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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,686 | $23.2 萬 | 0.01% | +2,686 | 新進 |
| MQS Management LLC | 2,869 | $23.4 萬 | 0.13% | +2,869 | 新進 |
| Dakota Wealth Management | 3,003 | $24.5 萬 | 0.01% | −264−8.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,092 | $25.2 萬 | 0.01% | −9,023−74.5% | 減碼 |
| Advisor Group Holdings, Inc. | 3,164 | $25.8 萬 | 0.00% | −2,875−47.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,235 | $26.4 萬 | 0.04% | +3,235 | 新進 |
| David Loasby | 3,404 | $26.8 萬 | 0.03% | +3,404 | 新進 |
| Summit Trail Advisors, LLC | 3,363 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 3,375 | $27.6 萬 | 0.05% | +3,375 | 新進 |
| Cetera Investment Advisers | 3,409 | $27.8 萬 | 0.00% | +3,409 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 3,541 | $28.9 萬 | 0.00% | +43+1.2% | 加碼 |
| CWM, LLC | 3,703 | $30.2 萬 | 0.00% | +242+7.0% | 加碼 |
| Shelton Capital Management | 3,742 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| City Center Advisors, LLC | 3,887 | $31.7 萬 | 0.37% | +3,887 | 新進 |
| Janney Montgomery Scott LLC | 3,970 | $32.4 萬 | 0.00% | +855+27.4% | 加碼 |
| Bank of Nova Scotia | 3,991 | $32.6 萬 | 0.00% | −1,922−32.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,033 | $32.9 萬 | 0.03% | −152−3.6% | 減碼 |
| MeadowBrook Investment Advisors LLC | 4,090 | $33.4 萬 | 0.31% | −320−7.3% | 減碼 |
| Belpointe Asset Management LLC | 4,225 | $34.5 萬 | 0.03% | +4,225 | 新進 |
| Fortis Capital Advisors, LLC | 4,225 | $34.5 萬 | 0.15% | +4,225 | 新進 |
| Corton Capital Inc. | 4,381 | $35.8 萬 | 0.13% | −814−15.7% | 減碼 |
| Narus Financial Partners, LLC | 4,416 | $36.0 萬 | 0.15% | −10−0.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 4,442 | $36.3 萬 | 0.00% | +4,442 | 新進 |
| Metropolitan Life Insurance Co | 4,468 | $36.5 萬 | 0.02% | −372−7.7% | 減碼 |
| AlphaMark Advisors, LLC | 4,592 | $37.5 萬 | 0.13% | +4,592 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 4,660 | $38.0 萬 | 0.01% | +4,660 | 新進 |
| Beacon Pointe Advisors, LLC | 4,672 | $38.1 萬 | 0.00% | +318+7.3% | 加碼 |
| Two Sigma Investments, LP | 4,760 | $38.9 萬 | 0.00% | −21,408−81.8% | 減碼 |
| State of Wyoming | 4,768 | $38.9 萬 | 0.06% | −2,563−35.0% | 減碼 |
| Profund Advisors LLC | 4,812 | $39.3 萬 | 0.02% | +188+4.1% | 加碼 |
| Radnor Capital Management, LLC | 4,845 | $39.5 萬 | 0.07% | 00.0% | 不變 |
| Vestcor Inc | 4,894 | $39.9 萬 | 0.01% | −3,266−40.0% | 減碼 |
| Arkadios Wealth Advisors | 4,902 | $40.0 萬 | 0.03% | −10.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $40.8 萬 | 0.05% | 00.0% | 不變 |
| Scientech Research LLC | 5,053 | $41.2 萬 | 0.22% | +5,053 | 新進 |
| Cim Investment Mangement Inc | 5,114 | $41.7 萬 | 0.12% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 5,219 | $42.6 萬 | 0.00% | +197+3.9% | 加碼 |
| KLR Investment Advisors, LLC | 5,422 | $44.0 萬 | 0.32% | −492−8.3% | 減碼 |
| Options Solutions, LLC | 5,403 | $44.1 萬 | 0.25% | +5,403 | 新進 |
| Cubist Systematic Strategies, LLC | 5,732 | $46.8 萬 | 0.01% | −4,771−45.4% | 減碼 |
| Stephens Inc | 5,862 | $47.9 萬 | 0.01% | +128+2.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,400 | $52.2 萬 | 0.02% | −400−5.9% | 減碼 |
| Legato Capital Management LLC | 6,535 | $53.3 萬 | 0.06% | +6,535 | 新進 |
| Blair William & Co | 6,566 | $53.6 萬 | 0.00% | −3,292−33.4% | 減碼 |
| BTC Capital Management, Inc. | 6,753 | $55.1 萬 | 0.05% | +6,753 | 新進 |
| Institute for Wealth Management, LLC. | 6,769 | $55.3 萬 | 0.07% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 7,024 | $57.3 萬 | 0.05% | −2,883−29.1% | 減碼 |
| Securian Asset Management, Inc | 7,039 | $57.5 萬 | 0.02% | −100−1.4% | 減碼 |
| JustInvest LLC | 7,104 | $58.0 萬 | 0.01% | −1,794−20.2% | 減碼 |
| Sendero Wealth Management, LLC | 7,600 | $62.0 萬 | 0.11% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,766 | $63.4 萬 | 0.07% | +15+0.2% | 加碼 |
