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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 75,326 | $614.9 萬 | 0.11% | 00.0% | 不變 |
| Texas Permanent School Fund | 75,092 | $613.0 萬 | 0.05% | +1,121+1.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 75,005 | $612.3 萬 | 1.01% | −10,000−11.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 70,964 | $579.3 萬 | 0.01% | −2,966−4.0% | 減碼 |
| HSBC Holdings PLC | 69,461 | $567.0 萬 | 0.00% | +1,470+2.2% | 加碼 |
| UMA Financial Services, Inc. | 67,853 | $544.7 萬 | 1.15% | −210.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 65,971 | $538.5 萬 | 0.06% | +3,597+5.8% | 加碼 |
| Great West Life Assurance Co | 65,666 | $536.0 萬 | 0.01% | +1,344+2.1% | 加碼 |
| Fred Alger Management, LLC | 62,067 | $506.7 萬 | 0.03% | −4,821−7.2% | 減碼 |
| Thematics Asset Management | 60,457 | $493.5 萬 | 0.21% | −13,928−18.7% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 58,980 | $481.5 萬 | 0.38% | +56,599+2,377.1% | 加碼 |
| Lisanti Capital Growth, LLC | 57,585 | $470.1 萬 | 1.15% | +57,585 | 新進 |
| Comerica Bank | 57,575 | $470.0 萬 | 0.02% | −1,254−2.1% | 減碼 |
| Madison Asset Management, LLC | 53,859 | $439.7 萬 | 0.05% | +5,223+10.7% | 加碼 |
| Gradient Investments LLC | 53,631 | $437.8 萬 | 0.10% | −3,756−6.5% | 減碼 |
| Price T Rowe Associates Inc | 51,384 | $419.5 萬 | 0.00% | +3,365+7.0% | 加碼 |
| Oberweis Asset Management Inc | 51,300 | $418.8 萬 | 0.30% | +12,600+32.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 50,250 | $410.2 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 49,641 | $405.2 萬 | 0.06% | −8,394−14.5% | 減碼 |
| M&T Bank Corp | 49,485 | $403.9 萬 | 0.01% | +2,311+4.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 49,286 | $402.3 萬 | 0.00% | +6,536+15.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 48,438 | $395.4 萬 | 0.04% | −2,843−5.5% | 減碼 |
| Neuberger Berman Group LLC | 47,601 | $388.6 萬 | 0.00% | +689+1.5% | 加碼 |
| Elk River Wealth Management, LLC | 46,940 | $383.2 萬 | 0.78% | +46,940 | 新進 |
| Amalgamated Bank | 44,959 | $367.0 萬 | 0.03% | −8,677−16.2% | 減碼 |
| King Luther Capital Management Corp | 42,787 | $349.3 萬 | 0.02% | 00.0% | 不變 |
| McKinley Capital Management LLC /Delaware | 42,780 | $349.2 萬 | 0.42% | +8,320+24.1% | 加碼 |
| Marshall Wace, LLP | 42,632 | $348.0 萬 | 0.01% | +42,632 | 新進 |
| ClariVest Asset Management LLC | 42,204 | $344.5 萬 | 0.36% | −2,598−5.8% | 減碼 |
| Russell Investments Group, Ltd. | 42,183 | $344.3 萬 | 0.01% | −3,403−7.5% | 減碼 |
| Yousif Capital Management, LLC | 39,799 | $324.9 萬 | 0.04% | −745−1.8% | 減碼 |
| Citadel Advisors LLC | 38,016 | $310.3 萬 | 0.00% | −154,387−80.2% | 減碼 |
| LPL Financial LLC | 36,363 | $296.8 萬 | 0.00% | −1,011−2.7% | 減碼 |
| Renaissance Group LLC | 35,206 | $287.4 萬 | 0.11% | +7,374+26.5% | 加碼 |
| Nordea Investment Management AB | 34,739 | $284.9 萬 | 0.00% | −483−1.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 34,900 | $284.9 萬 | 0.10% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 34,414 | $280.9 萬 | 1.05% | +34,414 | 新進 |
| Beck Bode, LLC | 34,108 | $278.4 萬 | 0.57% | −5,490−13.9% | 減碼 |
| New York State Common Retirement Fund | 33,700 | $275.1 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 33,224 | $271.2 萬 | 0.01% | −365−1.1% | 減碼 |
| State of Tennessee, Treasury Department | 32,518 | $265.4 萬 | 0.01% | −8,682−21.1% | 減碼 |
| Forest Hill Capital, LLC | 31,676 | $258.6 萬 | 2.23% | +1,200+3.9% | 加碼 |
| Amussen Hunsaker Associates LLC | 31,439 | $253.1 萬 | 0.46% | −8,021−20.3% | 減碼 |
| Advisory Research Inc | 30,720 | $250.8 萬 | 0.50% | +4,435+16.9% | 加碼 |
| Teacher Retirement System of Texas | 29,460 | $240.5 萬 | 0.02% | +4,152+16.4% | 加碼 |
| Vontobel Holding Ltd. | 28,935 | $236.2 萬 | 0.02% | −12,866−30.8% | 減碼 |
| Agf Management Ltd | 27,260 | $222.5 萬 | 0.01% | −14,761−35.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 27,186 | $221.9 萬 | 0.19% | +27,186 | 新進 |
| Jane Street Group, LLC | 27,177 | $221.8 萬 | 0.00% | −113,481−80.7% | 減碼 |
