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 |
|---|---|---|---|---|---|
| JustInvest LLC | 7,979 | $76.6 萬 | 0.01% | +482+6.4% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 8,000 | $76.8 萬 | 0.00% | +8,000 | 新進 |
| CIBC World Markets Corp | 8,030 | $77.0 萬 | 0.00% | +8,030 | 新進 |
| Legato Capital Management LLC | 8,110 | $77.8 萬 | 0.10% | +8,110 | 新進 |
| Federated Hermes, Inc. | 8,209 | $78.8 萬 | 0.00% | −936−10.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 8,247 | $79.1 萬 | 0.02% | +4,237+105.7% | 加碼 |
| Lisanti Capital Growth, LLC | 8,300 | $79.6 萬 | 0.19% | +8,300 | 新進 |
| Atria Investments LLC | 8,366 | $80.3 萬 | 0.01% | −665−7.4% | 減碼 |
| Chesley Taft & Associates LLC | 8,725 | $83.7 萬 | 0.04% | +8,725 | 新進 |
| Beck Bode, LLC | 8,848 | $84.9 萬 | 0.16% | −99−1.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,880 | $85.2 萬 | 0.00% | −1,529−14.7% | 減碼 |
| HC Advisors, LLC | 9,030 | $86.6 萬 | 0.70% | −2,604−22.4% | 減碼 |
| Versor Investments LP | 9,100 | $87.3 萬 | 0.15% | +9,100 | 新進 |
| Caption Management, LLC | 9,120 | $87.5 萬 | 0.04% | +9,120 | 新進 |
| Public Employees Retirement Association of Colorado | 9,194 | $88.2 萬 | 0.00% | −109−1.2% | 減碼 |
| Avantax Advisory Services, Inc. | 9,645 | $92.5 萬 | 0.01% | +1,827+23.4% | 加碼 |
| Exchange Traded Concepts, LLC | 9,813 | $94.2 萬 | 0.02% | +245+2.6% | 加碼 |
| Alps Advisors Inc | 9,844 | $94.5 萬 | 0.01% | −1,878−16.0% | 減碼 |
| State of Alaska, Department of Revenue | 9,956 | $95.5 萬 | 0.01% | −190−1.9% | 減碼 |
| Main Management ETF Advisors, LLC | 9,968 | $95.6 萬 | 0.04% | −896−8.2% | 減碼 |
| Rockport Wealth LLC | 10,000 | $96.0 萬 | 0.43% | +10,000 | 新進 |
| Prudential Financial Inc | 9,773 | $96.3 萬 | 0.00% | −6,008−38.1% | 減碼 |
| Peterson Wealth Services | 10,507 | $100.8 萬 | 0.30% | +509+5.1% | 加碼 |
| STRS Ohio | 10,800 | $103.6 萬 | 0.00% | +1,300+13.7% | 加碼 |
| Holocene Advisors, LP | 10,874 | $104.3 萬 | 0.00% | −4,353−28.6% | 減碼 |
| Premier Fund Managers Ltd | 11,076 | $107.3 萬 | 0.04% | +2,046+22.7% | 加碼 |
| Nomura Holdings Inc | 11,566 | $111.0 萬 | 0.01% | +11,566 | 新進 |
| Xponance, Inc. | 12,276 | $117.8 萬 | 0.01% | +718+6.2% | 加碼 |
| Alberta Investment Management Corp | 12,346 | $118.5 萬 | 0.01% | −8,842−41.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 12,706 | $121.9 萬 | 0.09% | +12,706 | 新進 |
| Pacer Advisors, Inc. | 12,717 | $122.0 萬 | 0.00% | −28−0.2% | 減碼 |
| Bank of Montreal | 12,756 | $122.4 萬 | 0.00% | +1,338+11.7% | 加碼 |
| GWM Advisors LLC | 12,983 | $124.6 萬 | 0.01% | +384+3.0% | 加碼 |
| Mariner, LLC | 13,309 | $127.7 萬 | 0.00% | +239+1.8% | 加碼 |
| Hancock Whitney Corp | 13,326 | $127.9 萬 | 0.04% | +133+1.0% | 加碼 |
| Vontobel Holding Ltd. | 13,365 | $128.2 萬 | 0.00% | −8,997−40.2% | 減碼 |
| Quinn Opportunity Partners LLC | 13,470 | $129.2 萬 | 0.09% | +13,470 | 新進 |
| Two Sigma Investments, LP | 13,822 | $132.6 萬 | 0.00% | −478−3.3% | 減碼 |
| Pictet Asset Management Holding SA | 13,833 | $132.7 萬 | 0.00% | +1,765+14.6% | 加碼 |
| Prudential PLC | 13,945 | $133.8 萬 | 0.01% | −29,024−67.5% | 減碼 |
| Guggenheim Capital LLC | 14,347 | $137.7 萬 | 0.01% | +3,065+27.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 14,364 | $137.8 萬 | 0.01% | +1,050+7.9% | 加碼 |
| Balyasny Asset Management LLC | 14,779 | $141.8 萬 | 0.00% | +14,779 | 新進 |
| Assenagon Asset Management S.A. | 15,128 | $145.2 萬 | 0.00% | +15,128 | 新進 |
| Steward Partners Investment Advisory, LLC | 15,313 | $146.9 萬 | 0.01% | −27,617−64.3% | 減碼 |
| Walleye Trading LLC | 15,643 | $150.1 萬 | 0.03% | +15,643 | 新進 |
| Schaper Benz & Wise Investment Counsel Inc | 15,666 | $150.3 萬 | 0.12% | −15−0.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 15,689 | $150.5 萬 | 0.01% | +207+1.3% | 加碼 |
| Cerity Partners LLC | 16,200 | $153.3 萬 | 0.00% | −1,059−6.1% | 減碼 |
| Fred Alger Management, LLC | 16,497 | $158.3 萬 | 0.01% | +16,497 | 新進 |
