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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 955 | $8.44 萬 | 0.00% | +142+17.5% | 加碼 |
| Signaturefd, LLC | 1,064 | $9.40 萬 | 0.00% | −96−8.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,071 | $9.47 萬 | 0.00% | +603+128.8% | 加碼 |
| First Horizon Advisors, Inc. | 1,082 | $9.56 萬 | 0.00% | −33−3.0% | 減碼 |
| Walleye Capital LLC | 1,111 | $9.82 萬 | 0.00% | +1,111 | 新進 |
| Parallel Advisors, LLC | 1,182 | $10.4 萬 | 0.00% | +28+2.4% | 加碼 |
| Covestor Ltd | 1,213 | $10.7 萬 | 0.07% | −279−18.7% | 減碼 |
| Bryn Mawr Trust Co | 1,293 | $11.4 萬 | 0.00% | −533−29.2% | 減碼 |
| Quest Partners LLC | 1,430 | $12.6 萬 | 0.01% | +1,430 | 新進 |
| Amica Retiree Medical Trust | 1,528 | $13.5 萬 | 0.21% | −858−36.0% | 減碼 |
| Ostrum Asset Management | 1,533 | $13.5 萬 | 0.01% | −335−17.9% | 減碼 |
| Vega Investment Solutions | 1,533 | $13.5 萬 | 0.03% | +1,533 | 新進 |
| GAMMA Investing LLC | 1,571 | $13.9 萬 | 0.01% | +323+25.9% | 加碼 |
| Aviso Financial Inc. | 1,793 | $15.8 萬 | 0.01% | +1,793 | 新進 |
| Coldstream Capital Management Inc | 1,889 | $16.7 萬 | 0.00% | +1,889 | 新進 |
| Mattson Financial Services, LLC | 1,988 | $17.6 萬 | 0.05% | +267+15.5% | 加碼 |
| RiverPark Advisors, LLC | 2,006 | $17.7 萬 | 0.14% | +253+14.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 2,097 | $18.5 萬 | 0.14% | +124+6.3% | 加碼 |
| Daiwa Securities Group Inc. | 2,100 | $18.6 萬 | 0.00% | +150+7.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,166 | $19.1 萬 | 0.00% | +192+9.7% | 加碼 |
| Anb Bank | 2,268 | $20.0 萬 | 0.09% | +2,268 | 新進 |
| Summitry LLC | 2,273 | $20.1 萬 | 0.01% | +2,273 | 新進 |
| Gibbs Wealth Management | 2,290 | $20.2 萬 | 0.05% | +2,290 | 新進 |
| Forum Financial Management, LP | 2,291 | $20.2 萬 | 0.00% | +59+2.6% | 加碼 |
| Advisors Asset Management, Inc. | 2,327 | $20.6 萬 | 0.00% | +2,327 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 2,330 | $20.6 萬 | 0.09% | +2,330 | 新進 |
| Peapack Gladstone Financial Corp | 2,344 | $20.7 萬 | 0.00% | −13−0.6% | 減碼 |
| Massar Capital Management, LP | 2,359 | $20.8 萬 | 0.25% | +2,359 | 新進 |
| Ballentine Partners, LLC | 2,392 | $21.1 萬 | 0.00% | +15+0.6% | 加碼 |
| Greenleaf Trust | 2,407 | $21.3 萬 | 0.00% | +175+7.8% | 加碼 |
| Shell Asset Management Co | 2,435 | $21.5 萬 | 0.01% | −105−4.1% | 減碼 |
| Everence Capital Management Inc | 2,430 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 2,485 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 2,538 | $22.4 萬 | 0.00% | +2,538 | 新進 |
| David Loasby | 2,838 | $22.7 萬 | 0.02% | −38−1.3% | 減碼 |
| Grant Private Wealth Management Inc | 2,631 | $23.3 萬 | 0.25% | −128−4.6% | 減碼 |
| Scharf Investments, LLC | 2,652 | $23.4 萬 | 0.01% | −228−7.9% | 減碼 |
| Portside Wealth Group, LLC | 2,667 | $23.6 萬 | 0.04% | +318+13.5% | 加碼 |
| CIBC Asset Management Inc | 2,700 | $23.9 萬 | 0.00% | +60+2.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,793 | $24.7 萬 | 0.01% | −17−0.6% | 減碼 |
| Dakota Wealth Management | 2,794 | $24.7 萬 | 0.01% | −49−1.7% | 減碼 |
| Martingale Asset Management L P | 2,804 | $24.8 萬 | 0.01% | +2,804 | 新進 |
| City Center Advisors, LLC | 2,836 | $25.1 萬 | 0.29% | −990−25.9% | 減碼 |
| Jones Financial Companies LLLP | 2,934 | $25.5 萬 | 0.00% | +1,649+128.3% | 加碼 |
| Integrated Advisors Network LLC | 2,936 | $25.9 萬 | 0.01% | +2,936 | 新進 |
| Ieq Capital, LLC | 2,945 | $26.0 萬 | 0.00% | +123+4.4% | 加碼 |
| Curated Wealth Partners LLC | 2,946 | $26.0 萬 | 0.03% | +425+16.9% | 加碼 |
| Private Advisor Group, LLC | 3,038 | $26.8 萬 | 0.00% | +926+43.8% | 加碼 |
| HSBC Holdings PLC | 3,089 | $27.3 萬 | 0.00% | +395+14.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,137 | $27.7 萬 | 0.01% | +897+40.0% | 加碼 |
