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 2 季 13F 持有人
Healthequity, Inc. 在 2024/6/30 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
- 386
- 較 2024 年第 1 季 +23 家
- 持有股數
- 8,804 萬
- 較 2024 年第 1 季 +154.3 萬 (+1.8%)
- 總市值
- $75.9 億
- 較 2024 年第 1 季 +$5.30 億 (+7.5%)
- 新進機構
- 57
- 另有 155 家加碼
- 清倉機構
- 34
- 另有 121 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,739,493 | $9.26 億 | 0.02% | −186,714−1.7% | 減碼 |
| Vanguard Group Inc | 8,825,504 | $7.61 億 | 0.01% | +56,872+0.6% | 加碼 |
| Wasatch Advisors Inc | 7,275,621 | $6.27 億 | 3.35% | −133,459−1.8% | 減碼 |
| FMR LLC | 5,329,839 | $4.59 億 | 0.03% | +368,652+7.4% | 加碼 |
| State Street Corp | 3,108,287 | $2.68 億 | 0.01% | +54,955+1.8% | 加碼 |
| Clearbridge Investments, LLC | 2,377,204 | $2.05 億 | 0.17% | +43,491+1.9% | 加碼 |
| Mackenzie Financial Corp | 2,364,521 | $2.04 億 | 0.30% | +325,906+16.0% | 加碼 |
| Geode Capital Management, LLC | 2,063,832 | $1.78 億 | 0.02% | +88,136+4.5% | 加碼 |
| Brown Advisory Inc | 1,732,195 | $1.49 億 | 0.20% | −134,294−7.2% | 減碼 |
| Franklin Resources Inc | 1,628,556 | $1.40 億 | 0.04% | +69,168+4.4% | 加碼 |
| Invesco Ltd. | 1,556,582 | $1.34 億 | 0.03% | +111,680+7.7% | 加碼 |
| Dimensional Fund Advisors LP | 1,547,402 | $1.33 億 | 0.03% | +115,841+8.1% | 加碼 |
| JPMorgan Chase & Co | 1,467,565 | $1.27 億 | 0.01% | −68,893−4.5% | 減碼 |
| Stephens Investment Management Group LLC | 1,288,049 | $1.11 億 | 1.55% | +103,689+8.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,122,057 | $9,672 萬 | 0.16% | +9,125+0.8% | 加碼 |
| ArrowMark Colorado Holdings LLC | 1,120,869 | $9,662 萬 | 1.15% | +8,161+0.7% | 加碼 |
| Loomis Sayles & Co L P | 1,101,980 | $9,499 萬 | 0.13% | +171,114+18.4% | 加碼 |
| Janus Henderson Group PLC | 1,101,473 | $9,495 萬 | 0.05% | +758+0.1% | 加碼 |
| Northern Trust Corp | 1,056,732 | $9,109 萬 | 0.02% | +37,970+3.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,047,275 | $9,028 萬 | 0.02% | −13,391−1.3% | 減碼 |
| Van Berkom & Associates Inc. | 930,168 | $8,018 萬 | 2.40% | +16,807+1.8% | 加碼 |
| Bank of New York Mellon Corp | 901,174 | $7,768 萬 | 0.01% | +98,994+12.3% | 加碼 |
| Millennium Management LLC | 900,671 | $7,764 萬 | 0.06% | −503,986−35.9% | 減碼 |
| Norges Bank | 886,632 | $7,643 萬 | 0.01% | −13,302−1.5% | 減碼 |
| Geneva Capital Management LLC | 841,369 | $7,253 萬 | 1.32% | −24,197−2.8% | 減碼 |
| Bamco Inc | 800,000 | $6,896 萬 | 0.20% | 00.0% | 不變 |
| GW&K Investment Management, LLC | 788,652 | $6,798 萬 | 0.62% | −6,092−0.8% | 減碼 |
| Greenhouse Funds LLLP | 756,694 | $6,523 萬 | 3.42% | +250,229+49.4% | 加碼 |
| Wellington Management Group LLP | 715,105 | $6,164 萬 | 0.01% | +55,257+8.4% | 加碼 |
| Goldman Sachs Group Inc | 711,915 | $6,137 萬 | 0.01% | −414,037−36.8% | 減碼 |
| Bank of America Corp | 649,500 | $5,599 萬 | 0.01% | +6,424+1.0% | 加碼 |
