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 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 | 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 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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 756 | $7.92 萬 | 0.00% | +753+25,100.0% | 加碼 |
| Vega Investment Solutions | 779 | $8.16 萬 | 0.02% | −754−49.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 863 | $9.00 萬 | 0.00% | +863 | 新進 |
| Steward Partners Investment Advisory, LLC | 862 | $9.03 萬 | 0.00% | −14,179−94.3% | 減碼 |
| Umb Bank N A | 866 | $9.07 萬 | 0.00% | +18+2.1% | 加碼 |
| Optiver Holding B.V. | 883 | $9.25 萬 | 0.00% | +43+5.1% | 加碼 |
| Fifth Third Bancorp | 908 | $9.51 萬 | 0.00% | −47−4.9% | 減碼 |
| Harbor Investment Advisory, LLC | 927 | $9.71 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 970 | $10.2 萬 | 0.00% | +679+233.3% | 加碼 |
| First Horizon Advisors, Inc. | 1,064 | $11.1 萬 | 0.00% | −18−1.7% | 減碼 |
| Hantz Financial Services, Inc. | 1,102 | $11.5 萬 | 0.00% | +1,061+2,587.8% | 加碼 |
| NBC Securities, Inc. | 1,108 | $11.6 萬 | 0.01% | +1,108 | 新進 |
| Amica Retiree Medical Trust | 1,153 | $12.1 萬 | 0.17% | −375−24.5% | 減碼 |
| Signaturefd, LLC | 1,286 | $13.5 萬 | 0.00% | +222+20.9% | 加碼 |
| Bryn Mawr Trust Co | 1,293 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,447 | $15.2 萬 | 0.00% | +265+22.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,673 | $17.5 萬 | 0.00% | +602+56.2% | 加碼 |
| Skopos Labs, Inc. | 1,702 | $17.8 萬 | 0.02% | +1,515+810.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,875 | $19.6 萬 | 0.00% | −291−13.4% | 減碼 |
| Aviso Financial Inc. | 1,882 | $19.7 萬 | 0.01% | +89+5.0% | 加碼 |
| Daiwa Securities Group Inc. | 1,900 | $19.9 萬 | 0.00% | −200−9.5% | 減碼 |
| Private Advisor Group, LLC | 1,929 | $20.2 萬 | 0.00% | −1,109−36.5% | 減碼 |
| Abel Hall, LLC | 1,939 | $20.3 萬 | 0.09% | +1,939 | 新進 |
| Merit Financial Group, LLC | 1,940 | $20.3 萬 | 0.00% | +1,940 | 新進 |
| David Loasby | 2,267 | $20.6 萬 | 0.02% | −571−20.1% | 減碼 |
| Caisse des Depots Et Consignations | 1,987 | $20.8 萬 | 0.01% | −15,311−88.5% | 減碼 |
| Shell Asset Management Co | 1,998 | $20.9 萬 | 0.01% | −437−17.9% | 減碼 |
| GAMMA Investing LLC | 2,006 | $21.0 萬 | 0.01% | +435+27.7% | 加碼 |
| Summit Trail Advisors, LLC | 2,009 | $21.0 萬 | 0.00% | −1,627−44.7% | 減碼 |
| PharVision Advisers, LLC | 2,019 | $21.2 萬 | 0.30% | +2,019 | 新進 |
| Coldstream Capital Management Inc | 2,027 | $21.2 萬 | 0.00% | +138+7.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,072 | $21.7 萬 | 0.01% | +2,072 | 新進 |
| 1620 Investment Advisors, Inc. | 2,090 | $21.9 萬 | 0.16% | −7−0.3% | 減碼 |
| RiverPark Advisors, LLC | 2,176 | $22.8 萬 | 0.14% | +170+8.5% | 加碼 |
| Anb Bank | 2,204 | $23.1 萬 | 0.10% | −64−2.8% | 減碼 |
| Swiss Life Asset Management Ltd | 2,235 | $23.4 萬 | 0.00% | +2,235 | 新進 |
| Great Lakes Advisors, LLC | 2,239 | $23.5 萬 | 0.00% | +2,239 | 新進 |
| Forum Financial Management, LP | 2,296 | $24.1 萬 | 0.00% | +5+0.2% | 加碼 |
| Index Fund Advisors, Inc. | 2,344 | $24.6 萬 | 0.01% | +2,344 | 新進 |
| Curated Wealth Partners LLC | 2,381 | $24.9 萬 | 0.03% | −565−19.2% | 減碼 |
| KBC Group NV | 2,411 | $25.3 萬 | 0.00% | −1,341−35.7% | 減碼 |
| Everence Capital Management Inc | 2,430 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,437 | $25.5 萬 | 0.00% | +110+4.7% | 加碼 |
| Peapack Gladstone Financial Corp | 2,456 | $25.7 萬 | 0.00% | +112+4.8% | 加碼 |
| Gibbs Wealth Management | 2,471 | $25.9 萬 | 0.05% | +181+7.9% | 加碼 |
| Venturi Wealth Management, LLC | 2,485 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Farringdon Capital, Ltd. | 2,509 | $26.3 萬 | 0.09% | +2,509 | 新進 |
| Blueshift Asset Management, LLC | 2,558 | $26.8 萬 | 0.08% | −10,108−79.8% | 減碼 |
