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 |
|---|---|---|---|---|---|
| Crown Advisors Management, Inc. | 20,000 | $189.5 萬 | 1.27% | +20,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 20,150 | $191.0 萬 | 0.01% | +8,158+68.0% | 加碼 |
| RSM US Wealth Management LLC | 20,259 | $192.0 萬 | 0.03% | −71−0.3% | 減碼 |
| Toroso Investments, LLC | 20,291 | $192.3 萬 | 0.01% | +8,591+73.4% | 加碼 |
| State of Michigan Retirement System | 20,622 | $195.4 萬 | 0.01% | −200−1.0% | 減碼 |
| Handelsbanken Fonder AB | 21,516 | $203.9 萬 | 0.01% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 21,900 | $207.5 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,194 | $210.3 萬 | 0.01% | −64−0.3% | 減碼 |
| Advisory Research Inc | 22,292 | $211.3 萬 | 0.28% | 00.0% | 不變 |
| HSBC Holdings PLC | 23,313 | $219.6 萬 | 0.00% | +15,752+208.3% | 加碼 |
| New Age Alpha Advisors, LLC | 23,575 | $223.4 萬 | 0.09% | −1,458−5.8% | 減碼 |
| Teacher Retirement System of Texas | 23,674 | $224.4 萬 | 0.01% | +523+2.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 23,838 | $225.9 萬 | 0.00% | −115−0.5% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,981 | $227.3 萬 | 0.02% | +4,717+24.5% | 加碼 |
| Louisiana State Employees Retirement System | 24,100 | $228.4 萬 | 0.04% | −300−1.2% | 減碼 |
| Silphium Asset Management Ltd | 24,400 | $231.2 萬 | 0.68% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,456 | $231.8 萬 | 0.01% | +1,291+5.6% | 加碼 |
| Cetera Investment Advisers | 24,638 | $233.5 萬 | 0.00% | +16,757+212.6% | 加碼 |
| Chesley Taft & Associates LLC | 25,260 | $239.4 萬 | 0.10% | +10,215+67.9% | 加碼 |
| Avidity Partners Management LP | 25,300 | $239.8 萬 | 0.55% | −66,700−72.5% | 減碼 |
| Arizona State Retirement System | 25,559 | $242.2 萬 | 0.01% | +333+1.3% | 加碼 |
| Marex Group plc | 26,197 | $248.3 萬 | 0.03% | +26,197 | 新進 |
| Hilton Capital Management, LLC | 26,377 | $250.0 萬 | 0.20% | +26,377 | 新進 |
| Beacon Investment Advisors LLC | 27,366 | $259.3 萬 | 1.06% | +27,366 | 新進 |
| Verition Fund Management LLC | 27,603 | $261.6 萬 | 0.01% | −10,722−28.0% | 減碼 |
| Yousif Capital Management, LLC | 27,889 | $264.3 萬 | 0.03% | −2,198−7.3% | 減碼 |
| Natixis Advisors, L.P. | 28,027 | $265.6 萬 | 0.00% | −3,704−11.7% | 減碼 |
| Advisor Group Holdings, Inc. | 28,898 | $268.4 萬 | 0.00% | +16,457+132.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,731 | $272.3 萬 | 0.01% | +28,731 | 新進 |
| Forest Hill Capital, LLC | 29,576 | $280.3 萬 | 1.65% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 29,698 | $281.4 萬 | 0.01% | +736+2.5% | 加碼 |
| Squarepoint Ops LLC | 29,823 | $282.6 萬 | 0.01% | −5,319−15.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 30,066 | $284.9 萬 | 0.01% | +991+3.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 30,252 | $286.7 萬 | 0.09% | −2,718−8.2% | 減碼 |
