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 2 季 13F 持有人
Healthequity, Inc. 在 2025/6/30 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
- 487
- 較 2025 年第 1 季 +30 家
- 持有股數
- 9,125 萬
- 較 2025 年第 1 季 −141.6 萬 (−1.5%)
- 總市值
- $95.6 億
- 較 2025 年第 1 季 +$13.9 億 (+17.0%)
- 新進機構
- 80
- 另有 177 家加碼
- 清倉機構
- 50
- 另有 175 家減碼
另有 7 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,723,982 | $11.2 億 | 0.02% | −144,118−1.3% | 減碼 |
| Vanguard Group Inc | 8,502,706 | $8.91 億 | 0.01% | −319,132−3.6% | 減碼 |
| Wasatch Advisors Inc | 6,101,064 | $6.39 億 | 3.35% | −1,132,972−15.7% | 減碼 |
| FMR LLC | 5,040,016 | $5.28 億 | 0.03% | +54,803+1.1% | 加碼 |
| State Street Corp | 3,184,220 | $3.34 億 | 0.01% | −95,848−2.9% | 減碼 |
| Invesco Ltd. | 2,365,860 | $2.48 億 | 0.04% | −80,338−3.3% | 減碼 |
| Geode Capital Management, LLC | 2,147,178 | $2.25 億 | 0.02% | +4,386+0.2% | 加碼 |
| Brown Advisory Inc | 1,627,024 | $1.70 億 | 0.22% | −305,906−15.8% | 減碼 |
| Dimensional Fund Advisors LP | 1,520,854 | $1.59 億 | 0.04% | −12,519−0.8% | 減碼 |
| Morgan Stanley | 1,404,168 | $1.47 億 | 0.01% | −3,126−0.2% | 減碼 |
| Clearbridge Investments, LLC | 1,321,383 | $1.38 億 | 0.11% | −531,714−28.7% | 減碼 |
| Mackenzie Financial Corp | 1,267,168 | $1.33 億 | 0.17% | −399,410−24.0% | 減碼 |
| Westfield Capital Management Co LP | 1,265,208 | $1.33 億 | 0.56% | +701,819+124.6% | 加碼 |
| Citadel Advisors LLC | 1,210,386 | $1.27 億 | 0.11% | +777,148+179.4% | 加碼 |
| Charles Schwab Investment Management Inc | 1,129,115 | $1.18 億 | 0.02% | +28,145+2.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,127,054 | $1.18 億 | 0.21% | +148,740+15.2% | 加碼 |
| Geneva Capital Management LLC | 1,108,241 | $1.16 億 | 1.94% | +64,487+6.2% | 加碼 |
| AQR Capital Management LLC | 1,107,448 | $1.16 億 | 0.10% | +661,795+148.5% | 加碼 |
| Northern Trust Corp | 1,087,339 | $1.14 億 | 0.02% | −39,644−3.5% | 減碼 |
| JPMorgan Chase & Co | 1,080,794 | $1.13 億 | 0.01% | +176,435+19.5% | 加碼 |
| Loomis Sayles & Co L P | 1,031,328 | $1.08 億 | 0.14% | −81,619−7.3% | 減碼 |
| Stephens Investment Management Group LLC | 1,016,333 | $1.06 億 | 1.41% | −53,113−5.0% | 減碼 |
| Wellington Management Group LLP | 924,922 | $9,689 萬 | 0.02% | +75,982+9.0% | 加碼 |
| Goldman Sachs Group Inc | 917,283 | $9,609 萬 | 0.02% | −215,883−19.1% | 減碼 |
| Greenhouse Funds LLLP | 911,815 | $9,552 萬 | 3.99% | +146,630+19.2% | 加碼 |
| Janus Henderson Group PLC | 852,595 | $8,932 萬 | 0.04% | +7,556+0.9% | 加碼 |
| Franklin Resources Inc | 833,949 | $8,736 萬 | 0.02% | −560,718−40.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 796,472 | $8,195 萬 | 0.14% | −88,358−10.0% | 減碼 |
| Bamco Inc | 780,000 | $8,171 萬 | 0.22% | −5,000−0.6% | 減碼 |
| Ameriprise Financial Inc | 732,434 | $7,673 萬 | 0.02% | +62,495+9.3% | 加碼 |
| Norges Bank | 716,613 | $7,507 萬 | 0.01% | −60,655−7.8% | 減碼 |
