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 4 季 13F 持有人
Healthequity, Inc. 在 2024/12/31 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
- 441
- 較 2024 年第 3 季 +46 家
- 持有股數
- 9,018 萬
- 較 2024 年第 3 季 +229.5 萬 (+2.6%)
- 總市值
- $86.6 億
- 較 2024 年第 3 季 +$14.6 億 (+20.2%)
- 新進機構
- 89
- 另有 162 家加碼
- 清倉機構
- 43
- 另有 143 家減碼
另有 9 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,979,487 | $10.5 億 | 0.02% | +37,817+0.3% | 加碼 |
| Vanguard Group Inc | 8,976,091 | $8.61 億 | 0.02% | +99,624+1.1% | 加碼 |
| Wasatch Advisors Inc | 7,513,745 | $7.21 億 | 3.57% | −245,145−3.2% | 減碼 |
| FMR LLC | 5,415,800 | $5.20 億 | 0.03% | +125,684+2.4% | 加碼 |
| State Street Corp | 3,262,346 | $3.13 億 | 0.01% | +130,446+4.2% | 加碼 |
| Geode Capital Management, LLC | 2,089,398 | $2.01 億 | 0.02% | +10,421+0.5% | 加碼 |
| Brown Advisory Inc | 2,086,026 | $2.00 億 | 0.25% | +224,016+12.0% | 加碼 |
| Clearbridge Investments, LLC | 2,060,026 | $1.98 億 | 0.16% | −328,366−13.7% | 減碼 |
| Mackenzie Financial Corp | 1,935,154 | $1.86 億 | 0.25% | −422,382−17.9% | 減碼 |
| Invesco Ltd. | 1,624,773 | $1.56 億 | 0.03% | +12,425+0.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,582,823 | $1.52 億 | 0.04% | +1,100+0.1% | 加碼 |
| Millennium Management LLC | 1,501,387 | $1.44 億 | 0.12% | +554,093+58.5% | 加碼 |
| Franklin Resources Inc | 1,357,437 | $1.30 億 | 0.04% | −282,778−17.2% | 減碼 |
| Northern Trust Corp | 1,155,043 | $1.11 億 | 0.02% | +121,001+11.7% | 加碼 |
| Goldman Sachs Group Inc | 1,117,708 | $1.07 億 | 0.02% | +471,837+73.1% | 加碼 |
| Loomis Sayles & Co L P | 1,107,526 | $1.06 億 | 0.13% | −19,119−1.7% | 減碼 |
| Charles Schwab Investment Management Inc | 1,086,811 | $1.04 億 | 0.02% | +25,004+2.4% | 加碼 |
| JPMorgan Chase & Co | 1,072,266 | $1.03 億 | 0.01% | −143,055−11.8% | 減碼 |
| Stephens Investment Management Group LLC | 1,050,437 | $1.01 億 | 1.35% | −198,645−15.9% | 減碼 |
| Geneva Capital Management LLC | 1,048,903 | $1.01 億 | 1.75% | +206,894+24.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 951,235 | $9,208 萬 | 0.15% | −86,545−8.3% | 減碼 |
| Greenhouse Funds LLLP | 884,404 | $8,486 萬 | 3.76% | +91,935+11.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 871,762 | $8,365 萬 | 1.12% | −114,072−11.6% | 減碼 |
| Van Berkom & Associates Inc. | 838,321 | $8,044 萬 | 2.39% | −97,260−10.4% | 減碼 |
| Janus Henderson Group PLC | 833,916 | $8,002 萬 | 0.04% | −65,324−7.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 814,034 | $7,811 萬 | 0.05% | +814,034 | 新進 |
| Morgan Stanley | 796,647 | $7,644 萬 | 0.01% | +91,392+13.0% | 加碼 |
| Bamco Inc | 780,000 | $7,484 萬 | 0.19% | +30,000+4.0% | 加碼 |
| Norges Bank | 778,539 | $7,470 萬 | 0.01% | −101,093−11.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 772,781 | $7,415 萬 | 0.17% | +203,617+35.8% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 758,463 | $7,277 萬 | 0.68% | −84,960−10.1% | 減碼 |
