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、2 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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 3,636 | $32.1 萬 | 0.01% | +508+16.2% | 加碼 |
| MML Investors Services, LLC | 3,583 | $31.7 萬 | 0.00% | +918+34.4% | 加碼 |
| Aristeia Capital LLC | 3,492 | $30.9 萬 | 0.01% | +1,315+60.4% | 加碼 |
| AlphaQ Advisors LLC | 3,430 | $30.3 萬 | 0.73% | +165+5.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,410 | $30.1 萬 | 0.03% | −47−1.4% | 減碼 |
| Avanza Fonder AB | 3,372 | $29.9 萬 | 0.01% | −600−15.1% | 減碼 |
| Level Four Advisory Services, LLC | 3,380 | $29.9 萬 | 0.01% | +644+23.5% | 加碼 |
| CWM, LLC | 3,287 | $29.0 萬 | 0.00% | +410+14.3% | 加碼 |
| 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 |
| Congress Wealth Management LLC | 3,273 | $28.9 萬 | 0.00% | +3,273 | 新進 |
| HB Wealth Management, LLC | 3,248 | $28.7 萬 | 0.00% | +531+19.5% | 加碼 |
| MeadowBrook Investment Advisors LLC | 3,200 | $28.3 萬 | 0.26% | −310−8.8% | 減碼 |
| Shelton Capital Management | 3,177 | $28.1 萬 | 0.01% | −101−3.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,137 | $27.7 萬 | 0.01% | +897+40.0% | 加碼 |
| HSBC Holdings PLC | 3,089 | $27.3 萬 | 0.00% | +395+14.7% | 加碼 |
| Private Advisor Group, LLC | 3,038 | $26.8 萬 | 0.00% | +926+43.8% | 加碼 |
| Curated Wealth Partners LLC | 2,946 | $26.0 萬 | 0.03% | +425+16.9% | 加碼 |
| Ieq Capital, LLC | 2,945 | $26.0 萬 | 0.00% | +123+4.4% | 加碼 |
| Integrated Advisors Network LLC | 2,936 | $25.9 萬 | 0.01% | +2,936 | 新進 |
| Jones Financial Companies LLLP | 2,934 | $25.5 萬 | 0.00% | +1,649+128.3% | 加碼 |
| City Center Advisors, LLC | 2,836 | $25.1 萬 | 0.29% | −990−25.9% | 減碼 |
| Martingale Asset Management L P | 2,804 | $24.8 萬 | 0.01% | +2,804 | 新進 |
| Dakota Wealth Management | 2,794 | $24.7 萬 | 0.01% | −49−1.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,793 | $24.7 萬 | 0.01% | −17−0.6% | 減碼 |
| CIBC Asset Management Inc | 2,700 | $23.9 萬 | 0.00% | +60+2.3% | 加碼 |
| Portside Wealth Group, LLC | 2,667 | $23.6 萬 | 0.04% | +318+13.5% | 加碼 |
| Scharf Investments, LLC | 2,652 | $23.4 萬 | 0.01% | −228−7.9% | 減碼 |
| Grant Private Wealth Management Inc | 2,631 | $23.3 萬 | 0.25% | −128−4.6% | 減碼 |
| David Loasby | 2,838 | $22.7 萬 | 0.02% | −38−1.3% | 減碼 |
| Truist Financial Corp | 2,538 | $22.4 萬 | 0.00% | +2,538 | 新進 |
| Venturi Wealth Management, LLC | 2,485 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Greenleaf Trust | 2,407 | $21.3 萬 | 0.00% | +175+7.8% | 加碼 |
| Ballentine Partners, LLC | 2,392 | $21.1 萬 | 0.00% | +15+0.6% | 加碼 |
| Massar Capital Management, LP | 2,359 | $20.8 萬 | 0.25% | +2,359 | 新進 |
| Peapack Gladstone Financial Corp | 2,344 | $20.7 萬 | 0.00% | −13−0.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 2,330 | $20.6 萬 | 0.09% | +2,330 | 新進 |
| Advisors Asset Management, Inc. | 2,327 | $20.6 萬 | 0.00% | +2,327 | 新進 |
| Forum Financial Management, LP | 2,291 | $20.2 萬 | 0.00% | +59+2.6% | 加碼 |
| Gibbs Wealth Management | 2,290 | $20.2 萬 | 0.05% | +2,290 | 新進 |
| Summitry LLC | 2,273 | $20.1 萬 | 0.01% | +2,273 | 新進 |
| Anb Bank | 2,268 | $20.0 萬 | 0.09% | +2,268 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,166 | $19.1 萬 | 0.00% | +192+9.7% | 加碼 |
| Daiwa Securities Group Inc. | 2,100 | $18.6 萬 | 0.00% | +150+7.7% | 加碼 |
| 1620 Investment Advisors, Inc. | 2,097 | $18.5 萬 | 0.14% | +124+6.3% | 加碼 |
| RiverPark Advisors, LLC | 2,006 | $17.7 萬 | 0.14% | +253+14.4% | 加碼 |
| Mattson Financial Services, LLC | 1,988 | $17.6 萬 | 0.05% | +267+15.5% | 加碼 |
| Coldstream Capital Management Inc | 1,889 | $16.7 萬 | 0.00% | +1,889 | 新進 |