| Shelton Capital Management | 3,177 | $28.1 萬 | 0.01% | −101−3.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 3,200 | $28.3 萬 | 0.26% | −310−8.8% | 減碼 |
| HB Wealth Management, LLC | 3,248 | $28.7 萬 | 0.00% | +531+19.5% | 加碼 |
| Congress Wealth Management LLC | 3,273 | $28.9 萬 | 0.00% | +3,273 | 新進 |
| Brinker Capital Investments, LLC | 3,280 | $29.0 萬 | 0.00% | +885+37.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 3,280 | $29.0 萬 | 0.00% | +885+37.0% | 加碼 |
| CWM, LLC | 3,287 | $29.0 萬 | 0.00% | +410+14.3% | 加碼 |
| Level Four Advisory Services, LLC | 3,380 | $29.9 萬 | 0.01% | +644+23.5% | 加碼 |
| Avanza Fonder AB | 3,372 | $29.9 萬 | 0.01% | −600−15.1% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,410 | $30.1 萬 | 0.03% | −47−1.4% | 減碼 |
| AlphaQ Advisors LLC | 3,430 | $30.3 萬 | 0.73% | +165+5.1% | 加碼 |
| Aristeia Capital LLC | 3,492 | $30.9 萬 | 0.01% | +1,315+60.4% | 加碼 |
| MML Investors Services, LLC | 3,583 | $31.7 萬 | 0.00% | +918+34.4% | 加碼 |
| Summit Trail Advisors, LLC | 3,636 | $32.1 萬 | 0.01% | +508+16.2% | 加碼 |
| Nisa Investment Advisors, LLC | 3,679 | $32.5 萬 | 0.00% | −40−1.1% | 減碼 |
| Arkadios Wealth Advisors | 3,689 | $32.6 萬 | 0.01% | −1,064−22.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,753 | $32.7 萬 | 0.00% | +3,753 | 新進 |
| Profund Advisors LLC | 3,710 | $32.8 萬 | 0.01% | −386−9.4% | 減碼 |
| KBC Group NV | 3,752 | $33.2 萬 | 0.00% | −108−2.8% | 減碼 |
| Fiduciary Trust Co | 3,774 | $33.4 萬 | 0.00% | +3,774 | 新進 |
| Cim Investment Mangement Inc | 3,907 | $34.5 萬 | 0.08% | −65−1.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 3,944 | $34.9 萬 | 0.03% | −8,762−69.0% | 減碼 |
| Sanctuary Advisors, LLC | 4,075 | $36.0 萬 | 0.00% | +740+22.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,379 | $38.7 萬 | 0.01% | −3,868−46.9% | 減碼 |
| Atomi Financial Group, Inc. | 4,711 | $41.6 萬 | 0.02% | +1,158+32.6% | 加碼 |
| Quantinno Capital Management LP | 4,877 | $43.1 萬 | 0.00% | +1,703+53.7% | 加碼 |
| Ethic Inc. | 5,044 | $43.9 萬 | 0.01% | +1,490+41.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $44.2 萬 | 0.06% | 00.0% | 不變 |
| Bayforest Capital Ltd | 5,025 | $44.4 萬 | 0.19% | +1,992+65.7% | 加碼 |
| Mutual Advisors, LLC | 5,172 | $44.4 萬 | 0.01% | +5,172 | 新進 |
| Cetera Investment Advisers | 5,260 | $46.5 萬 | 0.00% | +1,688+47.3% | 加碼 |
| Stephens Inc | 5,343 | $47.2 萬 | 0.01% | −702−11.6% | 減碼 |
| Cresset Asset Management, LLC | 5,347 | $47.3 萬 | 0.00% | +1,317+32.7% | 加碼 |
| EP Wealth Advisors, LLC | 5,372 | $47.5 萬 | 0.00% | +817+17.9% | 加碼 |
| Beck Bode, LLC | 5,375 | $47.5 萬 | 0.09% | −3,473−39.3% | 減碼 |
| Simplex Trading, LLC | 5,517 | $48.7 萬 | 0.02% | +1,244+29.1% | 加碼 |
| United Services Automobile Association | 5,637 | $49.0 萬 | 0.02% | +5,637 | 新進 |
| BTC Capital Management, Inc. | 5,593 | $49.4 萬 | 0.05% | −957−14.6% | 減碼 |
| Quadrant Capital Group LLC | 5,599 | $49.5 萬 | 0.02% | +3,269+140.3% | 加碼 |
| Narus Financial Partners, LLC | 5,791 | $51.2 萬 | 0.17% | −79−1.3% | 減碼 |
| SG Americas Securities, LLC | 5,843 | $51.6 萬 | 0.00% | +388+7.1% | 加碼 |
| Assetmark, Inc | 5,886 | $52.0 萬 | 0.00% | +1,184+25.2% | 加碼 |
| Shay Capital LLC | 5,900 | $52.1 萬 | 0.15% | +200+3.5% | 加碼 |
| State of Wyoming | 5,915 | $52.3 萬 | 0.07% | +169+2.9% | 加碼 |
| Commerce Bank | 6,030 | $53.3 萬 | 0.00% | −62−1.0% | 減碼 |
| Radnor Capital Management, LLC | 6,040 | $53.4 萬 | 0.09% | +350+6.2% | 加碼 |
| EntryPoint Capital, LLC | 6,202 | $54.8 萬 | 0.25% | +44+0.7% | 加碼 |
| Janney Montgomery Scott LLC | 6,276 | $55.5 萬 | 0.00% | +924+17.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 6,296 | $55.6 萬 | 0.01% | +261+4.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,380 | $56.4 萬 | 0.00% | +1,265+24.7% | 加碼 |