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 500 家機構在 13F 申報持有，市值合計 $81.0 億；沒有大師持有。
2024 年第 1 季 13F 持有人
Healthequity, Inc. 在 2024/3/31 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
- 367
- 較 2023 年第 4 季 +19 家
- 持有股數
- 8,664 萬
- 較 2023 年第 4 季 +157.8 萬 (+1.9%)
- 總市值
- $70.7 億
- 較 2023 年第 4 季 +$14.3 億 (+25.3%)
- 新進機構
- 55
- 另有 122 家加碼
- 清倉機構
- 36
- 另有 138 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 | 500 | $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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,926,207 | $8.92 億 | 0.02% | +334,286+3.2% | 加碼 |
| Vanguard Group Inc | 8,768,632 | $7.16 億 | 0.01% | +149,133+1.7% | 加碼 |
| Wasatch Advisors Inc | 7,409,080 | $6.05 億 | 3.16% | +569,249+8.3% | 加碼 |
| FMR LLC | 4,961,187 | $4.05 億 | 0.03% | −251,828−4.8% | 減碼 |
| State Street Corp | 3,053,332 | $2.49 億 | 0.01% | +96,922+3.3% | 加碼 |
| Clearbridge Investments, LLC | 2,333,713 | $1.91 億 | 0.15% | −23,859−1.0% | 減碼 |
| Mackenzie Financial Corp | 2,038,615 | $1.66 億 | 0.24% | +231,208+12.8% | 加碼 |
| Geode Capital Management, LLC | 1,975,696 | $1.61 億 | 0.01% | +82,772+4.4% | 加碼 |
| Brown Advisory Inc | 1,866,489 | $1.52 億 | 0.20% | +52,086+2.9% | 加碼 |
| Franklin Resources Inc | 1,559,388 | $1.27 億 | 0.04% | +78,733+5.3% | 加碼 |
| JPMorgan Chase & Co | 1,536,458 | $1.25 億 | 0.01% | −555,490−26.6% | 減碼 |
| Invesco Ltd. | 1,444,902 | $1.18 億 | 0.03% | +829,753+134.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,431,561 | $1.17 億 | 0.03% | +21,821+1.5% | 加碼 |
| Millennium Management LLC | 1,404,657 | $1.15 億 | 0.10% | +509,462+56.9% | 加碼 |
| Stephens Investment Management Group LLC | 1,184,360 | $9,668 萬 | 1.29% | −2,131−0.2% | 減碼 |
| Goldman Sachs Group Inc | 1,125,952 | $9,191 萬 | 0.02% | −3,682−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,112,932 | $9,085 萬 | 0.14% | −95,694−7.9% | 減碼 |
| ArrowMark Colorado Holdings LLC | 1,112,708 | $9,083 萬 | 1.03% | −96,944−8.0% | 減碼 |
| Janus Henderson Group PLC | 1,100,715 | $8,985 萬 | 0.05% | +12,448+1.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,060,666 | $8,658 萬 | 0.02% | +58,383+5.8% | 加碼 |
| William Blair Investment Management, LLC | 1,044,426 | $8,526 萬 | 0.22% | −738,485−41.4% | 減碼 |
| Northern Trust Corp | 1,018,762 | $8,316 萬 | 0.01% | −82,438−7.5% | 減碼 |
| Loomis Sayles & Co L P | 930,866 | $7,599 萬 | 0.11% | +50,212+5.7% | 加碼 |
| Van Berkom & Associates Inc. | 913,361 | $7,456 萬 | 2.12% | −67,990−6.9% | 減碼 |
| Norges Bank | 899,934 | $7,346 萬 | 0.01% | +244,099+37.2% | 加碼 |
| Geneva Capital Management LLC | 865,566 | $7,066 萬 | 1.24% | −5,169−0.6% | 減碼 |
| Bank of New York Mellon Corp | 802,180 | $6,548 萬 | 0.01% | −28,324−3.4% | 減碼 |
| Bamco Inc | 800,000 | $6,530 萬 | 0.17% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 794,744 | $6,488 萬 | 0.57% | −14,491−1.8% | 減碼 |