| Captrust Financial Advisors | 30,341 | $287.5 萬 | 0.01% | −1,882−5.8% | 減碼 |
| Los Angeles Capital Management LLC | 30,466 | $288.7 萬 | 0.01% | +12,930+73.7% | 加碼 |
| Future Fund LLC | 31,463 | $298.2 萬 | 1.05% | +10,952+53.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 31,889 | $302.2 萬 | 0.02% | +2,158+7.3% | 加碼 |
| Zacks Investment Management | 32,599 | $308.9 萬 | 0.02% | +1,351+4.3% | 加碼 |
| M&T Bank Corp | 32,746 | $310.3 萬 | 0.01% | −1,139−3.4% | 減碼 |
| RE Advisers Corp | 32,800 | $310.8 萬 | 0.07% | +5,900+21.9% | 加碼 |
| Montanaro Asset Management Ltd | 32,900 | $311.8 萬 | 0.78% | +4,800+17.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 33,022 | $312.9 萬 | 0.00% | +11,261+51.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 33,488 | $317.4 萬 | 0.01% | +8,334+33.1% | 加碼 |
| STRS Ohio | 35,000 | $331.7 萬 | 0.01% | +19,100+120.1% | 加碼 |
| State of Tennessee, Treasury Department | 35,294 | $334.5 萬 | 0.01% | +2,340+7.1% | 加碼 |
| Cerity Partners LLC | 36,027 | $341.4 萬 | 0.01% | +8,623+31.5% | 加碼 |
| Morningstar Investment Management LLC | 36,173 | $342.8 萬 | 0.13% | +36,173 | 新進 |
| Gotham Asset Management, LLC | 36,820 | $348.9 萬 | 0.02% | +20,170+121.1% | 加碼 |
| Atria Investments LLC | 37,742 | $357.7 萬 | 0.04% | +15,347+68.5% | 加碼 |
| Commonwealth Equity Services, LLC | 37,741 | $357.7 萬 | 0.00% | +37,741 | 新進 |
| Amalgamated Bank | 37,909 | $359.3 萬 | 0.03% | −156−0.4% | 減碼 |
| Covea Finance | 39,200 | $371.5 萬 | 0.13% | 00.0% | 不變 |
| Formula Growth Ltd | 40,590 | $384.7 萬 | 1.37% | +11,100+37.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 40,612 | $384.8 萬 | 0.03% | −6,771−14.3% | 減碼 |
| Baird Financial Group, Inc. | 41,173 | $390.2 萬 | 0.01% | −4,071−9.0% | 減碼 |
| Mariner, LLC | 44,936 | $425.9 萬 | 0.01% | +16,502+58.0% | 加碼 |
| Overbrook Management Corp | 44,970 | $426.2 萬 | 0.77% | −2,515−5.3% | 減碼 |
| EFG Asset Management (North America) Corp. | 45,147 | $427.7 萬 | 0.55% | +553+1.2% | 加碼 |
| Intech Investment Management LLC | 46,098 | $436.9 萬 | 0.04% | −5,271−10.3% | 減碼 |
| Ambassador Advisors, LLC | 46,580 | $441.4 萬 | 0.66% | +46,580 | 新進 |
| EverSource Wealth Advisors, LLC | 49,264 | $466.9 萬 | 0.18% | +16,588+50.8% | 加碼 |
| Creative Planning | 50,414 | $477.8 萬 | 0.00% | +1,350+2.8% | 加碼 |
| Advantage Alpha Capital Partners LP | 50,742 | $480.9 萬 | 1.45% | +6,028+13.5% | 加碼 |
| Eversept Partners, LP | 52,388 | $496.5 萬 | 0.38% | −103,480−66.4% | 減碼 |
| UMA Financial Services, Inc. | 53,557 | $507.6 萬 | 0.72% | −60.0% | 減碼 |
| First Trust Advisors LP | 53,902 | $510.8 萬 | 0.00% | +2,576+5.0% | 加碼 |
