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 4 季 13F 持有人
Healthequity, Inc. 在 2023/12/31 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
- 352
- 較 2023 年第 3 季 +17 家
- 持有股數
- 8,532 萬
- 較 2023 年第 3 季 −233.5 萬 (−2.7%)
- 總市值
- $56.6 億
- 較 2023 年第 3 季 −$7.49 億 (−11.7%)
- 新進機構
- 58
- 另有 111 家加碼
- 清倉機構
- 41
- 另有 133 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 3,800 | $25.2 萬 | 0.01% | +3,800 | 新進 |
| Pearl River Capital, LLC | 4,157 | $27.6 萬 | 0.04% | +78+1.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,185 | $27.7 萬 | 0.03% | +38+0.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,354 | $28.9 萬 | 0.00% | −263−5.7% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,410 | $29.2 萬 | 0.28% | +4,410 | 新進 |
| Narus Financial Partners, LLC | 4,426 | $29.3 萬 | 0.14% | −23−0.5% | 減碼 |
| Profund Advisors LLC | 4,624 | $30.7 萬 | 0.01% | +546+13.4% | 加碼 |
| Teza Capital Management LLC | 4,808 | $31.9 萬 | 0.05% | −5,166−51.8% | 減碼 |
| SG Americas Securities, LLC | 4,813 | $31.9 萬 | 0.00% | −32,384−87.1% | 減碼 |
| Metropolitan Life Insurance Co | 4,840 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 4,845 | $32.1 萬 | 0.06% | +40+0.8% | 加碼 |
| Arkadios Wealth Advisors | 4,903 | $32.5 萬 | 0.03% | −1,386−22.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 4,976 | $33.0 萬 | 0.03% | +4,976 | 新進 |
| Ieq Capital, LLC | 5,000 | $33.1 萬 | 0.01% | −21−0.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $33.1 萬 | 0.05% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,022 | $33.3 萬 | 0.00% | −1,179−19.0% | 減碼 |
| Cim Investment Mangement Inc | 5,114 | $33.9 萬 | 0.11% | 00.0% | 不變 |
| Corton Capital Inc. | 5,195 | $34.4 萬 | 0.11% | +82+1.6% | 加碼 |
| Guggenheim Capital LLC | 5,733 | $38.0 萬 | 0.00% | −4,109−41.7% | 減碼 |
| Stephens Inc | 5,734 | $38.0 萬 | 0.01% | +1,656+40.6% | 加碼 |
| CWM Advisors, LLC | 5,779 | $38.3 萬 | 0.04% | +1,580+37.6% | 加碼 |
| Bank of Nova Scotia | 5,913 | $39.2 萬 | 0.00% | −560−8.7% | 減碼 |
| KLR Investment Advisors, LLC | 5,914 | $39.2 萬 | 0.28% | +241+4.2% | 加碼 |
| Advisor Group Holdings, Inc. | 6,039 | $40.0 萬 | 0.00% | −3,150−34.3% | 減碼 |
| Institute for Wealth Management, LLC. | 6,769 | $44.9 萬 | 0.07% | −17−0.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,800 | $45.1 萬 | 0.02% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 7,014 | $46.5 萬 | 0.00% | +7,014 | 新進 |
| Securian Asset Management, Inc | 7,139 | $47.3 萬 | 0.01% | −100−1.4% | 減碼 |
| State of Wyoming | 7,331 | $48.6 萬 | 0.09% | +2,481+51.2% | 加碼 |
| Sendero Wealth Management, LLC | 7,600 | $50.4 萬 | 0.09% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 7,726 | $51.2 萬 | 0.04% | +7,726 | 新進 |
| Sheets Smith Wealth Management | 7,751 | $51.4 萬 | 0.07% | −170−2.1% | 減碼 |
| Vestcor Inc | 8,160 | $54.1 萬 | 0.02% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 8,195 | $54.3 萬 | 0.05% | +254+3.2% | 加碼 |
| Commerce Bank | 8,438 | $55.9 萬 | 0.00% | −530−5.9% | 減碼 |
| Allianz Asset Management GmbH | 8,600 | $57.0 萬 | 0.00% | +8,600 | 新進 |
| The PNC Financial Services Group, Inc. | 8,887 | $58.9 萬 | 0.00% | −332−3.6% | 減碼 |
| JustInvest LLC | 8,898 | $59.0 萬 | 0.02% | +631+7.6% | 加碼 |
| Exchange Traded Concepts, LLC | 8,947 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| Omers Administration Corp | 9,000 | $59.7 萬 | 0.01% | +9,000 | 新進 |
| State of Alaska, Department of Revenue | 9,251 | $61.3 萬 | 0.01% | −905−8.9% | 減碼 |
| Bank of Montreal | 9,147 | $61.3 萬 | 0.00% | +796+9.5% | 加碼 |
| Twin Tree Management, LP | 9,468 | $62.8 萬 | 0.01% | +9,468 | 新進 |
| Creative Planning | 9,602 | $63.7 萬 | 0.00% | +2,744+40.0% | 加碼 |
| Pictet Asset Management Holding SA | 9,692 | $64.3 萬 | 0.00% | −86−0.9% | 減碼 |
| Blair William & Co | 9,858 | $65.4 萬 | 0.00% | −1,766−15.2% | 減碼 |
| Petrus Trust Company, LTA | 9,907 | $65.7 萬 | 0.06% | +1,839+22.8% | 加碼 |
| Shay Capital LLC | 10,000 | $66.3 萬 | 0.26% | −16,250−61.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,345 | $68.6 萬 | 0.00% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 10,503 | $69.6 萬 | 0.01% | +10,503 | 新進 |