| Wellington Management Group LLP | 659,848 | $5,386 萬 | 0.01% | −7,440−1.1% | 減碼 |
| Bank of America Corp | 643,076 | $5,249 萬 | 0.01% | +161,396+33.5% | 加碼 |
| Morgan Stanley | 641,055 | $5,233 萬 | 0.00% | −151,779−19.1% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 605,710 | $4,944 萬 | 0.43% | +605,710 | 新進 |
| Aristotle Capital Boston, LLC | 582,663 | $4,756 萬 | 1.44% | −16,729−2.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 572,935 | $4,677 萬 | 0.11% | −8,407−1.4% | 減碼 |
| SEI Investments Co | 570,051 | $4,653 萬 | 0.07% | +12,958+2.3% | 加碼 |
| Nuveen Asset Management, LLC | 569,078 | $4,644 萬 | 0.01% | −3,417−0.6% | 減碼 |
| American Century Companies Inc | 553,653 | $4,519 萬 | 0.03% | +38,858+7.5% | 加碼 |
| Greenhouse Funds LLLP | 506,465 | $4,134 萬 | 2.61% | +506,465 | 新進 |
| Davenport & Co LLC | 433,384 | $3,538 萬 | 0.22% | −73,751−14.5% | 減碼 |
| Eversept Partners, LP | 421,345 | $3,439 萬 | 2.57% | −73,574−14.9% | 減碼 |
| Aureus Asset Management, LLC | 411,134 | $3,356 萬 | 2.29% | −5,437−1.3% | 減碼 |
| UBS Group AG | 374,355 | $3,056 萬 | 0.01% | +344,841+1,168.4% | 加碼 |
| Massachusetts Financial Services Co | 373,573 | $3,049 萬 | 0.01% | −53,705−12.6% | 減碼 |
| Principal Financial Group Inc | 364,051 | $2,972 萬 | 0.02% | +13,385+3.8% | 加碼 |
| Macquarie Group Ltd | 363,518 | $2,967 萬 | 0.03% | +19,013+5.5% | 加碼 |
| Victory Capital Management Inc | 359,689 | $2,936 萬 | 0.03% | −54,043−13.1% | 減碼 |
| Ophir Asset Management Pty Ltd | 347,742 | $2,839 萬 | 4.97% | +30,065+9.5% | 加碼 |
| Ashford Capital Management Inc | 341,512 | $2,788 萬 | 3.77% | −67,170−16.4% | 減碼 |
| Ensign Peak Advisors, Inc | 340,592 | $2,780 萬 | 0.05% | +62,753+22.6% | 加碼 |
| Royal Bank of Canada | 330,693 | $2,699 萬 | 0.01% | −21,768−6.2% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 317,423 | $2,591 萬 | 0.11% | +90,168+39.7% | 加碼 |
| Rhumbline Advisers | 272,529 | $2,225 萬 | 0.02% | +1,303+0.5% | 加碼 |
| TimesSquare Capital Management, LLC | 259,229 | $2,116 萬 | 0.31% | −44,849−14.7% | 減碼 |
| Summit Creek Advisors LLC | 256,331 | $2,092 萬 | 2.64% | +1,541+0.6% | 加碼 |
| DF Dent & Co Inc | 252,621 | $2,062 萬 | 0.25% | −629−0.2% | 減碼 |
| Man Group plc | 246,547 | $2,013 萬 | 0.05% | −172,439−41.2% | 減碼 |
| Glenmede Trust Co NA | 237,912 | $1,942 萬 | 0.10% | +15,037+6.7% | 加碼 |
| Ameriprise Financial Inc | 222,912 | $1,820 萬 | 0.01% | −5,922−2.6% | 減碼 |
| Eagle Asset Management Inc | 211,462 | $1,726 萬 | 0.09% | −9,023−4.1% | 減碼 |
| Cambiar Investors LLC | 191,664 | $1,565 萬 | 0.58% | −8,396−4.2% | 減碼 |
| Barclays PLC | 188,513 | $1,539 萬 | 0.01% | −3,270−1.7% | 減碼 |
| Great Lakes Advisors, LLC | 185,845 | $1,517 萬 | 0.13% | −1,132−0.6% | 減碼 |
| Alliancebernstein L.P. | 185,520 | $1,514 萬 | 0.01% | −305−0.2% | 減碼 |
| AQR Capital Management LLC | 176,804 | $1,443 萬 | 0.02% | +139,786+377.6% | 加碼 |
| Swiss National Bank | 169,300 | $1,382 萬 | 0.01% | +600+0.4% | 加碼 |
