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 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 | 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 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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,826 | $17.5 萬 | 0.00% | −6−0.3% | 減碼 |
| Ostrum Asset Management | 1,868 | $17.9 萬 | 0.02% | +879+88.9% | 加碼 |
| Daiwa Securities Group Inc. | 1,950 | $18.7 萬 | 0.00% | +150+8.3% | 加碼 |
| 1620 Investment Advisors, Inc. | 1,973 | $18.9 萬 | 0.14% | +607+44.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,974 | $19.2 萬 | 0.00% | +475+31.7% | 加碼 |
| Brevan Howard Capital Management LP | 2,089 | $20.0 萬 | 0.00% | +2,089 | 新進 |
| Private Advisor Group, LLC | 2,112 | $20.3 萬 | 0.00% | −432−17.0% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,141 | $20.5 萬 | 0.01% | +2,141 | 新進 |
| Aristeia Capital LLC | 2,177 | $20.9 萬 | 0.01% | +2,177 | 新進 |
| Greenleaf Trust | 2,232 | $21.4 萬 | 0.00% | +2,232 | 新進 |
| Forum Financial Management, LP | 2,232 | $21.4 萬 | 0.00% | +2,232 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 2,240 | $21.5 萬 | 0.01% | +2,240 | 新進 |
| Convergence Investment Partners, LLC | 2,262 | $21.7 萬 | 0.05% | +2,262 | 新進 |
| Quadrant Capital Group LLC | 2,330 | $22.4 萬 | 0.02% | +233+11.1% | 加碼 |
| Entropy Technologies, LP | 2,332 | $22.4 萬 | 0.02% | +2,332 | 新進 |
| Portside Wealth Group, LLC | 2,349 | $22.5 萬 | 0.04% | +2,349 | 新進 |
| Peapack Gladstone Financial Corp | 2,357 | $22.6 萬 | 0.00% | +2,357 | 新進 |
| Ballentine Partners, LLC | 2,377 | $22.8 萬 | 0.00% | +2,377 | 新進 |
| Amica Retiree Medical Trust | 2,386 | $22.9 萬 | 0.22% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 2,395 | $23.0 萬 | 0.00% | −865−26.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 2,395 | $23.0 萬 | 0.00% | −865−26.5% | 減碼 |
| Everence Capital Management Inc | 2,430 | $23.3 萬 | 0.02% | +2,430 | 新進 |
| Venturi Wealth Management, LLC | 2,485 | $23.8 萬 | 0.01% | +2,485 | 新進 |
| GTS Securities LLC | 2,493 | $23.9 萬 | 0.01% | +2,493 | 新進 |
| Curated Wealth Partners LLC | 2,521 | $24.2 萬 | 0.03% | +2,521 | 新進 |
| Shell Asset Management Co | 2,540 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 2,564 | $24.6 萬 | 0.00% | −8−0.3% | 減碼 |
| New Age Alpha Advisors, LLC | 2,591 | $24.9 萬 | 0.01% | +2,591 | 新進 |
| CIBC Asset Management Inc | 2,640 | $25.3 萬 | 0.00% | +139+5.6% | 加碼 |
| MML Investors Services, LLC | 2,665 | $25.6 萬 | 0.00% | +97+3.8% | 加碼 |
| HSBC Holdings PLC | 2,694 | $25.9 萬 | 0.00% | −71,248−96.4% | 減碼 |
| HB Wealth Management, LLC | 2,717 | $26.1 萬 | 0.00% | +2,717 | 新進 |
| Level Four Advisory Services, LLC | 2,736 | $26.3 萬 | 0.01% | +138+5.3% | 加碼 |
| Grant Private Wealth Management Inc | 2,759 | $26.5 萬 | 0.29% | +2,759 | 新進 |
| Optimize Financial Inc | 2,772 | $26.6 萬 | 0.20% | +2,772 | 新進 |
| Farallon Capital Management, L.L.C. | 2,800 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 2,810 | $27.0 萬 | 0.01% | −109−3.7% | 減碼 |
| Ieq Capital, LLC | 2,822 | $27.1 萬 | 0.00% | 00.0% | 不變 |
| Dakota Wealth Management | 2,843 | $27.3 萬 | 0.01% | +43+1.5% | 加碼 |
| Verition Fund Management LLC | 2,858 | $27.4 萬 | 0.00% | +2,858 | 新進 |
| CWM, LLC | 2,877 | $27.6 萬 | 0.00% | −758−20.9% | 減碼 |
| Scharf Investments, LLC | 2,880 | $27.6 萬 | 0.01% | 00.0% | 不變 |
| David Loasby | 2,876 | $28.9 萬 | 0.03% | −1,342−31.8% | 減碼 |
| Bayforest Capital Ltd | 3,033 | $29.1 萬 | 0.36% | +3,033 | 新進 |
| Summit Trail Advisors, LLC | 3,128 | $30.0 萬 | 0.01% | −876−21.9% | 減碼 |
| Quantinno Capital Management LP | 3,174 | $30.5 萬 | 0.00% | +3,174 | 新進 |
| AlphaQ Advisors LLC | 3,265 | $31.3 萬 | 0.86% | +3,265 | 新進 |
| Shelton Capital Management | 3,278 | $31.5 萬 | 0.01% | −162−4.7% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,457 | $33.2 萬 | 0.03% | −570−14.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 3,506 | $33.6 萬 | 0.00% | −315−8.2% | 減碼 |
