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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 11,841 | $96.9 萬 | 0.00% | +551+4.9% | 加碼 |
| Pictet Asset Management Holding SA | 12,068 | $98.6 萬 | 0.00% | +801+7.1% | 加碼 |
| GWM Advisors LLC | 12,599 | $103.1 萬 | 0.01% | +1,347+12.0% | 加碼 |
| Pacer Advisors, Inc. | 12,745 | $104.3 萬 | 0.00% | −357−2.7% | 減碼 |
| Mariner, LLC | 13,070 | $106.9 萬 | 0.00% | −578−4.2% | 減碼 |
| Hancock Whitney Corp | 13,193 | $108.0 萬 | 0.03% | +102+0.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 13,314 | $109.0 萬 | 0.01% | +303+2.3% | 加碼 |
| Two Sigma Investments, LP | 14,300 | $117.0 萬 | 0.00% | +800+5.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 14,809 | $121.2 萬 | 0.00% | −5,329−26.5% | 減碼 |
| Edgestream Partners, L.P. | 15,008 | $122.8 萬 | 0.05% | +15,008 | 新進 |
| Holocene Advisors, LP | 15,227 | $124.6 萬 | 0.01% | +15,227 | 新進 |
| Resona Asset Management Co.,Ltd. | 15,482 | $126.7 萬 | 0.01% | 00.0% | 不變 |
| Schaper Benz & Wise Investment Counsel Inc | 15,681 | $128.3 萬 | 0.10% | −35−0.2% | 減碼 |
| Prudential Financial Inc | 15,781 | $129.2 萬 | 0.00% | −186,493−92.2% | 減碼 |
| Carrera Capital Advisors | 15,868 | $129.9 萬 | 0.32% | +15,868 | 新進 |
| Pathstone Holdings, LLC | 16,778 | $137.3 萬 | 0.01% | −5,460−24.6% | 減碼 |
| D. E. Shaw & Co., Inc. | 16,849 | $137.9 萬 | 0.00% | −10,377−38.1% | 減碼 |
| Teacher Retirement System of Texas | 17,159 | $140.4 萬 | 0.01% | −11,209−39.5% | 減碼 |
| Cerity Partners LLC | 17,259 | $141.3 萬 | 0.00% | +2,258+15.1% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $141.6 萬 | 0.05% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 17,400 | $142.4 萬 | 0.00% | +12,000+222.2% | 加碼 |
| Gotham Asset Management, LLC | 17,596 | $144.0 萬 | 0.01% | +13,886+374.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,676 | $144.7 萬 | 0.03% | −390−2.2% | 減碼 |
| Redwood Investments, LLC | 18,263 | $149.5 萬 | 0.44% | −4,331−19.2% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,180 | $157.0 萬 | 0.01% | −105−0.5% | 減碼 |
| Stifel Financial Corp | 19,268 | $157.7 萬 | 0.00% | −2,171−10.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,304 | $158.0 萬 | 0.04% | −115−0.6% | 減碼 |
| Pinebridge Investments, L.P. | 19,308 | $158.0 萬 | 0.01% | +19,308 | 新進 |
| ProShare Advisors LLC | 19,791 | $162.0 萬 | 0.00% | +4,288+27.7% | 加碼 |
| South Dakota Investment Council | 19,876 | $162.7 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 19,896 | $162.8 萬 | 0.01% | +19,896 | 新進 |
| ABLE Financial Group, LLC | 20,016 | $163.8 萬 | 0.51% | +2,692+15.5% | 加碼 |
| Amica Mutual Insurance Co | 20,175 | $165.1 萬 | 0.16% | −1,553−7.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 20,285 | $166.0 萬 | 0.49% | +20,285 | 新進 |
| BNP Paribas Arbitrage, SA | 20,437 | $167.3 萬 | 0.00% | +12,745+165.7% | 加碼 |
| US Bancorp | 20,501 | $167.8 萬 | 0.00% | −100−0.5% | 減碼 |
| Zions Bancorporation, N.A. | 20,608 | $168.7 萬 | 0.12% | +2,816+15.8% | 加碼 |
| Handelsbanken Fonder AB | 20,616 | $168.7 萬 | 0.01% | +3,400+19.7% | 加碼 |
| State of Michigan Retirement System | 20,622 | $168.8 萬 | 0.01% | −300−1.4% | 減碼 |
| RSM US Wealth Management LLC | 21,346 | $171.3 萬 | 0.03% | +809+3.9% | 加碼 |
| Intech Investment Management LLC | 21,064 | $172.4 萬 | 0.02% | +7,859+59.5% | 加碼 |
| Alberta Investment Management Corp | 21,188 | $173.4 萬 | 0.01% | +1,757+9.0% | 加碼 |
| TownSquare Capital, LLC | 22,292 | $182.5 萬 | 0.02% | +839+3.9% | 加碼 |
| Vontobel Holding Ltd. | 22,362 | $183.0 萬 | 0.01% | −2,875−11.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 22,400 | $183.4 萬 | 0.31% | +5,837+35.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,526 | $184.4 萬 | 0.01% | +4,993+28.5% | 加碼 |
| Creative Planning | 23,632 | $193.4 萬 | 0.00% | +3,706+18.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $196.1 萬 | 0.00% | 00.0% | 不變 |
| CWM Advisors, LLC | 24,027 | $196.7 萬 | 0.20% | +10,312+75.2% | 加碼 |
| Louisiana State Employees Retirement System | 24,100 | $197.3 萬 | 0.04% | −500−2.0% | 減碼 |
