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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 36,800 | $353.1 萬 | 0.01% | +317+0.9% | 加碼 |
| Clough Capital Partners L P | 37,200 | $356.9 萬 | 0.41% | +37,200 | 新進 |
| Amalgamated Bank | 39,831 | $382.2 萬 | 0.03% | 00.0% | 不變 |
| GDS Wealth Management | 41,131 | $394.7 萬 | 0.36% | +12,493+43.6% | 加碼 |
| Frontier Capital Management Co LLC | 43,760 | $419.9 萬 | 0.04% | +43,760 | 新進 |
| LPL Financial LLC | 42,256 | $421.1 萬 | 0.00% | +4,451+11.8% | 加碼 |
| 1492 Capital Management LLC | 45,394 | $435.6 萬 | 2.07% | −445−1.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 45,647 | $438.2 萬 | 0.60% | +23,247+103.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 45,834 | $439.8 萬 | 0.04% | +1,282+2.9% | 加碼 |
| Moody Aldrich Partners LLC | 45,897 | $440.4 萬 | 0.82% | −10,998−19.3% | 減碼 |
| M&T Bank Corp | 45,909 | $440.5 萬 | 0.01% | −3,538−7.2% | 減碼 |
| Renaissance Group LLC | 46,740 | $448.6 萬 | 0.19% | +4,838+11.5% | 加碼 |
| Comerica Bank | 48,915 | $469.3 萬 | 0.02% | −1,368−2.7% | 減碼 |
| King Luther Capital Management Corp | 50,190 | $481.6 萬 | 0.02% | +4,343+9.5% | 加碼 |
| Cinctive Capital Management LP | 51,679 | $495.9 萬 | 0.27% | +51,679 | 新進 |
| UMA Financial Services, Inc. | 53,549 | $513.8 萬 | 0.87% | −14,296−21.1% | 減碼 |
| Thematics Asset Management | 56,587 | $543.0 萬 | 0.24% | −1,160−2.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 57,384 | $550.6 萬 | 0.02% | −51,778−47.4% | 減碼 |
| Price T Rowe Associates Inc | 58,357 | $560.0 萬 | 0.00% | +4,263+7.9% | 加碼 |
| Nordea Investment Management AB | 59,812 | $574.7 萬 | 0.01% | +2,757+4.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 62,198 | $596.8 萬 | 0.06% | −7,141−10.3% | 減碼 |
| Nicholas Investment Partners, LP | 64,747 | $621.2 萬 | 0.55% | +64,747 | 新進 |
| TimesSquare Capital Management, LLC | 65,000 | $623.7 萬 | 0.09% | −158,298−70.9% | 減碼 |
| Elk River Wealth Management, LLC | 65,685 | $630.2 萬 | 1.14% | −496−0.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 63,853 | $636.9 萬 | 0.01% | +231+0.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 66,747 | $640.4 萬 | 0.09% | −897−1.3% | 減碼 |
| Russell Investments Group, Ltd. | 67,471 | $647.4 萬 | 0.01% | +8,981+15.4% | 加碼 |
| Madison Asset Management, LLC | 70,155 | $673.1 萬 | 0.08% | +3,696+5.6% | 加碼 |
| Madison Investment Advisors, LLC | 70,155 | $673.1 萬 | 0.08% | +70,155 | 新進 |
| Oppenheimer Asset Management Inc. | 70,592 | $677.3 萬 | 0.08% | +1,453+2.1% | 加碼 |
| Advantage Alpha Capital Partners LP | 72,013 | $691.0 萬 | 1.63% | −11,079−13.3% | 減碼 |
| Overbrook Management Corp | 73,283 | $703.2 萬 | 1.51% | −261−0.4% | 減碼 |
