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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 5,041 | $46.2 萬 | 0.01% | −976−16.2% | 減碼 |
| Mutual Advisors, LLC | 5,105 | $46.8 萬 | 0.01% | −730−12.5% | 減碼 |
| BTC Capital Management, Inc. | 5,118 | $46.9 萬 | 0.03% | −34−0.7% | 減碼 |
| Fulton Bank, N.A. | 5,137 | $47.1 萬 | 0.02% | +841+19.6% | 加碼 |
| EP Wealth Advisors, LLC | 5,151 | $47.2 萬 | 0.00% | +5,151 | 新進 |
| Level Four Advisory Services, LLC | 5,207 | $47.7 萬 | 0.02% | +928+21.7% | 加碼 |
| Gotham Asset Management, LLC | 5,285 | $48.4 萬 | 0.00% | −31,535−85.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,309 | $48.6 萬 | 0.02% | −148−2.7% | 減碼 |
| MML Investors Services, LLC | 5,348 | $49.0 萬 | 0.00% | −295−5.2% | 減碼 |
| Quest Partners LLC | 5,363 | $49.1 萬 | 0.03% | +4,739+759.5% | 加碼 |
| Sivia Capital Partners, LLC | 5,447 | $49.9 萬 | 0.10% | +2,468+82.8% | 加碼 |
| Three Seasons Wealth, LLC | 5,521 | $50.6 萬 | 0.05% | +1,836+49.8% | 加碼 |
| Lighthouse Investment Partners, LLC | 5,532 | $50.7 萬 | 0.02% | +5,532 | 新進 |
| David Loasby | 6,021 | $50.9 萬 | 0.03% | +3,713+160.9% | 加碼 |
| CIBC World Markets Corp | 5,648 | $51.7 萬 | 0.00% | +5,648 | 新進 |
| Mercer Global Advisors Inc | 5,831 | $53.4 萬 | 0.00% | −1,224−17.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,939 | $54.4 萬 | 0.01% | +382+6.9% | 加碼 |
| HSBC Holdings PLC | 5,951 | $54.6 萬 | 0.00% | −17,362−74.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,993 | $55.3 萬 | 0.00% | −1,261−17.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,042 | $55.4 萬 | 0.01% | +569+10.4% | 加碼 |
| Virginia Retirement Systems Et Al | 6,200 | $56.8 萬 | 0.00% | +2,600+72.2% | 加碼 |
| Securian Asset Management, Inc | 6,266 | $57.4 萬 | 0.02% | −210−3.2% | 減碼 |
| Fieldview Capital Management, LLC | 6,486 | $59.4 萬 | 0.10% | +6,486 | 新進 |
| Crestwood Advisors Group LLC | 6,560 | $60.1 萬 | 0.01% | −4,651−41.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 6,620 | $60.6 萬 | 0.00% | +891+15.6% | 加碼 |
| NorthCrest Asset Manangement, LLC | 6,656 | $62.2 萬 | 0.01% | +22+0.3% | 加碼 |
| Federated Hermes, Inc. | 6,929 | $63.5 萬 | 0.00% | −796−10.3% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,949 | $63.7 萬 | 0.07% | −2,097−23.2% | 減碼 |
| Peterson Wealth Services | 7,217 | $66.1 萬 | 0.17% | +7,197+35,985.0% | 加碼 |
| CWM, LLC | 7,405 | $67.8 萬 | 0.00% | +979+15.2% | 加碼 |
| Stephens Inc | 7,498 | $68.7 萬 | 0.01% | +375+5.3% | 加碼 |
| Vestcor Inc | 7,705 | $70.6 萬 | 0.02% | −3,377−30.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 7,842 | $71.8 萬 | 0.00% | −4−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 8,009 | $73.4 萬 | 0.00% | +2,622+48.7% | 加碼 |
| Quadrant Capital Group LLC | 8,022 | $73.5 萬 | 0.02% | +10.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 8,047 | $73.7 萬 | 0.00% | +1,273+18.8% | 加碼 |
| Public Employees Retirement Association of Colorado | 8,231 | $75.4 萬 | 0.00% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 8,525 | $78.1 萬 | 0.09% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 8,536 | $78.1 萬 | 0.01% | −695−7.5% | 減碼 |
| Entropy Technologies, LP | 8,592 | $78.7 萬 | 0.04% | −5,977−41.0% | 減碼 |
| Oxford Asset Management LLP | 8,606 | $78.8 萬 | 0.28% | +8,606 | 新進 |
| Two Sigma Securities, LLC | 8,692 | $79.6 萬 | 0.11% | +8,692 | 新進 |
| Alps Advisors Inc | 8,711 | $79.8 萬 | 0.00% | −692−7.4% | 減碼 |
| Acadian Asset Management LLC | 8,775 | $80.3 萬 | 0.00% | +8,444+2,551.1% | 加碼 |
| HC Advisors, LLC | 8,880 | $81.3 萬 | 0.56% | 00.0% | 不變 |
| Stansberry Asset Management, LLC | 8,949 | $82.0 萬 | 0.08% | −781−8.0% | 減碼 |
| Concurrent Investment Advisors, LLC | 8,996 | $82.4 萬 | 0.01% | +6,678+288.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,478 | $85.2 萬 | 0.00% | +3,163+50.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 9,010 | $87.3 萬 | 0.00% | +1,297+16.8% | 加碼 |
| Cinctive Capital Management LP | 9,746 | $89.3 萬 | 0.05% | +9,746 | 新進 |
