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 3 季 13F 持有人
Healthequity, Inc. 在 2025/9/30 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
- 495
- 較 2025 年第 2 季 +17 家
- 持有股數
- 8,851 萬
- 較 2025 年第 2 季 −194.2 萬 (−2.1%)
- 總市值
- $83.8 億
- 較 2025 年第 2 季 −$10.9 億 (−11.5%)
- 新進機構
- 79
- 另有 165 家加碼
- 清倉機構
- 62
- 另有 183 家減碼
另有 9 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,165,858 | $10.6 億 | 0.02% | +441,876+4.1% | 加碼 |
| Vanguard Group Inc | 8,746,255 | $8.29 億 | 0.01% | +243,549+2.9% | 加碼 |
| Wasatch Advisors Inc | 6,307,675 | $5.98 億 | 3.22% | +206,611+3.4% | 加碼 |
| FMR LLC | 3,489,781 | $3.31 億 | 0.02% | −1,550,235−30.8% | 減碼 |
| State Street Corp | 3,150,196 | $2.99 億 | 0.01% | −34,024−1.1% | 減碼 |
| Geode Capital Management, LLC | 2,195,561 | $2.08 億 | 0.01% | +48,383+2.3% | 加碼 |
| Invesco Ltd. | 2,129,154 | $2.02 億 | 0.03% | −236,706−10.0% | 減碼 |
| AQR Capital Management LLC | 1,764,268 | $1.67 億 | 0.11% | +656,820+59.3% | 加碼 |
| Westfield Capital Management Co LP | 1,716,658 | $1.63 億 | 0.68% | +451,450+35.7% | 加碼 |
| Brown Advisory Inc | 1,605,273 | $1.52 億 | 0.20% | −21,751−1.3% | 減碼 |
| Dimensional Fund Advisors LP | 1,559,008 | $1.48 億 | 0.03% | +38,154+2.5% | 加碼 |
| Price T Rowe Associates Inc | 1,533,730 | $1.45 億 | 0.02% | +833,361+119.0% | 加碼 |
| Clearbridge Investments, LLC | 1,359,832 | $1.29 億 | 0.10% | +38,449+2.9% | 加碼 |
| Morgan Stanley | 1,302,412 | $1.23 億 | 0.01% | −101,756−7.2% | 減碼 |
| Mackenzie Financial Corp | 1,267,752 | $1.20 億 | 0.15% | +5840.0% | 加碼 |
| JPMorgan Chase & Co | 1,205,077 | $1.14 億 | 0.01% | +124,283+11.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,141,987 | $1.08 億 | 0.02% | +12,872+1.1% | 加碼 |
| Geneva Capital Management LLC | 1,097,607 | $1.04 億 | 1.78% | −10,634−1.0% | 減碼 |
| Northern Trust Corp | 1,080,140 | $1.02 億 | 0.01% | −7,199−0.7% | 減碼 |
| Greenhouse Funds LLLP | 1,068,921 | $1.01 億 | 3.94% | +157,106+17.2% | 加碼 |
| Loomis Sayles & Co L P | 985,105 | $9,336 萬 | 0.11% | −46,223−4.5% | 減碼 |
| Atalan Capital Partners, LP | 911,600 | $8,639 萬 | 6.03% | +211,600+30.2% | 加碼 |
| Goldman Sachs Group Inc | 875,438 | $8,297 萬 | 0.01% | −41,845−4.6% | 減碼 |
| Franklin Resources Inc | 840,248 | $7,963 萬 | 0.02% | +6,299+0.8% | 加碼 |
| Janus Henderson Group PLC | 839,494 | $7,956 萬 | 0.04% | −13,101−1.5% | 減碼 |
| Wellington Management Group LLP | 796,249 | $7,546 萬 | 0.01% | −128,673−13.9% | 減碼 |
| American Century Companies Inc | 771,205 | $7,309 萬 | 0.04% | +81,464+11.8% | 加碼 |
| Bamco Inc | 759,525 | $7,198 萬 | 0.19% | −20,475−2.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 764,187 | $6,932 萬 | 0.11% | −32,285−4.1% | 減碼 |
| Stephens Investment Management Group LLC | 724,244 | $6,864 萬 | 0.89% | −292,089−28.7% | 減碼 |
| Ameriprise Financial Inc | 690,569 | $6,545 萬 | 0.02% | −41,865−5.7% | 減碼 |