| SEI Investments Co | 645,244 | $5,562 萬 | 0.08% | +75,193+13.2% | 加碼 |
| Morgan Stanley | 638,314 | $5,502 萬 | 0.00% | −2,741−0.4% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 616,860 | $5,317 萬 | 0.49% | +11,150+1.8% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 581,529 | $5,013 萬 | 0.12% | +8,594+1.5% | 加碼 |
| Nuveen Asset Management, LLC | 554,495 | $4,780 萬 | 0.01% | −14,583−2.6% | 減碼 |
| Aristotle Capital Boston, LLC | 541,492 | $4,668 萬 | 1.57% | −41,171−7.1% | 減碼 |
| American Century Companies Inc | 532,710 | $4,592 萬 | 0.03% | −20,943−3.8% | 減碼 |
| Massachusetts Financial Services Co | 451,259 | $3,890 萬 | 0.01% | +77,686+20.8% | 加碼 |
| Aureus Asset Management, LLC | 445,991 | $3,844 萬 | 2.69% | +34,857+8.5% | 加碼 |
| Ensign Peak Advisors, Inc | 414,019 | $3,569 萬 | 0.07% | +73,427+21.6% | 加碼 |
| Eversept Partners, LP | 413,531 | $3,565 萬 | 2.73% | −7,814−1.9% | 減碼 |
| Davenport & Co LLC | 404,435 | $3,486 萬 | 0.22% | −28,949−6.7% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 401,848 | $3,464 萬 | 0.15% | +84,425+26.6% | 加碼 |
| Macquarie Group Ltd | 362,353 | $3,124 萬 | 0.04% | −1,165−0.3% | 減碼 |
| Principal Financial Group Inc | 337,566 | $2,910 萬 | 0.02% | −26,485−7.3% | 減碼 |
| Ophir Asset Management Pty Ltd | 334,473 | $2,883 萬 | 5.11% | −13,269−3.8% | 減碼 |
| Victory Capital Management Inc | 330,688 | $2,851 萬 | 0.03% | −29,001−8.1% | 減碼 |
| UBS Asset Management Americas Inc | 323,280 | $2,787 萬 | 0.01% | +218,847+209.6% | 加碼 |
| Royal Bank of Canada | 320,965 | $2,767 萬 | 0.01% | −9,728−2.9% | 減碼 |
| California Public Employees Retirement System | 310,185 | $2,674 萬 | 0.02% | +163,038+110.8% | 加碼 |
| Ashford Capital Management Inc | 307,682 | $2,652 萬 | 3.58% | −33,830−9.9% | 減碼 |
| UBS Group AG | 289,639 | $2,497 萬 | 0.01% | −84,716−22.6% | 減碼 |
| TimesSquare Capital Management, LLC | 281,480 | $2,426 萬 | 0.38% | +22,251+8.6% | 加碼 |
| Generate Investment Management Ltd | 280,557 | $2,418 萬 | 1.76% | +280,557 | 新進 |
| Rhumbline Advisers | 278,254 | $2,399 萬 | 0.02% | +5,725+2.1% | 加碼 |
| Woodline Partners LP | 275,196 | $2,372 萬 | 0.23% | +275,196 | 新進 |
| Ranger Investment Management, L.P. | 250,960 | $2,163 萬 | 1.47% | +250,960 | 新進 |
| Glenmede Trust Co NA | 247,220 | $2,131 萬 | 0.11% | +9,308+3.9% | 加碼 |
| Summit Creek Advisors LLC | 239,696 | $2,066 萬 | 2.83% | −16,635−6.5% | 減碼 |
| DF Dent & Co Inc | 234,715 | $2,023 萬 | 0.26% | −17,906−7.1% | 減碼 |
| Thrivent Financial for Lutherans | 220,220 | $1,898 萬 | 0.04% | +198,718+924.2% | 加碼 |
| Retirement Systems of Alabama | 216,297 | $1,864 萬 | 0.07% | +108,553+100.8% | 加碼 |
| Prudential Financial Inc | 202,274 | $1,744 萬 | 0.03% | +55,047+37.4% | 加碼 |
| Ameriprise Financial Inc | 199,769 | $1,722 萬 | 0.00% | −23,143−10.4% | 減碼 |
