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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 5,880 | $56.5 萬 | 0.01% | +708+13.7% | 加碼 |
| Janney Montgomery Scott LLC | 5,418 | $56.8 萬 | 0.00% | −858−13.7% | 減碼 |
| Assetmark, Inc | 5,467 | $57.3 萬 | 0.00% | −419−7.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,893 | $60.2 萬 | 0.00% | −487−7.6% | 減碼 |
| Beck Bode, LLC | 5,771 | $60.5 萬 | 0.10% | +396+7.4% | 加碼 |
| Integrated Quantitative Investments LLC | 5,807 | $60.8 萬 | 0.18% | +5,807 | 新進 |
| Crossmark Global Holdings, Inc. | 5,823 | $61.0 萬 | 0.01% | −473−7.5% | 減碼 |
| Benjamin Edwards Inc | 5,972 | $62.6 萬 | 0.01% | +5,972 | 新進 |
| Narus Financial Partners, LLC | 5,996 | $62.8 萬 | 0.20% | +205+3.5% | 加碼 |
| Stansberry Asset Management, LLC | 6,037 | $63.2 萬 | 0.07% | −353−5.5% | 減碼 |
| Dark Forest Capital Management LP | 6,072 | $63.6 萬 | 0.03% | +6,072 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,445 | $65.8 萬 | 0.02% | +34+0.5% | 加碼 |
| Institute for Wealth Management, LLC. | 6,376 | $66.8 萬 | 0.07% | −68−1.1% | 減碼 |
| Stephens Inc | 6,422 | $67.3 萬 | 0.01% | +1,079+20.2% | 加碼 |
| CWM Advisors, LLC | 6,444 | $67.5 萬 | 0.07% | −1,085−14.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,561 | $68.7 萬 | 0.01% | +2,808+74.8% | 加碼 |
| Radnor Capital Management, LLC | 6,565 | $68.8 萬 | 0.11% | +525+8.7% | 加碼 |
| Securian Asset Management, Inc | 6,601 | $69.2 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 6,736 | $70.6 萬 | 0.03% | −1,814−21.2% | 減碼 |
| Fortis Capital Advisors, LLC | 6,736 | $70.6 萬 | 0.13% | −1,814−21.2% | 減碼 |
| Ethic Inc. | 6,870 | $72.1 萬 | 0.01% | +1,826+36.2% | 加碼 |
| Peterson Wealth Services | 6,938 | $72.7 萬 | 0.20% | 00.0% | 不變 |
| Bryce Point Capital, LLC | 7,056 | $73.9 萬 | 0.63% | +7,056 | 新進 |
| Legato Capital Management LLC | 7,180 | $75.2 萬 | 0.09% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 7,834 | $78.6 萬 | 0.15% | +3,927+100.5% | 加碼 |
| One Capital Management, LLC | 7,501 | $78.6 萬 | 0.03% | +7,501 | 新進 |
| Gsa Capital Partners LLP | 7,533 | $78.9 萬 | 0.06% | +7,533 | 新進 |
| HSBC Holdings PLC | 7,561 | $79.3 萬 | 0.00% | +4,472+144.8% | 加碼 |
| Coyle Financial Counsel LLC | 7,813 | $81.8 萬 | 0.22% | +7,813 | 新進 |
| Cetera Investment Advisers | 7,881 | $82.6 萬 | 0.00% | +2,621+49.8% | 加碼 |
| Quantinno Capital Management LP | 7,972 | $83.5 萬 | 0.00% | +3,095+63.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 8,024 | $84.1 萬 | 0.01% | −145−1.8% | 減碼 |
| Alps Advisors Inc | 8,115 | $85.0 萬 | 0.00% | −709−8.0% | 減碼 |
| Polen Capital Management LLC | 8,243 | $86.4 萬 | 0.00% | +8,243 | 新進 |
| Sheets Smith Wealth Management | 8,419 | $88.2 萬 | 0.10% | +157+1.9% | 加碼 |
| Capstone Investment Advisors, LLC | 8,552 | $89.6 萬 | 0.01% | +8,552 | 新進 |
| Public Employees Retirement Association of Colorado | 8,599 | $90.1 萬 | 0.00% | −595−6.5% | 減碼 |
| Fox Run Management, L.L.C. | 8,738 | $91.5 萬 | 0.15% | +8,738 | 新進 |
| HC Advisors, LLC | 8,880 | $93.0 萬 | 0.66% | 00.0% | 不變 |
| Federated Hermes, Inc. | 9,383 | $98.3 萬 | 0.00% | −373−3.8% | 減碼 |
| Tudor Investment Corp Et Al | 9,509 | $99.6 萬 | 0.01% | +9,509 | 新進 |
| State of Alaska, Department of Revenue | 9,721 | $101.8 萬 | 0.01% | −415−4.1% | 減碼 |
| Avantax Advisory Services, Inc. | 10,191 | $106.8 萬 | 0.01% | −325−3.1% | 減碼 |
| CIBC World Markets Corp | 10,519 | $110.2 萬 | 0.01% | −8,522−44.8% | 減碼 |
| JustInvest LLC | 10,639 | $111.5 萬 | 0.01% | +2,263+27.0% | 加碼 |
| Stifel Financial Corp | 10,963 | $114.8 萬 | 0.00% | −4,051−27.0% | 減碼 |
| Quadrant Capital Group LLC | 11,035 | $115.6 萬 | 0.04% | +5,436+97.1% | 加碼 |
| Prudential PLC | 11,085 | $116.1 萬 | 0.01% | −420−3.7% | 減碼 |
| PEAK6 LLC | 11,601 | $121.5 萬 | 0.04% | +11,601 | 新進 |
| GWM Advisors LLC | 11,681 | $122.4 萬 | 0.01% | −941−7.5% | 減碼 |
