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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 83,625 | $802.4 萬 | 1.14% | +83,625 | 新進 |
| New York State Teachers Retirement System | 82,551 | $792.1 萬 | 0.02% | −1,446−1.7% | 減碼 |
| California State Teachers Retirement System | 81,549 | $782.5 萬 | 0.01% | −586−0.7% | 減碼 |
| NBW Capital LLC | 79,163 | $759.6 萬 | 1.41% | −10,493−11.7% | 減碼 |
| Voya Investment Management LLC | 78,072 | $749.1 萬 | 0.01% | +32,204+70.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 75,005 | $740.2 萬 | 1.03% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 75,521 | $724.6 萬 | 0.54% | −41,202−35.3% | 減碼 |
| Kornitzer Capital Management Inc | 75,326 | $722.8 萬 | 0.14% | 00.0% | 不變 |
| Great West Life Assurance Co | 74,021 | $710.3 萬 | 0.01% | 00.0% | 不變 |
| Overbrook Management Corp | 73,283 | $703.2 萬 | 1.51% | −261−0.4% | 減碼 |
| Advantage Alpha Capital Partners LP | 72,013 | $691.0 萬 | 1.63% | −11,079−13.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 70,592 | $677.3 萬 | 0.08% | +1,453+2.1% | 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 |
| Russell Investments Group, Ltd. | 67,471 | $647.4 萬 | 0.01% | +8,981+15.4% | 加碼 |
| Segall Bryant & Hamill, LLC | 66,747 | $640.4 萬 | 0.09% | −897−1.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 63,853 | $636.9 萬 | 0.01% | +231+0.4% | 加碼 |
| Elk River Wealth Management, LLC | 65,685 | $630.2 萬 | 1.14% | −496−0.7% | 減碼 |
| TimesSquare Capital Management, LLC | 65,000 | $623.7 萬 | 0.09% | −158,298−70.9% | 減碼 |
| Nicholas Investment Partners, LP | 64,747 | $621.2 萬 | 0.55% | +64,747 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 62,198 | $596.8 萬 | 0.06% | −7,141−10.3% | 減碼 |
| Nordea Investment Management AB | 59,812 | $574.7 萬 | 0.01% | +2,757+4.8% | 加碼 |
| Price T Rowe Associates Inc | 58,357 | $560.0 萬 | 0.00% | +4,263+7.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 57,384 | $550.6 萬 | 0.02% | −51,778−47.4% | 減碼 |
| Thematics Asset Management | 56,587 | $543.0 萬 | 0.24% | −1,160−2.0% | 減碼 |
| UMA Financial Services, Inc. | 53,549 | $513.8 萬 | 0.87% | −14,296−21.1% | 減碼 |
| Cinctive Capital Management LP | 51,679 | $495.9 萬 | 0.27% | +51,679 | 新進 |
| King Luther Capital Management Corp | 50,190 | $481.6 萬 | 0.02% | +4,343+9.5% | 加碼 |
| Comerica Bank | 48,915 | $469.3 萬 | 0.02% | −1,368−2.7% | 減碼 |
| Renaissance Group LLC | 46,740 | $448.6 萬 | 0.19% | +4,838+11.5% | 加碼 |
| M&T Bank Corp | 45,909 | $440.5 萬 | 0.01% | −3,538−7.2% | 減碼 |
| Moody Aldrich Partners LLC | 45,897 | $440.4 萬 | 0.82% | −10,998−19.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 45,834 | $439.8 萬 | 0.04% | +1,282+2.9% | 加碼 |
| EFG Asset Management (North America) Corp. | 45,647 | $438.2 萬 | 0.60% | +23,247+103.8% | 加碼 |
| 1492 Capital Management LLC | 45,394 | $435.6 萬 | 2.07% | −445−1.0% | 減碼 |
| LPL Financial LLC | 42,256 | $421.1 萬 | 0.00% | +4,451+11.8% | 加碼 |
| Frontier Capital Management Co LLC | 43,760 | $419.9 萬 | 0.04% | +43,760 | 新進 |
| GDS Wealth Management | 41,131 | $394.7 萬 | 0.36% | +12,493+43.6% | 加碼 |
| Amalgamated Bank | 39,831 | $382.2 萬 | 0.03% | 00.0% | 不變 |
| Clough Capital Partners L P | 37,200 | $356.9 萬 | 0.41% | +37,200 | 新進 |
| Susquehanna International Group, LLP | 36,800 | $353.1 萬 | 0.01% | +317+0.9% | 加碼 |
| Creative Planning | 34,221 | $328.4 萬 | 0.00% | +10,589+44.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 33,856 | $324.8 萬 | 0.11% | +88+0.3% | 加碼 |
| Intech Investment Management LLC | 32,650 | $313.3 萬 | 0.03% | +11,586+55.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 32,615 | $312.9 萬 | 0.01% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 31,763 | $304.8 萬 | 0.03% | −1,223−3.7% | 減碼 |
| Zacks Investment Management | 30,153 | $289.3 萬 | 0.03% | −1,303−4.1% | 減碼 |
| Forest Hill Capital, LLC | 30,076 | $288.6 萬 | 2.23% | −7,500−20.0% | 減碼 |
| Advisory Research Inc | 29,085 | $279.1 萬 | 0.46% | +30+0.1% | 加碼 |
