| Brinker Capital Investments, LLC | 4,590 | $33.5 萬 | 0.00% | +1,284+38.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 4,590 | $33.5 萬 | 0.00% | +1,284+38.8% | 加碼 |
| KLR Investment Advisors, LLC | 5,673 | $33.3 萬 | 0.30% | −154−2.6% | 減碼 |
| Narus Financial Partners, LLC | 4,449 | $32.5 萬 | 0.17% | 00.0% | 不變 |
| CWM, LLC | 4,428 | $32.3 萬 | 0.00% | −330−6.9% | 減碼 |
| CWM Advisors, LLC | 4,199 | $30.7 萬 | 0.04% | −10,308−71.1% | 減碼 |
| Shelton Capital Management | 4,172 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,147 | $30.3 萬 | 0.03% | −115−2.7% | 減碼 |
| Pearl River Capital, LLC | 4,079 | $29.8 萬 | 0.05% | +557+15.8% | 加碼 |
| Profund Advisors LLC | 4,078 | $29.8 萬 | 0.02% | −279−6.4% | 減碼 |
| Stephens Inc | 4,078 | $29.8 萬 | 0.01% | −133−3.2% | 減碼 |
| Daiwa Securities Group Inc. | 3,810 | $27.8 萬 | 0.00% | −1,490−28.1% | 減碼 |
| Nisa Investment Advisors, LLC | 3,762 | $27.5 萬 | 0.00% | +12+0.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 3,684 | $26.9 萬 | 0.00% | +3,684 | 新進 |
| Neo Ivy Capital Management | 3,600 | $26.3 萬 | 0.12% | +3,600 | 新進 |
| Keebeck Alpha, LP | 3,597 | $26.3 萬 | 0.26% | −1,593−30.7% | 減碼 |
| Prelude Capital Management, LLC | 3,597 | $26.3 萬 | 0.02% | −1,369−27.6% | 減碼 |
| Amica Retiree Medical Trust | 3,578 | $26.1 萬 | 0.31% | +3,578 | 新進 |
| Capstone Investment Advisors, LLC | 3,467 | $25.3 萬 | 0.01% | +3,467 | 新進 |
| Bridgefront Capital, LLC | 3,443 | $25.2 萬 | 0.18% | +3,443 | 新進 |
| Centiva Capital, LP | 3,439 | $25.1 萬 | 0.01% | −1,384−28.7% | 減碼 |
| Portside Wealth Group, LLC | 3,340 | $24.1 萬 | 0.05% | +3,340 | 新進 |
| Summit Trail Advisors, LLC | 3,248 | $23.7 萬 | 0.01% | +8+0.2% | 加碼 |
| Raymond James Trust N.A. | 3,177 | $23.2 萬 | 0.01% | +3,177 | 新進 |
| Pathstone Family Office, LLC | 3,152 | $23.0 萬 | 0.00% | +3,152 | 新進 |
| Rosenbaum Jay D. | 3,000 | $21.9 萬 | 0.37% | +3,000 | 新進 |
| Janney Montgomery Scott LLC | 2,975 | $21.7 萬 | 0.00% | +2,975 | 新進 |
| Walleye Trading LLC | 2,939 | $21.5 萬 | 0.01% | +2,939 | 新進 |
| Advisor Partners II, LLC | 2,818 | $20.6 萬 | 0.01% | +2,818 | 新進 |
| Farallon Capital Management, L.L.C. | 2,800 | $20.5 萬 | 0.00% | +2,800 | 新進 |
| Bessemer Group Inc | 2,685 | $19.6 萬 | 0.00% | −278−9.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,789 | $13.1 萬 | 0.00% | −160−8.2% | 減碼 |
| Ostrum Asset Management | 1,734 | $12.7 萬 | 0.01% | +698+67.4% | 加碼 |
| Brown Brothers Harriman & Co | 1,630 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Natixis Investment Managers International | 1,604 | $11.7 萬 | 0.01% | −104−6.1% | 減碼 |
| KBC Group NV | 1,581 | $11.5 萬 | 0.00% | +1,581 | 新進 |
| Eagle Bay Advisors LLC | 1,570 | $11.5 萬 | 0.05% | +377+31.6% | 加碼 |
| Quadrant Capital Group LLC | 1,559 | $11.4 萬 | 0.01% | +469+43.0% | 加碼 |
| Qube Research & Technologies Ltd | 1,458 | $10.7 萬 | 0.00% | +1,458 | 新進 |
| Harbor Investment Advisory, LLC | 1,167 | $8.52 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,119 | $8.20 萬 | 0.06% | +539+92.9% | 加碼 |
| First Horizon Advisors, Inc. | 1,077 | $7.87 萬 | 0.00% | +136+14.5% | 加碼 |
| Signaturefd, LLC | 875 | $6.39 萬 | 0.00% | +44+5.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 871 | $6.36 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 817 | $5.97 萬 | 0.00% | −123−13.1% | 減碼 |
| Operose Advisors LLC | 607 | $4.43 萬 | 0.02% | +607 | 新進 |
| Fifth Third Bancorp | 602 | $4.40 萬 | 0.00% | +161+36.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 555 | $4.10 萬 | 0.00% | −400−41.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 549 | $4.10 萬 | 0.00% | +549 | 新進 |
| Lazard Asset Management LLC | 549 | $4.00 萬 | 0.00% | +297+117.9% | 加碼 |
| Lindbrook Capital, LLC | 458 | $3.35 萬 | 0.00% | +111+32.0% | 加碼 |
| Headlands Technologies LLC | 457 | $3.34 萬 | 0.02% | −1,188−72.2% | 減碼 |
| VisionPoint Advisory Group, LLC | 445 | $3.25 萬 | 0.01% | +111+33.2% | 加碼 |
| Huntington National Bank | 386 | $2.82 萬 | 0.00% | +12+3.2% | 加碼 |
| Private Trust Co NA | 288 | $2.10 萬 | 0.00% | −15−5.0% | 減碼 |