| Bank of America Corp | 675,530 | $6,402 萬 | 0.00% | −33,204−4.7% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 652,246 | $6,181 萬 | 0.15% | −34,426−5.0% | 減碼 |
| Bank of New York Mellon Corp | 645,843 | $6,121 萬 | 0.01% | −13,716−2.1% | 減碼 |
| Macquarie Group Ltd | 633,143 | $6,000 萬 | 0.07% | +456,526+258.5% | 加碼 |
| SEI Investments Co | 624,272 | $5,916 萬 | 0.06% | −17,741−2.8% | 減碼 |
| Premier Fund Managers Ltd | 610,129 | $5,816 萬 | 2.39% | −2,798−0.5% | 減碼 |
| Artisan Partners Limited Partnership | 597,445 | $5,662 萬 | 0.08% | −24,202−3.9% | 減碼 |
| Point72 Asset Management, L.P. | 561,025 | $5,317 萬 | 0.12% | +561,025 | 新進 |
| Nuveen, LLC | 549,978 | $5,212 萬 | 0.01% | +4,484+0.8% | 加碼 |
| UBS Group AG | 549,217 | $5,205 萬 | 0.01% | −81,660−12.9% | 減碼 |
| GW&K Investment Management, LLC | 446,993 | $4,236 萬 | 0.37% | −51,905−10.4% | 減碼 |
| Aristotle Capital Boston, LLC | 436,034 | $4,132 萬 | 2.13% | −7,291−1.6% | 減碼 |
| Citadel Advisors LLC | 426,814 | $4,045 萬 | 0.03% | −783,572−64.7% | 減碼 |
| Raymond James Financial Inc | 413,163 | $3,916 萬 | 0.01% | −11,842−2.8% | 減碼 |
| Davenport & Co LLC | 386,388 | $3,677 萬 | 0.20% | +74,431+23.9% | 加碼 |
| Millennium Management LLC | 378,280 | $3,585 萬 | 0.03% | −97,112−20.4% | 減碼 |
| Lazard Asset Management LLC | 370,923 | $3,515 萬 | 0.05% | −16,878−4.4% | 減碼 |
| Royal Bank of Canada | 351,102 | $3,327 萬 | 0.01% | −123,485−26.0% | 減碼 |
| Bessemer Group Inc | 349,342 | $3,311 萬 | 0.05% | +61,317+21.3% | 加碼 |
| Comerica Bank | 343,270 | $3,253 萬 | 0.12% | +105,602+44.4% | 加碼 |
| Massachusetts Financial Services Co | 315,327 | $2,988 萬 | 0.01% | −64,686−17.0% | 減碼 |
| Man Group plc | 307,281 | $2,912 萬 | 0.06% | +52,629+20.7% | 加碼 |
| Marshall Wace, LLP | 293,182 | $2,778 萬 | 0.03% | +240,847+460.2% | 加碼 |
| Aureus Asset Management, LLC | 291,703 | $2,764 萬 | 1.80% | −5,756−1.9% | 減碼 |
| Thrivent Financial for Lutherans | 287,280 | $2,723 萬 | 0.05% | +4,838+1.7% | 加碼 |
| Woodline Partners LP | 276,390 | $2,619 萬 | 0.12% | +276,390 | 新進 |
| Ranger Investment Management, L.P. | 274,130 | $2,598 萬 | 1.81% | −8,350−3.0% | 減碼 |
| Rhumbline Advisers | 272,333 | $2,581 萬 | 0.02% | −5,582−2.0% | 減碼 |
| 12th Street Asset Management Company, LLC | 272,068 | $2,578 萬 | 4.36% | +145,151+114.4% | 加碼 |
| Ashford Capital Management Inc | 271,963 | $2,577 萬 | 2.87% | −7,441−2.7% | 減碼 |
| Principal Financial Group Inc | 253,780 | $2,405 萬 | 0.01% | +5,026+2.0% | 加碼 |
| WCM Investment Management, LLC | 248,382 | $2,368 萬 | 0.05% | −568−0.2% | 減碼 |
| ArrowMark Colorado Holdings LLC | 231,902 | $2,198 萬 | 0.41% | −150,804−39.4% | 減碼 |
| Alliancebernstein L.P. | 227,262 | $2,154 萬 | 0.01% | −3,390−1.5% | 減碼 |
| Glenmede Investment Management, LP | 214,988 | $2,037 萬 | 0.10% | −13,831−6.0% | 減碼 |