| Exchange Traded Concepts, LLC | 7,767 | $63.4 萬 | 0.02% | −1,180−13.2% | 減碼 |
| Pathstone Holdings, LLC | 7,887 | $64.4 萬 | 0.00% | +873+12.4% | 加碼 |
| Commerce Bank | 8,173 | $66.7 萬 | 0.00% | −265−3.1% | 減碼 |
| Peterson Wealth Services | 8,224 | $67.1 萬 | 0.24% | +8,224 | 新進 |
| LMCG Investments, LLC | 8,288 | $67.7 萬 | 0.04% | −3,550−30.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,366 | $68.3 萬 | 0.00% | −521−5.9% | 減碼 |
| Pearl River Capital, LLC | 8,458 | $69.0 萬 | 0.11% | +4,301+103.5% | 加碼 |
| Guggenheim Capital LLC | 8,488 | $69.3 萬 | 0.00% | +2,755+48.1% | 加碼 |
| Premier Fund Managers Ltd | 9,030 | $72.0 萬 | 0.03% | −1,480−14.1% | 減碼 |
| State of Alaska, Department of Revenue | 9,306 | $75.9 萬 | 0.01% | +55+0.6% | 加碼 |
| Campbell & CO Investment Adviser LLC | 9,886 | $80.7 萬 | 0.07% | +1,691+20.6% | 加碼 |
| Edgestream Partners, L.P. | 10,025 | $81.8 萬 | 0.04% | +2,299+29.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,196 | $83.2 萬 | 0.00% | −149−1.4% | 減碼 |
| Bank of Montreal | 10,231 | $84.4 萬 | 0.00% | +1,084+11.9% | 加碼 |
| PEAK6 Investments LLC | 10,442 | $85.2 萬 | 0.04% | +10,247+5,254.9% | 加碼 |
| Captrust Financial Advisors | 10,482 | $85.6 萬 | 0.00% | −1,261−10.7% | 減碼 |
| PDT Partners, LLC | 10,506 | $85.8 萬 | 0.08% | +10,506 | 新進 |
| Susquehanna International Group, LLP | 10,902 | $89.0 萬 | 0.00% | −23,892−68.7% | 減碼 |
| Federated Hermes, Inc. | 11,237 | $91.7 萬 | 0.00% | −1,098−8.9% | 減碼 |
| Pictet Asset Management Holding SA | 11,445 | $93.4 萬 | 0.00% | +1,753+18.1% | 加碼 |
| US Bancorp | 11,489 | $93.8 萬 | 0.00% | +521+4.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 11,738 | $95.9 萬 | 0.02% | +505+4.5% | 加碼 |
| HC Advisors, LLC | 11,949 | $97.5 萬 | 0.46% | −171−1.4% | 減碼 |
| Xponance, Inc. | 12,310 | $100.5 萬 | 0.01% | +41+0.3% | 加碼 |
| Williamson Legacy Group, LLC | 12,485 | $101.9 萬 | 0.79% | +196+1.6% | 加碼 |
| Alberta Investment Management Corp | 12,647 | $103.2 萬 | 0.01% | +12,647 | 新進 |
| RSM US Wealth Management LLC | 12,757 | $104.1 萬 | 0.03% | +12,757 | 新進 |
| Alps Advisors Inc | 12,842 | $104.8 萬 | 0.01% | −2,510−16.3% | 減碼 |
| Hancock Whitney Corp | 13,142 | $107.3 萬 | 0.04% | +13,142 | 新進 |
| Pacer Advisors, Inc. | 13,181 | $107.6 萬 | 0.00% | +320+2.5% | 加碼 |
| Mariner, LLC | 13,676 | $111.6 萬 | 0.00% | −616−4.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,313 | $116.8 萬 | 0.12% | +1,177+9.0% | 加碼 |
| GWM Advisors LLC | 14,328 | $117.0 萬 | 0.01% | −1,202−7.7% | 減碼 |
| CWM Advisors, LLC | 15,597 | $127.3 萬 | 0.13% | +9,818+169.9% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $128.3 萬 | 0.11% | −15−0.1% | 減碼 |
| Creative Planning | 15,943 | $130.1 萬 | 0.00% | +6,341+66.0% | 加碼 |
| Cerity Partners LLC | 16,129 | $131.7 萬 | 0.00% | +767+5.0% | 加碼 |
| ABLE Financial Group, LLC | 16,369 | $133.6 萬 | 0.52% | +16,369 | 新進 |
| Handelsbanken Fonder AB | 17,216 | $140.5 萬 | 0.01% | +2,000+13.1% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $141.2 萬 | 0.05% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 17,347 | $141.6 萬 | 0.22% | +154+0.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,481 | $142.7 萬 | 0.00% | −1,445−7.6% | 減碼 |
| Qube Research & Technologies Ltd | 17,490 | $142.8 萬 | 0.00% | −12,932−42.5% | 減碼 |
| Graham Capital Management, L.P. | 17,668 | $144.2 萬 | 0.04% | −43,934−71.3% | 減碼 |
| Lunt Capital Management, Inc. | 17,730 | $144.7 萬 | 0.72% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 18,014 | $147.0 萬 | 0.03% | +560+3.2% | 加碼 |
| Zions Bancorporation, N.A. | 18,446 | $150.6 萬 | 0.11% | +713+4.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,980 | $154.9 萬 | 0.01% | +85+0.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,138 | $156.2 萬 | 0.04% | +88+0.5% | 加碼 |