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 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 | 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 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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 713 | $6.53 萬 | 0.00% | +713 | 新進 |
| Vega Investment Solutions | 779 | $7.14 萬 | 0.01% | +779 | 新進 |
| Smartleaf Asset Management LLC | 793 | $7.34 萬 | 0.00% | +271+51.9% | 加碼 |
| Farther Finance Advisors, LLC | 851 | $7.80 萬 | 0.00% | +459+117.1% | 加碼 |
| SBI Securities Co., Ltd. | 872 | $7.99 萬 | 0.00% | +32+3.8% | 加碼 |
| NBC Securities, Inc. | 905 | $8.29 萬 | 0.01% | +905 | 新進 |
| Umb Bank N A | 985 | $9.02 萬 | 0.00% | +117+13.5% | 加碼 |
| Fifth Third Bancorp | 1,020 | $9.34 萬 | 0.00% | +32+3.2% | 加碼 |
| Kemnay Advisory Services Inc. | 1,024 | $9.38 萬 | 0.01% | +1,024 | 新進 |
| Exchange Traded Concepts, LLC | 1,030 | $9.44 萬 | 0.00% | +1,030 | 新進 |
| Horizon Investments, LLC | 1,030 | $9.44 萬 | 0.00% | +1,030 | 新進 |
| Signaturefd, LLC | 1,070 | $9.80 萬 | 0.00% | −159−12.9% | 減碼 |
| Huntington National Bank | 1,177 | $10.8 萬 | 0.00% | +564+92.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 1,256 | $11.6 萬 | 0.00% | +1,256 | 新進 |
| Bryn Mawr Trust Co | 1,267 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Estate Planners Group, LLC | 1,299 | $11.9 萬 | 0.05% | +1,299 | 新進 |
| Parallel Advisors, LLC | 1,387 | $12.7 萬 | 0.00% | +173+14.3% | 加碼 |
| Assetmark, Inc | 1,451 | $13.3 萬 | 0.00% | −4,088−73.8% | 減碼 |
| Daiwa Securities Group Inc. | 1,650 | $15.1 萬 | 0.00% | −140−7.8% | 減碼 |
| Aviso Financial Inc. | 1,674 | $15.3 萬 | 0.01% | −81−4.6% | 減碼 |
| GAMMA Investing LLC | 1,944 | $17.8 萬 | 0.01% | +168+9.5% | 加碼 |
| Coldstream Capital Management Inc | 2,221 | $20.3 萬 | 0.00% | +2,221 | 新進 |
| ISAM Funds (UK) Ltd | 2,239 | $20.5 萬 | 0.07% | +1,004+81.3% | 加碼 |
| Greenleaf Trust | 2,260 | $20.7 萬 | 0.00% | −168−6.9% | 減碼 |
| Hantz Financial Services, Inc. | 2,305 | $21.1 萬 | 0.00% | +746+47.9% | 加碼 |
| Grant Private Wealth Management Inc | 2,306 | $21.1 萬 | 0.13% | −30−1.3% | 減碼 |
| Johnson Investment Counsel Inc | 2,311 | $21.2 萬 | 0.00% | +2,311 | 新進 |
| CI Private Wealth, LLC | 2,384 | $21.9 萬 | 0.00% | +2,384 | 新進 |
| AE Wealth Management LLC | 2,396 | $21.9 萬 | 0.00% | +211+9.7% | 加碼 |
| Sowell Financial Services LLC | 2,399 | $22.0 萬 | 0.01% | −56−2.3% | 減碼 |
| Great Lakes Advisors, LLC | 2,407 | $22.1 萬 | 0.00% | +2,407 | 新進 |
| Tudor Investment Corp Et Al | 2,411 | $22.1 萬 | 0.00% | −7,287−75.1% | 減碼 |
| KBC Group NV | 2,411 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,428 | $22.2 萬 | 0.00% | +15+0.6% | 加碼 |
| Ritholtz Wealth Management | 2,432 | $22.3 萬 | 0.00% | +2,432 | 新進 |
| Everence Capital Management Inc | 2,430 | $22.3 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,456 | $22.4 萬 | 0.00% | +524+27.1% | 加碼 |
| Callan Family Office, LLC | 2,484 | $22.8 萬 | 0.00% | +2,484 | 新進 |
| Venturi Wealth Management, LLC | 2,485 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 2,537 | $23.2 萬 | 0.00% | +119+4.9% | 加碼 |
| NewEdge Wealth, LLC | 2,570 | $23.5 萬 | 0.00% | +2,570 | 新進 |
| National Asset Management, Inc. | 2,606 | $23.9 萬 | 0.01% | −68−2.5% | 減碼 |
| Clearstead Advisors, LLC | 2,610 | $23.9 萬 | 0.00% | +1,783+215.6% | 加碼 |
| Forum Financial Management, LP | 2,642 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 2,700 | $24.7 萬 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 2,708 | $24.8 萬 | 0.17% | +68+2.6% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,756 | $25.2 萬 | 0.01% | +6+0.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,818 | $25.8 萬 | 0.00% | +830+41.8% | 加碼 |
