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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 23,151 | $242.5 萬 | 0.01% | −678−2.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,165 | $242.7 萬 | 0.01% | +1,177+5.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,953 | $250.9 萬 | 0.00% | 00.0% | 不變 |
| Silphium Asset Management Ltd | 24,400 | $255.6 萬 | 0.91% | −3,100−11.3% | 減碼 |
| Louisiana State Employees Retirement System | 24,400 | $255.6 萬 | 0.05% | +100+0.4% | 加碼 |
| New Age Alpha Advisors, LLC | 25,033 | $262.2 萬 | 0.12% | +2,858+12.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,154 | $263.5 萬 | 0.00% | −613−2.4% | 減碼 |
| Arizona State Retirement System | 25,226 | $264.3 萬 | 0.02% | +389+1.6% | 加碼 |
| ABLE Financial Group, LLC | 25,845 | $270.8 萬 | 0.65% | +3,174+14.0% | 加碼 |
| RE Advisers Corp | 26,900 | $281.8 萬 | 0.07% | +26,900 | 新進 |
| Cerity Partners LLC | 27,404 | $287.1 萬 | 0.01% | +12,381+82.4% | 加碼 |
| Brevan Howard Capital Management LP | 27,455 | $287.6 萬 | 0.03% | +19,050+226.7% | 加碼 |
| Dynamic Technology Lab Private Ltd | 27,511 | $288.2 萬 | 0.39% | +27,511 | 新進 |
| Fred Alger Management, LLC | 29,974 | $289.8 萬 | 0.01% | +19,072+174.9% | 加碼 |
| Montanaro Asset Management Ltd | 28,100 | $294.4 萬 | 0.76% | +12,800+83.7% | 加碼 |
| Mariner, LLC | 28,434 | $297.9 萬 | 0.00% | +14,966+111.1% | 加碼 |
| Cinctive Capital Management LP | 28,786 | $301.6 萬 | 0.17% | +28,786 | 新進 |
| Pathstone Holdings, LLC | 28,962 | $303.4 萬 | 0.01% | +2,300+8.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 29,075 | $304.6 萬 | 0.01% | +45+0.2% | 加碼 |
| Amundi | 30,203 | $305.9 萬 | 0.00% | +2,574+9.3% | 加碼 |
| Formula Growth Ltd | 29,490 | $308.9 萬 | 1.17% | −510−1.7% | 減碼 |
| Forest Hill Capital, LLC | 29,576 | $309.8 萬 | 2.20% | −4,500−13.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 29,731 | $311.5 萬 | 0.02% | +13,086+78.6% | 加碼 |
| Yousif Capital Management, LLC | 30,087 | $315.2 萬 | 0.03% | −750−2.4% | 減碼 |
| Zacks Investment Management | 31,248 | $327.4 萬 | 0.03% | −734−2.3% | 減碼 |
| Natixis Advisors, L.P. | 31,731 | $332.4 萬 | 0.01% | −156,328−83.1% | 減碼 |
| Captrust Financial Advisors | 32,223 | $337.6 萬 | 0.01% | +12,852+66.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 32,676 | $342.3 萬 | 0.15% | +32,521+20,981.3% | 加碼 |
| State of Tennessee, Treasury Department | 32,954 | $345.2 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 32,970 | $345.4 萬 | 0.11% | −321−1.0% | 減碼 |
| M&T Bank Corp | 33,885 | $355.0 萬 | 0.01% | +2,002+6.3% | 加碼 |
| Tectonic Advisors LLC | 34,553 | $362.0 萬 | 0.21% | +34,553 | 新進 |
| Squarepoint Ops LLC | 35,142 | $368.1 萬 | 0.01% | +22,229+172.1% | 加碼 |
| Lisanti Capital Growth, LLC | 36,345 | $380.8 萬 | 1.06% | −10,755−22.8% | 減碼 |
