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 4 季 13F 持有人
Healthequity, Inc. 在 2025/12/31 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
- 513
- 較 2025 年第 3 季 +30 家
- 持有股數
- 8,910 萬
- 較 2025 年第 3 季 +98.7 萬 (+1.1%)
- 總市值
- $81.6 億
- 較 2025 年第 3 季 −$1.85 億 (−2.2%)
- 新進機構
- 91
- 另有 183 家加碼
- 清倉機構
- 61
- 另有 180 家減碼
另有 12 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,215,829 | $10.3 億 | 0.02% | +49,971+0.4% | 加碼 |
| Vanguard Group Inc | 8,668,534 | $7.94 億 | 0.01% | −77,721−0.9% | 減碼 |
| Wasatch Advisors Inc | 6,589,646 | $6.04 億 | 3.59% | +281,971+4.5% | 加碼 |
| State Street Corp | 3,091,052 | $2.83 億 | 0.01% | −59,144−1.9% | 減碼 |
| Geode Capital Management, LLC | 2,201,232 | $2.02 億 | 0.01% | +5,671+0.3% | 加碼 |
| FMR LLC | 2,052,571 | $1.88 億 | 0.01% | −1,437,210−41.2% | 減碼 |
| Westfield Capital Management Co LP | 1,952,452 | $1.79 億 | 0.75% | +235,794+13.7% | 加碼 |
| William Blair Investment Management, LLC | 1,855,208 | $1.70 億 | 0.47% | +1,855,208 | 新進 |
| AQR Capital Management LLC | 1,762,335 | $1.61 億 | 0.08% | −1,933−0.1% | 減碼 |
| Dimensional Fund Advisors LP | 1,581,752 | $1.45 億 | 0.03% | +22,744+1.5% | 加碼 |
| Brown Advisory Inc | 1,515,259 | $1.39 億 | 0.19% | −90,014−5.6% | 減碼 |
| Morgan Stanley | 1,486,057 | $1.36 億 | 0.01% | +183,645+14.1% | 加碼 |
| Clearbridge Investments, LLC | 1,358,933 | $1.24 億 | 0.10% | −899−0.1% | 減碼 |
| Price T Rowe Associates Inc | 1,317,719 | $1.21 億 | 0.01% | −216,011−14.1% | 減碼 |
| Mackenzie Financial Corp | 1,171,806 | $1.08 億 | 0.13% | −95,946−7.6% | 減碼 |
| JPMorgan Chase & Co | 1,165,311 | $1.07 億 | 0.01% | −39,766−3.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,132,744 | $1.04 億 | 0.02% | −9,243−0.8% | 減碼 |
| Geneva Capital Management LLC | 1,118,576 | $1.02 億 | 1.92% | +20,969+1.9% | 加碼 |
| Greenhouse Funds LLLP | 1,079,704 | $9,891 萬 | 3.82% | +10,783+1.0% | 加碼 |
| Northern Trust Corp | 1,018,208 | $9,328 萬 | 0.01% | −61,932−5.7% | 減碼 |
| Loomis Sayles & Co L P | 953,072 | $8,731 萬 | 0.11% | −32,033−3.3% | 減碼 |
| Millennium Management LLC | 951,563 | $8,717 萬 | 0.06% | +573,283+151.5% | 加碼 |
| Goldman Sachs Group Inc | 924,249 | $8,467 萬 | 0.01% | +48,811+5.6% | 加碼 |
| Atalan Capital Partners, LP | 915,150 | $8,384 萬 | 5.97% | +3,550+0.4% | 加碼 |
| Invesco Ltd. | 871,802 | $7,987 萬 | 0.01% | −1,257,352−59.1% | 減碼 |
| Janus Henderson Group PLC | 820,233 | $7,514 萬 | 0.03% | −19,261−2.3% | 減碼 |
| Wellington Management Group LLP | 767,391 | $7,030 萬 | 0.01% | −28,858−3.6% | 減碼 |
| Bamco Inc | 756,025 | $6,926 萬 | 0.19% | −3,500−0.5% | 減碼 |
| American Century Companies Inc | 747,398 | $6,847 萬 | 0.03% | −23,807−3.1% | 減碼 |
| Norges Bank | 730,567 | $6,693 萬 | 0.01% | +730,567 | 新進 |
