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 500 家機構在 13F 申報持有，市值合計 $81.0 億；沒有大師持有。
2025 年第 1 季 13F 持有人
Healthequity, Inc. 在 2025/3/31 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
- 464
- 較 2024 年第 4 季 +30 家
- 持有股數
- 9,296 萬
- 較 2024 年第 4 季 +342.3 萬 (+3.8%)
- 總市值
- $82.0 億
- 較 2024 年第 4 季 −$3.97 億 (−4.6%)
- 新進機構
- 77
- 另有 198 家加碼
- 清倉機構
- 47
- 另有 140 家減碼
另有 7 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | 500 | $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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,868,100 | $9.60 億 | 0.02% | −111,387−1.0% | 減碼 |
| Vanguard Group Inc | 8,821,838 | $7.80 億 | 0.01% | −154,253−1.7% | 減碼 |
| Wasatch Advisors Inc | 7,234,036 | $6.39 億 | 3.57% | −279,709−3.7% | 減碼 |
| FMR LLC | 4,985,213 | $4.41 億 | 0.03% | −430,587−8.0% | 減碼 |
| State Street Corp | 3,280,068 | $2.90 億 | 0.01% | +17,722+0.5% | 加碼 |
| Invesco Ltd. | 2,446,198 | $2.16 億 | 0.04% | +821,425+50.6% | 加碼 |
| Geode Capital Management, LLC | 2,142,792 | $1.89 億 | 0.01% | +53,394+2.6% | 加碼 |
| Brown Advisory Inc | 1,932,930 | $1.71 億 | 0.24% | −153,096−7.3% | 減碼 |
| Clearbridge Investments, LLC | 1,853,097 | $1.64 億 | 0.14% | −206,929−10.0% | 減碼 |
| Mackenzie Financial Corp | 1,666,578 | $1.47 億 | 0.21% | −268,576−13.9% | 減碼 |
| Dimensional Fund Advisors LP | 1,533,373 | $1.35 億 | 0.03% | −49,450−3.1% | 減碼 |
| Morgan Stanley | 1,407,294 | $1.24 億 | 0.01% | +610,647+76.7% | 加碼 |
| Franklin Resources Inc | 1,394,667 | $1.23 億 | 0.04% | +37,230+2.7% | 加碼 |
| Goldman Sachs Group Inc | 1,133,166 | $1.00 億 | 0.02% | +15,458+1.4% | 加碼 |
| Northern Trust Corp | 1,126,983 | $9,959 萬 | 0.01% | −28,060−2.4% | 減碼 |
| Loomis Sayles & Co L P | 1,112,947 | $9,835 萬 | 0.14% | +5,421+0.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,100,970 | $9,729 萬 | 0.02% | +14,159+1.3% | 加碼 |
| Stephens Investment Management Group LLC | 1,069,446 | $9,451 萬 | 1.36% | +19,009+1.8% | 加碼 |
| Geneva Capital Management LLC | 1,043,754 | $9,224 萬 | 1.72% | −5,149−0.5% | 減碼 |
| JPMorgan Chase & Co | 904,359 | $7,992 萬 | 0.01% | −167,907−15.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 884,830 | $7,702 萬 | 0.13% | −66,405−7.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 978,314 | $7,511 萬 | 0.16% | +914,461+1,432.1% | 加碼 |
| Wellington Management Group LLP | 848,940 | $7,502 萬 | 0.01% | +169,337+24.9% | 加碼 |
| Vaughan Nelson Investment Management, L.P. | 835,413 | $7,383 萬 | 0.74% | +76,950+10.1% | 加碼 |
| Janus Henderson Group PLC | 845,039 | $7,348 萬 | 0.04% | +11,123+1.3% | 加碼 |
| Bamco Inc | 785,000 | $6,937 萬 | 0.20% | +5,000+0.6% | 加碼 |
| Norges Bank | 777,268 | $6,869 萬 | 0.01% | −1,271−0.2% | 減碼 |
| American Century Companies Inc | 775,147 | $6,850 萬 | 0.04% | +204,195+35.8% | 加碼 |
| Greenhouse Funds LLLP | 765,185 | $6,762 萬 | 3.30% | −119,219−13.5% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 725,551 | $6,412 萬 | 0.16% | −47,230−6.1% | 減碼 |
