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 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 |
|---|---|---|---|---|---|
| Spouting Rock Asset Management, LLC | 10,659 | $70.7 萬 | 0.26% | −568−5.1% | 減碼 |
| Premier Fund Managers Ltd | 10,510 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 10,503 | $69.6 萬 | 0.01% | +10,503 | 新進 |
| Public Employees Retirement Association of Colorado | 10,345 | $68.6 萬 | 0.00% | 00.0% | 不變 |
| Shay Capital LLC | 10,000 | $66.3 萬 | 0.26% | −16,250−61.9% | 減碼 |
| Petrus Trust Company, LTA | 9,907 | $65.7 萬 | 0.06% | +1,839+22.8% | 加碼 |
| Blair William & Co | 9,858 | $65.4 萬 | 0.00% | −1,766−15.2% | 減碼 |
| Pictet Asset Management Holding SA | 9,692 | $64.3 萬 | 0.00% | −86−0.9% | 減碼 |
| Creative Planning | 9,602 | $63.7 萬 | 0.00% | +2,744+40.0% | 加碼 |
| Twin Tree Management, LP | 9,468 | $62.8 萬 | 0.01% | +9,468 | 新進 |
| Bank of Montreal | 9,147 | $61.3 萬 | 0.00% | +796+9.5% | 加碼 |
| State of Alaska, Department of Revenue | 9,251 | $61.3 萬 | 0.01% | −905−8.9% | 減碼 |
| Omers Administration Corp | 9,000 | $59.7 萬 | 0.01% | +9,000 | 新進 |
| Exchange Traded Concepts, LLC | 8,947 | $59.3 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 8,898 | $59.0 萬 | 0.02% | +631+7.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,887 | $58.9 萬 | 0.00% | −332−3.6% | 減碼 |
| Allianz Asset Management GmbH | 8,600 | $57.0 萬 | 0.00% | +8,600 | 新進 |
| Commerce Bank | 8,438 | $55.9 萬 | 0.00% | −530−5.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,195 | $54.3 萬 | 0.05% | +254+3.2% | 加碼 |
| Vestcor Inc | 8,160 | $54.1 萬 | 0.02% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,751 | $51.4 萬 | 0.07% | −170−2.1% | 減碼 |
| Edgestream Partners, L.P. | 7,726 | $51.2 萬 | 0.04% | +7,726 | 新進 |
| Sendero Wealth Management, LLC | 7,600 | $50.4 萬 | 0.09% | 00.0% | 不變 |
| State of Wyoming | 7,331 | $48.6 萬 | 0.09% | +2,481+51.2% | 加碼 |
| Securian Asset Management, Inc | 7,139 | $47.3 萬 | 0.01% | −100−1.4% | 減碼 |
| Pathstone Holdings, LLC | 7,014 | $46.5 萬 | 0.00% | +7,014 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,800 | $45.1 萬 | 0.02% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,769 | $44.9 萬 | 0.07% | −17−0.3% | 減碼 |
| Advisor Group Holdings, Inc. | 6,039 | $40.0 萬 | 0.00% | −3,150−34.3% | 減碼 |
| KLR Investment Advisors, LLC | 5,914 | $39.2 萬 | 0.28% | +241+4.2% | 加碼 |
| Bank of Nova Scotia | 5,913 | $39.2 萬 | 0.00% | −560−8.7% | 減碼 |
| CWM Advisors, LLC | 5,779 | $38.3 萬 | 0.04% | +1,580+37.6% | 加碼 |
| Stephens Inc | 5,734 | $38.0 萬 | 0.01% | +1,656+40.6% | 加碼 |
| Guggenheim Capital LLC | 5,733 | $38.0 萬 | 0.00% | −4,109−41.7% | 減碼 |
| Corton Capital Inc. | 5,195 | $34.4 萬 | 0.11% | +82+1.6% | 加碼 |
| Cim Investment Mangement Inc | 5,114 | $33.9 萬 | 0.11% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,022 | $33.3 萬 | 0.00% | −1,179−19.0% | 減碼 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 4,976 | $33.0 萬 | 0.03% | +4,976 | 新進 |
| Arkadios Wealth Advisors | 4,903 | $32.5 萬 | 0.03% | −1,386−22.0% | 減碼 |
| Radnor Capital Management, LLC | 4,845 | $32.1 萬 | 0.06% | +40+0.8% | 加碼 |
| Metropolitan Life Insurance Co | 4,840 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| SG Americas Securities, LLC | 4,813 | $31.9 萬 | 0.00% | −32,384−87.1% | 減碼 |
| Teza Capital Management LLC | 4,808 | $31.9 萬 | 0.05% | −5,166−51.8% | 減碼 |
| Profund Advisors LLC | 4,624 | $30.7 萬 | 0.01% | +546+13.4% | 加碼 |
| Narus Financial Partners, LLC | 4,426 | $29.3 萬 | 0.14% | −23−0.5% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,410 | $29.2 萬 | 0.28% | +4,410 | 新進 |
| Beacon Pointe Advisors, LLC | 4,354 | $28.9 萬 | 0.00% | −263−5.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,185 | $27.7 萬 | 0.03% | +38+0.9% | 加碼 |