| Bank of New York Mellon Corp | 745,882 | $7,157 萬 | 0.01% | +996+0.1% | 加碼 |
| Wellington Management Group LLP | 679,603 | $6,521 萬 | 0.01% | −10,836−1.6% | 減碼 |
| SEI Investments Co | 664,676 | $6,378 萬 | 0.08% | +34,307+5.4% | 加碼 |
| Bank of America Corp | 606,197 | $5,816 萬 | 0.01% | −40,998−6.3% | 減碼 |
| GW&K Investment Management, LLC | 604,471 | $5,800 萬 | 0.49% | −186,437−23.6% | 減碼 |
| Aristotle Capital Boston, LLC | 573,441 | $5,502 萬 | 2.04% | +35,128+6.5% | 加碼 |
| American Century Companies Inc | 570,952 | $5,478 萬 | 0.03% | +39,185+7.4% | 加碼 |
| Nuveen Asset Management, LLC | 548,725 | $5,265 萬 | 0.01% | −54,221−9.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 502,572 | $4,822 萬 | 0.18% | +40,097+8.7% | 加碼 |
| UBS Group AG | 476,831 | $4,575 萬 | 0.01% | +190,267+66.4% | 加碼 |
| Raymond James Financial Inc | 476,577 | $4,573 萬 | 0.02% | +476,577 | 新進 |
| Massachusetts Financial Services Co | 438,345 | $4,206 萬 | 0.01% | −46,437−9.6% | 減碼 |
| Royal Bank of Canada | 433,190 | $4,156 萬 | 0.01% | +41,434+10.6% | 加碼 |
| Davenport & Co LLC | 395,889 | $3,825 萬 | 0.22% | −84,524−17.6% | 減碼 |
| Eversept Partners, LP | 386,697 | $3,710 萬 | 3.83% | +67,619+21.2% | 加碼 |
| UBS Asset Management Americas Inc | 366,753 | $3,519 萬 | 0.01% | +37,276+11.3% | 加碼 |
| California Public Employees Retirement System | 365,778 | $3,510 萬 | 0.02% | +32,807+9.9% | 加碼 |
| Thrivent Financial for Lutherans | 340,297 | $3,265 萬 | 0.06% | +46,673+15.9% | 加碼 |
| Iron Triangle Partners LP | 335,614 | $3,220 萬 | 3.75% | +335,614 | 新進 |
| Citadel Advisors LLC | 332,406 | $3,189 萬 | 0.03% | +220,451+196.9% | 加碼 |
| Aureus Asset Management, LLC | 323,608 | $3,105 萬 | 2.01% | −99,474−23.5% | 減碼 |
| Ranger Investment Management, L.P. | 305,883 | $2,935 萬 | 1.85% | +45,130+17.3% | 加碼 |
| Bessemer Group Inc | 296,828 | $2,848 萬 | 0.05% | +114,865+63.1% | 加碼 |
| DF Dent & Co Inc | 287,330 | $2,757 萬 | 0.35% | −9,249−3.1% | 減碼 |
| Summit Creek Advisors LLC | 285,913 | $2,743 萬 | 3.61% | +28,424+11.0% | 加碼 |
| Ensign Peak Advisors, Inc | 277,064 | $2,658 萬 | 0.05% | −58,354−17.4% | 減碼 |
| Ameriprise Financial Inc | 270,042 | $2,591 萬 | 0.01% | +97,329+56.4% | 加碼 |
| Ashford Capital Management Inc | 269,312 | $2,584 萬 | 3.05% | −35,910−11.8% | 減碼 |
| Rhumbline Advisers | 267,288 | $2,565 萬 | 0.02% | +1,011+0.4% | 加碼 |
| Principal Financial Group Inc | 262,968 | $2,523 萬 | 0.01% | +20,563+8.5% | 加碼 |
| Artisan Partners Limited Partnership | 256,051 | $2,457 萬 | 0.04% | +256,051 | 新進 |
| Macquarie Group Ltd | 244,058 | $2,342 萬 | 0.03% | −52,593−17.7% | 減碼 |
| Glenmede Trust Co NA | 239,909 | $2,302 萬 | 0.12% | −3,268−1.3% | 減碼 |
| AQR Capital Management LLC | 234,681 | $2,252 萬 | 0.03% | −148,964−38.8% | 減碼 |