| Barclays PLC | 214,291 | $2,031 萬 | 0.01% | +13,922+6.9% | 加碼 |
| Retirement Systems of Alabama | 213,458 | $2,023 萬 | 0.07% | −1,329−0.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 213,406 | $2,022 萬 | 0.03% | −913,648−81.1% | 減碼 |
| DF Dent & Co Inc | 205,859 | $1,951 萬 | 0.25% | −78,808−27.7% | 減碼 |
| UBS Asset Management Americas Inc | 193,586 | $1,835 萬 | 0.00% | −224,143−53.7% | 減碼 |
| Summit Creek Advisors LLC | 192,525 | $1,825 萬 | 2.66% | −15,670−7.5% | 減碼 |
| Wells Fargo & Company | 178,310 | $1,690 萬 | 0.00% | −12,129−6.4% | 減碼 |
| New York State Common Retirement Fund | 177,093 | $1,678 萬 | 0.02% | −17,948−9.2% | 減碼 |
| Ensign Peak Advisors, Inc | 176,580 | $1,673 萬 | 0.03% | −154,628−46.7% | 減碼 |
| Victory Capital Management Inc | 170,430 | $1,615 萬 | 0.01% | −22,751−11.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 169,849 | $1,610 萬 | 0.21% | +4,107+2.5% | 加碼 |
| Swiss National Bank | 167,600 | $1,588 萬 | 0.01% | +2,400+1.5% | 加碼 |
| Legal & General Group Plc | 157,666 | $1,494 萬 | 0.00% | −5,582−3.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 155,543 | $1,474 萬 | 0.16% | +48,621+45.5% | 加碼 |
| California Public Employees Retirement System | 154,634 | $1,465 萬 | 0.01% | +10,840+7.5% | 加碼 |
| Axiom Investors LLC | 151,397 | $1,435 萬 | 0.11% | +27,128+21.8% | 加碼 |
| Russell Investments Group, Ltd. | 151,097 | $1,432 萬 | 0.02% | −40,321−21.1% | 減碼 |
| LPL Financial LLC | 145,325 | $1,377 萬 | 0.00% | +105,923+268.8% | 加碼 |
| Oberweis Asset Management Inc | 140,080 | $1,328 萬 | 0.51% | +26,260+23.1% | 加碼 |
| Envestnet Asset Management Inc | 138,933 | $1,317 萬 | 0.00% | +2,674+2.0% | 加碼 |
| Voya Investment Management LLC | 119,842 | $1,136 萬 | 0.01% | −169,475−58.6% | 減碼 |
| State of Wisconsin Investment Board | 119,020 | $1,128 萬 | 0.03% | +18,649+18.6% | 加碼 |
| Qube Research & Technologies Ltd | 117,064 | $1,109 萬 | 0.02% | +41,860+55.7% | 加碼 |
| Frontier Capital Management Co LLC | 114,751 | $1,087 萬 | 0.10% | +2,154+1.9% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 110,074 | $1,043 萬 | 1.40% | −3,503−3.1% | 減碼 |
| Deutsche Bank AG | 109,864 | $1,041 萬 | 0.00% | +7,784+7.6% | 加碼 |
| Motley Fool Asset Management LLC | 107,323 | $1,017 萬 | 0.42% | −7,244−6.3% | 減碼 |
| Peregrine Capital Management LLC | 102,691 | $973.2 萬 | 0.29% | +6,913+7.2% | 加碼 |
| Motley Fool Wealth Management, LLC | 101,315 | $960.2 萬 | 0.65% | −12,240−10.8% | 減碼 |
| GDS Wealth Management | 100,969 | $956.9 萬 | 0.63% | +13,682+15.7% | 加碼 |
| Thematics Asset Management | 99,242 | $940.5 萬 | 0.43% | −2,767−2.7% | 減碼 |
| Private Advisory Group LLC | 95,507 | $905.1 萬 | 0.79% | +95,507 | 新進 |
| Mutual of America Capital Management LLC | 94,304 | $893.7 萬 | 0.09% | −2,514−2.6% | 減碼 |
| MetLife Investment Management | 93,000 | $881.4 萬 | 0.04% | −3,027−3.2% | 減碼 |