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 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 | 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 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 |
|---|---|---|---|---|---|
| Schaper Benz & Wise Investment Counsel Inc | 15,716 | $135.5 萬 | 0.12% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 16,563 | $142.7 萬 | 0.25% | +16,563 | 新進 |
| Cornercap Investment Counsel Inc | 17,204 | $148.3 萬 | 0.24% | −143−0.8% | 減碼 |
| Handelsbanken Fonder AB | 17,216 | $148.4 萬 | 0.01% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 17,300 | $149.1 萬 | 0.05% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 17,324 | $149.3 萬 | 0.54% | +955+5.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,533 | $151.1 萬 | 0.00% | +52+0.3% | 加碼 |
| Lunt Capital Management, Inc. | 17,730 | $152.8 萬 | 0.75% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 17,792 | $153.4 萬 | 0.12% | −654−3.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 18,066 | $155.7 萬 | 0.03% | −3,152−14.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,285 | $166.2 萬 | 0.01% | +305+1.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,419 | $167.4 萬 | 0.04% | +281+1.5% | 加碼 |
| Alberta Investment Management Corp | 19,431 | $167.5 萬 | 0.02% | +6,784+53.6% | 加碼 |
| South Dakota Investment Council | 19,876 | $171.3 萬 | 0.04% | −17−0.1% | 減碼 |
| Creative Planning | 19,926 | $171.8 萬 | 0.00% | +3,983+25.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 20,138 | $173.6 萬 | 0.00% | +647+3.3% | 加碼 |
| US Bancorp | 20,601 | $177.6 萬 | 0.00% | +9,112+79.3% | 加碼 |
| RSM US Wealth Management LLC | 20,537 | $177.9 萬 | 0.03% | +7,780+61.0% | 加碼 |
| STRS Ohio | 20,900 | $180.2 萬 | 0.01% | +500+2.5% | 加碼 |
| State of Michigan Retirement System | 20,922 | $180.3 萬 | 0.01% | −100−0.5% | 減碼 |
| Stifel Financial Corp | 21,439 | $184.8 萬 | 0.00% | +300+1.4% | 加碼 |
| TownSquare Capital, LLC | 21,453 | $184.9 萬 | 0.03% | −1,664−7.2% | 減碼 |
| Amica Mutual Insurance Co | 21,728 | $187.3 萬 | 0.19% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 22,238 | $191.7 萬 | 0.01% | +14,351+182.0% | 加碼 |
| Redwood Investments, LLC | 22,594 | $193.5 萬 | 0.66% | +1,615+7.7% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $206.5 萬 | 0.00% | −2,710−10.2% | 減碼 |
| Arizona State Retirement System | 24,120 | $207.9 萬 | 0.01% | +540+2.3% | 加碼 |
| Louisiana State Employees Retirement System | 24,600 | $212.1 萬 | 0.04% | −100−0.4% | 減碼 |
| Vontobel Holding Ltd. | 25,237 | $217.5 萬 | 0.01% | −3,698−12.8% | 減碼 |
| Amussen Hunsaker Associates LLC | 26,920 | $232.0 萬 | 0.39% | −4,519−14.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 27,226 | $234.7 萬 | 0.00% | +27,226 | 新進 |
| Prudential PLC | 28,180 | $242.9 萬 | 0.02% | +28,180 | 新進 |
| Teacher Retirement System of Texas | 28,368 | $244.5 萬 | 0.01% | −1,092−3.7% | 減碼 |
| Zacks Investment Management | 28,397 | $244.8 萬 | 0.03% | +3,113+12.3% | 加碼 |
| Los Angeles Capital Management LLC | 28,907 | $249.2 萬 | 0.01% | −4,317−13.0% | 減碼 |
| Agf Management Ltd | 29,245 | $252.1 萬 | 0.01% | +1,985+7.3% | 加碼 |
| Nordea Investment Management AB | 30,230 | $257.9 萬 | 0.00% | −4,509−13.0% | 減碼 |
| Advisory Research Inc | 30,730 | $264.9 萬 | 0.50% | +100.0% | 加碼 |
| Forest Hill Capital, LLC | 31,676 | $273.0 萬 | 2.25% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 32,615 | $281.1 萬 | 0.01% | −17,635−35.1% | 減碼 |
| Lisanti Capital Growth, LLC | 33,410 | $288.0 萬 | 0.69% | −24,175−42.0% | 減碼 |
| Ameritas Investment Partners, Inc. | 34,302 | $295.7 萬 | 0.10% | −598−1.7% | 減碼 |
| New York State Common Retirement Fund | 34,918 | $301.0 萬 | 0.00% | +1,218+3.6% | 加碼 |
| LPL Financial LLC | 35,237 | $303.7 萬 | 0.00% | −1,126−3.1% | 減碼 |
| Yousif Capital Management, LLC | 37,368 | $322.1 萬 | 0.04% | −2,431−6.1% | 減碼 |
| Renaissance Group LLC | 39,020 | $336.4 萬 | 0.13% | +3,814+10.8% | 加碼 |
| Man Group plc | 39,147 | $337.4 萬 | 0.01% | −207,400−84.1% | 減碼 |
| Chase Investment Counsel Corp | 40,986 | $353.2 萬 | 1.25% | +6,572+19.1% | 加碼 |
| Amalgamated Bank | 42,144 | $363.3 萬 | 0.03% | −2,815−6.3% | 減碼 |
