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 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 | 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 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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 2,386 | $19.5 萬 | 0.16% | +2,386 | 新進 |
| KBC Group NV | 2,463 | $20.2 萬 | 0.00% | +341+16.1% | 加碼 |
| CIBC Asset Management Inc | 2,501 | $20.5 萬 | 0.00% | +82+3.4% | 加碼 |
| Atomi Financial Group, Inc. | 2,541 | $20.8 萬 | 0.01% | +2,541 | 新進 |
| Shell Asset Management Co | 2,540 | $20.8 萬 | 0.01% | +2,540 | 新進 |
| Private Advisor Group, LLC | 2,544 | $20.8 萬 | 0.00% | +2,544 | 新進 |
| MML Investors Services, LLC | 2,568 | $21.0 萬 | 0.00% | −24−0.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 2,572 | $21.1 萬 | 0.00% | −60−2.3% | 減碼 |
| Walleye Capital LLC | 2,612 | $21.4 萬 | 0.00% | +2,612 | 新進 |
| Level Four Advisory Services, LLC | 2,598 | $22.1 萬 | 0.01% | +2,598 | 新進 |
| Dakota Wealth Management | 2,800 | $22.9 萬 | 0.01% | −338−10.8% | 減碼 |
| Farallon Capital Management, L.L.C. | 2,800 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 2,814 | $23.0 萬 | 0.19% | +2,814 | 新進 |
| Schonfeld Strategic Advisors LLC | 2,820 | $23.1 萬 | 0.00% | +2,820 | 新進 |
| Ieq Capital, LLC | 2,822 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Scharf Investments, LLC | 2,880 | $23.6 萬 | 0.01% | +2,880 | 新進 |
| Raymond James Trust N.A. | 2,905 | $23.8 萬 | 0.01% | +132+4.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,919 | $23.9 萬 | 0.01% | +157+5.7% | 加碼 |
| Corton Capital Inc. | 2,985 | $24.4 萬 | 0.12% | −649−17.9% | 減碼 |
| Acadian Asset Management LLC | 3,133 | $25.6 萬 | 0.00% | +3,133 | 新進 |
| Simplex Trading, LLC | 3,136 | $25.6 萬 | 0.01% | +3,136 | 新進 |
| Polar Capital Holdings Plc | 3,160 | $25.9 萬 | 0.00% | −1,325−29.5% | 減碼 |
| Brinker Capital Investments, LLC | 3,260 | $26.7 萬 | 0.00% | −59−1.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,260 | $26.7 萬 | 0.00% | −59−1.8% | 減碼 |
| Wolverine Trading, LLC | 3,385 | $27.1 萬 | 0.01% | +3,385 | 新進 |
| Cetera Investment Advisers | 3,347 | $27.4 萬 | 0.00% | −3,106−48.1% | 減碼 |
| Nisa Investment Advisors, LLC | 3,420 | $28.0 萬 | 0.00% | +566+19.8% | 加碼 |
| Shelton Capital Management | 3,440 | $28.2 萬 | 0.01% | −142−4.0% | 減碼 |
| Toroso Investments, LLC | 3,543 | $29.0 萬 | 0.00% | −99−2.7% | 減碼 |
| CWM, LLC | 3,635 | $29.8 萬 | 0.00% | −323−8.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,649 | $29.9 萬 | 0.00% | +578+18.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,527 | $30.0 萬 | 0.00% | −1,482−29.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,821 | $31.3 萬 | 0.00% | +182+5.0% | 加碼 |
| City Center Advisors, LLC | 3,924 | $32.1 萬 | 0.36% | +37+1.0% | 加碼 |
| Summit Trail Advisors, LLC | 4,004 | $32.8 萬 | 0.01% | +11+0.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,010 | $32.8 萬 | 0.01% | −11,605−74.3% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,027 | $33.0 萬 | 0.03% | +14+0.3% | 加碼 |
| David Loasby | 4,218 | $33.0 萬 | 0.03% | +233+5.8% | 加碼 |
| Sanctuary Advisors, LLC | 3,176 | $33.1 萬 | 0.00% | +3,176 | 新進 |
| MeadowBrook Investment Advisors LLC | 4,075 | $33.4 萬 | 0.30% | −20−0.5% | 減碼 |
| Profund Advisors LLC | 4,130 | $33.8 萬 | 0.01% | +51+1.3% | 加碼 |
| Cim Investment Mangement Inc | 4,142 | $33.9 萬 | 0.10% | −234−5.3% | 減碼 |
| EP Wealth Advisors, LLC | 4,152 | $34.0 萬 | 0.00% | +4,152 | 新進 |
| Cresset Asset Management, LLC | 4,318 | $35.3 萬 | 0.00% | +721+20.0% | 加碼 |
| Centiva Capital, LP | 4,471 | $36.6 萬 | 0.02% | +4,471 | 新進 |
| Assetmark, Inc | 4,544 | $37.2 萬 | 0.00% | +3,729+457.5% | 加碼 |
| AlphaMark Advisors, LLC | 4,570 | $37.4 萬 | 0.13% | +722+18.8% | 加碼 |
| Graham Capital Management, L.P. | 4,750 | $38.9 萬 | 0.01% | +4,750 | 新進 |