| Toroso Investments, LLC | 11,700 | $122.6 萬 | 0.01% | +11,700 | 新進 |
| Amica Mutual Insurance Co | 11,805 | $123.7 萬 | 0.12% | −3,806−24.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 11,992 | $125.6 萬 | 0.01% | +11,992 | 新進 |
| Crestwood Advisors Group LLC | 12,104 | $126.8 萬 | 0.02% | −658−5.2% | 減碼 |
| Xponance, Inc. | 12,163 | $127.4 萬 | 0.01% | −249−2.0% | 減碼 |
| Advisor Group Holdings, Inc. | 12,441 | $128.4 萬 | 0.00% | +273+2.2% | 加碼 |
| Vontobel Holding Ltd. | 12,716 | $133.2 萬 | 0.00% | −2,105−14.2% | 減碼 |
| Engineers Gate Manager LP | 13,077 | $137.0 萬 | 0.02% | +13,077 | 新進 |
| Pictet Asset Management Holding SA | 13,226 | $138.6 萬 | 0.00% | −627−4.5% | 減碼 |
| OP Asset Management Ltd | 13,305 | $139.4 萬 | 0.02% | −13,793−50.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,390 | $140.3 萬 | 0.00% | +327+2.5% | 加碼 |
| Guggenheim Capital LLC | 13,397 | $140.3 萬 | 0.01% | −653−4.6% | 減碼 |
| Prudential Financial Inc | 14,155 | $143.7 萬 | 0.00% | +4,022+39.7% | 加碼 |
| Vestcor Inc | 14,069 | $147.4 萬 | 0.04% | −5,586−28.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,121 | $147.9 萬 | 0.04% | +9,742+222.5% | 加碼 |
| Hancock Whitney Corp | 14,123 | $148.0 萬 | 0.03% | −138−1.0% | 減碼 |
| ExodusPoint Capital Management, LP | 14,319 | $150.0 萬 | 0.02% | +5,492+62.2% | 加碼 |
| Penn Capital Management Co Inc | 14,359 | $153.1 萬 | 0.13% | +3,091+27.4% | 加碼 |
| Chesley Taft & Associates LLC | 15,045 | $157.6 萬 | 0.07% | +2,423+19.2% | 加碼 |
| Virtu Financial LLC | 15,393 | $161.2 萬 | 0.08% | +15,393 | 新進 |
| Bank of Montreal | 15,422 | $161.6 萬 | 0.00% | −2,998−16.3% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,685 | $164.3 萬 | 0.13% | +52+0.3% | 加碼 |
| STRS Ohio | 15,900 | $166.6 萬 | 0.01% | +4,600+40.7% | 加碼 |
| Gotham Asset Management, LLC | 16,650 | $174.4 萬 | 0.01% | +16,650 | 新進 |
| Goodnow Investment Group, LLC | 16,790 | $175.9 萬 | 0.16% | −210−1.2% | 減碼 |
| Campbell & CO Investment Adviser LLC | 16,918 | $177.2 萬 | 0.11% | +12,974+329.0% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $181.2 萬 | 0.06% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 17,536 | $183.7 萬 | 0.01% | −660−3.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,776 | $186.2 萬 | 0.03% | +100+0.6% | 加碼 |
| Danske Bank A/S | 18,008 | $188.7 萬 | 0.00% | −3,134−14.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 19,264 | $201.8 萬 | 0.02% | +692+3.7% | 加碼 |
| XTX Topco Ltd | 19,304 | $202.2 萬 | 0.08% | +19,304 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 19,342 | $202.6 萬 | 0.03% | +74+0.4% | 加碼 |
| Bayesian Capital Management, LP | 19,500 | $204.3 萬 | 0.32% | +19,500 | 新進 |
| TD Asset Management Inc | 19,642 | $205.8 萬 | 0.00% | −3,664−15.7% | 減碼 |
| Gradient Investments LLC | 19,692 | $206.3 萬 | 0.04% | −895−4.3% | 減碼 |
| Versor Investments LP | 19,963 | $209.1 萬 | 0.37% | −10,529−34.5% | 減碼 |
| RSM US Wealth Management LLC | 20,330 | $213.0 萬 | 0.03% | −258−1.3% | 減碼 |
| US Bancorp | 20,351 | $213.2 萬 | 0.00% | +2,001+10.9% | 加碼 |
| Future Fund LLC | 20,511 | $214.9 萬 | 0.96% | +20,511 | 新進 |
| State of Michigan Retirement System | 20,822 | $218.1 萬 | 0.01% | +100+0.5% | 加碼 |
| ProShare Advisors LLC | 21,347 | $223.6 萬 | 0.00% | −922−4.1% | 減碼 |
| Zions Bancorporation, National Association | 21,479 | $225.0 萬 | 0.12% | −1,043−4.6% | 減碼 |
| Hodges Capital Management Inc. | 21,500 | $225.2 萬 | 0.22% | −1,000−4.4% | 減碼 |
| Handelsbanken Fonder AB | 21,516 | $225.4 萬 | 0.01% | −800−3.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 21,761 | $228.0 萬 | 0.00% | +10,273+89.4% | 加碼 |
| KLP Kapitalforvaltning AS | 21,900 | $229.4 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,258 | $233.2 萬 | 0.01% | +1,542+7.4% | 加碼 |
| Advisory Research Inc | 22,292 | $233.5 萬 | 0.36% | −6,776−23.3% | 減碼 |
| Atria Investments LLC | 22,395 | $234.6 萬 | 0.03% | +14,499+183.6% | 加碼 |