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 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 | 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 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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 827 | $7.84 萬 | 0.00% | −143−14.7% | 減碼 |
| SBI Securities Co., Ltd. | 840 | $7.96 萬 | 0.00% | +84+11.1% | 加碼 |
| Umb Bank N A | 868 | $8.23 萬 | 0.00% | +2+0.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 882 | $8.40 萬 | 0.00% | +19+2.2% | 加碼 |
| Fifth Third Bancorp | 988 | $9.36 萬 | 0.00% | +80+8.8% | 加碼 |
| Amica Retiree Medical Trust | 1,153 | $10.9 萬 | 0.15% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,214 | $11.5 萬 | 0.00% | −233−16.1% | 減碼 |
| Signaturefd, LLC | 1,229 | $11.6 萬 | 0.00% | −57−4.4% | 減碼 |
| ISAM Funds (UK) Ltd | 1,235 | $11.7 萬 | 0.02% | +1,235 | 新進 |
| Bryn Mawr Trust Co | 1,267 | $12.0 萬 | 0.00% | −26−2.0% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 1,474 | $14.0 萬 | 0.00% | −199−11.9% | 減碼 |
| Hantz Financial Services, Inc. | 1,559 | $14.8 萬 | 0.00% | +457+41.5% | 加碼 |
| Aviso Financial Inc. | 1,755 | $16.6 萬 | 0.01% | −127−6.7% | 減碼 |
| GAMMA Investing LLC | 1,776 | $16.8 萬 | 0.01% | −230−11.5% | 減碼 |
| Daiwa Securities Group Inc. | 1,790 | $17.0 萬 | 0.00% | −110−5.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,932 | $18.3 萬 | 0.00% | +57+3.0% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,988 | $18.8 萬 | 0.00% | +1,634+461.6% | 加碼 |
| Merit Financial Group, LLC | 2,112 | $20.0 萬 | 0.00% | +172+8.9% | 加碼 |
| Foundations Investment Advisors, LLC | 2,113 | $20.0 萬 | 0.00% | +2,113 | 新進 |
| Gsa Capital Partners LLP | 2,136 | $20.2 萬 | 0.02% | −5,397−71.6% | 減碼 |
| David Loasby | 2,308 | $20.4 萬 | 0.02% | +41+1.8% | 加碼 |
| Park Avenue Securities LLC | 2,168 | $20.5 萬 | 0.00% | +2,168 | 新進 |
| Summit Trail Advisors, LLC | 2,170 | $20.6 萬 | 0.00% | +161+8.0% | 加碼 |
| Advisory Services Network, LLC | 2,184 | $20.7 萬 | 0.00% | +2,184 | 新進 |
| AE Wealth Management LLC | 2,185 | $20.7 萬 | 0.00% | +2,185 | 新進 |
| Bridgefront Capital, LLC | 2,190 | $20.8 萬 | 0.06% | +2,190 | 新進 |
| Evergreen Capital Management LLC | 2,212 | $21.0 萬 | 0.00% | +2,212 | 新進 |
| Vident Advisory, LLC | 2,227 | $21.1 萬 | 0.00% | +2,227 | 新進 |
| Colony Group, LLC | 2,244 | $21.3 萬 | 0.00% | +2,244 | 新進 |
| Concurrent Investment Advisors, LLC | 2,318 | $22.0 萬 | 0.00% | +2,318 | 新進 |
| Oregon Pacific Wealth Management, LLC | 2,330 | $22.1 萬 | 0.19% | +2,330 | 新進 |
| Grant Private Wealth Management Inc | 2,336 | $22.1 萬 | 0.14% | +2,336 | 新進 |
| Peapack Gladstone Financial Corp | 2,362 | $22.4 萬 | 0.00% | −94−3.8% | 減碼 |
| Mattson Financial Services, LLC | 2,404 | $22.8 萬 | 0.05% | +2,404 | 新進 |
| KBC Group NV | 2,411 | $22.8 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,413 | $22.9 萬 | 0.00% | −24−1.0% | 減碼 |
| Truist Financial Corp | 2,418 | $22.9 萬 | 0.00% | −172−6.6% | 減碼 |
| Everence Capital Management Inc | 2,430 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Greenleaf Trust | 2,428 | $23.0 萬 | 0.00% | −515−17.5% | 減碼 |
| Sowell Financial Services LLC | 2,455 | $23.3 萬 | 0.01% | +2,455 | 新進 |
| Venturi Wealth Management, LLC | 2,485 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| City Center Advisors, LLC | 2,606 | $24.7 萬 | 0.24% | +2,606 | 新進 |
| Portside Wealth Group, LLC | 2,611 | $24.7 萬 | 0.03% | −88−3.3% | 減碼 |
| Axim Planning & Wealth | 2,620 | $24.8 萬 | 0.20% | +2,620 | 新進 |
| Curated Wealth Partners LLC | 2,628 | $24.9 萬 | 0.03% | +247+10.4% | 加碼 |
| 1620 Investment Advisors, Inc. | 2,640 | $25.0 萬 | 0.17% | +550+26.3% | 加碼 |
| Forum Financial Management, LP | 2,642 | $25.0 萬 | 0.00% | +346+15.1% | 加碼 |
| National Asset Management, Inc. | 2,674 | $25.3 萬 | 0.01% | +66+2.5% | 加碼 |
