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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 6,390 | $56.5 萬 | 0.07% | −668−9.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,411 | $56.7 萬 | 0.02% | +7+0.1% | 加碼 |
| Institute for Wealth Management, LLC. | 6,444 | $56.9 萬 | 0.07% | −110−1.7% | 減碼 |
| Securian Asset Management, Inc | 6,601 | $58.3 萬 | 0.02% | 00.0% | 不變 |
| Peterson Wealth Services | 6,938 | $61.3 萬 | 0.19% | −3,569−34.0% | 減碼 |
| Legato Capital Management LLC | 7,180 | $63.4 萬 | 0.09% | −930−11.5% | 減碼 |
| CWM Advisors, LLC | 7,529 | $66.5 萬 | 0.08% | +597+8.6% | 加碼 |
| Pinebridge Investments, L.P. | 7,844 | $69.3 萬 | 0.01% | −19,705−71.5% | 減碼 |
| Atria Investments LLC | 7,896 | $69.8 萬 | 0.01% | −470−5.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,169 | $72.2 萬 | 0.01% | +3,534+76.2% | 加碼 |
| Sheets Smith Wealth Management | 8,262 | $73.0 萬 | 0.09% | +297+3.7% | 加碼 |
| JustInvest LLC | 8,376 | $74.0 萬 | 0.01% | +397+5.0% | 加碼 |
| Brevan Howard Capital Management LP | 8,405 | $74.3 萬 | 0.02% | +6,316+302.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 8,428 | $74.5 萬 | 0.01% | +8,428 | 新進 |
| Belpointe Asset Management LLC | 8,550 | $75.6 萬 | 0.04% | +8,550 | 新進 |
| Fortis Capital Advisors, LLC | 8,550 | $75.6 萬 | 0.15% | +8,550 | 新進 |
| Alps Advisors Inc | 8,824 | $78.0 萬 | 0.00% | −1,020−10.4% | 減碼 |
| ExodusPoint Capital Management, LP | 8,827 | $78.0 萬 | 0.01% | +8,827 | 新進 |
| HC Advisors, LLC | 8,880 | $78.5 萬 | 0.59% | −150−1.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 9,194 | $81.2 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 9,598 | $84.8 萬 | 0.00% | +9,598 | 新進 |
| Federated Hermes, Inc. | 9,756 | $86.2 萬 | 0.00% | +1,547+18.8% | 加碼 |
| Rockefeller Capital Management L.P. | 10,037 | $88.7 萬 | 0.00% | +10,037 | 新進 |
| State of Alaska, Department of Revenue | 10,136 | $89.5 萬 | 0.01% | +180+1.8% | 加碼 |
| Canada Pension Plan Investment Board | 10,300 | $91.0 萬 | 0.00% | +3,100+43.1% | 加碼 |
| Avantax Advisory Services, Inc. | 10,516 | $92.9 萬 | 0.01% | +871+9.0% | 加碼 |
| Fred Alger Management, LLC | 10,902 | $96.3 萬 | 0.01% | −5,595−33.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 10,967 | $96.9 萬 | 0.02% | +10,967 | 新進 |
| Two Sigma Investments, LP | 11,000 | $97.2 萬 | 0.00% | −2,822−20.4% | 減碼 |
| Prudential Financial Inc | 10,133 | $98.1 萬 | 0.00% | +360+3.7% | 加碼 |
| STRS Ohio | 11,300 | $99.9 萬 | 0.00% | +500+4.6% | 加碼 |
| Penn Capital Management Co Inc | 11,268 | $101.3 萬 | 0.10% | +11,268 | 新進 |
| BNP Paribas Arbitrage, SA | 11,488 | $101.5 萬 | 0.00% | −5,388−31.9% | 減碼 |
| Prudential PLC | 11,505 | $101.7 萬 | 0.01% | −2,440−17.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 12,000 | $106.0 萬 | 0.00% | +4,000+50.0% | 加碼 |
| Verition Fund Management LLC | 12,105 | $107.0 萬 | 0.01% | +9,247+323.5% | 加碼 |
| Advisor Group Holdings, Inc. | 12,168 | $107.5 萬 | 0.00% | +11,026+965.5% | 加碼 |
| Xponance, Inc. | 12,412 | $109.7 萬 | 0.01% | +136+1.1% | 加碼 |
| Chesley Taft & Associates LLC | 12,622 | $111.5 萬 | 0.05% | +3,897+44.7% | 加碼 |
| GWM Advisors LLC | 12,622 | $111.5 萬 | 0.01% | −361−2.8% | 減碼 |
| Blueshift Asset Management, LLC | 12,666 | $111.9 萬 | 0.44% | +12,666 | 新進 |
| Crestwood Advisors Group LLC | 12,762 | $112.8 萬 | 0.02% | +12,762 | 新進 |
| Squarepoint Ops LLC | 12,913 | $114.1 萬 | 0.00% | +12,913 | 新進 |
| Balyasny Asset Management LLC | 12,989 | $114.8 萬 | 0.00% | −1,790−12.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,063 | $115.4 萬 | 0.00% | +4,183+47.1% | 加碼 |
| Mariner, LLC | 13,468 | $119.0 萬 | 0.00% | +159+1.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 13,650 | $120.6 萬 | 0.02% | +13,650 | 新進 |
| Pictet Asset Management Holding SA | 13,853 | $122.3 萬 | 0.00% | +20+0.1% | 加碼 |
| Cambiar Investors LLC | 13,848 | $122.4 萬 | 0.05% | −9,932−41.8% | 減碼 |
| Guggenheim Capital LLC | 14,050 | $124.2 萬 | 0.01% | −297−2.1% | 減碼 |