| Stephens Investment Management Group LLC | 726,185 | $6,653 萬 | 0.87% | +1,941+0.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 729,510 | $6,644 萬 | 0.11% | −34,677−4.5% | 減碼 |
| Nuveen, LLC | 674,066 | $6,175 萬 | 0.02% | +124,088+22.6% | 加碼 |
| Ameriprise Financial Inc | 673,191 | $6,167 萬 | 0.01% | −17,378−2.5% | 減碼 |
| SEI Investments Co | 668,945 | $6,128 萬 | 0.06% | +44,673+7.2% | 加碼 |
| Nomura Asset Management International Inc. | 634,175 | $5,810 萬 | 0.09% | +634,175 | 新進 |
| Bank of New York Mellon Corp | 621,879 | $5,697 萬 | 0.01% | −23,964−3.7% | 減碼 |
| UBS Group AG | 617,741 | $5,659 萬 | 0.01% | +68,524+12.5% | 加碼 |
| Bank of America Corp | 600,858 | $5,504 萬 | 0.00% | −74,672−11.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 580,074 | $5,314 萬 | 0.14% | −72,172−11.1% | 減碼 |
| Cadian Capital Management, LP | 566,700 | $5,192 萬 | 3.75% | +566,700 | 新進 |
| Artisan Partners Limited Partnership | 542,216 | $4,967 萬 | 0.08% | −55,229−9.2% | 減碼 |
| GW&K Investment Management, LLC | 462,891 | $4,241 萬 | 0.37% | +15,898+3.6% | 加碼 |
| Marshall Wace, LLP | 450,322 | $4,125 萬 | 0.04% | +157,140+53.6% | 加碼 |
| Swedbank AB | 437,300 | $4,006 萬 | 0.04% | +437,300 | 新進 |
| Aristotle Capital Boston, LLC | 432,939 | $3,966 萬 | 2.18% | −3,095−0.7% | 減碼 |
| Raymond James Financial Inc | 410,811 | $3,775 萬 | 0.01% | −2,352−0.6% | 減碼 |
| Davenport & Co LLC | 394,415 | $3,638 萬 | 0.20% | +8,027+2.1% | 加碼 |
| Bessemer Group Inc | 373,389 | $3,421 萬 | 0.05% | +24,047+6.9% | 加碼 |
| Lazard Asset Management LLC | 351,292 | $3,218 萬 | 0.05% | −19,631−5.3% | 減碼 |
| Franklin Resources Inc | 341,700 | $3,130 萬 | 0.01% | −498,548−59.3% | 減碼 |
| Royal Bank of Canada | 338,465 | $3,101 萬 | 0.01% | −12,637−3.6% | 減碼 |
| Premier Fund Managers Ltd | 309,237 | $2,861 萬 | 1.65% | −300,892−49.3% | 減碼 |
| Balyasny Asset Management LLC | 281,631 | $2,580 萬 | 0.05% | +281,631 | 新進 |
| Principal Financial Group Inc | 277,417 | $2,541 萬 | 0.01% | +23,637+9.3% | 加碼 |
| Thrivent Financial for Lutherans | 277,342 | $2,541 萬 | 0.05% | −9,938−3.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 276,723 | $2,535 萬 | 0.04% | +63,317+29.7% | 加碼 |
| Man Group plc | 276,444 | $2,533 萬 | 0.05% | −30,837−10.0% | 減碼 |
| Ranger Investment Management, L.P. | 273,288 | $2,504 萬 | 1.72% | −842−0.3% | 減碼 |
| Ashford Capital Management Inc | 271,723 | $2,489 萬 | 2.77% | −240−0.1% | 減碼 |
| 12th Street Asset Management Company, LLC | 259,134 | $2,374 萬 | 3.91% | −12,934−4.8% | 減碼 |
| Rhumbline Advisers | 247,963 | $2,272 萬 | 0.02% | −24,370−8.9% | 減碼 |
| WCM Investment Management, LLC | 233,960 | $2,164 萬 | 0.04% | −14,422−5.8% | 減碼 |
| Alliancebernstein L.P. | 226,179 | $2,072 萬 | 0.01% | −1,083−0.5% | 減碼 |
| Aureus Asset Management, LLC | 219,664 | $2,012 萬 | 1.28% | −72,039−24.7% | 減碼 |
| Wells Fargo & Company | 216,034 | $1,979 萬 | 0.00% | +37,724+21.2% | 加碼 |