| Vestcor Inc | 4,894 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 4,932 | $40.4 萬 | 0.00% | +629+14.6% | 加碼 |
| Arkadios Wealth Advisors | 4,938 | $40.4 萬 | 0.02% | 00.0% | 不變 |
| PEAK6 Investments LLC | 4,974 | $40.7 萬 | 0.02% | −102−2.0% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $40.9 萬 | 0.05% | 00.0% | 不變 |
| Baldwin Brothers Inc | 5,130 | $42.0 萬 | 0.03% | +5,130 | 新進 |
| Petrus Trust Company, LTA | 5,183 | $42.4 萬 | 0.04% | −4,202−44.8% | 減碼 |
| Radnor Capital Management, LLC | 5,254 | $43.0 萬 | 0.06% | −35−0.7% | 減碼 |
| State of Wyoming | 5,732 | $46.9 萬 | 0.07% | +608+11.9% | 加碼 |
| Mattson Financial Services, LLC | 5,464 | $47.1 萬 | 0.17% | −72−1.3% | 減碼 |
| Neo Ivy Capital Management | 5,770 | $47.2 萬 | 0.15% | +5,770 | 新進 |
| Chase Investment Counsel Corp | 5,923 | $48.4 萬 | 0.16% | −35,063−85.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,978 | $48.9 萬 | 0.01% | −5,303−47.0% | 減碼 |
| Credit Agricole S A | 6,096 | $49.9 萬 | 0.00% | +6,096 | 新進 |
| Bank of Nova Scotia | 6,265 | $51.3 萬 | 0.00% | +1,812+40.7% | 加碼 |
| Allianz Asset Management GmbH | 6,317 | $51.7 萬 | 0.00% | +6,317 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,403 | $52.4 萬 | 0.02% | +30.0% | 加碼 |
| Stephens Inc | 6,476 | $53.0 萬 | 0.01% | +344+5.6% | 加碼 |
| Narus Financial Partners, LLC | 6,533 | $53.5 萬 | 0.19% | +7+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 6,566 | $53.7 萬 | 0.07% | −123−1.8% | 減碼 |
| Securian Asset Management, Inc | 6,766 | $55.4 萬 | 0.02% | −173−2.5% | 減碼 |
| Teza Capital Management LLC | 7,003 | $57.3 萬 | 0.06% | +7,003 | 新進 |
| BTC Capital Management, Inc. | 7,245 | $59.3 萬 | 0.05% | +788+12.2% | 加碼 |
| Two Sigma Securities, LLC | 7,355 | $60.2 萬 | 0.05% | +7,355 | 新進 |
| Cornercap Investment Counsel Inc | 7,405 | $60.6 萬 | 0.18% | −9,799−57.0% | 減碼 |
| JustInvest LLC | 7,497 | $61.4 萬 | 0.01% | −233−3.0% | 減碼 |
| Sendero Wealth Management, LLC | 7,600 | $62.2 萬 | 0.10% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,692 | $63.0 萬 | 0.08% | −75−1.0% | 減碼 |
| Gsa Capital Partners LLP | 7,797 | $63.8 萬 | 0.05% | +7,797 | 新進 |
| Avantax Advisory Services, Inc. | 7,818 | $64.0 萬 | 0.00% | −174−2.2% | 減碼 |
| Commerce Bank | 7,933 | $64.9 萬 | 0.00% | −240−2.9% | 減碼 |
| Abn Amro Investment Solutions | 7,983 | $65.3 萬 | 0.01% | −6,490−44.8% | 減碼 |
| Premier Fund Managers Ltd | 9,030 | $72.2 萬 | 0.03% | 00.0% | 不變 |
| Beck Bode, LLC | 8,947 | $73.2 萬 | 0.14% | −102−1.1% | 減碼 |
| Atria Investments LLC | 9,031 | $73.9 萬 | 0.01% | −2,190−19.5% | 減碼 |
| Federated Hermes, Inc. | 9,145 | $74.9 萬 | 0.00% | −1,711−15.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,303 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 9,500 | $77.8 萬 | 0.00% | −11,400−54.5% | 減碼 |
| Exchange Traded Concepts, LLC | 9,568 | $78.3 萬 | 0.02% | +1,414+17.3% | 加碼 |
| Peterson Wealth Services | 9,998 | $81.8 萬 | 0.26% | +942+10.4% | 加碼 |
| Captrust Financial Advisors | 10,088 | $82.6 萬 | 0.00% | −1,217−10.8% | 減碼 |
| State of Alaska, Department of Revenue | 10,146 | $83.0 萬 | 0.01% | +685+7.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 10,409 | $85.2 萬 | 0.00% | −520−4.8% | 減碼 |
| Main Management ETF Advisors, LLC | 10,864 | $88.9 萬 | 0.04% | +10,864 | 新進 |
| Bank of Montreal | 11,418 | $91.3 萬 | 0.00% | +110+1.0% | 加碼 |
| Lazard Asset Management LLC | 11,156 | $91.3 萬 | 0.00% | +10,152+1,011.2% | 加碼 |
| Guggenheim Capital LLC | 11,282 | $92.3 萬 | 0.01% | +3,120+38.2% | 加碼 |
| Xponance, Inc. | 11,558 | $94.6 萬 | 0.01% | −43−0.4% | 減碼 |
| HC Advisors, LLC | 11,634 | $95.2 萬 | 0.78% | −139−1.2% | 減碼 |
| SG Americas Securities, LLC | 11,671 | $95.5 萬 | 0.00% | +7,873+207.3% | 加碼 |
| Alps Advisors Inc | 11,722 | $95.9 萬 | 0.01% | −1,255−9.7% | 減碼 |
| Deerfield Management Company, L.P. (Series C) | 11,781 | $96.4 萬 | 0.01% | +11,781 | 新進 |