| Aubrey Capital Management Ltd | 36,500 | $382.3 萬 | 1.39% | +10,500+40.4% | 加碼 |
| Covenant Asset Management, LLC | 37,157 | $389.3 萬 | 0.80% | −752−2.0% | 減碼 |
| Amalgamated Bank | 38,065 | $398.8 萬 | 0.03% | −50−0.1% | 減碼 |
| Verition Fund Management LLC | 38,325 | $401.5 萬 | 0.02% | +26,220+216.6% | 加碼 |
| Covea Finance | 39,200 | $410.7 萬 | 0.15% | +7,200+22.5% | 加碼 |
| LPL Financial LLC | 39,402 | $412.8 萬 | 0.00% | −2,582−6.1% | 減碼 |
| Clough Capital Partners L P | 43,500 | $455.7 萬 | 0.46% | −43,500−50.0% | 減碼 |
| EFG Asset Management (North America) Corp. | 44,594 | $467.0 萬 | 0.66% | +5,175+13.1% | 加碼 |
| Advantage Alpha Capital Partners LP | 44,714 | $468.4 萬 | 1.26% | −17,202−27.8% | 減碼 |
| Baird Financial Group, Inc. | 45,244 | $474.0 萬 | 0.01% | +35,646+371.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 45,312 | $474.7 萬 | 0.00% | +45,312 | 新進 |
| Teachers Retirement System of the State of Kentucky | 47,383 | $496.4 萬 | 0.04% | −2,397−4.8% | 減碼 |
| Overbrook Management Corp | 47,485 | $497.5 萬 | 0.93% | −21,931−31.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 48,631 | $509.5 萬 | 0.21% | +9,701+24.9% | 加碼 |
| Creative Planning | 49,064 | $514.0 萬 | 0.00% | +14,338+41.3% | 加碼 |
| King Luther Capital Management Corp | 50,190 | $525.8 萬 | 0.02% | 00.0% | 不變 |
| First Trust Advisors LP | 51,326 | $537.7 萬 | 0.00% | −95,617−65.1% | 減碼 |
| Intech Investment Management LLC | 51,369 | $538.1 萬 | 0.05% | −5,406−9.5% | 減碼 |
| 1492 Capital Management LLC | 52,078 | $545.6 萬 | 2.51% | −806−1.5% | 減碼 |
| Marshall Wace, LLP | 52,335 | $548.3 萬 | 0.01% | +52,335 | 新進 |
| NBW Capital LLC | 53,514 | $560.6 萬 | 1.21% | +1,528+2.9% | 加碼 |
| UMA Financial Services, Inc. | 53,563 | $561.1 萬 | 0.88% | +70.0% | 加碼 |
| Warren Averett Asset Management, LLC | 54,782 | $573.9 萬 | 0.06% | +2,796+5.4% | 加碼 |
| Nordea Investment Management AB | 59,732 | $631.9 萬 | 0.01% | +164+0.3% | 加碼 |
| Madison Asset Management, LLC | 60,661 | $635.5 萬 | 0.07% | −8,703−12.5% | 減碼 |
| Renaissance Technologies LLC | 62,100 | $650.6 萬 | 0.01% | +29,900+92.9% | 加碼 |
| Elk River Wealth Management, LLC | 64,959 | $680.5 萬 | 1.17% | −822−1.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 65,000 | $680.9 萬 | 0.90% | 00.0% | 不變 |
| Great West Life Assurance Co | 66,921 | $701.3 萬 | 0.01% | −1,833−2.7% | 減碼 |
| Congress Asset Management Co | 68,241 | $714.9 萬 | 0.05% | −120.0% | 減碼 |
| Moody Aldrich Partners LLC | 71,215 | $746.0 萬 | 1.44% | +3,335+4.9% | 加碼 |
| Renaissance Group LLC | 73,955 | $774.8 萬 | 0.30% | +17,144+30.2% | 加碼 |
| Qube Research & Technologies Ltd | 75,204 | $787.8 萬 | 0.01% | +75,204 | 新進 |
| Kornitzer Capital Management Inc | 75,326 | $789.1 萬 | 0.16% | 00.0% | 不變 |