| Cresset Asset Management, LLC | 2,571 | $26.9 萬 | 0.00% | −2,776−51.9% | 減碼 |
| Truist Financial Corp | 2,590 | $27.1 萬 | 0.00% | +52+2.0% | 加碼 |
| National Asset Management, Inc. | 2,608 | $27.3 萬 | 0.01% | +2,608 | 新進 |
| Scharf Investments, LLC | 2,652 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,699 | $28.3 萬 | 0.04% | +32+1.2% | 加碼 |
| CIBC Asset Management Inc | 2,700 | $28.3 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 2,800 | $29.3 萬 | 0.01% | +7+0.3% | 加碼 |
| Ieq Capital, LLC | 2,828 | $29.6 萬 | 0.00% | −117−4.0% | 減碼 |
| Dakota Wealth Management | 2,833 | $29.7 萬 | 0.01% | +39+1.4% | 加碼 |
| HB Wealth Management, LLC | 2,844 | $29.8 萬 | 0.00% | −404−12.4% | 減碼 |
| Summitry LLC | 2,884 | $30.2 萬 | 0.01% | +611+26.9% | 加碼 |
| Graham Capital Management, L.P. | 2,892 | $30.3 萬 | 0.01% | +2,892 | 新進 |
| Aristeia Capital LLC | 2,907 | $30.5 萬 | 0.01% | −585−16.8% | 減碼 |
| Sivia Capital Partners, LLC | 2,919 | $30.6 萬 | 0.10% | +2,919 | 新進 |
| Greenleaf Trust | 2,943 | $30.8 萬 | 0.00% | +536+22.3% | 加碼 |
| Jones Financial Companies LLLP | 3,061 | $32.1 萬 | 0.00% | +127+4.3% | 加碼 |
| State of Wyoming | 3,071 | $32.2 萬 | 0.04% | −2,844−48.1% | 減碼 |
| MeadowBrook Investment Advisors LLC | 3,090 | $32.4 萬 | 0.30% | −110−3.4% | 減碼 |
| Shelton Capital Management | 3,104 | $32.5 萬 | 0.01% | −73−2.3% | 減碼 |
| Bayforest Capital Ltd | 3,203 | $33.6 萬 | 0.15% | −1,822−36.3% | 減碼 |
| Mercer Global Advisors Inc | 3,213 | $33.7 萬 | 0.00% | +3,213 | 新進 |
| CWM, LLC | 3,243 | $34.0 萬 | 0.00% | −44−1.3% | 減碼 |
| 111 Capital | 3,262 | $34.2 萬 | 0.06% | +3,262 | 新進 |
| Avanza Fonder AB | 3,372 | $35.3 萬 | 0.01% | 00.0% | 不變 |
| Simplex Trading, LLC | 3,466 | $36.3 萬 | 0.01% | −2,051−37.2% | 減碼 |
| Profund Advisors LLC | 3,522 | $36.9 萬 | 0.01% | −188−5.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,530 | $37.0 萬 | 0.01% | +393+12.5% | 加碼 |
| Fiduciary Trust Co | 3,549 | $37.2 萬 | 0.00% | −225−6.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,562 | $37.3 萬 | 0.03% | +152+4.5% | 加碼 |
| Brinker Capital Investments, LLC | 3,770 | $39.5 萬 | 0.00% | +490+14.9% | 加碼 |
| Nisa Investment Advisors, LLC | 3,787 | $39.7 萬 | 0.00% | +108+2.9% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,821 | $40.0 萬 | 0.01% | +3,821 | 新進 |
| Jain Global LLC | 3,878 | $40.6 萬 | 0.01% | +3,878 | 新進 |
| Level Four Advisory Services, LLC | 3,972 | $41.6 萬 | 0.02% | +592+17.5% | 加碼 |
| MML Investors Services, LLC | 3,998 | $41.9 萬 | 0.00% | +415+11.6% | 加碼 |
| Options Solutions, LLC | 4,110 | $43.1 萬 | 0.15% | +4,110 | 新進 |
| Arkadios Wealth Advisors | 4,135 | $43.3 萬 | 0.01% | +446+12.1% | 加碼 |
| Jump Financial, LLC | 4,284 | $44.9 萬 | 0.01% | +4,284 | 新進 |
| Keebeck Wealth Management, LLC | 4,507 | $47.2 萬 | 0.06% | +4,507 | 新進 |
| SG Americas Securities, LLC | 4,563 | $47.8 萬 | 0.00% | −1,280−21.9% | 減碼 |
| BTC Capital Management, Inc. | 4,646 | $48.6 萬 | 0.04% | −947−16.9% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,666 | $49.2 萬 | 0.00% | +4,666 | 新進 |
| Scientech Research LLC | 4,770 | $50.0 萬 | 0.12% | +4,770 | 新進 |
| Shaker Investments LLC | 4,861 | $50.9 萬 | 0.21% | +4,861 | 新進 |
| CI Private Wealth, LLC | 4,913 | $51.5 萬 | 0.00% | +4,913 | 新進 |
| Atomi Financial Group, Inc. | 4,987 | $52.2 萬 | 0.02% | +276+5.9% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $52.4 萬 | 0.06% | 00.0% | 不變 |
| Congress Wealth Management LLC | 5,107 | $53.5 萬 | 0.01% | +1,834+56.0% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,112 | $53.6 萬 | 0.02% | +5,112 | 新進 |
| EP Wealth Advisors, LLC | 5,164 | $54.1 萬 | 0.00% | −208−3.9% | 減碼 |
| Sanctuary Advisors, LLC | 5,218 | $54.7 萬 | 0.00% | +1,143+28.0% | 加碼 |
| Commerce Bank | 5,343 | $56.0 萬 | 0.00% | −687−11.4% | 減碼 |