| CIBC Asset Management Inc | 2,700 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 2,731 | $25.9 萬 | 0.00% | −113−4.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,750 | $26.1 萬 | 0.01% | −50−1.8% | 減碼 |
| Ieq Capital, LLC | 2,822 | $26.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Keebeck Alpha, LP | 2,868 | $27.2 萬 | 0.38% | +2,868 | 新進 |
| Prelude Capital Management, LLC | 2,903 | $27.5 萬 | 0.02% | +2,903 | 新進 |
| Sivia Capital Partners, LLC | 2,979 | $28.2 萬 | 0.08% | +60+2.1% | 加碼 |
| Cresset Asset Management, LLC | 3,014 | $28.6 萬 | 0.00% | +443+17.2% | 加碼 |
| Keebeck Wealth Management, LLC | 3,023 | $28.6 萬 | 0.03% | −1,484−32.9% | 減碼 |
| Shelton Capital Management | 3,104 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 3,110 | $29.5 萬 | 0.25% | +20+0.6% | 加碼 |
| Janney Capital Management LLC | 3,151 | $29.9 萬 | 0.02% | +3,151 | 新進 |
| Henshaw Capital LLC | 3,193 | $30.3 萬 | 0.01% | +3,193 | 新進 |
| Point72 (DIFC) Ltd | 3,237 | $30.7 萬 | 0.02% | +3,237 | 新進 |
| Group One Trading, L.P. | 3,312 | $31.4 萬 | 0.01% | +3,312 | 新進 |
| Summitry LLC | 3,357 | $31.8 萬 | 0.01% | +473+16.4% | 加碼 |
| Avanza Fonder AB | 3,372 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 3,454 | $32.7 萬 | 0.01% | −76−2.2% | 減碼 |
| Neuberger Berman Group LLC | 3,459 | $32.8 萬 | 0.00% | −81,113−95.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 3,548 | $33.6 萬 | 0.05% | +3,548 | 新進 |
| Point72 Europe (London) LLP | 3,566 | $33.8 萬 | 0.02% | +3,566 | 新進 |
| Profund Advisors LLC | 3,596 | $34.1 萬 | 0.01% | +74+2.1% | 加碼 |
| Virginia Retirement Systems Et Al | 3,600 | $34.1 萬 | 0.00% | +3,600 | 新進 |
| Jones Financial Companies LLLP | 3,586 | $34.6 萬 | 0.00% | +525+17.2% | 加碼 |
| Fiduciary Trust Co | 3,669 | $34.8 萬 | 0.00% | +120+3.4% | 加碼 |
| Three Seasons Wealth, LLC | 3,685 | $34.9 萬 | 0.03% | +3,685 | 新進 |
| Nisa Investment Advisors, LLC | 3,746 | $35.5 萬 | 0.00% | −41−1.1% | 減碼 |
| Ethic Inc. | 3,758 | $35.6 萬 | 0.01% | −3,112−45.3% | 減碼 |
| Brinker Capital Investments, LLC | 3,769 | $35.7 萬 | 0.00% | −10.0% | 減碼 |
| Cim Investment Mangement Inc | 3,816 | $36.2 萬 | 0.10% | −4,018−51.3% | 減碼 |
| Holocene Advisors, LP | 3,869 | $36.7 萬 | 0.00% | +3,869 | 新進 |
| Shaker Investments LLC | 3,953 | $37.5 萬 | 0.15% | −908−18.7% | 減碼 |
| Arkadios Wealth Advisors | 3,987 | $37.8 萬 | 0.01% | −148−3.6% | 減碼 |
| Swiss Life Asset Management Ltd | 3,992 | $37.8 萬 | 0.00% | +1,757+78.6% | 加碼 |
| PharVision Advisers, LLC | 3,997 | $37.9 萬 | 0.21% | +1,978+98.0% | 加碼 |
| FourThought Financial Partners, LLC | 4,019 | $38.1 萬 | 0.03% | +4,019 | 新進 |
| Level Four Advisory Services, LLC | 4,279 | $40.6 萬 | 0.01% | +307+7.7% | 加碼 |
| Fulton Bank, N.A. | 4,296 | $40.7 萬 | 0.01% | +4,296 | 新進 |
| Bayforest Capital Ltd | 4,410 | $41.8 萬 | 0.20% | +1,207+37.7% | 加碼 |
| Polymer Capital Management (US) LLC | 4,584 | $43.4 萬 | 0.06% | +4,584 | 新進 |
| Optimize Financial Inc | 4,644 | $44.0 萬 | 0.23% | +4,644 | 新進 |
| Atomi Financial Group, Inc. | 4,685 | $44.4 萬 | 0.01% | −302−6.1% | 減碼 |
| State of Wyoming | 4,779 | $45.3 萬 | 0.05% | +1,708+55.6% | 加碼 |
| Sanctuary Advisors, LLC | 4,868 | $46.1 萬 | 0.00% | −350−6.7% | 減碼 |
| Commerce Bank | 4,978 | $47.2 萬 | 0.00% | −365−6.8% | 減碼 |
| Farallon Capital Management, L.L.C. | 5,000 | $47.4 萬 | 0.00% | −314,800−98.4% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 5,000 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 5,077 | $48.1 萬 | 0.01% | +4,718+1,314.2% | 加碼 |
| BTC Capital Management, Inc. | 5,152 | $48.8 萬 | 0.03% | +506+10.9% | 加碼 |
| Aigen Investment Management, LP | 5,387 | $51.1 萬 | 0.08% | +5,387 | 新進 |
| Janney Montgomery Scott LLC | 5,387 | $51.1 萬 | 0.00% | −31−0.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,457 | $51.7 萬 | 0.02% | +1,636+42.8% | 加碼 |