| Citigroup Inc | 26,301 | $214.7 萬 | 0.00% | +9,217+54.0% | 加碼 |
| Zacks Investment Management | 25,284 | $206.4 萬 | 0.02% | +5,712+29.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 24,999 | $204.1 萬 | 0.05% | −12,821−33.9% | 減碼 |
| Louisiana State Employees Retirement System | 24,700 | $201.6 萬 | 0.04% | +700+2.9% | 加碼 |
| Arizona State Retirement System | 23,580 | $192.5 萬 | 0.01% | −357−1.5% | 減碼 |
| TownSquare Capital, LLC | 23,117 | $188.7 萬 | 0.03% | −1,797−7.2% | 減碼 |
| Danske Bank A/S | 22,144 | $180.8 萬 | 0.01% | +22,144 | 新進 |
| Amica Mutual Insurance Co | 21,728 | $177.4 萬 | 0.18% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 21,502 | $175.5 萬 | 0.00% | +111+0.5% | 加碼 |
| Oregon Public Employees Retirement Fund | 21,218 | $173.2 萬 | 0.03% | −2,956−12.2% | 減碼 |
| Stifel Financial Corp | 21,139 | $172.6 萬 | 0.00% | +2,198+11.6% | 加碼 |
| State of Michigan Retirement System | 21,022 | $171.6 萬 | 0.01% | +500+2.4% | 加碼 |
| Redwood Investments, LLC | 20,979 | $168.7 萬 | 0.49% | −3,947−15.8% | 減碼 |
| STRS Ohio | 20,400 | $166.5 萬 | 0.01% | +4,300+26.7% | 加碼 |
| South Dakota Investment Council | 19,893 | $162.4 萬 | 0.03% | −1,400−6.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 19,491 | $159.1 萬 | 0.00% | −21,616−52.6% | 減碼 |
| ProShare Advisors LLC | 19,477 | $159.0 萬 | 0.00% | +1,053+5.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 26,663 | $156.5 萬 | 0.00% | +2,660+11.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,138 | $156.2 萬 | 0.04% | +88+0.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,980 | $154.9 萬 | 0.01% | +85+0.4% | 加碼 |
| Zions Bancorporation, N.A. | 18,446 | $150.6 萬 | 0.11% | +713+4.0% | 加碼 |
| Abn Amro Investment Solutions | 18,014 | $147.0 萬 | 0.03% | +560+3.2% | 加碼 |
| Lunt Capital Management, Inc. | 17,730 | $144.7 萬 | 0.72% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 17,668 | $144.2 萬 | 0.04% | −43,934−71.3% | 減碼 |
| Qube Research & Technologies Ltd | 17,490 | $142.8 萬 | 0.00% | −12,932−42.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,481 | $142.7 萬 | 0.00% | −1,445−7.6% | 減碼 |
| Cornercap Investment Counsel Inc | 17,347 | $141.6 萬 | 0.22% | +154+0.9% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $141.2 萬 | 0.05% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 17,216 | $140.5 萬 | 0.01% | +2,000+13.1% | 加碼 |
| ABLE Financial Group, LLC | 16,369 | $133.6 萬 | 0.52% | +16,369 | 新進 |
| Cerity Partners LLC | 16,129 | $131.7 萬 | 0.00% | +767+5.0% | 加碼 |
| Creative Planning | 15,943 | $130.1 萬 | 0.00% | +6,341+66.0% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $128.3 萬 | 0.11% | −15−0.1% | 減碼 |
| CWM Advisors, LLC | 15,597 | $127.3 萬 | 0.13% | +9,818+169.9% | 加碼 |
| GWM Advisors LLC | 14,328 | $117.0 萬 | 0.01% | −1,202−7.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,313 | $116.8 萬 | 0.12% | +1,177+9.0% | 加碼 |
| Mariner, LLC | 13,676 | $111.6 萬 | 0.00% | −616−4.3% | 減碼 |
| Pacer Advisors, Inc. | 13,181 | $107.6 萬 | 0.00% | +320+2.5% | 加碼 |
| Hancock Whitney Corp | 13,142 | $107.3 萬 | 0.04% | +13,142 | 新進 |
| Alps Advisors Inc | 12,842 | $104.8 萬 | 0.01% | −2,510−16.3% | 減碼 |
| RSM US Wealth Management LLC | 12,757 | $104.1 萬 | 0.03% | +12,757 | 新進 |
| Alberta Investment Management Corp | 12,647 | $103.2 萬 | 0.01% | +12,647 | 新進 |
| Williamson Legacy Group, LLC | 12,485 | $101.9 萬 | 0.79% | +196+1.6% | 加碼 |
| Xponance, Inc. | 12,310 | $100.5 萬 | 0.01% | +41+0.3% | 加碼 |
| HC Advisors, LLC | 11,949 | $97.5 萬 | 0.46% | −171−1.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 11,738 | $95.9 萬 | 0.02% | +505+4.5% | 加碼 |
| US Bancorp | 11,489 | $93.8 萬 | 0.00% | +521+4.8% | 加碼 |
| Pictet Asset Management Holding SA | 11,445 | $93.4 萬 | 0.00% | +1,753+18.1% | 加碼 |
| Federated Hermes, Inc. | 11,237 | $91.7 萬 | 0.00% | −1,098−8.9% | 減碼 |
| Susquehanna International Group, LLP | 10,902 | $89.0 萬 | 0.00% | −23,892−68.7% | 減碼 |
| PDT Partners, LLC | 10,506 | $85.8 萬 | 0.08% | +10,506 | 新進 |