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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 277,839 | $1,842 萬 | 0.04% | −110,940−28.5% | 減碼 |
| TimesSquare Capital Management, LLC | 304,078 | $2,016 萬 | 0.30% | −232,000−43.3% | 減碼 |
| Ophir Asset Management Pty Ltd | 317,677 | $2,106 萬 | 4.18% | −12,310−3.7% | 減碼 |
| Macquarie Group Ltd | 344,505 | $2,284 萬 | 0.03% | +127,559+58.8% | 加碼 |
| Principal Financial Group Inc | 350,666 | $2,325 萬 | 0.01% | +9,926+2.9% | 加碼 |
| Royal Bank of Canada | 352,461 | $2,337 萬 | 0.01% | +7,209+2.1% | 加碼 |
| Ashford Capital Management Inc | 408,682 | $2,710 萬 | 3.63% | +4,403+1.1% | 加碼 |
| Victory Capital Management Inc | 413,732 | $2,743 萬 | 0.03% | +168,819+68.9% | 加碼 |
| Aureus Asset Management, LLC | 416,571 | $2,762 萬 | 2.02% | −1,352−0.3% | 減碼 |
| Man Group plc | 418,986 | $2,778 萬 | 0.08% | – | – |
| Massachusetts Financial Services Co | 427,278 | $2,833 萬 | 0.01% | −312,899−42.3% | 減碼 |
| Point72 Asset Management, L.P. | 477,378 | $3,165 萬 | 0.10% | −175,640−26.9% | 減碼 |
| Bank of America Corp | 481,680 | $3,194 萬 | 0.00% | −148,325−23.5% | 減碼 |
| Eversept Partners, LP | 494,919 | $3,281 萬 | 3.22% | +156,403+46.2% | 加碼 |
| Davenport & Co LLC | 507,135 | $3,364 萬 | 0.23% | +120,987+31.3% | 加碼 |
| American Century Companies Inc | 514,795 | $3,413 萬 | 0.02% | −385,613−42.8% | 減碼 |
| SEI Investments Co | 557,093 | $3,694 萬 | 0.06% | −94,083−14.4% | 減碼 |
| Nuveen Asset Management, LLC | 572,495 | $3,796 萬 | 0.01% | +2,938+0.5% | 加碼 |
| Prudential Financial Inc | 573,143 | $3,800 萬 | 0.06% | +142,229+33.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 581,342 | $3,854 萬 | 0.10% | +19,680+3.5% | 加碼 |
| Aristotle Capital Boston, LLC | 599,392 | $3,974 萬 | 1.21% | −21,642−3.5% | 減碼 |
| Invesco Ltd. | 615,149 | $4,078 萬 | 0.01% | +131,106+27.1% | 加碼 |
| Norges Bank | 655,835 | $4,348 萬 | 0.01% | +213,948+48.4% | 加碼 |
| Wellington Management Group LLP | 667,288 | $4,424 萬 | 0.01% | −18,703−2.7% | 減碼 |
| Morgan Stanley | 792,834 | $5,257 萬 | 0.00% | +91,818+13.1% | 加碼 |
| Bamco Inc | 800,000 | $5,304 萬 | 0.14% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 809,235 | $5,365 萬 | 0.50% | −44,963−5.3% | 減碼 |
| Bank of New York Mellon Corp | 830,504 | $5,506 萬 | 0.01% | −22,303−2.6% | 減碼 |
| Geneva Capital Management LLC | 870,735 | $5,773 萬 | 1.09% | −5,613−0.6% | 減碼 |
| Loomis Sayles & Co L P | 880,654 | $5,839 萬 | 0.09% | +480,971+120.3% | 加碼 |
| Millennium Management LLC | 895,195 | $5,935 萬 | 0.06% | −971,454−52.0% | 減碼 |
| Van Berkom & Associates Inc. | 981,351 | $6,506 萬 | 1.89% | −61,119−5.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,002,283 | $6,645 萬 | 0.02% | +21,766+2.2% | 加碼 |
| Janus Henderson Group PLC | 1,088,267 | $7,215 萬 | 0.04% | +899+0.1% | 加碼 |
| Northern Trust Corp | 1,101,200 | $7,301 萬 | 0.01% | −19,574−1.7% | 減碼 |
| Goldman Sachs Group Inc | 1,129,634 | $7,489 萬 | 0.02% | +223,428+24.7% | 加碼 |
| Stephens Investment Management Group LLC | 1,186,491 | $7,866 萬 | 1.15% | +52,383+4.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,208,626 | $8,013 萬 | 0.13% | −135,731−10.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,209,652 | $8,020 萬 | 0.89% | −369,259−23.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,409,740 | $9,347 萬 | 0.03% | +108,108+8.3% | 加碼 |
| Franklin Resources Inc | 1,480,655 | $9,817 萬 | 0.05% | +96,583+7.0% | 加碼 |
| William Blair Investment Management, LLC | 1,782,911 | $1.18 億 | 0.34% | −862,333−32.6% | 減碼 |