| Great West Life Assurance Co | 74,021 | $710.3 萬 | 0.01% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 75,326 | $722.8 萬 | 0.14% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 75,521 | $724.6 萬 | 0.54% | −41,202−35.3% | 減碼 |
| Inspirion Wealth Advisors, LLC | 75,005 | $740.2 萬 | 1.03% | 00.0% | 不變 |
| Voya Investment Management LLC | 78,072 | $749.1 萬 | 0.01% | +32,204+70.2% | 加碼 |
| NBW Capital LLC | 79,163 | $759.6 萬 | 1.41% | −10,493−11.7% | 減碼 |
| California State Teachers Retirement System | 81,549 | $782.5 萬 | 0.01% | −586−0.7% | 減碼 |
| New York State Teachers Retirement System | 82,551 | $792.1 萬 | 0.02% | −1,446−1.7% | 減碼 |
| Pier Capital, LLC | 83,625 | $802.4 萬 | 1.14% | +83,625 | 新進 |
| GM Advisory Group, Inc. | 83,757 | $803.6 萬 | 0.44% | −5,256−5.9% | 減碼 |
| First Trust Advisors LP | 84,307 | $808.9 萬 | 0.01% | −61,589−42.2% | 減碼 |
| Oberweis Asset Management Inc | 91,500 | $877.9 萬 | 0.41% | +7,100+8.4% | 加碼 |
| HighTower Advisors, LLC | 95,075 | $912.2 萬 | 0.01% | +4,370+4.8% | 加碼 |
| Mutual of America Capital Management LLC | 96,159 | $922.6 萬 | 0.10% | −1,559−1.6% | 減碼 |
| Diversify Wealth Management, LLC | 92,322 | $926.2 萬 | 0.72% | −95−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 97,323 | $933.8 萬 | 0.03% | +5,569+6.1% | 加碼 |
| MetLife Investment Management | 99,019 | $950.1 萬 | 0.05% | +7,618+8.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 99,028 | $950.2 萬 | 0.01% | −1,643−1.6% | 減碼 |
| New York State Common Retirement Fund | 102,200 | $980.6 萬 | 0.01% | +60,077+142.6% | 加碼 |
| State of Wisconsin Investment Board | 102,537 | $983.8 萬 | 0.03% | +3,427+3.5% | 加碼 |
| Castleark Management LLC | 102,930 | $987.6 萬 | 0.34% | +30,800+42.7% | 加碼 |
| Peregrine Capital Management LLC | 103,382 | $992.0 萬 | 0.29% | −9,412−8.3% | 減碼 |
| Neuberger Berman Group LLC | 103,403 | $992.2 萬 | 0.01% | +41,425+66.8% | 加碼 |
| Envestnet Asset Management Inc | 114,739 | $1,101 萬 | 0.00% | +3,178+2.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 114,886 | $1,102 萬 | 0.02% | +5,080+4.6% | 加碼 |
| Deutsche Bank AG | 118,199 | $1,134 萬 | 0.00% | +24,289+25.9% | 加碼 |
| Motley Fool Asset Management LLC | 122,592 | $1,176 萬 | 0.61% | +10,835+9.7% | 加碼 |
| Wells Fargo & Company | 124,940 | $1,199 萬 | 0.00% | +5,594+4.7% | 加碼 |
| First Turn Management, LLC | 125,867 | $1,208 萬 | 2.16% | +125,867 | 新進 |
| Grandeur Peak Global Advisors, LLC | 130,377 | $1,251 萬 | 1.11% | +4,566+3.6% | 加碼 |
| Agf Management Ltd | 135,857 | $1,304 萬 | 0.06% | +4,819+3.7% | 加碼 |
| Motley Fool Wealth Management, LLC | 136,729 | $1,328 萬 | 0.69% | −4,406−3.1% | 減碼 |
| Corebridge Financial, Inc. | 140,865 | $1,352 萬 | 0.07% | −6,650−4.5% | 減碼 |
| Legal & General Group Plc | 149,889 | $1,438 萬 | 0.00% | +9,736+6.9% | 加碼 |