| Premier Fund Managers Ltd | 10,510 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Spouting Rock Asset Management, LLC | 10,659 | $70.7 萬 | 0.26% | −568−5.1% | 減碼 |
| US Bancorp | 10,968 | $72.7 萬 | 0.00% | −2,143−16.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,071 | $73.4 萬 | 0.00% | +11,071 | 新進 |
| Verition Fund Management LLC | 11,165 | $74.0 萬 | 0.01% | +11,165 | 新進 |
| Crossmark Global Holdings, Inc. | 11,233 | $74.5 萬 | 0.02% | −3,633−24.4% | 減碼 |
| Captrust Financial Advisors | 11,743 | $77.9 萬 | 0.00% | −513−4.2% | 減碼 |
| LMCG Investments, LLC | 11,838 | $78.5 萬 | 0.05% | 00.0% | 不變 |
| Engineers Gate Manager LP | 12,036 | $79.8 萬 | 0.02% | +12,036 | 新進 |
| Tower Research Capital LLC (TRC) | 12,115 | $80.3 萬 | 0.01% | +6,607+120.0% | 加碼 |
| HC Advisors, LLC | 12,120 | $80.4 萬 | 0.45% | 00.0% | 不變 |
| Xponance, Inc. | 12,269 | $81.3 萬 | 0.01% | +147+1.2% | 加碼 |
| Williamson Legacy Group, LLC | 12,289 | $81.5 萬 | 0.76% | +12,289 | 新進 |
| Federated Hermes, Inc. | 12,335 | $81.8 萬 | 0.00% | −1,130−8.4% | 減碼 |
| Pacer Advisors, Inc. | 12,861 | $85.3 萬 | 0.00% | +5,646+78.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 13,136 | $87.1 萬 | 0.09% | +13,136 | 新進 |
| Mariner, LLC | 14,292 | $94.8 萬 | 0.00% | −691−4.6% | 減碼 |
| Handelsbanken Fonder AB | 15,216 | $100.9 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 15,352 | $101.8 萬 | 0.01% | +1,097+7.7% | 加碼 |
| Cerity Partners LLC | 15,362 | $101.9 萬 | 0.00% | −394−2.5% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,731 | $104.3 萬 | 0.09% | 00.0% | 不變 |
| STRS Ohio | 16,100 | $106.7 萬 | 0.00% | +5,300+49.1% | 加碼 |
| GWM Advisors LLC | 15,530 | $107.8 萬 | 0.01% | +4,024+35.0% | 加碼 |
| Citigroup Inc | 17,084 | $113.3 萬 | 0.00% | +8,612+101.7% | 加碼 |
| Cornercap Investment Counsel Inc | 17,193 | $114.0 萬 | 0.19% | +8,120+89.5% | 加碼 |
| Natixis Advisors, L.P. | 17,212 | $114.1 萬 | 0.00% | −452−2.6% | 減碼 |
| New Mexico Educational Retirement Board | 17,300 | $114.7 萬 | 0.04% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 17,454 | $115.7 萬 | 0.02% | −374−2.1% | 減碼 |
| Lunt Capital Management, Inc. | 17,730 | $117.5 萬 | 0.61% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 17,733 | $117.6 萬 | 0.08% | +991+5.9% | 加碼 |
| Gotham Asset Management, LLC | 18,274 | $121.2 萬 | 0.02% | +3,170+21.0% | 加碼 |
| ProShare Advisors LLC | 18,424 | $122.2 萬 | 0.00% | +2,882+18.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,895 | $125.3 萬 | 0.01% | +1,587+9.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,926 | $125.5 萬 | 0.00% | +2,013+11.9% | 加碼 |
| Stifel Financial Corp | 18,941 | $125.6 萬 | 0.00% | −2,696−12.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,050 | $126.3 萬 | 0.03% | +94+0.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 19,510 | $129.4 萬 | 0.01% | +19,510 | 新進 |
| Zacks Investment Management | 19,572 | $129.8 萬 | 0.02% | −1,902−8.9% | 減碼 |
| State of Michigan Retirement System | 20,522 | $136.1 萬 | 0.01% | +100+0.5% | 加碼 |
| South Dakota Investment Council | 21,293 | $141.2 萬 | 0.03% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 21,391 | $141.8 萬 | 0.00% | −100.0% | 減碼 |
| Amica Mutual Insurance Co | 21,728 | $144.1 萬 | 0.16% | −6,823−23.9% | 減碼 |
| Gsa Capital Partners LLP | 22,247 | $147.5 萬 | 0.12% | +22,247 | 新進 |
| Arizona State Retirement System | 23,937 | $158.7 萬 | 0.01% | −399−1.6% | 減碼 |
| Louisiana State Employees Retirement System | 24,000 | $159.1 萬 | 0.03% | −200−0.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 24,003 | $159.1 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 24,174 | $160.3 萬 | 0.03% | +207+0.9% | 加碼 |
| TownSquare Capital, LLC | 24,914 | $165.2 萬 | 0.03% | −3,044−10.9% | 減碼 |
| Redwood Investments, LLC | 24,926 | $165.3 萬 | 0.43% | −144,510−85.3% | 減碼 |
| Teacher Retirement System of Texas | 25,308 | $167.8 萬 | 0.01% | +78+0.3% | 加碼 |