| American International Group, Inc. | 154,813 | $1,264 萬 | 0.05% | −1,948−1.2% | 減碼 |
| Scout Investments, Inc. | 150,527 | $1,229 萬 | 0.30% | −9,577−6.0% | 減碼 |
| Prudential Financial Inc | 147,227 | $1,202 萬 | 0.02% | −425,916−74.3% | 減碼 |
| California Public Employees Retirement System | 147,147 | $1,201 萬 | 0.01% | +1,245+0.9% | 加碼 |
| Point72 Asset Management, L.P. | 146,754 | $1,198 萬 | 0.03% | −330,624−69.3% | 減碼 |
| Natixis Advisors, L.P. | 140,614 | $1,148 萬 | 0.03% | +123,402+717.0% | 加碼 |
| Motley Fool Wealth Management, LLC | 137,789 | $1,125 萬 | 0.58% | −1,791−1.3% | 減碼 |
| Credit Suisse AG | 134,661 | $1,099 萬 | 0.01% | +184+0.1% | 加碼 |
| Legal & General Group Plc | 134,368 | $1,097 萬 | 0.00% | +1,877+1.4% | 加碼 |
| Raymond James & Associates | 134,267 | $1,096 萬 | 0.01% | −36,316−21.3% | 減碼 |
| Motley Fool Asset Management LLC | 118,780 | $969.6 萬 | 0.63% | −2,536−2.1% | 減碼 |
| Peregrine Capital Management LLC | 111,068 | $906.6 萬 | 0.26% | −12,374−10.0% | 減碼 |
| Envestnet Asset Management Inc | 107,969 | $881.4 萬 | 0.00% | +27,528+34.2% | 加碼 |
| Retirement Systems of Alabama | 107,744 | $879.5 萬 | 0.03% | +501+0.5% | 加碼 |
| First Trust Advisors LP | 107,333 | $876.2 萬 | 0.01% | −10,209−8.7% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 150,801 | $867.3 萬 | 0.02% | +13,224+9.6% | 加碼 |
| Advantage Alpha Capital Partners LP | 105,284 | $859.4 萬 | 1.62% | +69,760+196.4% | 加碼 |
| UBS Asset Management Americas Inc | 104,433 | $852.5 萬 | 0.00% | +724+0.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 103,615 | $845.8 萬 | 0.01% | +2,309+2.3% | 加碼 |
| State of Wisconsin Investment Board | 99,267 | $810.3 萬 | 0.02% | −12,890−11.5% | 減碼 |
| Public Employees Retirement System of Ohio | 97,249 | $793.8 萬 | 0.03% | −4,947−4.8% | 減碼 |
| Mutual of America Capital Management LLC | 96,715 | $789.5 萬 | 0.08% | −5,485−5.4% | 減碼 |
| Diversify Advisory Services, LLC | 95,893 | $782.8 萬 | 0.46% | +95,893 | 新進 |
| Castleark Management LLC | 90,580 | $739.4 萬 | 0.31% | −12,190−11.9% | 減碼 |
| Deutsche Bank AG | 89,540 | $730.9 萬 | 0.00% | +952+1.1% | 加碼 |
| GM Advisory Group, Inc. | 89,052 | $726.9 萬 | 0.51% | −31,303−26.0% | 減碼 |
| MetLife Investment Management | 88,881 | $725.5 萬 | 0.05% | −2,047−2.3% | 減碼 |
| HighTower Advisors, LLC | 88,703 | $723.2 萬 | 0.01% | +596+0.7% | 加碼 |
| NBW Capital LLC | 86,391 | $705.2 萬 | 1.44% | −224−0.3% | 減碼 |
| California State Teachers Retirement System | 85,859 | $700.9 萬 | 0.01% | −4,251−4.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 84,353 | $688.6 萬 | 0.01% | +58,744+229.4% | 加碼 |
| Wells Fargo & Company | 84,253 | $687.8 萬 | 0.00% | +1,853+2.2% | 加碼 |
| New York State Teachers Retirement System | 82,851 | $676.3 萬 | 0.01% | +200+0.2% | 加碼 |
| Voya Investment Management LLC | 75,717 | $618.1 萬 | 0.01% | −12,819−14.5% | 減碼 |