| Bank of America Corp | 708,734 | $7,425 萬 | 0.01% | +12,180+1.7% | 加碼 |
| Price T Rowe Associates Inc | 700,369 | $7,337 萬 | 0.01% | +61,024+9.5% | 加碼 |
| Atalan Capital Partners, LP | 700,000 | $7,333 萬 | 5.63% | +700,000 | 新進 |
| American Century Companies Inc | 689,741 | $7,226 萬 | 0.04% | −85,406−11.0% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 686,672 | $7,194 萬 | 0.17% | −38,879−5.4% | 減碼 |
| Bank of New York Mellon Corp | 659,559 | $6,910 萬 | 0.01% | −4,303−0.6% | 減碼 |
| SEI Investments Co | 642,013 | $6,726 萬 | 0.08% | −27,255−4.1% | 減碼 |
| UBS Group AG | 630,877 | $6,609 萬 | 0.01% | −20,183−3.1% | 減碼 |
| Artisan Partners Limited Partnership | 621,647 | $6,512 萬 | 0.10% | +192,252+44.8% | 加碼 |
| Premier Fund Managers Ltd | 612,927 | $6,433 萬 | 2.35% | +202,935+49.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 601,820 | $6,305 萬 | 0.04% | −92,900−13.4% | 減碼 |
| Nuveen, LLC | 545,494 | $5,715 萬 | 0.02% | −55,113−9.2% | 減碼 |
| GW&K Investment Management, LLC | 498,898 | $5,227 萬 | 0.47% | −89,650−15.2% | 減碼 |
| Millennium Management LLC | 475,392 | $4,980 萬 | 0.04% | −113,295−19.2% | 減碼 |
| Royal Bank of Canada | 474,587 | $4,972 萬 | 0.01% | +68,353+16.8% | 加碼 |
| Aristotle Capital Boston, LLC | 443,325 | $4,644 萬 | 2.36% | −34,316−7.2% | 減碼 |
| Van Berkom & Associates Inc. | 442,830 | $4,639 萬 | 1.38% | −207,231−31.9% | 減碼 |
| Raymond James Financial Inc | 425,005 | $4,452 萬 | 0.02% | −8,623−2.0% | 減碼 |
| UBS Asset Management Americas Inc | 417,729 | $4,376 萬 | 0.01% | +44,984+12.1% | 加碼 |
| Lazard Asset Management LLC | 387,801 | $4,063 萬 | 0.06% | +2,431+0.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 382,706 | $4,009 萬 | 0.72% | −271,560−41.5% | 減碼 |
| Massachusetts Financial Services Co | 380,013 | $3,981 萬 | 0.01% | −98,091−20.5% | 減碼 |
| Ensign Peak Advisors, Inc | 331,208 | $3,470 萬 | 0.06% | −19,114−5.5% | 減碼 |
| Farallon Capital Management, L.L.C. | 319,800 | $3,350 萬 | 0.15% | −102,000−24.2% | 減碼 |
| Davenport & Co LLC | 311,957 | $3,270 萬 | 0.18% | −32,224−9.4% | 減碼 |
| Aureus Asset Management, LLC | 297,459 | $3,116 萬 | 1.99% | −59,627−16.7% | 減碼 |
| Voya Investment Management LLC | 289,317 | $3,031 萬 | 0.03% | +135,904+88.6% | 加碼 |
| Bessemer Group Inc | 288,025 | $3,018 萬 | 0.05% | −112,369−28.1% | 減碼 |
| DF Dent & Co Inc | 284,667 | $2,982 萬 | 0.38% | +4,696+1.7% | 加碼 |
| Ranger Investment Management, L.P. | 282,480 | $2,959 萬 | 2.07% | −131,191−31.7% | 減碼 |
| Thrivent Financial for Lutherans | 282,442 | $2,959 萬 | 0.06% | −57,895−17.0% | 減碼 |
| Ashford Capital Management Inc | 279,404 | $2,927 萬 | 3.44% | +4,405+1.6% | 加碼 |
| Rhumbline Advisers | 277,915 | $2,911 萬 | 0.02% | +7,938+2.9% | 加碼 |
| Man Group plc | 254,652 | $2,668 萬 | 0.06% | +236,867+1,331.8% | 加碼 |
| WCM Investment Management, LLC | 248,950 | $2,611 萬 | 0.06% | +16,309+7.0% | 加碼 |