| Swiss National Bank | 171,700 | $1,647 萬 | 0.01% | +1,800+1.1% | 加碼 |
| Alliancebernstein L.P. | 180,346 | $1,730 萬 | 0.01% | −4,290−2.3% | 減碼 |
| Natixis Advisors, L.P. | 183,990 | $1,765 萬 | 0.03% | −25,185−12.0% | 減碼 |
| Citigroup Inc | 184,488 | $1,770 萬 | 0.02% | +82,381+80.7% | 加碼 |
| Woodline Partners LP | 187,956 | $1,803 萬 | 0.12% | −148,827−44.2% | 減碼 |
| Barclays PLC | 200,341 | $1,922 萬 | 0.01% | +33,849+20.3% | 加碼 |
| Retirement Systems of Alabama | 215,084 | $2,064 萬 | 0.08% | +481+0.2% | 加碼 |
| Man Group plc | 217,782 | $2,090 萬 | 0.06% | +5,685+2.7% | 加碼 |
| Victory Capital Management Inc | 228,573 | $2,193 萬 | 0.02% | −39,024−14.6% | 減碼 |
| Ophir Asset Management Pty Ltd | 230,026 | $2,207 萬 | 3.29% | −21,793−8.7% | 減碼 |
| AQR Capital Management LLC | 234,681 | $2,252 萬 | 0.03% | −148,964−38.8% | 減碼 |
| Glenmede Trust Co NA | 239,909 | $2,302 萬 | 0.12% | −3,268−1.3% | 減碼 |
| Macquarie Group Ltd | 244,058 | $2,342 萬 | 0.03% | −52,593−17.7% | 減碼 |
| Artisan Partners Limited Partnership | 256,051 | $2,457 萬 | 0.04% | +256,051 | 新進 |
| Principal Financial Group Inc | 262,968 | $2,523 萬 | 0.01% | +20,563+8.5% | 加碼 |
| Rhumbline Advisers | 267,288 | $2,565 萬 | 0.02% | +1,011+0.4% | 加碼 |
| Ashford Capital Management Inc | 269,312 | $2,584 萬 | 3.05% | −35,910−11.8% | 減碼 |
| Ameriprise Financial Inc | 270,042 | $2,591 萬 | 0.01% | +97,329+56.4% | 加碼 |
| Ensign Peak Advisors, Inc | 277,064 | $2,658 萬 | 0.05% | −58,354−17.4% | 減碼 |
| Summit Creek Advisors LLC | 285,913 | $2,743 萬 | 3.61% | +28,424+11.0% | 加碼 |
| DF Dent & Co Inc | 287,330 | $2,757 萬 | 0.35% | −9,249−3.1% | 減碼 |
| Bessemer Group Inc | 296,828 | $2,848 萬 | 0.05% | +114,865+63.1% | 加碼 |
| Ranger Investment Management, L.P. | 305,883 | $2,935 萬 | 1.85% | +45,130+17.3% | 加碼 |
| Aureus Asset Management, LLC | 323,608 | $3,105 萬 | 2.01% | −99,474−23.5% | 減碼 |
| Citadel Advisors LLC | 332,406 | $3,189 萬 | 0.03% | +220,451+196.9% | 加碼 |
| Iron Triangle Partners LP | 335,614 | $3,220 萬 | 3.75% | +335,614 | 新進 |
| Thrivent Financial for Lutherans | 340,297 | $3,265 萬 | 0.06% | +46,673+15.9% | 加碼 |
| California Public Employees Retirement System | 365,778 | $3,510 萬 | 0.02% | +32,807+9.9% | 加碼 |
| UBS Asset Management Americas Inc | 366,753 | $3,519 萬 | 0.01% | +37,276+11.3% | 加碼 |
| Eversept Partners, LP | 386,697 | $3,710 萬 | 3.83% | +67,619+21.2% | 加碼 |
| Davenport & Co LLC | 395,889 | $3,825 萬 | 0.22% | −84,524−17.6% | 減碼 |
| Royal Bank of Canada | 433,190 | $4,156 萬 | 0.01% | +41,434+10.6% | 加碼 |
| Massachusetts Financial Services Co | 438,345 | $4,206 萬 | 0.01% | −46,437−9.6% | 減碼 |
| Raymond James Financial Inc | 476,577 | $4,573 萬 | 0.02% | +476,577 | 新進 |