| Warren Averett Asset Management, LLC | 54,610 | $517.5 萬 | 0.05% | −172−0.3% | 減碼 |
| 1492 Capital Management LLC | 54,972 | $521.0 萬 | 2.11% | +2,894+5.6% | 加碼 |
| Moody Aldrich Partners LLC | 59,685 | $565.6 萬 | 1.07% | −11,530−16.2% | 減碼 |
| Madison Asset Management, LLC | 60,707 | $575.3 萬 | 0.06% | +46+0.1% | 加碼 |
| Public Employees Retirement System of Ohio | 62,272 | $590.2 萬 | 0.02% | −31,275−33.4% | 減碼 |
| Elk River Wealth Management, LLC | 64,474 | $611.0 萬 | 0.98% | −485−0.7% | 減碼 |
| Inspirion Wealth Advisors, LLC | 75,005 | $613.9 萬 | 0.86% | +10,005+15.4% | 加碼 |
| Jump Financial, LLC | 65,017 | $616.2 萬 | 0.08% | +60,733+1,417.7% | 加碼 |
| Dark Forest Capital Management LP | 66,292 | $628.2 萬 | 0.24% | +60,220+991.8% | 加碼 |
| Great West Life Assurance Co | 66,921 | $637.7 萬 | 0.01% | 00.0% | 不變 |
| Nordea Investment Management AB | 68,790 | $651.5 萬 | 0.01% | +9,058+15.2% | 加碼 |
| Canada Pension Plan Investment Board | 73,900 | $700.4 萬 | 0.00% | +73,700+36,850.0% | 加碼 |
| Engineers Gate Manager LP | 74,386 | $705.0 萬 | 0.08% | +61,309+468.8% | 加碼 |
| Congress Asset Management Co | 74,714 | $708.1 萬 | 0.05% | +6,473+9.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 74,895 | $709.8 萬 | 0.00% | +29,583+65.3% | 加碼 |
| Kornitzer Capital Management Inc | 75,326 | $713.9 萬 | 0.14% | 00.0% | 不變 |
| Tectonic Advisors LLC | 76,931 | $729.1 萬 | 0.40% | +42,378+122.6% | 加碼 |
| New York State Teachers Retirement System | 78,451 | $743.5 萬 | 0.01% | −200−0.3% | 減碼 |
| Renaissance Group LLC | 80,494 | $762.8 萬 | 0.29% | +6,539+8.8% | 加碼 |
| California State Teachers Retirement System | 80,580 | $763.7 萬 | 0.01% | −63−0.1% | 減碼 |
| King Luther Capital Management Corp | 80,584 | $763.7 萬 | 0.03% | +30,394+60.6% | 加碼 |
| GM Advisory Group, Inc. | 83,757 | $793.8 萬 | 0.34% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 84,306 | $799.0 萬 | 0.07% | +730+0.9% | 加碼 |
| Citigroup Inc | 85,570 | $810.9 萬 | 0.01% | −52,054−37.8% | 減碼 |
| HighTower Advisors, LLC | 89,133 | $844.7 萬 | 0.01% | +1,621+1.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 89,487 | $848.1 萬 | 0.01% | −4,723−5.0% | 減碼 |
| Diversify Wealth Management, LLC | 90,506 | $858.1 萬 | 0.50% | −170.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 91,516 | $867.3 萬 | 0.01% | −10,903−10.6% | 減碼 |
| MetLife Investment Management | 93,000 | $881.4 萬 | 0.04% | −3,027−3.2% | 減碼 |
| Mutual of America Capital Management LLC | 94,304 | $893.7 萬 | 0.09% | −2,514−2.6% | 減碼 |
| Private Advisory Group LLC | 95,507 | $905.1 萬 | 0.79% | +95,507 | 新進 |
| Thematics Asset Management | 99,242 | $940.5 萬 | 0.43% | −2,767−2.7% | 減碼 |
| GDS Wealth Management | 100,969 | $956.9 萬 | 0.63% | +13,682+15.7% | 加碼 |