| Hodges Capital Management Inc. | 10,000 | $91.6 萬 | 0.08% | −9,000−47.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,217 | $93.6 萬 | 0.02% | −53−0.5% | 減碼 |
| Xponance, Inc. | 10,581 | $96.9 萬 | 0.01% | −1,684−13.7% | 減碼 |
| Institute for Wealth Management, LLC. | 10,616 | $97.3 萬 | 0.10% | −2,947−21.7% | 減碼 |
| Assenagon Asset Management S.A. | 10,710 | $98.1 萬 | 0.00% | +10,710 | 新進 |
| Dynamic Technology Lab Private Ltd | 10,750 | $98.5 萬 | 0.22% | +10,750 | 新進 |
| Vontobel Holding Ltd. | 11,052 | $101.2 萬 | 0.00% | +515+4.9% | 加碼 |
| Suncoast Equity Management | 11,490 | $105.3 萬 | 0.11% | +4,170+57.0% | 加碼 |
| Sumitomo Life Insurance Co | 11,554 | $105.8 萬 | 0.03% | +11,554 | 新進 |
| T. Rowe Price Investment Management, Inc. | 11,553 | $105.9 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 11,582 | $106.1 萬 | 0.01% | +840+7.8% | 加碼 |
| Jupiter Asset Management Ltd | 11,705 | $107.2 萬 | 0.01% | +5,869+100.6% | 加碼 |
| Milestone Asset Management, LLC | 11,778 | $107.9 萬 | 0.20% | +853+7.8% | 加碼 |
| Amica Mutual Insurance Co | 11,805 | $108.1 萬 | 0.09% | 00.0% | 不變 |
| Bank of Montreal | 11,945 | $109.4 萬 | 0.00% | −1,231−9.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 12,175 | $111.5 萬 | 0.05% | +1,786+17.2% | 加碼 |
| Benjamin Edwards Inc | 12,198 | $111.7 萬 | 0.01% | −759−5.9% | 減碼 |
| GWM Advisors LLC | 12,231 | $112.0 萬 | 0.00% | −370−2.9% | 減碼 |
| Pictet Asset Management Holding SA | 12,340 | $113.0 萬 | 0.00% | +491+4.1% | 加碼 |
| Guggenheim Capital LLC | 12,693 | $116.3 萬 | 0.01% | −753−5.6% | 減碼 |
| Coyle Financial Counsel LLC | 12,795 | $117.2 萬 | 0.25% | −2,638−17.1% | 減碼 |
| HRT Financial LP | 12,806 | $117.3 萬 | 0.00% | +12,806 | 新進 |
| Versor Investments LP | 12,920 | $118.4 萬 | 0.18% | +12,920 | 新進 |
| SG Americas Securities, LLC | 13,242 | $121.3 萬 | 0.00% | +527+4.1% | 加碼 |
| Quantinno Capital Management LP | 13,365 | $122.4 萬 | 0.00% | +4,474+50.3% | 加碼 |
| Pacer Advisors, Inc. | 13,427 | $123.0 萬 | 0.00% | +1,937+16.9% | 加碼 |
| Silphium Asset Management Ltd | 13,478 | $123.5 萬 | 0.52% | −10,922−44.8% | 減碼 |
| FJ Capital Management LLC | 13,556 | $124.2 萬 | 0.14% | +5,180+61.8% | 加碼 |
| Marex Group plc | 13,781 | $126.2 萬 | 0.01% | −12,416−47.4% | 減碼 |
| Radnor Capital Management, LLC | 14,366 | $126.8 萬 | 0.19% | +8,126+130.2% | 加碼 |
| Hancock Whitney Corp | 13,960 | $127.9 萬 | 0.02% | +117+0.8% | 加碼 |
| Susquehanna International Group, LLP | 14,164 | $129.8 萬 | 0.00% | +6,537+85.7% | 加碼 |
| Rockefeller Capital Management L.P. | 14,491 | $132.8 萬 | 0.00% | +5,541+61.9% | 加碼 |
| Graham Capital Management, L.P. | 14,556 | $133.3 萬 | 0.05% | +3,638+33.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 14,760 | $135.2 萬 | 0.02% | +3,876+35.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $135.4 萬 | 0.10% | −811−5.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 15,076 | $138.1 萬 | 0.00% | −107−0.7% | 減碼 |
| Penn Capital Management Co Inc | 15,944 | $148.5 萬 | 0.12% | +581+3.8% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 16,231 | $148.7 萬 | 0.02% | +9,171+129.9% | 加碼 |
| Credit Agricole S A | 16,684 | $152.8 萬 | 0.00% | 00.0% | 不變 |
| Avidity Partners Management LP | 16,900 | $154.8 萬 | 0.45% | −8,400−33.2% | 減碼 |
| Teacher Retirement System of Texas | 16,922 | $155.0 萬 | 0.01% | −6,752−28.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,176 | $157.3 萬 | 0.02% | −200−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 17,300 | $158.5 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 17,359 | $159.0 萬 | 0.00% | −978−5.3% | 減碼 |
| Zions Bancorporation, National Association | 17,400 | $159.4 萬 | 0.07% | −1,246−6.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 17,744 | $162.6 萬 | 0.13% | +1,723+10.8% | 加碼 |
| ProShare Advisors LLC | 19,058 | $174.6 萬 | 0.00% | +783+4.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,063 | $174.6 萬 | 0.00% | −4,775−20.0% | 減碼 |
| Gradient Investments LLC | 19,217 | $176.0 萬 | 0.03% | +377+2.0% | 加碼 |