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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 19,277 | $176.6 萬 | 0.02% | +20.0% | 加碼 |
| Crown Advisors Management, Inc. | 20,000 | $183.2 萬 | 1.21% | 00.0% | 不變 |
| State of Michigan Retirement System | 20,322 | $186.2 萬 | 0.01% | −300−1.5% | 減碼 |
| RSM US Wealth Management LLC | 20,146 | $186.3 萬 | 0.02% | −113−0.6% | 減碼 |
| Keating Financial Advisory Services, Inc. | 20,412 | $187.0 萬 | 0.25% | +20,412 | 新進 |
| Quantbot Technologies LP | 20,723 | $189.8 萬 | 0.06% | +20,723 | 新進 |
| Bridgewater Associates, LP | 20,827 | $190.8 萬 | 0.01% | +14,448+226.5% | 加碼 |
| Maridea Wealth Management LLC | 20,893 | $191.4 萬 | 0.29% | +5,631+36.9% | 加碼 |
| First American Bank | 20,952 | $191.9 萬 | 0.12% | +3,719+21.6% | 加碼 |
| Advisory Research Inc | 21,069 | $193.0 萬 | 0.24% | −1,223−5.5% | 減碼 |
| Twinbeech Capital LP | 21,100 | $193.3 萬 | 0.14% | +21,100 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,560 | $197.5 萬 | 0.01% | −634−2.9% | 減碼 |
| Integrated Quantitative Investments LLC | 21,800 | $199.7 萬 | 0.43% | +11,705+115.9% | 加碼 |
| New Age Alpha Advisors, LLC | 22,864 | $209.5 萬 | 0.09% | −711−3.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,021 | $210.9 萬 | 0.02% | −960−4.0% | 減碼 |
| One Capital Management, LLC | 23,695 | $217.1 萬 | 0.07% | +8,642+57.4% | 加碼 |
| Louisiana State Employees Retirement System | 23,800 | $218.0 萬 | 0.04% | −300−1.2% | 減碼 |
| Stifel Financial Corp | 23,878 | $218.7 萬 | 0.00% | +4,332+22.2% | 加碼 |
| Arizona State Retirement System | 23,899 | $218.9 萬 | 0.01% | −1,660−6.5% | 減碼 |
| SummitTX Capital, L.P. | 24,187 | $221.6 萬 | 0.07% | +24,187 | 新進 |
| Handelsbanken Fonder AB | 24,616 | $225.5 萬 | 0.01% | +3,100+14.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 24,657 | $225.9 萬 | 0.00% | −50,238−67.1% | 減碼 |
| OP Asset Management Ltd | 24,883 | $228.0 萬 | 0.03% | +11,578+87.0% | 加碼 |
| Toroso Investments, LLC | 24,956 | $228.6 萬 | 0.01% | +4,665+23.0% | 加碼 |
| Advisor Group Holdings, Inc. | 25,102 | $230.0 萬 | 0.00% | −3,796−13.1% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 25,163 | $230.5 萬 | 0.00% | −8,325−24.9% | 減碼 |
| Yousif Capital Management, LLC | 27,547 | $231.4 萬 | 0.03% | −342−1.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,602 | $234.5 萬 | 0.01% | +1,146+4.7% | 加碼 |
| Cetera Investment Advisers | 25,943 | $237.7 萬 | 0.00% | +1,305+5.3% | 加碼 |
| KLP Kapitalforvaltning AS | 26,000 | $238.2 萬 | 0.01% | +4,100+18.7% | 加碼 |
| Natixis Advisors, L.P. | 26,293 | $240.9 萬 | 0.00% | −1,734−6.2% | 減碼 |
| Comerica Bank | 26,332 | $241.2 萬 | 0.01% | −316,938−92.3% | 減碼 |