| Pearl River Capital, LLC | 4,157 | $27.6 萬 | 0.04% | +78+1.9% | 加碼 |
| Aquatic Capital Management LLC | 3,800 | $25.2 萬 | 0.01% | +3,800 | 新進 |
| Shelton Capital Management | 3,742 | $24.8 萬 | 0.01% | −430−10.3% | 減碼 |
| Capstone Investment Advisors, LLC | 3,710 | $24.6 萬 | 0.00% | +243+7.0% | 加碼 |
| Acadian Asset Management LLC | 3,601 | $23.8 萬 | 0.00% | +3,601 | 新進 |
| Parallax Volatility Advisers, L.P. | 3,523 | $23.4 萬 | 0.01% | +3,523 | 新進 |
| Handelsinvest Investeringsforvaltning | 3,507 | $23.3 萬 | 0.10% | +3,507 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 3,498 | $23.2 萬 | 0.00% | −186−5.0% | 減碼 |
| CWM, LLC | 3,461 | $22.9 萬 | 0.00% | −967−21.8% | 減碼 |
| Summit Trail Advisors, LLC | 3,363 | $22.3 萬 | 0.01% | +115+3.5% | 加碼 |
| Dakota Wealth Management | 3,267 | $21.7 萬 | 0.01% | +3,267 | 新進 |
| Two Sigma Securities, LLC | 3,259 | $21.6 萬 | 0.01% | +3,259 | 新進 |
| Janney Montgomery Scott LLC | 3,115 | $20.7 萬 | 0.00% | +140+4.7% | 加碼 |
| Daiwa Securities Group Inc. | 3,060 | $20.3 萬 | 0.00% | −750−19.7% | 減碼 |
| Bayesian Capital Management, LP | 3,030 | $20.1 萬 | 0.02% | +3,030 | 新進 |
| Nisa Investment Advisors, LLC | 2,588 | $17.2 萬 | 0.00% | −1,174−31.2% | 減碼 |
| Bessemer Group Inc | 2,381 | $15.8 萬 | 0.00% | −304−11.3% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 2,381 | $15.8 萬 | 0.01% | −56,978−96.0% | 減碼 |
| Kapitalo Investimentos Ltda | 2,214 | $14.7 萬 | 0.03% | +2,214 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,846 | $12.5 萬 | 0.00% | +57+3.2% | 加碼 |
| EntryPoint Capital, LLC | 1,786 | $11.8 萬 | 0.11% | +1,786 | 新進 |
| Brown Brothers Harriman & Co | 1,630 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,615 | $10.7 萬 | 0.01% | +56+3.6% | 加碼 |
| Natixis Investment Managers International | 1,604 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 1,581 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 1,167 | $7.74 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 1,117 | $7.40 萬 | 0.05% | −2−0.2% | 減碼 |
| Signaturefd, LLC | 976 | $6.47 萬 | 0.00% | +101+11.5% | 加碼 |
| Advisory Services Network, LLC | 911 | $6.04 萬 | 0.00% | +911 | 新進 |
| First Horizon Advisors, Inc. | 852 | $5.65 萬 | 0.00% | −225−20.9% | 減碼 |
| Assetmark, Inc | 815 | $5.40 萬 | 0.00% | −2−0.2% | 減碼 |
| IFP Advisors, Inc | 814 | $5.40 萬 | 0.00% | +814 | 新進 |
| Steward Partners Investment Advisory, LLC | 801 | $5.31 萬 | 0.00% | −70−8.0% | 減碼 |
| Ostrum Asset Management | 712 | $4.72 萬 | 0.00% | −1,022−58.9% | 減碼 |
| Parallel Advisors, LLC | 679 | $4.50 萬 | 0.00% | +488+255.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 673 | $4.50 萬 | 0.00% | +118+21.3% | 加碼 |
| Fifth Third Bancorp | 608 | $4.03 萬 | 0.00% | +6+1.0% | 加碼 |
| Lindbrook Capital, LLC | 569 | $3.77 萬 | 0.00% | +111+24.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 549 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 549 | $3.60 萬 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 526 | $3.49 萬 | 0.01% | +81+18.2% | 加碼 |
| Proequities, Inc. | 493 | $3.27 萬 | 0.00% | +486+6,942.9% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 435 | $2.88 萬 | 0.01% | +435 | 新進 |
| Cape Investment Advisory, Inc. | 404 | $2.68 萬 | 0.01% | +404 | 新進 |
| Huntington National Bank | 383 | $2.54 萬 | 0.00% | −3−0.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 241 | $1.60 萬 | 0.00% | +241 | 新進 |
| Planning Capital Management Corp | 234 | $1.55 萬 | 0.01% | +234 | 新進 |
| Private Trust Co NA | 222 | $1.47 萬 | 0.00% | −66−22.9% | 減碼 |
| Coppell Advisory Solutions LLC | 209 | $1.39 萬 | 0.00% | +209 | 新進 |
| Eagle Bay Advisors LLC | 197 | $1.31 萬 | 0.01% | −1,373−87.5% | 減碼 |