| ProShare Advisors LLC | 28,253 | $271.1 萬 | 0.01% | +8,462+42.8% | 加碼 |
| Pinebridge Investments, L.P. | 27,549 | $264.3 萬 | 0.02% | +8,241+42.7% | 加碼 |
| Silphium Asset Management Ltd | 27,500 | $263.9 萬 | 0.96% | +27,500 | 新進 |
| State of Tennessee, Treasury Department | 26,900 | $258.1 萬 | 0.01% | −759−2.7% | 減碼 |
| TD Asset Management Inc | 26,344 | $252.8 萬 | 0.00% | +26,344 | 新進 |
| Los Angeles Capital Management LLC | 26,120 | $250.6 萬 | 0.01% | −29,477−53.0% | 減碼 |
| Credit Agricole S A | 25,946 | $249.0 萬 | 0.01% | +19,850+325.6% | 加碼 |
| Kestra Advisory Services, LLC | 25,546 | $245.1 萬 | 0.01% | +5,650+28.4% | 加碼 |
| Congress Asset Management Co | 25,468 | $244.4 萬 | 0.02% | +25,468 | 新進 |
| Arizona State Retirement System | 25,343 | $243.2 萬 | 0.01% | +289+1.2% | 加碼 |
| Zions Bancorporation, N.A. | 24,244 | $232.6 萬 | 0.15% | +3,636+17.6% | 加碼 |
| Louisiana State Employees Retirement System | 24,200 | $232.2 萬 | 0.04% | +100+0.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $229.8 萬 | 0.00% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 23,888 | $229.2 萬 | 0.32% | −1,330−5.3% | 減碼 |
| Cambiar Investors LLC | 23,780 | $228.2 萬 | 0.09% | −164,965−87.4% | 減碼 |
| Gradient Investments LLC | 23,003 | $220.7 萬 | 0.04% | −1,369−5.6% | 減碼 |
| RSM US Wealth Management LLC | 22,879 | $220.4 萬 | 0.03% | +1,533+7.2% | 加碼 |
| Carrera Capital Advisors | 22,611 | $217.0 萬 | 0.51% | +6,743+42.5% | 加碼 |
| Handelsbanken Fonder AB | 22,316 | $214.1 萬 | 0.01% | +1,700+8.2% | 加碼 |
| Stifel Financial Corp | 22,232 | $213.3 萬 | 0.00% | +2,964+15.4% | 加碼 |
| Captrust Financial Advisors | 21,959 | $210.7 萬 | 0.01% | +11,871+117.7% | 加碼 |
| ABLE Financial Group, LLC | 21,725 | $208.5 萬 | 0.62% | +1,709+8.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,580 | $207.1 萬 | 0.01% | −946−4.2% | 減碼 |
| KLP Kapitalforvaltning AS | 21,400 | $205.3 萬 | 0.01% | +21,400 | 新進 |
| Danske Bank A/S | 20,872 | $200.3 萬 | 0.01% | −53,005−71.7% | 減碼 |
| TownSquare Capital, LLC | 20,846 | $200.0 萬 | 0.02% | −1,446−6.5% | 減碼 |
| State of Michigan Retirement System | 20,722 | $198.8 萬 | 0.01% | +100+0.5% | 加碼 |
| Amica Mutual Insurance Co | 20,175 | $193.6 萬 | 0.20% | 00.0% | 不變 |
| South Dakota Investment Council | 19,876 | $190.7 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 19,407 | $186.2 萬 | 0.04% | +103+0.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,286 | $185.0 萬 | 0.01% | +106+0.6% | 加碼 |
| Teacher Retirement System of Texas | 19,039 | $182.7 萬 | 0.01% | +1,880+11.0% | 加碼 |
| Pathstone Holdings, LLC | 18,383 | $176.4 萬 | 0.01% | +1,605+9.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 18,322 | $175.8 萬 | 0.02% | +18,322 | 新進 |
| Redwood Investments, LLC | 18,246 | $175.1 萬 | 0.47% | −17−0.1% | 減碼 |
| US Bancorp | 18,106 | $173.7 萬 | 0.00% | −2,395−11.7% | 減碼 |
| Covea Finance | 18,000 | $172.7 萬 | 0.08% | +18,000 | 新進 |
| Oregon Public Employees Retirement Fund | 17,776 | $170.6 萬 | 0.03% | +100+0.6% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $166.0 萬 | 0.06% | 00.0% | 不變 |
| Caisse des Depots Et Consignations | 17,298 | $166.0 萬 | 0.08% | +17,298 | 新進 |
| BNP Paribas Arbitrage, SA | 16,876 | $161.9 萬 | 0.00% | −3,561−17.4% | 減碼 |
| Jane Street Group, LLC | 16,852 | $161.7 萬 | 0.00% | −56,271−77.0% | 減碼 |
| Fred Alger Management, LLC | 16,497 | $158.3 萬 | 0.01% | +16,497 | 新進 |
| Cerity Partners LLC | 16,200 | $153.3 萬 | 0.00% | −1,059−6.1% | 減碼 |
| Resona Asset Management Co.,Ltd. | 15,689 | $150.5 萬 | 0.01% | +207+1.3% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,666 | $150.3 萬 | 0.12% | −15−0.1% | 減碼 |
| Walleye Trading LLC | 15,643 | $150.1 萬 | 0.03% | +15,643 | 新進 |
| Steward Partners Investment Advisory, LLC | 15,313 | $146.9 萬 | 0.01% | −27,617−64.3% | 減碼 |
| Assenagon Asset Management S.A. | 15,128 | $145.2 萬 | 0.00% | +15,128 | 新進 |
| Balyasny Asset Management LLC | 14,779 | $141.8 萬 | 0.00% | +14,779 | 新進 |
| Sequoia Financial Advisors, LLC | 14,364 | $137.8 萬 | 0.01% | +1,050+7.9% | 加碼 |