| Cambiar Investors LLC | 190,031 | $1,638 萬 | 0.64% | −1,633−0.9% | 減碼 |
| Alliancebernstein L.P. | 188,619 | $1,626 萬 | 0.01% | +3,099+1.7% | 加碼 |
| Eagle Asset Management Inc | 181,938 | $1,576 萬 | 0.08% | −29,524−14.0% | 減碼 |
| First Trust Advisors LP | 177,867 | $1,533 萬 | 0.02% | +70,534+65.7% | 加碼 |
| Swiss National Bank | 169,300 | $1,459 萬 | 0.01% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 161,166 | $1,389 萬 | 0.03% | +20,552+14.6% | 加碼 |
| Corebridge Financial, Inc. | 154,936 | $1,336 萬 | 0.07% | +154,936 | 新進 |
| Raymond James & Associates | 149,407 | $1,288 萬 | 0.01% | +15,140+11.3% | 加碼 |
| Great Lakes Advisors, LLC | 146,026 | $1,259 萬 | 0.11% | −39,819−21.4% | 減碼 |
| Overbrook Management Corp | 142,501 | $1,228 萬 | 3.10% | +142,501 | 新進 |
| Motley Fool Wealth Management, LLC | 143,409 | $1,228 萬 | 0.63% | +5,620+4.1% | 加碼 |
| Legal & General Group Plc | 142,373 | $1,227 萬 | 0.00% | +8,005+6.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 139,337 | $1,201 萬 | 0.01% | +54,984+65.2% | 加碼 |
| Scout Investments, Inc. | 137,388 | $1,184 萬 | 0.32% | −13,139−8.7% | 減碼 |
| AQR Capital Management LLC | 132,040 | $1,105 萬 | 0.02% | −44,764−25.3% | 減碼 |
| Jane Street Group, LLC | 126,599 | $1,091 萬 | 0.01% | +99,422+365.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 118,748 | $1,024 萬 | 0.02% | +118,748 | 新進 |
| Wells Fargo & Company | 117,734 | $1,015 萬 | 0.00% | +33,481+39.7% | 加碼 |
| ExodusPoint Capital Management, LP | 116,971 | $1,008 萬 | 0.11% | +116,971 | 新進 |
| Envestnet Asset Management Inc | 115,614 | $996.6 萬 | 0.00% | +7,645+7.1% | 加碼 |
| Peregrine Capital Management LLC | 112,526 | $970.0 萬 | 0.28% | +1,458+1.3% | 加碼 |
| Motley Fool Asset Management LLC | 111,226 | $963.4 萬 | 0.64% | −7,554−6.4% | 減碼 |
| HighTower Advisors, LLC | 110,545 | $954.2 萬 | 0.01% | +21,842+24.6% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 106,188 | $915.3 萬 | 0.73% | +47,208+80.0% | 加碼 |
| Advantage Alpha Capital Partners LP | 105,260 | $907.3 萬 | 1.98% | −240.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 104,494 | $900.7 萬 | 0.01% | +879+0.8% | 加碼 |
| State of Wisconsin Investment Board | 99,810 | $860.4 萬 | 0.02% | +543+0.5% | 加碼 |
| Mutual of America Capital Management LLC | 97,070 | $836.7 萬 | 0.09% | +355+0.4% | 加碼 |
| MetLife Investment Management | 93,095 | $802.5 萬 | 0.05% | +4,214+4.7% | 加碼 |
| Citadel Advisors LLC | 92,049 | $793.5 萬 | 0.01% | +54,033+142.1% | 加碼 |
| HSBC Holdings PLC | 91,969 | $793.2 萬 | 0.01% | +22,508+32.4% | 加碼 |
| Point72 Asset Management, L.P. | 91,129 | $785.5 萬 | 0.03% | −55,625−37.9% | 減碼 |
| Castleark Management LLC | 89,800 | $774.1 萬 | 0.32% | −780−0.9% | 減碼 |
| GM Advisory Group, Inc. | 89,013 | $767.3 萬 | 0.50% | −390.0% | 減碼 |
| NBW Capital LLC | 88,348 | $761.6 萬 | 1.50% | +1,957+2.3% | 加碼 |