| Aviso Financial Inc. | 1,793 | $15.8 萬 | 0.01% | +1,793 | 新進 |
| GAMMA Investing LLC | 1,571 | $13.9 萬 | 0.01% | +323+25.9% | 加碼 |
| Vega Investment Solutions | 1,533 | $13.5 萬 | 0.03% | +1,533 | 新進 |
| Ostrum Asset Management | 1,533 | $13.5 萬 | 0.01% | −335−17.9% | 減碼 |
| Amica Retiree Medical Trust | 1,528 | $13.5 萬 | 0.21% | −858−36.0% | 減碼 |
| Quest Partners LLC | 1,430 | $12.6 萬 | 0.01% | +1,430 | 新進 |
| Bryn Mawr Trust Co | 1,293 | $11.4 萬 | 0.00% | −533−29.2% | 減碼 |
| Covestor Ltd | 1,213 | $10.7 萬 | 0.07% | −279−18.7% | 減碼 |
| Parallel Advisors, LLC | 1,182 | $10.4 萬 | 0.00% | +28+2.4% | 加碼 |
| Walleye Capital LLC | 1,111 | $9.82 萬 | 0.00% | +1,111 | 新進 |
| First Horizon Advisors, Inc. | 1,082 | $9.56 萬 | 0.00% | −33−3.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,071 | $9.47 萬 | 0.00% | +603+128.8% | 加碼 |
| Signaturefd, LLC | 1,064 | $9.40 萬 | 0.00% | −96−8.3% | 減碼 |
| Fifth Third Bancorp | 955 | $8.44 萬 | 0.00% | +142+17.5% | 加碼 |
| Harbor Investment Advisory, LLC | 927 | $8.19 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 848 | $7.49 萬 | 0.00% | +434+104.8% | 加碼 |
| Optiver Holding B.V. | 840 | $7.42 萬 | 0.00% | +840 | 新進 |
| Lindbrook Capital, LLC | 770 | $6.80 萬 | 0.01% | +20+2.7% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 757 | $6.69 萬 | 0.00% | −501,815−99.8% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 738 | $6.50 萬 | 0.00% | +738 | 新進 |
| Larson Financial Group LLC | 689 | $6.09 萬 | 0.00% | +642+1,366.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 655 | $5.79 萬 | 0.00% | +418+176.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 549 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 485 | $4.29 萬 | 0.00% | +420+646.2% | 加碼 |
| Nomura Asset Management Co Ltd | 420 | $3.71 萬 | 0.00% | +420 | 新進 |
| Smartleaf Asset Management LLC | 391 | $3.40 萬 | 0.00% | +7+1.8% | 加碼 |
| MAI Capital Management | 353 | $3.12 萬 | 0.00% | +3+0.9% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 278 | $3.05 萬 | 0.01% | +278 | 新進 |
| Huntington National Bank | 342 | $3.02 萬 | 0.00% | −425−55.4% | 減碼 |
| Versant Capital Management, Inc | 322 | $2.85 萬 | 0.00% | +322 | 新進 |
| WPG Advisers, LLC | 321 | $2.84 萬 | 0.03% | +89+38.4% | 加碼 |
| SRS Capital Advisors, Inc. | 314 | $2.77 萬 | 0.00% | +264+528.0% | 加碼 |
| Rise Advisors, LLC | 305 | $2.70 萬 | 0.01% | −40−11.6% | 減碼 |
| Transce3nd, LLC | 300 | $2.65 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 291 | $2.57 萬 | 0.00% | +15+5.4% | 加碼 |
| Toth Financial Advisory Corp | 290 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 267 | $2.36 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 250 | $2.21 萬 | 0.00% | +41+19.6% | 加碼 |
| Mather Group, LLC. | 245 | $2.17 萬 | 0.00% | +29+13.4% | 加碼 |
| Global Financial Private Client, LLC | 244 | $2.16 萬 | 0.01% | +241+8,033.3% | 加碼 |
| Harvest Fund Management Co., Ltd | 231 | $2.00 萬 | 0.00% | −5,103−95.7% | 減碼 |
| Whittier Trust Co of Nevada Inc | 222 | $1.96 萬 | 0.00% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 199 | $1.76 萬 | 0.00% | +199 | 新進 |
| Red Tortoise LLC | 190 | $1.68 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 195 | $1.67 萬 | 0.00% | +33+20.4% | 加碼 |
| Skopos Labs, Inc. | 187 | $1.65 萬 | 0.00% | +122+187.7% | 加碼 |
| Spire Wealth Management | 173 | $1.53 萬 | 0.00% | +173 | 新進 |
| Asset Dedication, LLC | 171 | $1.51 萬 | 0.00% | −19−10.0% | 減碼 |
| Massmutual Trust Co FSB | 169 | $1.49 萬 | 0.00% | +9+5.6% | 加碼 |
| Vision Financial Markets LLC | 165 | $1.46 萬 | 0.02% | +165 | 新進 |