| Hancock Whitney Corp | 14,261 | $126.0 萬 | 0.04% | +935+7.0% | 加碼 |
| Vontobel Holding Ltd. | 14,821 | $131.0 萬 | 0.00% | +1,456+10.9% | 加碼 |
| Stifel Financial Corp | 15,014 | $132.7 萬 | 0.00% | −7,218−32.5% | 減碼 |
| Cerity Partners LLC | 15,023 | $132.8 萬 | 0.00% | −1,177−7.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,041 | $132.9 萬 | 0.01% | −272−1.8% | 減碼 |
| Montanaro Asset Management Ltd | 15,300 | $135.2 萬 | 0.40% | +15,300 | 新進 |
| Amica Mutual Insurance Co | 15,611 | $138.0 萬 | 0.15% | −4,564−22.6% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,633 | $138.1 萬 | 0.11% | −33−0.2% | 減碼 |
| Resona Asset Management Co.,Ltd. | 15,689 | $138.6 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 16,645 | $147.1 萬 | 0.01% | +2,281+15.9% | 加碼 |
| Goodnow Investment Group, LLC | 17,000 | $150.2 萬 | 0.16% | +17,000 | 新進 |
| Caisse des Depots Et Consignations | 17,298 | $152.9 萬 | 0.07% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 17,300 | $152.9 萬 | 0.05% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 17,676 | $156.2 萬 | 0.03% | −100−0.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 17,723 | $156.6 萬 | 0.22% | −6,165−25.8% | 減碼 |
| Man Group plc | 17,785 | $157.2 萬 | 0.00% | −199,997−91.8% | 減碼 |
| Los Angeles Capital Management LLC | 18,196 | $160.8 萬 | 0.01% | −7,924−30.3% | 減碼 |
| Redwood Investments, LLC | 18,214 | $161.0 萬 | 0.60% | −32−0.2% | 減碼 |
| US Bancorp | 18,350 | $162.2 萬 | 0.00% | +244+1.3% | 加碼 |
| Bank of Montreal | 18,420 | $162.8 萬 | 0.00% | +5,664+44.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 18,572 | $164.1 萬 | 0.02% | +250+1.4% | 加碼 |
| CIBC World Markets Corp | 19,041 | $168.3 萬 | 0.01% | +11,011+137.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,268 | $170.3 萬 | 0.03% | −139−0.7% | 減碼 |
| Captrust Financial Advisors | 19,371 | $171.2 萬 | 0.00% | −2,588−11.8% | 減碼 |
| Vestcor Inc | 19,655 | $173.7 萬 | 0.06% | +14,694+296.2% | 加碼 |
| Gradient Investments LLC | 20,587 | $181.9 萬 | 0.04% | −2,416−10.5% | 減碼 |
| RSM US Wealth Management LLC | 20,588 | $181.9 萬 | 0.03% | −2,291−10.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,716 | $183.1 萬 | 0.01% | +1,430+7.4% | 加碼 |
| State of Michigan Retirement System | 20,722 | $183.1 萬 | 0.01% | 00.0% | 不變 |
| Danske Bank A/S | 21,142 | $186.8 萬 | 0.01% | +270+1.3% | 加碼 |
| Quinn Opportunity Partners LLC | 21,192 | $187.3 萬 | 0.13% | +7,722+57.3% | 加碼 |
| KLP Kapitalforvaltning AS | 21,900 | $193.5 萬 | 0.01% | +500+2.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,988 | $194.3 萬 | 0.01% | +408+1.9% | 加碼 |
| New Age Alpha Advisors, LLC | 22,175 | $196.0 萬 | 0.09% | +19,584+755.8% | 加碼 |
| ProShare Advisors LLC | 22,269 | $196.8 萬 | 0.00% | −5,984−21.2% | 減碼 |
| Handelsbanken Fonder AB | 22,316 | $197.2 萬 | 0.01% | 00.0% | 不變 |
| TownSquare Capital, LLC | 22,344 | $197.5 萬 | 0.02% | +1,498+7.2% | 加碼 |
| Hodges Capital Management Inc. | 22,500 | $198.8 萬 | 0.20% | +22,500 | 新進 |
| Zions Bancorporation, National Association | 22,522 | $199.0 萬 | 0.13% | +22,522 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 22,633 | $200.0 萬 | 0.01% | −34,751−60.6% | 減碼 |
| ABLE Financial Group, LLC | 22,671 | $200.3 萬 | 0.56% | +946+4.4% | 加碼 |
| TD Asset Management Inc | 23,306 | $206.0 萬 | 0.00% | −3,038−11.5% | 減碼 |
| Teacher Retirement System of Texas | 23,829 | $210.6 萬 | 0.01% | +4,790+25.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $211.7 萬 | 0.00% | 00.0% | 不變 |
| Carrera Capital Advisors | 24,029 | $212.3 萬 | 0.47% | +1,418+6.3% | 加碼 |
| Louisiana State Employees Retirement System | 24,300 | $214.7 萬 | 0.04% | +100+0.4% | 加碼 |
| Arizona State Retirement System | 24,837 | $219.5 萬 | 0.01% | −506−2.0% | 減碼 |
| Woodline Partners LP | 24,870 | $219.8 萬 | 0.01% | −163,086−86.8% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,767 | $227.7 萬 | 0.00% | +25,767 | 新進 |
| Amundi | 27,629 | $229.2 萬 | 0.00% | +27,625+690,625.0% | 加碼 |