| ClariVest Asset Management LLC | 42,233 | $364.0 萬 | 0.37% | +29+0.1% | 加碼 |
| State of Tennessee, Treasury Department | 42,935 | $370.1 萬 | 0.01% | +10,417+32.0% | 加碼 |
| King Luther Capital Management Corp | 45,295 | $390.4 萬 | 0.02% | +2,508+5.9% | 加碼 |
| Voya Investment Management LLC | 47,151 | $406.4 萬 | 0.00% | −28,566−37.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 48,438 | $417.5 萬 | 0.04% | 00.0% | 不變 |
| M&T Bank Corp | 49,126 | $423.5 萬 | 0.01% | −359−0.7% | 減碼 |
| Barclays PLC | 53,825 | $464.0 萬 | 0.00% | −134,688−71.4% | 減碼 |
| Comerica Bank | 54,048 | $465.9 萬 | 0.02% | −3,527−6.1% | 減碼 |
| Madison Asset Management, LLC | 54,172 | $467.0 萬 | 0.06% | +313+0.6% | 加碼 |
| Price T Rowe Associates Inc | 54,704 | $471.6 萬 | 0.00% | +3,320+6.5% | 加碼 |
| Gradient Investments LLC | 54,849 | $472.8 萬 | 0.11% | +1,218+2.3% | 加碼 |
| Renaissance Technologies LLC | 55,000 | $474.1 萬 | 0.01% | +55,000 | 新進 |
| Cinctive Capital Management LP | 56,809 | $489.7 萬 | 0.26% | +56,809 | 新進 |
| Thematics Asset Management | 57,747 | $497.8 萬 | 0.20% | −2,710−4.5% | 減碼 |
| Moody Aldrich Partners LLC | 58,046 | $500.4 萬 | 0.98% | +58,046 | 新進 |
| Citigroup Inc | 59,023 | $508.8 萬 | 0.00% | +32,722+124.4% | 加碼 |
| Intrinsic Edge Capital Management LLC | 60,000 | $517.2 萬 | 0.50% | +60,000 | 新進 |
| Fred Alger Management, LLC | 61,469 | $529.9 萬 | 0.03% | −598−1.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 65,952 | $538.0 萬 | 0.01% | −5,012−7.1% | 減碼 |
| Russell Investments Group, Ltd. | 63,146 | $544.3 萬 | 0.01% | +20,963+49.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 63,456 | $547.0 萬 | 0.06% | −2,515−3.8% | 減碼 |
| UMA Financial Services, Inc. | 67,853 | $552.6 萬 | 1.02% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 64,144 | $552.9 萬 | 0.00% | +16,543+34.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 64,214 | $553.5 萬 | 0.07% | +14,573+29.4% | 加碼 |
| Oberweis Asset Management Inc | 64,600 | $556.9 萬 | 0.34% | +13,300+25.9% | 加碼 |
| Elk River Wealth Management, LLC | 65,964 | $568.6 萬 | 1.11% | +19,024+40.5% | 加碼 |
| Great West Life Assurance Co | 70,092 | $603.9 萬 | 0.01% | +4,426+6.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 70,402 | $606.9 萬 | 0.11% | +70,402 | 新進 |
| Diversify Wealth Management, LLC | 94,922 | $645.3 萬 | 0.80% | +94,922 | 新進 |
| Inspirion Wealth Advisors, LLC | 75,005 | $646.5 萬 | 0.99% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 75,326 | $649.3 萬 | 0.12% | 00.0% | 不變 |
| Deutsche Bank AG | 82,274 | $709.2 萬 | 0.00% | −7,266−8.1% | 減碼 |
| New York State Teachers Retirement System | 82,851 | $714.2 萬 | 0.02% | 00.0% | 不變 |
| Danske Bank A/S | 83,701 | $721.5 萬 | 0.03% | +61,557+278.0% | 加碼 |
| California State Teachers Retirement System | 83,994 | $724.0 萬 | 0.01% | −1,865−2.2% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 84,896 | $731.8 萬 | 0.03% | +84,896 | 新進 |
| Public Employees Retirement System of Ohio | 86,876 | $748.9 萬 | 0.03% | −10,373−10.7% | 減碼 |
| NBW Capital LLC | 88,348 | $761.6 萬 | 1.50% | +1,957+2.3% | 加碼 |
| GM Advisory Group, Inc. | 89,013 | $767.3 萬 | 0.50% | −390.0% | 減碼 |
| Castleark Management LLC | 89,800 | $774.1 萬 | 0.32% | −780−0.9% | 減碼 |
| Point72 Asset Management, L.P. | 91,129 | $785.5 萬 | 0.03% | −55,625−37.9% | 減碼 |
| HSBC Holdings PLC | 91,969 | $793.2 萬 | 0.01% | +22,508+32.4% | 加碼 |
| Citadel Advisors LLC | 92,049 | $793.5 萬 | 0.01% | +54,033+142.1% | 加碼 |
| MetLife Investment Management | 93,095 | $802.5 萬 | 0.05% | +4,214+4.7% | 加碼 |
| Mutual of America Capital Management LLC | 97,070 | $836.7 萬 | 0.09% | +355+0.4% | 加碼 |
| State of Wisconsin Investment Board | 99,810 | $860.4 萬 | 0.02% | +543+0.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 104,494 | $900.7 萬 | 0.01% | +879+0.8% | 加碼 |
| Advantage Alpha Capital Partners LP | 105,260 | $907.3 萬 | 1.98% | −240.0% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 106,188 | $915.3 萬 | 0.73% | +47,208+80.0% | 加碼 |
| HighTower Advisors, LLC | 110,545 | $954.2 萬 | 0.01% | +21,842+24.6% | 加碼 |
| Motley Fool Asset Management LLC | 111,226 | $963.4 萬 | 0.64% | −7,554−6.4% | 減碼 |