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 3 季 13F 持有人
Healthequity, Inc. 在 2024/9/30 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
- 404
- 較 2024 年第 2 季 +21 家
- 持有股數
- 8,843 萬
- 較 2024 年第 2 季 +1,114 萬 (+14.4%)
- 總市值
- $72.5 億
- 較 2024 年第 2 季 +$5.86 億 (+8.8%)
- 新進機構
- 62
- 另有 141 家加碼
- 清倉機構
- 41
- 另有 153 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,941,670 | $8.96 億 | 0.02% | +10,941,670 | 新進 |
| Vanguard Group Inc | 8,876,467 | $7.27 億 | 0.01% | +50,963+0.6% | 加碼 |
| Wasatch Advisors Inc | 7,758,890 | $6.35 億 | 3.11% | +483,269+6.6% | 加碼 |
| FMR LLC | 5,290,116 | $4.33 億 | 0.03% | −39,723−0.7% | 減碼 |
| State Street Corp | 3,131,900 | $2.56 億 | 0.01% | +23,613+0.8% | 加碼 |
| Clearbridge Investments, LLC | 2,388,392 | $1.95 億 | 0.15% | +11,188+0.5% | 加碼 |
| Mackenzie Financial Corp | 2,357,536 | $1.93 億 | 0.27% | −6,985−0.3% | 減碼 |
| Geode Capital Management, LLC | 2,078,977 | $1.70 億 | 0.01% | +15,145+0.7% | 加碼 |
| Brown Advisory Inc | 1,862,010 | $1.52 億 | 0.19% | +129,815+7.5% | 加碼 |
| Franklin Resources Inc | 1,640,215 | $1.39 億 | 0.04% | +11,659+0.7% | 加碼 |
| Invesco Ltd. | 1,612,348 | $1.32 億 | 0.03% | +55,766+3.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,581,723 | $1.29 億 | 0.03% | +34,321+2.2% | 加碼 |
| Stephens Investment Management Group LLC | 1,249,082 | $1.02 億 | 1.39% | −38,967−3.0% | 減碼 |
| JPMorgan Chase & Co | 1,215,321 | $9,947 萬 | 0.01% | −252,244−17.2% | 減碼 |
| Loomis Sayles & Co L P | 1,126,645 | $9,222 萬 | 0.12% | +24,665+2.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,061,807 | $8,691 萬 | 0.02% | +14,532+1.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,037,780 | $8,494 萬 | 0.13% | −84,277−7.5% | 減碼 |
| Northern Trust Corp | 1,034,042 | $8,464 萬 | 0.01% | −22,690−2.1% | 減碼 |
| ArrowMark Colorado Holdings LLC | 985,834 | $8,069 萬 | 1.03% | −135,035−12.0% | 減碼 |
| Millennium Management LLC | 947,294 | $7,754 萬 | 0.07% | +46,623+5.2% | 加碼 |
| Van Berkom & Associates Inc. | 935,581 | $7,658 萬 | 2.10% | +5,413+0.6% | 加碼 |
| Janus Henderson Group PLC | 899,240 | $7,360 萬 | 0.04% | −202,233−18.4% | 減碼 |
| Norges Bank | 879,632 | $7,200 萬 | 0.01% | −7,000−0.8% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 843,423 | $6,903 萬 | 0.61% | +226,563+36.7% | 加碼 |
| Geneva Capital Management LLC | 842,009 | $6,892 萬 | 1.15% | +640+0.1% | 加碼 |
| Greenhouse Funds LLLP | 792,469 | $6,486 萬 | 3.21% | +35,775+4.7% | 加碼 |
| GW&K Investment Management, LLC | 790,908 | $6,474 萬 | 0.55% | +2,256+0.3% | 加碼 |
| Bamco Inc | 750,000 | $6,139 萬 | 0.16% | −50,000−6.3% | 減碼 |
| Bank of New York Mellon Corp | 744,886 | $6,097 萬 | 0.01% | −156,288−17.3% | 減碼 |
| Morgan Stanley | 705,255 | $5,773 萬 | 0.00% | +66,941+10.5% | 加碼 |
| Wellington Management Group LLP | 690,439 | $5,651 萬 | 0.01% | −24,666−3.4% | 減碼 |