| Merit Financial Group, LLC | 2,857 | $26.2 萬 | 0.00% | +745+35.3% | 加碼 |
| Global Retirement Partners, LLC | 2,879 | $26.4 萬 | 0.00% | +2,806+3,843.8% | 加碼 |
| Shelton Capital Management | 2,885 | $26.4 萬 | 0.01% | −219−7.1% | 減碼 |
| Abacus Wealth Partners, LLC | 2,937 | $26.9 萬 | 0.03% | +2,937 | 新進 |
| Unique Wealth, LLC | 3,029 | $27.7 萬 | 0.04% | +3,029 | 新進 |
| Amundi | 3,030 | $27.8 萬 | 0.00% | +3,030 | 新進 |
| MeadowBrook Investment Advisors LLC | 3,065 | $28.1 萬 | 0.24% | −45−1.4% | 減碼 |
| Steadtrust LLC | 3,070 | $28.1 萬 | 0.17% | +3,070 | 新進 |
| Avanza Fonder AB | 3,078 | $28.2 萬 | 0.01% | −294−8.7% | 減碼 |
| XTX Topco Ltd | 3,160 | $28.9 萬 | 0.01% | +3,160 | 新進 |
| Axq Capital, LP | 3,201 | $29.3 萬 | 0.07% | +3,201 | 新進 |
| Janney Capital Management LLC | 3,208 | $29.4 萬 | 0.02% | +57+1.8% | 加碼 |
| Cresset Asset Management, LLC | 3,224 | $29.5 萬 | 0.00% | +210+7.0% | 加碼 |
| Curated Wealth Partners LLC | 3,267 | $29.9 萬 | 0.03% | +639+24.3% | 加碼 |
| City Center Advisors, LLC | 3,323 | $30.4 萬 | 0.28% | +717+27.5% | 加碼 |
| Scientech Research LLC | 3,329 | $30.5 萬 | 0.19% | +3,329 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 3,379 | $31.0 萬 | 0.01% | −75−2.2% | 減碼 |
| Colony Group, LLC | 3,409 | $31.2 萬 | 0.00% | +1,165+51.9% | 加碼 |
| Brinker Capital Investments, LLC | 3,461 | $31.7 萬 | 0.00% | −308−8.2% | 減碼 |
| Prelude Capital Management, LLC | 3,490 | $32.0 萬 | 0.02% | +587+20.2% | 加碼 |
| Keebeck Alpha, LP | 3,490 | $32.0 萬 | 0.85% | +622+21.7% | 加碼 |
| 111 Capital | 3,528 | $32.3 萬 | 0.07% | +3,528 | 新進 |
| Virtu Financial LLC | 3,544 | $32.5 萬 | 0.01% | +3,544 | 新進 |
| Profund Advisors LLC | 3,580 | $32.8 萬 | 0.01% | −16−0.4% | 減碼 |
| CWM Advisors, LLC | 3,623 | $33.2 萬 | 0.03% | −10,815−74.9% | 減碼 |
| Nisa Investment Advisors, LLC | 3,651 | $33.4 萬 | 0.00% | −95−2.5% | 減碼 |
| Fiduciary Trust Co | 3,659 | $33.5 萬 | 0.00% | −10−0.3% | 減碼 |
| Mattson Financial Services, LLC | 3,681 | $33.7 萬 | 0.08% | +1,277+53.1% | 加碼 |
| Mirabella Financial Services LLP | 3,687 | $33.8 萬 | 0.03% | +3,687 | 新進 |
| AlphaGrep UK Ltd | 3,725 | $34.1 萬 | 0.11% | +3,725 | 新進 |
| Atomi Financial Group, Inc. | 3,793 | $34.7 萬 | 0.01% | −892−19.0% | 減碼 |
| Cim Investment Mangement Inc | 3,816 | $35.0 萬 | 0.09% | 00.0% | 不變 |
| Skopos Labs, Inc. | 3,790 | $35.2 萬 | 0.02% | +3,790 | 新進 |
| Ethic Inc. | 3,867 | $35.4 萬 | 0.01% | +109+2.9% | 加碼 |
| Neuberger Berman Group LLC | 3,945 | $36.1 萬 | 0.00% | +486+14.1% | 加碼 |
| Summitry LLC | 3,963 | $36.3 萬 | 0.02% | +606+18.1% | 加碼 |
| Swiss Life Asset Management Ltd | 3,992 | $36.6 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 4,072 | $37.3 萬 | 0.01% | −14,161−77.7% | 減碼 |
| Qsemble Capital Management, LP | 4,096 | $37.5 萬 | 0.03% | +4,096 | 新進 |
| Yorktown Management & Research Co Inc | 4,125 | $37.8 萬 | 0.30% | +4,125 | 新進 |
| Jones Financial Companies LLLP | 4,385 | $40.2 萬 | 0.00% | +799+22.3% | 加碼 |
| CSS LLC | 4,610 | $42.2 萬 | 0.02% | +4,610 | 新進 |
| Blueshift Asset Management, LLC | 4,652 | $42.6 萬 | 0.12% | +4,652 | 新進 |
| Optimize Financial Inc | 4,708 | $43.1 萬 | 0.22% | +64+1.4% | 加碼 |
| Keebeck Wealth Management, LLC | 4,746 | $43.5 萬 | 0.05% | +1,723+57.0% | 加碼 |
| Brevan Howard Capital Management LP | 4,757 | $43.6 萬 | 0.01% | −11,557−70.8% | 減碼 |
| Commerce Bank | 4,878 | $44.7 萬 | 0.00% | −100−2.0% | 減碼 |
| Narus Financial Partners, LLC | 4,941 | $45.3 萬 | 0.12% | −1,000−16.8% | 減碼 |
| Sanctuary Advisors, LLC | 4,974 | $45.6 萬 | 0.00% | +106+2.2% | 加碼 |
| Polen Capital Management LLC | 4,980 | $45.6 萬 | 0.00% | +4,980 | 新進 |
| Farallon Capital Management, L.L.C. | 5,000 | $45.8 萬 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 5,000 | $45.8 萬 | 0.03% | +5,000 | 新進 |