| Jane Street Group, LLC | 16,852 | $161.7 萬 | 0.00% | −56,271−77.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 16,876 | $161.9 萬 | 0.00% | −3,561−17.4% | 減碼 |
| Caisse des Depots Et Consignations | 17,298 | $166.0 萬 | 0.08% | +17,298 | 新進 |
| New Mexico Educational Retirement Board | 17,300 | $166.0 萬 | 0.06% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 17,776 | $170.6 萬 | 0.03% | +100+0.6% | 加碼 |
| Covea Finance | 18,000 | $172.7 萬 | 0.08% | +18,000 | 新進 |
| US Bancorp | 18,106 | $173.7 萬 | 0.00% | −2,395−11.7% | 減碼 |
| Redwood Investments, LLC | 18,246 | $175.1 萬 | 0.47% | −17−0.1% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 18,322 | $175.8 萬 | 0.02% | +18,322 | 新進 |
| Pathstone Holdings, LLC | 18,383 | $176.4 萬 | 0.01% | +1,605+9.6% | 加碼 |
| Teacher Retirement System of Texas | 19,039 | $182.7 萬 | 0.01% | +1,880+11.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,286 | $185.0 萬 | 0.01% | +106+0.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,407 | $186.2 萬 | 0.04% | +103+0.5% | 加碼 |
| South Dakota Investment Council | 19,876 | $190.7 萬 | 0.04% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 20,175 | $193.6 萬 | 0.20% | 00.0% | 不變 |
| State of Michigan Retirement System | 20,722 | $198.8 萬 | 0.01% | +100+0.5% | 加碼 |
| TownSquare Capital, LLC | 20,846 | $200.0 萬 | 0.02% | −1,446−6.5% | 減碼 |
| Danske Bank A/S | 20,872 | $200.3 萬 | 0.01% | −53,005−71.7% | 減碼 |
| KLP Kapitalforvaltning AS | 21,400 | $205.3 萬 | 0.01% | +21,400 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,580 | $207.1 萬 | 0.01% | −946−4.2% | 減碼 |
| ABLE Financial Group, LLC | 21,725 | $208.5 萬 | 0.62% | +1,709+8.5% | 加碼 |
| Captrust Financial Advisors | 21,959 | $210.7 萬 | 0.01% | +11,871+117.7% | 加碼 |
| Stifel Financial Corp | 22,232 | $213.3 萬 | 0.00% | +2,964+15.4% | 加碼 |
| Handelsbanken Fonder AB | 22,316 | $214.1 萬 | 0.01% | +1,700+8.2% | 加碼 |
| Carrera Capital Advisors | 22,611 | $217.0 萬 | 0.51% | +6,743+42.5% | 加碼 |
| RSM US Wealth Management LLC | 22,879 | $220.4 萬 | 0.03% | +1,533+7.2% | 加碼 |
| Gradient Investments LLC | 23,003 | $220.7 萬 | 0.04% | −1,369−5.6% | 減碼 |
| Cambiar Investors LLC | 23,780 | $228.2 萬 | 0.09% | −164,965−87.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 23,888 | $229.2 萬 | 0.32% | −1,330−5.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $229.8 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 24,200 | $232.2 萬 | 0.04% | +100+0.4% | 加碼 |
| Zions Bancorporation, N.A. | 24,244 | $232.6 萬 | 0.15% | +3,636+17.6% | 加碼 |
| Arizona State Retirement System | 25,343 | $243.2 萬 | 0.01% | +289+1.2% | 加碼 |
| Congress Asset Management Co | 25,468 | $244.4 萬 | 0.02% | +25,468 | 新進 |
| Kestra Advisory Services, LLC | 25,546 | $245.1 萬 | 0.01% | +5,650+28.4% | 加碼 |
| Credit Agricole S A | 25,946 | $249.0 萬 | 0.01% | +19,850+325.6% | 加碼 |
| Los Angeles Capital Management LLC | 26,120 | $250.6 萬 | 0.01% | −29,477−53.0% | 減碼 |
| TD Asset Management Inc | 26,344 | $252.8 萬 | 0.00% | +26,344 | 新進 |
| State of Tennessee, Treasury Department | 26,900 | $258.1 萬 | 0.01% | −759−2.7% | 減碼 |
| Silphium Asset Management Ltd | 27,500 | $263.9 萬 | 0.96% | +27,500 | 新進 |
| Pinebridge Investments, L.P. | 27,549 | $264.3 萬 | 0.02% | +8,241+42.7% | 加碼 |
| ProShare Advisors LLC | 28,253 | $271.1 萬 | 0.01% | +8,462+42.8% | 加碼 |
| Advisory Research Inc | 29,085 | $279.1 萬 | 0.46% | +30+0.1% | 加碼 |
| Forest Hill Capital, LLC | 30,076 | $288.6 萬 | 2.23% | −7,500−20.0% | 減碼 |
| Zacks Investment Management | 30,153 | $289.3 萬 | 0.03% | −1,303−4.1% | 減碼 |
| Yousif Capital Management, LLC | 31,763 | $304.8 萬 | 0.03% | −1,223−3.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 32,615 | $312.9 萬 | 0.01% | 00.0% | 不變 |
| Intech Investment Management LLC | 32,650 | $313.3 萬 | 0.03% | +11,586+55.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 33,856 | $324.8 萬 | 0.11% | +88+0.3% | 加碼 |
| Creative Planning | 34,221 | $328.4 萬 | 0.00% | +10,589+44.8% | 加碼 |