| Bank of America Corp | 647,195 | $5,297 萬 | 0.00% | −2,305−0.4% | 減碼 |
| Goldman Sachs Group Inc | 645,871 | $5,286 萬 | 0.01% | −66,044−9.3% | 減碼 |
| SEI Investments Co | 630,369 | $5,160 萬 | 0.07% | −14,875−2.3% | 減碼 |
| Nuveen Asset Management, LLC | 602,946 | $4,935 萬 | 0.01% | +48,451+8.7% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 569,164 | $4,659 萬 | 0.10% | −12,365−2.1% | 減碼 |
| Aristotle Capital Boston, LLC | 538,313 | $4,406 萬 | 1.46% | −3,179−0.6% | 減碼 |
| American Century Companies Inc | 531,767 | $4,353 萬 | 0.03% | −943−0.2% | 減碼 |
| Massachusetts Financial Services Co | 484,782 | $3,968 萬 | 0.01% | +33,523+7.4% | 加碼 |
| Davenport & Co LLC | 480,413 | $3,932 萬 | 0.23% | +75,978+18.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 462,475 | $3,785 萬 | 0.15% | +60,627+15.1% | 加碼 |
| Aureus Asset Management, LLC | 423,082 | $3,463 萬 | 2.27% | −22,909−5.1% | 減碼 |
| Royal Bank of Canada | 391,756 | $3,207 萬 | 0.01% | +70,791+22.1% | 加碼 |
| AQR Capital Management LLC | 383,645 | $3,119 萬 | 0.04% | +251,605+190.6% | 加碼 |
| Woodline Partners LP | 336,783 | $2,757 萬 | 0.23% | +61,587+22.4% | 加碼 |
| Ensign Peak Advisors, Inc | 335,418 | $2,745 萬 | 0.05% | −78,601−19.0% | 減碼 |
| California Public Employees Retirement System | 332,971 | $2,725 萬 | 0.02% | +22,786+7.3% | 加碼 |
| UBS Asset Management Americas Inc | 329,477 | $2,697 萬 | 0.01% | +6,197+1.9% | 加碼 |
| Eversept Partners, LP | 319,078 | $2,612 萬 | 2.00% | −94,453−22.8% | 減碼 |
| Ashford Capital Management Inc | 305,222 | $2,498 萬 | 3.12% | −2,460−0.8% | 減碼 |
| Macquarie Group Ltd | 296,651 | $2,428 萬 | 0.03% | −65,702−18.1% | 減碼 |
| DF Dent & Co Inc | 296,579 | $2,427 萬 | 0.30% | +61,864+26.4% | 加碼 |
| Thrivent Financial for Lutherans | 293,624 | $2,403 萬 | 0.05% | +73,404+33.3% | 加碼 |
| UBS Group AG | 286,564 | $2,346 萬 | 0.01% | −3,075−1.1% | 減碼 |
| Victory Capital Management Inc | 267,597 | $2,190 萬 | 0.02% | −63,091−19.1% | 減碼 |
| Rhumbline Advisers | 266,277 | $2,179 萬 | 0.02% | −11,977−4.3% | 減碼 |
| Ranger Investment Management, L.P. | 260,753 | $2,134 萬 | 1.37% | +9,793+3.9% | 加碼 |
| Summit Creek Advisors LLC | 257,489 | $2,108 萬 | 2.86% | +17,793+7.4% | 加碼 |
| Ophir Asset Management Pty Ltd | 251,819 | $2,061 萬 | 3.17% | −82,654−24.7% | 減碼 |
| Glenmede Trust Co NA | 243,177 | $1,990 萬 | 0.10% | −4,043−1.6% | 減碼 |
| Principal Financial Group Inc | 242,405 | $1,984 萬 | 0.01% | −95,161−28.2% | 減碼 |
| TimesSquare Capital Management, LLC | 223,298 | $1,828 萬 | 0.27% | −58,182−20.7% | 減碼 |
| Retirement Systems of Alabama | 214,603 | $1,757 萬 | 0.07% | −1,694−0.8% | 減碼 |
| Man Group plc | 212,097 | $1,736 萬 | 0.05% | +172,950+441.8% | 加碼 |
| Natixis Advisors, L.P. | 209,175 | $1,712 萬 | 0.03% | +48,009+29.8% | 加碼 |