| Chesley Taft & Associates LLC | 26,399 | $241.8 萬 | 0.10% | +1,139+4.5% | 加碼 |
| State of Tennessee, Treasury Department | 28,634 | $245.3 萬 | 0.01% | −6,660−18.9% | 減碼 |
| Econ Financial Services Corp | 27,249 | $249.6 萬 | 1.25% | +7,770+39.9% | 加碼 |
| Captrust Financial Advisors | 27,314 | $250.2 萬 | 0.00% | −3,027−10.0% | 減碼 |
| Simplify Asset Management Inc. | 27,329 | $250.4 萬 | 0.04% | +11,524+72.9% | 加碼 |
| Verition Fund Management LLC | 28,023 | $256.7 萬 | 0.01% | +420+1.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,135 | $257.7 萬 | 0.01% | −1,931−6.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 28,209 | $258.4 萬 | 0.01% | −522−1.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 29,174 | $267.3 萬 | 0.08% | −1,078−3.6% | 減碼 |
| Pathstone Holdings, LLC | 29,309 | $268.5 萬 | 0.01% | −389−1.3% | 減碼 |
| Forest Hill Capital, LLC | 29,576 | $270.9 萬 | 1.39% | 00.0% | 不變 |
| Cerity Partners LLC | 30,170 | $276.4 萬 | 0.00% | −5,857−16.3% | 減碼 |
| M&T Bank Corp | 30,207 | $276.7 萬 | 0.01% | −2,539−7.8% | 減碼 |
| First Trust Advisors LP | 30,647 | $280.8 萬 | 0.00% | −23,255−43.1% | 減碼 |
| Beacon Investment Advisors LLC | 31,526 | $288.8 萬 | 1.16% | +4,160+15.2% | 加碼 |
| RE Advisers Corp | 32,800 | $300.5 萬 | 0.08% | 00.0% | 不變 |
| Magnetar Financial LLC | 33,020 | $302.5 萬 | 0.03% | +33,020 | 新進 |
| Zacks Investment Management | 33,382 | $305.8 萬 | 0.02% | +783+2.4% | 加碼 |
| Hilton Capital Management, LLC | 33,449 | $306.4 萬 | 0.23% | +7,072+26.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 36,141 | $331.1 萬 | 0.02% | +4,252+13.3% | 加碼 |
| Los Angeles Capital Management LLC | 35,690 | $331.7 萬 | 0.01% | +5,224+17.1% | 加碼 |
| Amalgamated Bank | 36,254 | $332.1 萬 | 0.02% | −1,655−4.4% | 減碼 |
| Ambassador Advisors, LLC | 36,374 | $333.2 萬 | 0.49% | −10,206−21.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,889 | $338.0 萬 | 0.00% | +36,007+4,082.4% | 加碼 |
| Montanaro Asset Management Ltd | 37,200 | $340.8 萬 | 0.95% | +4,300+13.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 37,506 | $343.6 萬 | 0.03% | −3,106−7.6% | 減碼 |
| Prudential Financial Inc | 37,965 | $347.8 萬 | 0.00% | +24,910+190.8% | 加碼 |
| Baird Financial Group, Inc. | 38,231 | $350.2 萬 | 0.01% | −2,942−7.1% | 減碼 |
| Atria Investments LLC | 38,285 | $350.7 萬 | 0.04% | +543+1.4% | 加碼 |
| Wealthspire Advisors, LLC | 38,339 | $351.2 萬 | 0.03% | +37,971+10,318.2% | 加碼 |
| Covea Finance | 39,200 | $359.1 萬 | 0.12% | 00.0% | 不變 |
| Formula Growth Ltd | 39,400 | $360.9 萬 | 1.39% | −1,190−2.9% | 減碼 |
| Overbrook Management Corp | 40,471 | $370.8 萬 | 0.64% | −4,499−10.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 42,019 | $384.9 萬 | 0.09% | +42,019 | 新進 |