| Castleark Management LLC | 75,730 | $793.3 萬 | 0.24% | −2,230−2.9% | 減碼 |
| New York State Teachers Retirement System | 78,651 | $823.9 萬 | 0.02% | −6,024−7.1% | 減碼 |
| Diversify Wealth Management, LLC | 90,523 | $841.7 萬 | 0.52% | +169+0.2% | 加碼 |
| California State Teachers Retirement System | 80,643 | $844.8 萬 | 0.01% | 00.0% | 不變 |
| First Turn Management, LLC | 80,880 | $847.3 萬 | 1.58% | −3,086−3.7% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 83,576 | $875.5 萬 | 0.08% | −11,571−12.2% | 減碼 |
| GM Advisory Group, Inc. | 83,757 | $877.4 萬 | 0.43% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 84,572 | $886.0 萬 | 0.01% | −39,006−31.6% | 減碼 |
| GDS Wealth Management | 87,287 | $914.4 萬 | 0.67% | +19,280+28.4% | 加碼 |
| HighTower Advisors, LLC | 87,512 | $916.8 萬 | 0.01% | −274−0.3% | 減碼 |
| Avidity Partners Management LP | 92,000 | $963.8 萬 | 1.93% | +14,000+17.9% | 加碼 |
| Public Employees Retirement System of Ohio | 93,547 | $980.0 萬 | 0.03% | +733+0.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 94,210 | $986.9 萬 | 0.01% | −3,529−3.6% | 減碼 |
| Peregrine Capital Management LLC | 95,778 | $1,003 萬 | 0.30% | +2,446+2.6% | 加碼 |
| MetLife Investment Management | 96,027 | $1,006 萬 | 0.06% | −810−0.8% | 減碼 |
| Mutual of America Capital Management LLC | 96,818 | $1,014 萬 | 0.11% | +2,513+2.7% | 加碼 |
| State of Wisconsin Investment Board | 100,371 | $1,051 萬 | 0.03% | −4,066−3.9% | 減碼 |
| Granahan Investment Management Inc | 100,417 | $1,052 萬 | 0.43% | +40,878+68.7% | 加碼 |
| Thematics Asset Management | 102,009 | $1,069 萬 | 0.48% | −9,833−8.8% | 減碼 |
| Deutsche Bank AG | 102,080 | $1,069 萬 | 0.00% | −9,171−8.2% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 102,419 | $1,073 萬 | 0.02% | −6,772−6.2% | 減碼 |
| Susquehanna International Group, LLP | 103,973 | $1,089 萬 | 0.02% | −9,837−8.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 106,922 | $1,120 萬 | 0.13% | +31,716+42.2% | 加碼 |
| Frontier Capital Management Co LLC | 112,597 | $1,180 萬 | 0.11% | +22,437+24.9% | 加碼 |
| Motley Fool Wealth Management, LLC | 113,555 | $1,190 萬 | 0.72% | −11,912−9.5% | 減碼 |
| Grandeur Peak Global Advisors, LLC | 113,577 | $1,190 萬 | 1.43% | −4,968−4.2% | 減碼 |
| Oberweis Asset Management Inc | 113,820 | $1,192 萬 | 0.52% | +7,920+7.5% | 加碼 |
| Motley Fool Asset Management LLC | 114,567 | $1,200 萬 | 0.55% | −3,842−3.2% | 減碼 |
| Axiom Investors LLC | 124,269 | $1,302 萬 | 0.11% | +30,615+32.7% | 加碼 |
| 12th Street Asset Management Company, LLC | 126,917 | $1,330 萬 | 2.29% | +126,917 | 新進 |
| Next Century Growth Investors LLC | 129,465 | $1,356 萬 | 1.05% | +31,197+31.7% | 加碼 |
| Envestnet Asset Management Inc | 136,259 | $1,419 萬 | 0.00% | +7,602+5.9% | 加碼 |