| Cambiar Investors LLC | 188,745 | $1,545 萬 | 0.59% | −1,286−0.7% | 減碼 |
| Alliancebernstein L.P. | 184,636 | $1,511 萬 | 0.01% | −3,983−2.1% | 減碼 |
| Bessemer Group Inc | 181,963 | $1,489 萬 | 0.02% | +179,475+7,213.6% | 加碼 |
| Ameriprise Financial Inc | 172,713 | $1,414 萬 | 0.00% | −27,056−13.5% | 減碼 |
| Eagle Asset Management Inc | 141,939 | $1,403 萬 | 0.07% | −39,999−22.0% | 減碼 |
| Swiss National Bank | 169,900 | $1,391 萬 | 0.01% | +600+0.4% | 加碼 |
| Barclays PLC | 166,492 | $1,363 萬 | 0.01% | +112,667+209.3% | 加碼 |
| Raymond James & Associates | 151,318 | $1,239 萬 | 0.01% | +1,911+1.3% | 加碼 |
| Corebridge Financial, Inc. | 147,515 | $1,207 萬 | 0.06% | −7,421−4.8% | 減碼 |
| First Trust Advisors LP | 145,896 | $1,194 萬 | 0.01% | −31,971−18.0% | 減碼 |
| Motley Fool Wealth Management, LLC | 141,135 | $1,155 萬 | 0.58% | −2,274−1.6% | 減碼 |
| Legal & General Group Plc | 140,153 | $1,147 萬 | 0.00% | −2,220−1.6% | 減碼 |
| Agf Management Ltd | 131,038 | $1,073 萬 | 0.05% | +101,793+348.1% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 125,811 | $1,030 萬 | 0.85% | +19,623+18.5% | 加碼 |
| Scout Investments, Inc. | 118,277 | $1,010 萬 | 0.27% | −19,111−13.9% | 減碼 |
| Wells Fargo & Company | 119,346 | $976.8 萬 | 0.00% | +1,612+1.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 118,460 | $969.6 萬 | 0.01% | −20,877−15.0% | 減碼 |
| Next Century Growth Investors LLC | 116,723 | $955.4 萬 | 0.77% | +116,723 | 新進 |
| Peregrine Capital Management LLC | 112,794 | $923.2 萬 | 0.28% | +268+0.2% | 加碼 |
| Citadel Advisors LLC | 111,955 | $916.4 萬 | 0.01% | +19,906+21.6% | 加碼 |
| Envestnet Asset Management Inc | 111,561 | $913.1 萬 | 0.00% | −4,053−3.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 109,806 | $898.8 萬 | 0.02% | −8,942−7.5% | 減碼 |
| Motley Fool Asset Management LLC | 111,757 | $897.1 萬 | 0.53% | +531+0.5% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 109,162 | $893.5 萬 | 0.04% | +24,266+28.6% | 加碼 |
| Citigroup Inc | 102,107 | $835.7 萬 | 0.01% | +43,084+73.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 100,671 | $824.0 萬 | 0.01% | −3,823−3.7% | 減碼 |
| State of Wisconsin Investment Board | 99,110 | $811.2 萬 | 0.02% | −700−0.7% | 減碼 |
| Diversify Wealth Management, LLC | 92,417 | $809.7 萬 | 0.78% | −2,505−2.6% | 減碼 |
| Mutual of America Capital Management LLC | 97,718 | $799.8 萬 | 0.08% | +648+0.7% | 加碼 |
| Deutsche Bank AG | 93,910 | $768.7 萬 | 0.00% | +11,636+14.1% | 加碼 |
| Public Employees Retirement System of Ohio | 91,754 | $751.0 萬 | 0.03% | +4,878+5.6% | 加碼 |
| MetLife Investment Management | 91,401 | $748.1 萬 | 0.04% | −1,694−1.8% | 減碼 |
| HighTower Advisors, LLC | 90,705 | $742.2 萬 | 0.01% | −19,840−17.9% | 減碼 |
| NBW Capital LLC | 89,656 | $733.8 萬 | 1.38% | +1,308+1.5% | 加碼 |
| GM Advisory Group, Inc. | 89,013 | $728.6 萬 | 0.44% | 00.0% | 不變 |