| Principal Financial Group Inc | 248,754 | $2,606 萬 | 0.01% | −18,087−6.8% | 減碼 |
| Comerica Bank | 237,668 | $2,490 萬 | 0.10% | +167,515+238.8% | 加碼 |
| Alliancebernstein L.P. | 230,652 | $2,416 萬 | 0.01% | +13,238+6.1% | 加碼 |
| Glenmede Investment Management, LP | 228,819 | $2,397 萬 | 0.12% | +228,819 | 新進 |
| Viking Global Investors LP大師維京全球投資 | 219,746 | $2,302 萬 | 0.07% | +219,746 | 新進 |
| Retirement Systems of Alabama | 214,787 | $2,250 萬 | 0.08% | +403+0.2% | 加碼 |
| Summit Creek Advisors LLC | 208,195 | $2,181 萬 | 3.04% | −36,665−15.0% | 減碼 |
| Jane Street Group, LLC | 202,079 | $2,117 萬 | 0.03% | +168,084+494.4% | 加碼 |
| Barclays PLC | 200,369 | $2,099 萬 | 0.01% | +70,134+53.9% | 加碼 |
| New York State Common Retirement Fund | 195,041 | $2,043 萬 | 0.03% | +54,886+39.2% | 加碼 |
| Victory Capital Management Inc | 193,181 | $2,024 萬 | 0.01% | +6,311+3.4% | 加碼 |
| Russell Investments Group, Ltd. | 191,418 | $2,005 萬 | 0.03% | +50,589+35.9% | 加碼 |
| Wells Fargo & Company | 190,439 | $1,995 萬 | 0.00% | +26,744+16.3% | 加碼 |
| Macquarie Group Ltd | 176,617 | $1,850 萬 | 0.02% | −5,533−3.0% | 減碼 |
| Segall Bryant & Hamill, LLC | 165,742 | $1,736 萬 | 0.24% | +65,151+64.8% | 加碼 |
| Swiss National Bank | 165,200 | $1,731 萬 | 0.01% | −2,700−1.6% | 減碼 |
| Legal & General Group Plc | 163,248 | $1,710 萬 | 0.00% | +13,924+9.3% | 加碼 |
| Eversept Partners, LP | 155,868 | $1,633 萬 | 1.65% | −196,108−55.7% | 減碼 |
| California Public Employees Retirement System | 143,794 | $1,506 萬 | 0.01% | −211,230−59.5% | 減碼 |
| Balyasny Asset Management LLC | 141,779 | $1,485 萬 | 0.03% | +128,790+991.5% | 加碼 |
| Citigroup Inc | 137,624 | $1,442 萬 | 0.01% | −56,662−29.2% | 減碼 |
| Envestnet Asset Management Inc | 136,259 | $1,419 萬 | 0.00% | +7,602+5.9% | 加碼 |
| Next Century Growth Investors LLC | 129,465 | $1,356 萬 | 1.05% | +31,197+31.7% | 加碼 |
| 12th Street Asset Management Company, LLC | 126,917 | $1,330 萬 | 2.29% | +126,917 | 新進 |
| Axiom Investors LLC | 124,269 | $1,302 萬 | 0.11% | +30,615+32.7% | 加碼 |
| Motley Fool Asset Management LLC | 114,567 | $1,200 萬 | 0.55% | −3,842−3.2% | 減碼 |
| Oberweis Asset Management Inc | 113,820 | $1,192 萬 | 0.52% | +7,920+7.5% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 113,577 | $1,190 萬 | 1.43% | −4,968−4.2% | 減碼 |
| Motley Fool Wealth Management, LLC | 113,555 | $1,190 萬 | 0.72% | −11,912−9.5% | 減碼 |
| Frontier Capital Management Co LLC | 112,597 | $1,180 萬 | 0.11% | +22,437+24.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 106,922 | $1,120 萬 | 0.13% | +31,716+42.2% | 加碼 |
| Susquehanna International Group, LLP | 103,973 | $1,089 萬 | 0.02% | −9,837−8.6% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 102,419 | $1,073 萬 | 0.02% | −6,772−6.2% | 減碼 |
| Deutsche Bank AG | 102,080 | $1,069 萬 | 0.00% | −9,171−8.2% | 減碼 |