| MeadowBrook Investment Advisors LLC | 3,510 | $33.7 萬 | 0.30% | −565−13.9% | 減碼 |
| Atomi Financial Group, Inc. | 3,553 | $34.1 萬 | 0.02% | +1,012+39.8% | 加碼 |
| Ethic Inc. | 3,554 | $34.1 萬 | 0.01% | +3,554 | 新進 |
| Cetera Investment Advisers | 3,572 | $34.3 萬 | 0.00% | +225+6.7% | 加碼 |
| Toroso Investments, LLC | 3,609 | $34.6 萬 | 0.00% | +66+1.9% | 加碼 |
| Nisa Investment Advisors, LLC | 3,719 | $35.7 萬 | 0.00% | +299+8.7% | 加碼 |
| City Center Advisors, LLC | 3,826 | $36.7 萬 | 0.41% | −98−2.5% | 減碼 |
| Sanctuary Advisors, LLC | 3,335 | $36.9 萬 | 0.00% | +159+5.0% | 加碼 |
| KBC Group NV | 3,860 | $37.0 萬 | 0.00% | +1,397+56.7% | 加碼 |
| Cim Investment Mangement Inc | 3,972 | $38.1 萬 | 0.11% | −170−4.1% | 減碼 |
| Avanza Fonder AB | 3,972 | $38.1 萬 | 0.01% | +3,972 | 新進 |
| Cresset Asset Management, LLC | 4,030 | $38.7 萬 | 0.00% | −288−6.7% | 減碼 |
| Keybank National Association | 4,092 | $39.3 萬 | 0.00% | +4,092 | 新進 |
| Profund Advisors LLC | 4,096 | $39.3 萬 | 0.01% | −34−0.8% | 減碼 |
| Simplex Trading, LLC | 4,273 | $40.9 萬 | 0.01% | +1,137+36.3% | 加碼 |
| Severin Investments, LLC | 4,397 | $42.2 萬 | 0.42% | +4,397 | 新進 |
| XTX Topco Ltd | 4,500 | $43.2 萬 | 0.04% | +4,500 | 新進 |
| Wolverine Trading, LLC | 4,499 | $43.6 萬 | 0.01% | +1,114+32.9% | 加碼 |
| EP Wealth Advisors, LLC | 4,555 | $43.7 萬 | 0.00% | +403+9.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 4,635 | $44.5 萬 | 0.00% | +1,108+31.4% | 加碼 |
| Assetmark, Inc | 4,702 | $45.1 萬 | 0.00% | +158+3.5% | 加碼 |
| Arkadios Wealth Advisors | 4,753 | $45.6 萬 | 0.02% | −185−3.7% | 減碼 |
| Vestcor Inc | 4,961 | $47.6 萬 | 0.02% | +67+1.4% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $48.0 萬 | 0.06% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 5,115 | $49.1 萬 | 0.00% | +1,466+40.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,334 | $51.2 萬 | 0.02% | +5,334 | 新進 |
| Janney Montgomery Scott LLC | 5,352 | $51.4 萬 | 0.00% | +420+8.5% | 加碼 |
| SG Americas Securities, LLC | 5,455 | $52.3 萬 | 0.00% | −6,216−53.3% | 減碼 |
| FORA Capital, LLC | 5,582 | $53.6 萬 | 0.06% | +5,582 | 新進 |
| Radnor Capital Management, LLC | 5,690 | $54.6 萬 | 0.09% | +436+8.3% | 加碼 |
| Shay Capital LLC | 5,700 | $54.7 萬 | 0.13% | +5,700 | 新進 |
| State of Wyoming | 5,746 | $55.1 萬 | 0.07% | +14+0.2% | 加碼 |
| Narus Financial Partners, LLC | 5,870 | $56.3 萬 | 0.19% | −663−10.1% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,035 | $57.9 萬 | 0.01% | +57+1.0% | 加碼 |
| Stephens Inc | 6,045 | $58.0 萬 | 0.01% | −431−6.7% | 減碼 |
| Commerce Bank | 6,092 | $58.5 萬 | 0.00% | −1,841−23.2% | 減碼 |
| EntryPoint Capital, LLC | 6,158 | $59.1 萬 | 0.25% | +6,158 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,404 | $61.4 萬 | 0.02% | +10.0% | 加碼 |
| BTC Capital Management, Inc. | 6,550 | $62.8 萬 | 0.06% | −695−9.6% | 減碼 |
| Institute for Wealth Management, LLC. | 6,554 | $62.9 萬 | 0.08% | −12−0.2% | 減碼 |
| Securian Asset Management, Inc | 6,601 | $63.3 萬 | 0.02% | −165−2.4% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 6,666 | $64.0 萬 | 0.00% | −111,794−94.4% | 減碼 |
| CWM Advisors, LLC | 6,932 | $66.5 萬 | 0.07% | −17,095−71.1% | 減碼 |
| Schroder Investment Management Group | 6,915 | $66.6 萬 | 0.00% | −4,926−41.6% | 減碼 |
| Stansberry Asset Management, LLC | 7,058 | $67.7 萬 | 0.09% | +7,058 | 新進 |
| Canada Pension Plan Investment Board | 7,200 | $69.1 萬 | 0.00% | −10,200−58.6% | 減碼 |
| Cornercap Investment Counsel Inc | 7,405 | $71.1 萬 | 0.23% | 00.0% | 不變 |
| Chase Investment Counsel Corp | 7,420 | $71.1 萬 | 0.23% | +1,497+25.3% | 加碼 |
| Sendero Wealth Management, LLC | 7,600 | $72.9 萬 | 0.11% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 7,965 | $76.4 萬 | 0.09% | +273+3.5% | 加碼 |