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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5,473 | $51.9 萬 | 0.01% | −8,648−61.2% | 減碼 |
| Assetmark, Inc | 5,539 | $52.5 萬 | 0.00% | +72+1.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,557 | $52.7 萬 | 0.01% | −266−4.6% | 減碼 |
| MML Investors Services, LLC | 5,643 | $53.5 萬 | 0.00% | +1,645+41.1% | 加碼 |
| Radnor Capital Management, LLC | 6,240 | $54.2 萬 | 0.08% | −325−5.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,729 | $54.3 萬 | 0.00% | +5,729 | 新進 |
| Jupiter Asset Management Ltd | 5,836 | $55.3 萬 | 0.00% | +5,836 | 新進 |
| Mutual Advisors, LLC | 5,835 | $56.2 萬 | 0.01% | −45−0.8% | 減碼 |
| Narus Financial Partners, LLC | 5,941 | $56.3 萬 | 0.15% | −55−0.9% | 減碼 |
| PEAK6 LLC | 6,017 | $57.0 萬 | 0.01% | −5,584−48.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 6,634 | $58.7 萬 | 0.01% | +189+2.9% | 加碼 |
| Bayesian Capital Management, LP | 6,300 | $59.7 萬 | 0.12% | −13,200−67.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,315 | $59.8 萬 | 0.00% | −246−3.7% | 減碼 |
| Farringdon Capital, Ltd. | 6,324 | $59.9 萬 | 0.15% | +3,815+152.1% | 加碼 |
| Bridgewater Associates, LP | 6,379 | $60.5 萬 | 0.00% | +6,379 | 新進 |
| CWM, LLC | 6,426 | $60.9 萬 | 0.00% | +3,183+98.1% | 加碼 |
| Securian Asset Management, Inc | 6,476 | $61.4 萬 | 0.02% | −125−1.9% | 減碼 |
| Capstone Investment Advisors, LLC | 6,573 | $62.3 萬 | 0.01% | −1,979−23.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 6,774 | $64.2 萬 | 0.00% | +5,912+685.8% | 加碼 |
| ExodusPoint Capital Management, LP | 6,790 | $64.3 萬 | 0.01% | −7,529−52.6% | 減碼 |
| Mercer Global Advisors Inc | 7,055 | $66.9 萬 | 0.00% | +3,842+119.6% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 7,060 | $66.9 萬 | 0.01% | +7,060 | 新進 |
| Stephens Inc | 7,123 | $67.5 萬 | 0.01% | +701+10.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $68.1 萬 | 0.01% | +2,588+55.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,713 | $68.3 萬 | 0.00% | +1,820+30.9% | 加碼 |
| Peterson Wealth Services | 20 | $69.1 萬 | 0.17% | −6,918−99.7% | 減碼 |
| Suncoast Equity Management | 7,320 | $69.4 萬 | 0.07% | +7,320 | 新進 |
| Susquehanna International Group, LLP | 7,627 | $72.3 萬 | 0.00% | −96,346−92.7% | 減碼 |
| Federated Hermes, Inc. | 7,725 | $73.2 萬 | 0.00% | −1,658−17.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,846 | $74.4 萬 | 0.00% | −178−2.2% | 減碼 |
| Quadrant Capital Group LLC | 8,021 | $76.0 萬 | 0.02% | −3,014−27.3% | 減碼 |
| Illinois Municipal Retirement Fund | 8,046 | $76.3 萬 | 0.01% | +8,046 | 新進 |
| Public Employees Retirement Association of Colorado | 8,231 | $78.0 萬 | 0.00% | −368−4.3% | 減碼 |
| FJ Capital Management LLC | 8,376 | $79.4 萬 | 0.09% | +8,376 | 新進 |
| Sheets Smith Wealth Management | 8,525 | $80.8 萬 | 0.09% | +106+1.3% | 加碼 |
| Walleye Capital LLC | 8,598 | $81.5 萬 | 0.01% | +8,529+12,360.9% | 加碼 |
| HC Advisors, LLC | 8,880 | $84.2 萬 | 0.59% | 00.0% | 不變 |
| Quantinno Capital Management LP | 8,891 | $84.3 萬 | 0.00% | +919+11.5% | 加碼 |
| Rockefeller Capital Management L.P. | 8,950 | $84.8 萬 | 0.00% | +8,950 | 新進 |
| Amussen Hunsaker Associates LLC | 9,046 | $85.2 萬 | 0.09% | +9,046 | 新進 |
| CIBC Bancorp USA Inc. | 9,100 | $86.2 萬 | 0.01% | +9,100 | 新進 |
| State of Alaska, Department of Revenue | 9,231 | $87.4 萬 | 0.01% | −490−5.0% | 減碼 |
| Alps Advisors Inc | 9,403 | $89.1 萬 | 0.00% | +1,288+15.9% | 加碼 |
| Tudor Investment Corp Et Al | 9,698 | $91.9 萬 | 0.01% | +189+2.0% | 加碼 |
| Stansberry Asset Management, LLC | 9,730 | $92.2 萬 | 0.10% | +3,693+61.2% | 加碼 |
| Integrated Quantitative Investments LLC | 10,095 | $95.7 萬 | 0.27% | +4,288+73.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 10,270 | $97.3 萬 | 0.03% | +5,158+100.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 10,389 | $98.5 萬 | 0.07% | −6,529−38.6% | 減碼 |
| Vontobel Holding Ltd. | 10,537 | $99.9 萬 | 0.00% | −2,179−17.1% | 減碼 |