| Ophir Asset Management Pty Ltd | 230,026 | $2,207 萬 | 3.29% | −21,793−8.7% | 減碼 |
| Victory Capital Management Inc | 228,573 | $2,193 萬 | 0.02% | −39,024−14.6% | 減碼 |
| Man Group plc | 217,782 | $2,090 萬 | 0.06% | +5,685+2.7% | 加碼 |
| Retirement Systems of Alabama | 215,084 | $2,064 萬 | 0.08% | +481+0.2% | 加碼 |
| Barclays PLC | 200,341 | $1,922 萬 | 0.01% | +33,849+20.3% | 加碼 |
| Woodline Partners LP | 187,956 | $1,803 萬 | 0.12% | −148,827−44.2% | 減碼 |
| Citigroup Inc | 184,488 | $1,770 萬 | 0.02% | +82,381+80.7% | 加碼 |
| Natixis Advisors, L.P. | 183,990 | $1,765 萬 | 0.03% | −25,185−12.0% | 減碼 |
| Alliancebernstein L.P. | 180,346 | $1,730 萬 | 0.01% | −4,290−2.3% | 減碼 |
| Swiss National Bank | 171,700 | $1,647 萬 | 0.01% | +1,800+1.1% | 加碼 |
| Legal & General Group Plc | 149,889 | $1,438 萬 | 0.00% | +9,736+6.9% | 加碼 |
| Corebridge Financial, Inc. | 140,865 | $1,352 萬 | 0.07% | −6,650−4.5% | 減碼 |
| Motley Fool Wealth Management, LLC | 136,729 | $1,328 萬 | 0.69% | −4,406−3.1% | 減碼 |
| Agf Management Ltd | 135,857 | $1,304 萬 | 0.06% | +4,819+3.7% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 130,377 | $1,251 萬 | 1.11% | +4,566+3.6% | 加碼 |
| First Turn Management, LLC | 125,867 | $1,208 萬 | 2.16% | +125,867 | 新進 |
| Wells Fargo & Company | 124,940 | $1,199 萬 | 0.00% | +5,594+4.7% | 加碼 |
| Motley Fool Asset Management LLC | 122,592 | $1,176 萬 | 0.61% | +10,835+9.7% | 加碼 |
| Deutsche Bank AG | 118,199 | $1,134 萬 | 0.00% | +24,289+25.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 114,886 | $1,102 萬 | 0.02% | +5,080+4.6% | 加碼 |
| Envestnet Asset Management Inc | 114,739 | $1,101 萬 | 0.00% | +3,178+2.8% | 加碼 |
| Neuberger Berman Group LLC | 103,403 | $992.2 萬 | 0.01% | +41,425+66.8% | 加碼 |
| Peregrine Capital Management LLC | 103,382 | $992.0 萬 | 0.29% | −9,412−8.3% | 減碼 |
| Castleark Management LLC | 102,930 | $987.6 萬 | 0.34% | +30,800+42.7% | 加碼 |
| State of Wisconsin Investment Board | 102,537 | $983.8 萬 | 0.03% | +3,427+3.5% | 加碼 |
| New York State Common Retirement Fund | 102,200 | $980.6 萬 | 0.01% | +60,077+142.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 99,028 | $950.2 萬 | 0.01% | −1,643−1.6% | 減碼 |
| MetLife Investment Management | 99,019 | $950.1 萬 | 0.05% | +7,618+8.3% | 加碼 |
| Public Employees Retirement System of Ohio | 97,323 | $933.8 萬 | 0.03% | +5,569+6.1% | 加碼 |
| Diversify Wealth Management, LLC | 92,322 | $926.2 萬 | 0.72% | −95−0.1% | 減碼 |
| Mutual of America Capital Management LLC | 96,159 | $922.6 萬 | 0.10% | −1,559−1.6% | 減碼 |
| HighTower Advisors, LLC | 95,075 | $912.2 萬 | 0.01% | +4,370+4.8% | 加碼 |
| Oberweis Asset Management Inc | 91,500 | $877.9 萬 | 0.41% | +7,100+8.4% | 加碼 |
| First Trust Advisors LP | 84,307 | $808.9 萬 | 0.01% | −61,589−42.2% | 減碼 |
| GM Advisory Group, Inc. | 83,757 | $803.6 萬 | 0.44% | −5,256−5.9% | 減碼 |