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 |
|---|---|---|---|---|---|
| Aubrey Capital Management Ltd | 26,000 | $229.8 萬 | 0.92% | +26,000 | 新進 |
| Pathstone Holdings, LLC | 26,662 | $235.6 萬 | 0.01% | +8,279+45.0% | 加碼 |
| OP Asset Management Ltd | 27,098 | $239.5 萬 | 0.04% | +27,098 | 新進 |
| Silphium Asset Management Ltd | 27,500 | $243.0 萬 | 1.96% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 29,030 | $256.5 萬 | 0.01% | −3,585−11.0% | 減碼 |
| Advisory Research Inc | 29,068 | $256.9 萬 | 0.45% | −17−0.1% | 減碼 |
| Formula Growth Ltd | 30,000 | $265.1 萬 | 1.08% | +30,000 | 新進 |
| Versor Investments LP | 30,492 | $269.5 萬 | 0.44% | +21,392+235.1% | 加碼 |
| Yousif Capital Management, LLC | 30,837 | $272.5 萬 | 0.03% | −926−2.9% | 減碼 |
| M&T Bank Corp | 31,883 | $281.7 萬 | 0.01% | −14,026−30.6% | 減碼 |
| Zacks Investment Management | 31,982 | $282.6 萬 | 0.03% | +1,829+6.1% | 加碼 |
| Covea Finance | 32,000 | $282.8 萬 | 0.13% | +14,000+77.8% | 加碼 |
| Renaissance Technologies LLC | 32,200 | $284.6 萬 | 0.00% | +32,200 | 新進 |
| State of Tennessee, Treasury Department | 32,954 | $291.2 萬 | 0.01% | +6,054+22.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 33,291 | $294.2 萬 | 0.10% | −565−1.7% | 減碼 |
| Sone Capital Management, LLC | 33,332 | $294.6 萬 | 0.30% | +33,332 | 新進 |
| Credit Agricole S A | 33,496 | $296.0 萬 | 0.01% | +7,550+29.1% | 加碼 |
| Jane Street Group, LLC | 33,995 | $300.4 萬 | 0.01% | +17,143+101.7% | 加碼 |
| Forest Hill Capital, LLC | 34,076 | $301.1 萬 | 2.25% | +4,000+13.3% | 加碼 |
| Creative Planning | 34,726 | $306.9 萬 | 0.00% | +505+1.5% | 加碼 |
| Covenant Asset Management, LLC | 37,909 | $335.0 萬 | 0.84% | +37,909 | 新進 |
| Amalgamated Bank | 38,115 | $336.8 萬 | 0.03% | −1,716−4.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 38,930 | $344.0 萬 | 0.16% | +38,885+86,411.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 39,419 | $348.3 萬 | 0.58% | −6,228−13.6% | 減碼 |
| LPL Financial LLC | 41,984 | $353.0 萬 | 0.00% | −272−0.6% | 減碼 |
| Lisanti Capital Growth, LLC | 47,100 | $416.2 萬 | 1.24% | +38,800+467.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 49,780 | $439.9 萬 | 0.04% | +3,946+8.6% | 加碼 |
| King Luther Capital Management Corp | 50,190 | $443.5 萬 | 0.02% | 00.0% | 不變 |
| NBW Capital LLC | 51,986 | $459.4 萬 | 1.02% | −27,177−34.3% | 減碼 |
| Warren Averett Asset Management, LLC | 51,986 | $459.4 萬 | 0.06% | +51,986 | 新進 |
| 1492 Capital Management LLC | 52,884 | $467.3 萬 | 2.52% | +7,490+16.5% | 加碼 |
| UMA Financial Services, Inc. | 53,556 | $473.3 萬 | 0.81% | +70.0% | 加碼 |
| Intech Investment Management LLC | 56,775 | $501.7 萬 | 0.05% | +24,125+73.9% | 加碼 |
| Renaissance Group LLC | 56,811 | $502.0 萬 | 0.22% | +10,071+21.5% | 加碼 |