| Wolverine Trading, LLC | 10,636 | $101.4 萬 | 0.02% | +10,636 | 新進 |
| JustInvest LLC | 10,742 | $101.8 萬 | 0.01% | +103+1.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 10,884 | $103.1 萬 | 0.02% | +10,884 | 新進 |
| Graham Capital Management, L.P. | 10,918 | $103.5 萬 | 0.04% | +8,026+277.5% | 加碼 |
| Milestone Asset Management, LLC | 10,925 | $103.5 萬 | 0.20% | +10,925 | 新進 |
| Vestcor Inc | 11,082 | $105.0 萬 | 0.03% | −2,987−21.2% | 減碼 |
| Prudential PLC | 11,085 | $105.1 萬 | 0.01% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 11,211 | $106.2 萬 | 0.02% | −893−7.4% | 減碼 |
| Pacer Advisors, Inc. | 11,490 | $108.9 萬 | 0.00% | +11,490 | 新進 |
| T. Rowe Price Investment Management, Inc. | 11,553 | $109.5 萬 | 0.00% | −590,267−98.1% | 減碼 |
| Sciencast Management LP | 11,739 | $111.3 萬 | 0.21% | +11,739 | 新進 |
| Amica Mutual Insurance Co | 11,805 | $111.9 萬 | 0.10% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 11,849 | $112.3 萬 | 0.00% | −1,377−10.4% | 減碼 |
| Xponance, Inc. | 12,265 | $116.2 萬 | 0.01% | +102+0.8% | 加碼 |
| GWM Advisors LLC | 12,601 | $119.4 萬 | 0.01% | +920+7.9% | 加碼 |
| SG Americas Securities, LLC | 12,715 | $120.5 萬 | 0.00% | +8,152+178.7% | 加碼 |
| Benjamin Edwards Inc | 12,957 | $122.8 萬 | 0.01% | +6,985+117.0% | 加碼 |
| Prudential Financial Inc | 13,055 | $123.7 萬 | 0.00% | −1,100−7.8% | 減碼 |
| Omers Administration Corp | 13,100 | $124.1 萬 | 0.01% | +13,100 | 新進 |
| Danske Bank A/S | 13,109 | $124.2 萬 | 0.00% | −4,899−27.2% | 減碼 |
| Bank of Montreal | 13,176 | $124.9 萬 | 0.00% | −2,246−14.6% | 減碼 |
| OP Asset Management Ltd | 13,305 | $126.1 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 13,446 | $127.4 萬 | 0.01% | +49+0.4% | 加碼 |
| Institute for Wealth Management, LLC. | 13,563 | $128.5 萬 | 0.13% | +7,187+112.7% | 加碼 |
| Hancock Whitney Corp | 13,843 | $131.2 萬 | 0.02% | −280−2.0% | 減碼 |
| CWM Advisors, LLC | 14,438 | $136.8 萬 | 0.13% | +7,994+124.1% | 加碼 |
| Entropy Technologies, LP | 14,569 | $138.1 萬 | 0.10% | +14,569 | 新進 |
| Maridea Wealth Management LLC | 15,262 | $142.0 萬 | 0.22% | +15,262 | 新進 |
| One Capital Management, LLC | 15,053 | $142.7 萬 | 0.05% | +7,552+100.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 15,183 | $143.9 萬 | 0.00% | +1,793+13.4% | 加碼 |
| Coyle Financial Counsel LLC | 15,433 | $146.3 萬 | 0.34% | +7,620+97.5% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 15,595 | $147.8 萬 | 0.11% | −90−0.6% | 減碼 |
| Penn Capital Management Co Inc | 15,363 | $147.9 萬 | 0.11% | +1,004+7.0% | 加碼 |
| Simplify Asset Management Inc. | 15,805 | $149.8 萬 | 0.03% | +15,805 | 新進 |
| Jane Street Group, LLC | 15,902 | $150.7 萬 | 0.00% | −186,177−92.1% | 減碼 |
| Harbor Capital Advisors, Inc. | 16,021 | $151.8 萬 | 0.12% | −32,610−67.1% | 減碼 |
| Brevan Howard Capital Management LP | 16,314 | $154.6 萬 | 0.02% | −11,141−40.6% | 減碼 |
| Goodnow Investment Group, LLC | 16,340 | $154.9 萬 | 0.15% | −450−2.7% | 減碼 |
| Credit Agricole S A | 16,684 | $158.1 萬 | 0.01% | +16,684 | 新進 |
| First American Bank | 17,233 | $163.3 萬 | 0.10% | +17,233 | 新進 |
| New Mexico Educational Retirement Board | 17,300 | $164.0 萬 | 0.05% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 17,376 | $164.7 萬 | 0.02% | −400−2.3% | 減碼 |
| Walleye Trading LLC | 18,233 | $172.8 萬 | 0.03% | +18,233 | 新進 |
| ProShare Advisors LLC | 18,275 | $173.2 萬 | 0.00% | −3,072−14.4% | 減碼 |
| US Bancorp | 18,337 | $173.8 萬 | 0.00% | −2,014−9.9% | 減碼 |
| Zions Bancorporation, National Association | 18,646 | $176.7 萬 | 0.09% | −2,833−13.2% | 減碼 |
| Gradient Investments LLC | 18,840 | $178.5 萬 | 0.03% | −852−4.3% | 減碼 |
| Hodges Capital Management Inc. | 19,000 | $180.1 萬 | 0.15% | −2,500−11.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,275 | $182.7 萬 | 0.03% | −67−0.3% | 減碼 |
| Econ Financial Services Corp | 19,479 | $184.6 萬 | 0.92% | +19,479 | 新進 |
| Stifel Financial Corp | 19,546 | $185.2 萬 | 0.00% | +8,583+78.3% | 加碼 |