| EFG International AG | 44,025 | $403.2 萬 | 0.08% | +44,025 | 新進 |
| Future Fund LLC | 44,317 | $406.0 萬 | 1.43% | +12,854+40.9% | 加碼 |
| BNP Paribas Arbitrage, SA | 44,721 | $409.7 萬 | 0.00% | +11,699+35.4% | 加碼 |
| Intech Investment Management LLC | 46,880 | $429.5 萬 | 0.04% | +782+1.7% | 加碼 |
| UMA Financial Services, Inc. | 47,044 | $431.0 萬 | 0.60% | −6,513−12.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 47,817 | $438.1 萬 | 0.03% | +47,817 | 新進 |
| Moody Aldrich Partners LLC | 47,978 | $439.5 萬 | 0.82% | −11,707−19.6% | 減碼 |
| Great West Life Assurance Co | 49,615 | $454.3 萬 | 0.01% | −17,306−25.9% | 減碼 |
| Mariner, LLC | 49,604 | $454.5 萬 | 0.01% | +4,668+10.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 54,345 | $497.9 萬 | 0.18% | +5,081+10.3% | 加碼 |
| 1492 Capital Management LLC | 55,927 | $512.3 萬 | 1.96% | +955+1.7% | 加碼 |
| Creative Planning | 59,645 | $546.4 萬 | 0.00% | +9,231+18.3% | 加碼 |
| Nordea Investment Management AB | 60,252 | $550.9 萬 | 0.00% | −8,538−12.4% | 減碼 |
| Bridger Management, LLC | 60,484 | $554.1 萬 | 3.56% | +60,484 | 新進 |
| Madison Asset Management, LLC | 60,938 | $558.3 萬 | 0.06% | +231+0.4% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 61,806 | $566.2 萬 | 0.76% | −48,268−43.9% | 減碼 |
| Warren Averett Asset Management, LLC | 62,761 | $575.0 萬 | 0.05% | +8,151+14.9% | 加碼 |
| Public Employees Retirement System of Ohio | 63,137 | $578.4 萬 | 0.02% | +865+1.4% | 加碼 |
| Elk River Wealth Management, LLC | 64,089 | $586.5 萬 | 0.94% | −385−0.6% | 減碼 |
| STRS Ohio | 64,400 | $590.0 萬 | 0.02% | +29,400+84.0% | 加碼 |
| Inspirion Wealth Advisors, LLC | 65,000 | $595.5 萬 | 0.73% | −10,005−13.3% | 減碼 |
| iA Global Asset Management Inc. | 68,830 | $630.6 萬 | 0.08% | +68,830 | 新進 |
| Victory Capital Management Inc | 69,938 | $640.7 萬 | 0.00% | −100,492−59.0% | 減碼 |
| Kornitzer Capital Management Inc | 75,326 | $690.1 萬 | 0.14% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 75,382 | $690.6 萬 | 0.27% | −8,375−10.0% | 減碼 |
| Woodline Partners LP | 75,461 | $691.3 萬 | 0.03% | −200,929−72.7% | 減碼 |
| Capricorn Fund Managers Ltd | 75,602 | $692.6 萬 | 1.67% | +75,602 | 新進 |
| Tectonic Advisors LLC | 77,525 | $710.2 萬 | 0.37% | +594+0.8% | 加碼 |
| New York State Teachers Retirement System | 78,803 | $721.9 萬 | 0.01% | +352+0.4% | 加碼 |
| Jane Street Group, LLC | 78,838 | $722.2 萬 | 0.01% | +62,936+395.8% | 加碼 |
| Parkwood LLC | 79,018 | $723.9 萬 | 0.62% | +79,018 | 新進 |
| Renaissance Group LLC | 79,477 | $728.1 萬 | 0.29% | −1,017−1.3% | 減碼 |
| Citigroup Inc | 79,677 | $729.9 萬 | 0.00% | −5,893−6.9% | 減碼 |
| California State Teachers Retirement System | 81,316 | $744.9 萬 | 0.01% | +736+0.9% | 加碼 |