| Nordea Investment Management AB | 59,568 | $515.4 萬 | 0.01% | −244−0.4% | 減碼 |
| Granahan Investment Management Inc | 59,539 | $526.1 萬 | 0.26% | +59,539 | 新進 |
| Advantage Alpha Capital Partners LP | 61,916 | $547.2 萬 | 1.34% | −10,097−14.0% | 減碼 |
| Alberta Investment Management Corp | 63,760 | $563.4 萬 | 0.04% | +51,414+416.4% | 加碼 |
| Inspirion Wealth Advisors, LLC | 65,000 | $574.4 萬 | 0.80% | −10,005−13.3% | 減碼 |
| Elk River Wealth Management, LLC | 65,781 | $581.3 萬 | 1.09% | +96+0.1% | 加碼 |
| Moody Aldrich Partners LLC | 67,880 | $599.9 萬 | 1.26% | +21,983+47.9% | 加碼 |
| GDS Wealth Management | 68,007 | $601.0 萬 | 0.51% | +26,876+65.3% | 加碼 |
| Congress Asset Management Co | 68,253 | $603.2 萬 | 0.05% | +42,785+168.0% | 加碼 |
| Great West Life Assurance Co | 68,754 | $608.2 萬 | 0.01% | −5,267−7.1% | 減碼 |
| Madison Asset Management, LLC | 69,364 | $613.0 萬 | 0.07% | −791−1.1% | 減碼 |
| Overbrook Management Corp | 69,416 | $613.4 萬 | 1.44% | −3,867−5.3% | 減碼 |
| Comerica Bank | 70,153 | $619.9 萬 | 0.03% | +21,238+43.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 75,206 | $664.6 萬 | 0.08% | +4,614+6.5% | 加碼 |
| Kornitzer Capital Management Inc | 75,326 | $665.7 萬 | 0.14% | 00.0% | 不變 |
| Castleark Management LLC | 77,960 | $688.9 萬 | 0.24% | −24,970−24.3% | 減碼 |
| Avidity Partners Management LP | 78,000 | $689.3 萬 | 1.42% | +78,000 | 新進 |
| California State Teachers Retirement System | 80,643 | $712.6 萬 | 0.01% | −906−1.1% | 減碼 |
| GM Advisory Group, Inc. | 83,757 | $740.2 萬 | 0.40% | 00.0% | 不變 |
| First Turn Management, LLC | 83,966 | $742.0 萬 | 1.50% | −41,901−33.3% | 減碼 |
| New York State Teachers Retirement System | 84,675 | $748.3 萬 | 0.02% | +2,124+2.6% | 加碼 |
| Clough Capital Partners L P | 87,000 | $768.8 萬 | 0.97% | +49,800+133.9% | 加碼 |
| HighTower Advisors, LLC | 87,786 | $775.8 萬 | 0.01% | −7,289−7.7% | 減碼 |
| Diversify Wealth Management, LLC | 90,354 | $780.8 萬 | 0.58% | −1,968−2.1% | 減碼 |
| Frontier Capital Management Co LLC | 90,160 | $796.7 萬 | 0.09% | +46,400+106.0% | 加碼 |
| Public Employees Retirement System of Ohio | 92,814 | $820.2 萬 | 0.03% | −4,509−4.6% | 減碼 |
| Peregrine Capital Management LLC | 93,332 | $824.8 萬 | 0.27% | −10,050−9.7% | 減碼 |
| Axiom Investors LLC | 93,654 | $827.6 萬 | 0.08% | +93,654 | 新進 |
| Mutual of America Capital Management LLC | 94,305 | $833.4 萬 | 0.10% | −1,854−1.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 95,147 | $840.8 萬 | 0.09% | +32,949+53.0% | 加碼 |
| MetLife Investment Management | 96,837 | $855.7 萬 | 0.05% | −2,182−2.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 97,739 | $863.7 萬 | 0.01% | −1,289−1.3% | 減碼 |
| Next Century Growth Investors LLC | 98,268 | $868.4 萬 | 0.77% | +22,747+30.1% | 加碼 |