| Bank of America Corp | 696,554 | $6,155 萬 | 0.01% | +90,357+14.9% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 694,720 | $6,139 萬 | 0.04% | −119,314−14.7% | 減碼 |
| Ameriprise Financial Inc | 669,939 | $5,920 萬 | 0.02% | +399,897+148.1% | 加碼 |
| SEI Investments Co | 669,268 | $5,914 萬 | 0.08% | +4,592+0.7% | 加碼 |
| Bank of New York Mellon Corp | 663,862 | $5,867 萬 | 0.01% | −82,020−11.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 654,266 | $5,782 萬 | 0.94% | −217,496−24.9% | 減碼 |
| UBS Group AG | 651,060 | $5,753 萬 | 0.01% | +174,229+36.5% | 加碼 |
| Van Berkom & Associates Inc. | 650,061 | $5,745 萬 | 1.84% | −188,260−22.5% | 減碼 |
| Price T Rowe Associates Inc | 639,345 | $5,650 萬 | 0.01% | +580,988+995.6% | 加碼 |
| Nuveen, LLC | 600,607 | $5,308 萬 | 0.02% | +600,607 | 新進 |
| Millennium Management LLC | 588,687 | $5,202 萬 | 0.05% | −912,700−60.8% | 減碼 |
| GW&K Investment Management, LLC | 588,548 | $5,201 萬 | 0.48% | −15,923−2.6% | 減碼 |
| Westfield Capital Management Co LP | 563,389 | $4,979 萬 | 0.24% | +563,389 | 新進 |
| Massachusetts Financial Services Co | 478,104 | $4,225 萬 | 0.01% | +39,759+9.1% | 加碼 |
| Aristotle Capital Boston, LLC | 477,641 | $4,221 萬 | 2.11% | −95,800−16.7% | 減碼 |
| AQR Capital Management LLC | 445,653 | $3,854 萬 | 0.04% | +210,972+89.9% | 加碼 |
| Raymond James Financial Inc | 433,628 | $3,832 萬 | 0.01% | −42,949−9.0% | 減碼 |
| Citadel Advisors LLC | 433,238 | $3,829 萬 | 0.04% | +100,832+30.3% | 加碼 |
| Artisan Partners Limited Partnership | 429,395 | $3,795 萬 | 0.06% | +173,344+67.7% | 加碼 |
| Farallon Capital Management, L.L.C. | 421,800 | $3,727 萬 | 0.20% | +419,000+14,964.3% | 加碼 |
| Ranger Investment Management, L.P. | 413,671 | $3,656 萬 | 2.61% | +107,788+35.2% | 加碼 |
| Royal Bank of Canada | 406,234 | $3,590 萬 | 0.01% | −26,956−6.2% | 減碼 |
| Premier Fund Managers Ltd | 409,992 | $3,561 萬 | 1.33% | +398,916+3,601.6% | 加碼 |
| Bessemer Group Inc | 400,394 | $3,538 萬 | 0.06% | +103,566+34.9% | 加碼 |
| Lazard Asset Management LLC | 385,370 | $3,405 萬 | 0.05% | +385,370 | 新進 |
| UBS Asset Management Americas Inc | 372,745 | $3,294 萬 | 0.01% | +5,992+1.6% | 加碼 |
| Aureus Asset Management, LLC | 357,086 | $3,156 萬 | 2.21% | +33,478+10.3% | 加碼 |
| California Public Employees Retirement System | 355,024 | $3,137 萬 | 0.02% | −10,754−2.9% | 減碼 |
| Eversept Partners, LP | 351,976 | $3,110 萬 | 3.52% | −34,721−9.0% | 減碼 |
| Ensign Peak Advisors, Inc | 350,322 | $3,096 萬 | 0.06% | +73,258+26.4% | 加碼 |
| Davenport & Co LLC | 344,181 | $3,042 萬 | 0.18% | −51,708−13.1% | 減碼 |
| Thrivent Financial for Lutherans | 340,337 | $3,008 萬 | 0.07% | +400.0% | 加碼 |
| DF Dent & Co Inc | 279,971 | $2,474 萬 | 0.33% | −7,359−2.6% | 減碼 |
| Ashford Capital Management Inc | 274,999 | $2,430 萬 | 3.13% | +5,687+2.1% | 加碼 |
| Rhumbline Advisers | 269,977 | $2,386 萬 | 0.02% | +2,689+1.0% | 加碼 |