| Gradient Investments LLC | 24,372 | $199.5 萬 | 0.04% | −30,477−55.6% | 減碼 |
| Arizona State Retirement System | 25,054 | $205.1 萬 | 0.01% | +934+3.9% | 加碼 |
| Amussen Hunsaker Associates LLC | 25,218 | $206.4 萬 | 0.32% | −1,702−6.3% | 減碼 |
| State of Tennessee, Treasury Department | 27,659 | $226.4 萬 | 0.01% | −15,276−35.6% | 減碼 |
| GDS Wealth Management | 28,638 | $234.4 萬 | 0.23% | +28,638 | 新進 |
| Advisory Research Inc | 29,055 | $237.8 萬 | 0.42% | −1,675−5.5% | 減碼 |
| Zacks Investment Management | 31,456 | $257.5 萬 | 0.02% | +3,059+10.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 32,615 | $267.0 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 32,986 | $270.0 萬 | 0.03% | −4,382−11.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 33,768 | $276.4 萬 | 0.09% | −534−1.6% | 減碼 |
| Susquehanna International Group, LLP | 36,483 | $298.6 萬 | 0.01% | +32,151+742.2% | 加碼 |
| Forest Hill Capital, LLC | 37,576 | $307.6 萬 | 2.33% | +5,900+18.6% | 加碼 |
| LPL Financial LLC | 37,805 | $309.4 萬 | 0.00% | +2,568+7.3% | 加碼 |
| Amalgamated Bank | 39,831 | $326.0 萬 | 0.03% | −2,313−5.5% | 減碼 |
| Renaissance Group LLC | 41,902 | $343.0 萬 | 0.14% | +2,882+7.4% | 加碼 |
| New York State Common Retirement Fund | 42,123 | $344.8 萬 | 0.00% | +7,205+20.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 42,930 | $351.4 萬 | 0.03% | +42,129+5,259.6% | 加碼 |
| Prudential PLC | 42,969 | $351.7 萬 | 0.02% | +14,789+52.5% | 加碼 |
| ClariVest Asset Management LLC | 42,233 | $364.0 萬 | 0.37% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 44,552 | $364.7 萬 | 0.03% | −3,886−8.0% | 減碼 |
| 1492 Capital Management LLC | 45,839 | $375.2 萬 | 1.88% | +45,839 | 新進 |
| King Luther Capital Management Corp | 45,847 | $375.3 萬 | 0.02% | +552+1.2% | 加碼 |
| Voya Investment Management LLC | 45,868 | $375.4 萬 | 0.00% | −1,283−2.7% | 減碼 |
| M&T Bank Corp | 49,447 | $404.7 萬 | 0.01% | +321+0.7% | 加碼 |
| Comerica Bank | 50,283 | $411.6 萬 | 0.02% | −3,765−7.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 50,784 | $415.7 萬 | 0.42% | +50,784 | 新進 |
| Price T Rowe Associates Inc | 54,094 | $442.8 萬 | 0.00% | −610−1.1% | 減碼 |
| Los Angeles Capital Management LLC | 55,597 | $455.1 萬 | 0.02% | +26,690+92.3% | 加碼 |
| Nordea Investment Management AB | 57,055 | $463.2 萬 | 0.01% | +26,825+88.7% | 加碼 |
| Moody Aldrich Partners LLC | 56,895 | $465.7 萬 | 0.85% | −1,151−2.0% | 減碼 |
| Thematics Asset Management | 57,747 | $472.7 萬 | 0.19% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 58,490 | $478.7 萬 | 0.01% | −4,656−7.4% | 減碼 |
| Great Lakes Advisors, LLC | 60,076 | $491.7 萬 | 0.04% | −85,950−58.9% | 減碼 |
| Neuberger Berman Group LLC | 61,978 | $507.3 萬 | 0.00% | −2,166−3.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 63,622 | $520.7 萬 | 0.01% | −2,330−3.5% | 減碼 |
| Elk River Wealth Management, LLC | 66,181 | $541.7 萬 | 0.99% | +217+0.3% | 加碼 |
| Madison Asset Management, LLC | 66,459 | $544.0 萬 | 0.06% | +12,287+22.7% | 加碼 |
| Segall Bryant & Hamill, LLC | 67,644 | $553.7 萬 | 0.08% | −2,758−3.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 69,139 | $565.9 萬 | 0.07% | +4,925+7.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 69,339 | $567.5 萬 | 0.06% | +5,883+9.3% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 69,339 | $567.5 萬 | 0.06% | +69,339 | 新進 |
| UMA Financial Services, Inc. | 67,845 | $568.7 萬 | 1.03% | −80.0% | 減碼 |
| Castleark Management LLC | 72,130 | $590.4 萬 | 0.24% | −17,670−19.7% | 減碼 |
| Jane Street Group, LLC | 73,123 | $598.5 萬 | 0.01% | −53,476−42.2% | 減碼 |
| HSBC Holdings PLC | 73,942 | $599.6 萬 | 0.00% | −18,027−19.6% | 減碼 |
| Overbrook Management Corp | 73,544 | $602.0 萬 | 1.38% | −68,957−48.4% | 減碼 |
| Danske Bank A/S | 73,877 | $604.7 萬 | 0.02% | −9,824−11.7% | 減碼 |
| Great West Life Assurance Co | 74,021 | $606.3 萬 | 0.01% | +3,929+5.6% | 加碼 |
| Inspirion Wealth Advisors, LLC | 75,005 | $613.9 萬 | 0.86% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 75,326 | $616.5 萬 | 0.11% | 00.0% | 不變 |