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 |
|---|---|---|---|---|---|
| UBS Group AG | 476,831 | $4,575 萬 | 0.01% | +190,267+66.4% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 502,572 | $4,822 萬 | 0.18% | +40,097+8.7% | 加碼 |
| Nuveen Asset Management, LLC | 548,725 | $5,265 萬 | 0.01% | −54,221−9.0% | 減碼 |
| American Century Companies Inc | 570,952 | $5,478 萬 | 0.03% | +39,185+7.4% | 加碼 |
| Aristotle Capital Boston, LLC | 573,441 | $5,502 萬 | 2.04% | +35,128+6.5% | 加碼 |
| GW&K Investment Management, LLC | 604,471 | $5,800 萬 | 0.49% | −186,437−23.6% | 減碼 |
| Bank of America Corp | 606,197 | $5,816 萬 | 0.01% | −40,998−6.3% | 減碼 |
| SEI Investments Co | 664,676 | $6,378 萬 | 0.08% | +34,307+5.4% | 加碼 |
| Wellington Management Group LLP | 679,603 | $6,521 萬 | 0.01% | −10,836−1.6% | 減碼 |
| Bank of New York Mellon Corp | 745,882 | $7,157 萬 | 0.01% | +996+0.1% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 758,463 | $7,277 萬 | 0.68% | −84,960−10.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 772,781 | $7,415 萬 | 0.17% | +203,617+35.8% | 加碼 |
| Norges Bank | 778,539 | $7,470 萬 | 0.01% | −101,093−11.5% | 減碼 |
| Bamco Inc | 780,000 | $7,484 萬 | 0.19% | +30,000+4.0% | 加碼 |
| Morgan Stanley | 796,647 | $7,644 萬 | 0.01% | +91,392+13.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 814,034 | $7,811 萬 | 0.05% | +814,034 | 新進 |
| Janus Henderson Group PLC | 833,916 | $8,002 萬 | 0.04% | −65,324−7.3% | 減碼 |
| Van Berkom & Associates Inc. | 838,321 | $8,044 萬 | 2.39% | −97,260−10.4% | 減碼 |
| ArrowMark Colorado Holdings LLC | 871,762 | $8,365 萬 | 1.12% | −114,072−11.6% | 減碼 |
| Greenhouse Funds LLLP | 884,404 | $8,486 萬 | 3.76% | +91,935+11.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 951,235 | $9,208 萬 | 0.15% | −86,545−8.3% | 減碼 |
| Geneva Capital Management LLC | 1,048,903 | $1.01 億 | 1.75% | +206,894+24.6% | 加碼 |
| Stephens Investment Management Group LLC | 1,050,437 | $1.01 億 | 1.35% | −198,645−15.9% | 減碼 |
| JPMorgan Chase & Co | 1,072,266 | $1.03 億 | 0.01% | −143,055−11.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,086,811 | $1.04 億 | 0.02% | +25,004+2.4% | 加碼 |
| Loomis Sayles & Co L P | 1,107,526 | $1.06 億 | 0.13% | −19,119−1.7% | 減碼 |
| Goldman Sachs Group Inc | 1,117,708 | $1.07 億 | 0.02% | +471,837+73.1% | 加碼 |
| Northern Trust Corp | 1,155,043 | $1.11 億 | 0.02% | +121,001+11.7% | 加碼 |
| Franklin Resources Inc | 1,357,437 | $1.30 億 | 0.04% | −282,778−17.2% | 減碼 |
| Millennium Management LLC | 1,501,387 | $1.44 億 | 0.12% | +554,093+58.5% | 加碼 |
| Dimensional Fund Advisors LP | 1,582,823 | $1.52 億 | 0.04% | +1,100+0.1% | 加碼 |
| Invesco Ltd. | 1,624,773 | $1.56 億 | 0.03% | +12,425+0.8% | 加碼 |
| Mackenzie Financial Corp | 1,935,154 | $1.86 億 | 0.25% | −422,382−17.9% | 減碼 |
| Clearbridge Investments, LLC | 2,060,026 | $1.98 億 | 0.16% | −328,366−13.7% | 減碼 |
| Brown Advisory Inc | 2,086,026 | $2.00 億 | 0.25% | +224,016+12.0% | 加碼 |
| Geode Capital Management, LLC | 2,089,398 | $2.01 億 | 0.02% | +10,421+0.5% | 加碼 |
| State Street Corp | 3,262,346 | $3.13 億 | 0.01% | +130,446+4.2% | 加碼 |
| FMR LLC | 5,415,800 | $5.20 億 | 0.03% | +125,684+2.4% | 加碼 |
| Wasatch Advisors Inc | 7,513,745 | $7.21 億 | 3.57% | −245,145−3.2% | 減碼 |
| Vanguard Group Inc | 8,976,091 | $8.61 億 | 0.02% | +99,624+1.1% | 加碼 |
| BlackRock, Inc. | 10,979,487 | $10.5 億 | 0.02% | +37,817+0.3% | 加碼 |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −60,076−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −50,784−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −20,285−100.0% | 清倉 |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,596−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,849−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,008−100.0% | 清倉 |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −11,781−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −11,156−100.0% | 清倉 |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −7,983−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,797−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,355−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,003−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,317−100.0% | 清倉 |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,265−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,770−100.0% | 清倉 |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,183−100.0% | 清倉 |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −5,130−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,750−100.0% | 清倉 |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −4,570−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,471−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −3,160−100.0% | 清倉 |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,133−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,985−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,820−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,612−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −2,360−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,652−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,349−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −900−100.0% | 清倉 |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −473−100.0% | 清倉 |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −187−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −179−100.0% | 清倉 |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −80−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Eagle Asset Management Inc | – | – | – | – | 本季未申報 |
| Raymond James & Associates | – | – | – | – | 本季未申報 |
| Scout Investments, Inc. | – | – | – | – | 本季未申報 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| ClariVest Asset Management LLC | – | – | – | – | 本季未申報 |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | 本季未申報 |
| PEAK6 Investments LLC | – | – | – | – | 本季未申報 |
| Raymond James Trust N.A. | – | – | – | – | 本季未申報 |
| Planning Capital Management Corp | – | – | – | – | 本季未申報 |