| Citadel Advisors LLC | 215,267 | $1,972 萬 | 0.01% | −211,547−49.6% | 減碼 |
| Boone Capital Management LLC | 212,856 | $1,950 萬 | 6.12% | +212,856 | 新進 |
| Retirement Systems of Alabama | 212,306 | $1,945 萬 | 0.06% | −1,152−0.5% | 減碼 |
| Qube Research & Technologies Ltd | 202,413 | $1,854 萬 | 0.03% | +85,349+72.9% | 加碼 |
| Glenmede Trust Co NA | 198,884 | $1,822 萬 | 0.09% | +198,884 | 新進 |
| Trexquant Investment LP | 197,874 | $1,813 萬 | 0.16% | +197,874 | 新進 |
| Engineers Gate Manager LP | 194,392 | $1,781 萬 | 0.21% | +120,006+161.3% | 加碼 |
| UBS Asset Management Americas Inc | 190,206 | $1,742 萬 | 0.00% | −3,380−1.7% | 減碼 |
| Eversept Partners, LP | 185,739 | $1,702 萬 | 0.95% | +133,351+254.5% | 加碼 |
| Barclays PLC | 185,104 | $1,696 萬 | 0.01% | −29,187−13.6% | 減碼 |
| Summit Creek Advisors LLC | 184,841 | $1,693 萬 | 2.66% | −7,684−4.0% | 減碼 |
| Point72 Asset Management, L.P. | 182,017 | $1,667 萬 | 0.03% | −379,008−67.6% | 減碼 |
| New York State Common Retirement Fund | 178,811 | $1,638 萬 | 0.02% | +1,718+1.0% | 加碼 |
| Segall Bryant & Hamill, LLC | 177,808 | $1,629 萬 | 0.22% | +7,959+4.7% | 加碼 |
| Swiss National Bank | 170,000 | $1,557 萬 | 0.01% | +2,400+1.4% | 加碼 |
| ArrowMark Colorado Holdings LLC | 169,760 | $1,555 萬 | 0.34% | −62,142−26.8% | 減碼 |
| Axiom Investors LLC | 168,216 | $1,541 萬 | 0.14% | +16,819+11.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 161,702 | $1,481 萬 | 0.18% | +6,159+4.0% | 加碼 |
| Russell Investments Group, Ltd. | 161,555 | $1,480 萬 | 0.02% | +10,458+6.9% | 加碼 |
| Ensign Peak Advisors, Inc | 155,005 | $1,420 萬 | 0.03% | −21,575−12.2% | 減碼 |
| California Public Employees Retirement System | 152,765 | $1,399 萬 | 0.01% | −1,869−1.2% | 減碼 |
| Massachusetts Financial Services Co | 149,122 | $1,366 萬 | 0.00% | −166,205−52.7% | 減碼 |
| LPL Financial LLC | 143,848 | $1,318 萬 | 0.00% | −1,477−1.0% | 減碼 |
| Oberweis Asset Management Inc | 141,580 | $1,297 萬 | 0.47% | +1,500+1.1% | 加碼 |
| DF Dent & Co Inc | 140,169 | $1,284 萬 | 0.18% | −65,690−31.9% | 減碼 |
| Legal & General Group Plc | 135,356 | $1,240 萬 | 0.00% | −22,310−14.2% | 減碼 |
| Frontier Capital Management Co LLC | 127,646 | $1,169 萬 | 0.12% | +12,895+11.2% | 加碼 |
| State of Wisconsin Investment Board | 118,143 | $1,082 萬 | 0.02% | −877−0.7% | 減碼 |
| Deutsche Bank AG | 112,301 | $1,029 萬 | 0.00% | +2,437+2.2% | 加碼 |
| GDS Wealth Management | 110,122 | $1,009 萬 | 0.63% | +9,153+9.1% | 加碼 |
| Peregrine Capital Management LLC | 108,753 | $996.3 萬 | 0.31% | +6,062+5.9% | 加碼 |
| Voya Investment Management LLC | 108,131 | $990.6 萬 | 0.01% | −11,711−9.8% | 減碼 |
| Envestnet Asset Management Inc | 107,761 | $987.2 萬 | 0.00% | −31,172−22.4% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 104,078 | $953.5 萬 | 0.08% | +19,772+23.5% | 加碼 |