| Segall Bryant & Hamill, LLC | 100,591 | $888.9 萬 | 0.14% | +33,844+50.7% | 加碼 |
| State of Wisconsin Investment Board | 104,437 | $922.9 萬 | 0.02% | +1,900+1.9% | 加碼 |
| Oberweis Asset Management Inc | 105,900 | $935.8 萬 | 0.47% | +14,400+15.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 109,191 | $964.9 萬 | 0.02% | −5,695−5.0% | 減碼 |
| Deutsche Bank AG | 111,251 | $983.1 萬 | 0.00% | −6,948−5.9% | 減碼 |
| Thematics Asset Management | 111,842 | $988.3 萬 | 0.50% | +55,255+97.6% | 加碼 |
| Susquehanna International Group, LLP | 113,810 | $1,006 萬 | 0.02% | +77,010+209.3% | 加碼 |
| Motley Fool Asset Management LLC | 118,409 | $1,046 萬 | 0.59% | −4,183−3.4% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 118,545 | $1,048 萬 | 1.16% | −11,832−9.1% | 減碼 |
| Neuberger Berman Group LLC | 123,578 | $1,092 萬 | 0.01% | +20,175+19.5% | 加碼 |
| Motley Fool Wealth Management, LLC | 125,467 | $1,109 萬 | 0.66% | −11,262−8.2% | 減碼 |
| Envestnet Asset Management Inc | 128,657 | $1,137 萬 | 0.00% | +13,918+12.1% | 加碼 |
| Barclays PLC | 130,235 | $1,151 萬 | 0.01% | −70,106−35.0% | 減碼 |
| Corebridge Financial, Inc. | 137,179 | $1,212 萬 | 0.07% | −3,686−2.6% | 減碼 |
| New York State Common Retirement Fund | 140,155 | $1,239 萬 | 0.02% | +37,955+37.1% | 加碼 |
| Russell Investments Group, Ltd. | 140,829 | $1,245 萬 | 0.02% | +73,358+108.7% | 加碼 |
| First Trust Advisors LP | 146,943 | $1,299 萬 | 0.01% | +62,636+74.3% | 加碼 |
| Legal & General Group Plc | 149,324 | $1,320 萬 | 0.00% | −565−0.4% | 減碼 |
| Voya Investment Management LLC | 153,413 | $1,356 萬 | 0.02% | +75,341+96.5% | 加碼 |
| Wells Fargo & Company | 163,695 | $1,447 萬 | 0.00% | +38,755+31.0% | 加碼 |
| Swiss National Bank | 167,900 | $1,484 萬 | 0.01% | −3,800−2.2% | 減碼 |
| Macquarie Group Ltd | 182,150 | $1,610 萬 | 0.02% | −61,908−25.4% | 減碼 |
| Victory Capital Management Inc | 186,870 | $1,651 萬 | 0.02% | −41,703−18.2% | 減碼 |
| Natixis Advisors, L.P. | 188,059 | $1,662 萬 | 0.03% | +4,069+2.2% | 加碼 |
| Citigroup Inc | 194,286 | $1,717 萬 | 0.01% | +9,798+5.3% | 加碼 |
| Retirement Systems of Alabama | 214,384 | $1,895 萬 | 0.07% | −700−0.3% | 減碼 |
| Alliancebernstein L.P. | 217,414 | $1,921 萬 | 0.01% | +37,068+20.6% | 加碼 |
| WCM Investment Management, LLC | 232,641 | $2,023 萬 | 0.05% | +232,641 | 新進 |
| Glenmede Trust Co NA | 234,775 | $2,075 萬 | 0.11% | −5,134−2.1% | 減碼 |
| Summit Creek Advisors LLC | 244,860 | $2,164 萬 | 3.16% | −41,053−14.4% | 減碼 |
| Ophir Asset Management Pty Ltd | 259,977 | $2,297 萬 | 4.01% | +29,951+13.0% | 加碼 |
| Principal Financial Group Inc | 266,841 | $2,358 萬 | 0.01% | +3,873+1.5% | 加碼 |
| Rhumbline Advisers | 269,977 | $2,386 萬 | 0.02% | +2,689+1.0% | 加碼 |