| Principal Financial Group Inc | 266,841 | $2,358 萬 | 0.01% | +3,873+1.5% | 加碼 |
| Ophir Asset Management Pty Ltd | 259,977 | $2,297 萬 | 4.01% | +29,951+13.0% | 加碼 |
| Summit Creek Advisors LLC | 244,860 | $2,164 萬 | 3.16% | −41,053−14.4% | 減碼 |
| Glenmede Trust Co NA | 234,775 | $2,075 萬 | 0.11% | −5,134−2.1% | 減碼 |
| WCM Investment Management, LLC | 232,641 | $2,023 萬 | 0.05% | +232,641 | 新進 |
| Alliancebernstein L.P. | 217,414 | $1,921 萬 | 0.01% | +37,068+20.6% | 加碼 |
| Retirement Systems of Alabama | 214,384 | $1,895 萬 | 0.07% | −700−0.3% | 減碼 |
| Citigroup Inc | 194,286 | $1,717 萬 | 0.01% | +9,798+5.3% | 加碼 |
| Natixis Advisors, L.P. | 188,059 | $1,662 萬 | 0.03% | +4,069+2.2% | 加碼 |
| Victory Capital Management Inc | 186,870 | $1,651 萬 | 0.02% | −41,703−18.2% | 減碼 |
| Macquarie Group Ltd | 182,150 | $1,610 萬 | 0.02% | −61,908−25.4% | 減碼 |
| Swiss National Bank | 167,900 | $1,484 萬 | 0.01% | −3,800−2.2% | 減碼 |
| Wells Fargo & Company | 163,695 | $1,447 萬 | 0.00% | +38,755+31.0% | 加碼 |
| Voya Investment Management LLC | 153,413 | $1,356 萬 | 0.02% | +75,341+96.5% | 加碼 |
| Legal & General Group Plc | 149,324 | $1,320 萬 | 0.00% | −565−0.4% | 減碼 |
| First Trust Advisors LP | 146,943 | $1,299 萬 | 0.01% | +62,636+74.3% | 加碼 |
| Russell Investments Group, Ltd. | 140,829 | $1,245 萬 | 0.02% | +73,358+108.7% | 加碼 |
| New York State Common Retirement Fund | 140,155 | $1,239 萬 | 0.02% | +37,955+37.1% | 加碼 |
| Corebridge Financial, Inc. | 137,179 | $1,212 萬 | 0.07% | −3,686−2.6% | 減碼 |
| Barclays PLC | 130,235 | $1,151 萬 | 0.01% | −70,106−35.0% | 減碼 |
| Envestnet Asset Management Inc | 128,657 | $1,137 萬 | 0.00% | +13,918+12.1% | 加碼 |
| Motley Fool Wealth Management, LLC | 125,467 | $1,109 萬 | 0.66% | −11,262−8.2% | 減碼 |
| Neuberger Berman Group LLC | 123,578 | $1,092 萬 | 0.01% | +20,175+19.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 118,545 | $1,048 萬 | 1.16% | −11,832−9.1% | 減碼 |
| Motley Fool Asset Management LLC | 118,409 | $1,046 萬 | 0.59% | −4,183−3.4% | 減碼 |
| Susquehanna International Group, LLP | 113,810 | $1,006 萬 | 0.02% | +77,010+209.3% | 加碼 |
| Thematics Asset Management | 111,842 | $988.3 萬 | 0.50% | +55,255+97.6% | 加碼 |
| Deutsche Bank AG | 111,251 | $983.1 萬 | 0.00% | −6,948−5.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 109,191 | $964.9 萬 | 0.02% | −5,695−5.0% | 減碼 |
| Oberweis Asset Management Inc | 105,900 | $935.8 萬 | 0.47% | +14,400+15.7% | 加碼 |
| State of Wisconsin Investment Board | 104,437 | $922.9 萬 | 0.02% | +1,900+1.9% | 加碼 |
| Segall Bryant & Hamill, LLC | 100,591 | $888.9 萬 | 0.14% | +33,844+50.7% | 加碼 |
| Next Century Growth Investors LLC | 98,268 | $868.4 萬 | 0.77% | +22,747+30.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 97,739 | $863.7 萬 | 0.01% | −1,289−1.3% | 減碼 |
| MetLife Investment Management | 96,837 | $855.7 萬 | 0.05% | −2,182−2.2% | 減碼 |