| Mackenzie Financial Corp | 1,807,407 | $1.20 億 | 0.18% | +664,979+58.2% | 加碼 |
| Brown Advisory Inc | 1,814,403 | $1.20 億 | 0.17% | −255,598−12.3% | 減碼 |
| Geode Capital Management, LLC | 1,892,924 | $1.26 億 | 0.01% | +84,864+4.7% | 加碼 |
| JPMorgan Chase & Co | 2,091,948 | $1.39 億 | 0.01% | −239,157−10.3% | 減碼 |
| Clearbridge Investments, LLC | 2,357,572 | $1.56 億 | 0.13% | +152,897+6.9% | 加碼 |
| State Street Corp | 2,956,410 | $1.96 億 | 0.01% | +133,552+4.7% | 加碼 |
| FMR LLC | 5,213,015 | $3.46 億 | 0.03% | −435,977−7.7% | 減碼 |
| Wasatch Advisors Inc | 6,839,831 | $4.53 億 | 2.50% | −427,944−5.9% | 減碼 |
| Vanguard Group Inc | 8,619,499 | $5.71 億 | 0.01% | +104,084+1.2% | 加碼 |
| BlackRock Inc. | 10,591,921 | $7.02 億 | 0.02% | +560,485+5.6% | 加碼 |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −489,387−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −180,980−100.0% | 清倉 |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −180,637−100.0% | 清倉 |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −143,875−100.0% | 清倉 |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −89,816−100.0% | 清倉 |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −80,340−100.0% | 清倉 |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −65,363−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −56,880−100.0% | 清倉 |
| Pier Capital, LLC | 0 | $0 | 0.00% | −53,832−100.0% | 清倉 |
| Element Capital Management LLC | 0 | $0 | 0.00% | −36,129−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,998−100.0% | 清倉 |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −19,940−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −16,478−100.0% | 清倉 |
| Choate Investment Advisors | 0 | $0 | 0.00% | −11,763−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,535−100.0% | 清倉 |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,475−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −9,742−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,985−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,300−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −6,933−100.0% | 清倉 |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −6,640−100.0% | 清倉 |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,588−100.0% | 清倉 |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −4,867−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,590−100.0% | 清倉 |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −4,590−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,600−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,597−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,597−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,443−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,439−100.0% | 清倉 |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −3,340−100.0% | 清倉 |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −3,177−100.0% | 清倉 |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,939−100.0% | 清倉 |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,800−100.0% | 清倉 |
| Operose Advisors LLC | 0 | $0 | 0.00% | −607−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −457−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Virginia Retirement Systems Et Al | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| BTC Capital Management, Inc. | – | – | – | – | 本季未申報 |
| Appleton Group, LLC | – | – | – | – | 本季未申報 |
| Amica Retiree Medical Trust | – | – | – | – | 本季未申報 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |
| Advisor Partners II, LLC | – | – | – | – | 本季未申報 |