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。
2026 年第 1 季 13F 持有人
Healthequity, Inc. 在 2026/3/31 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
- 488
- 較 2025 年第 4 季 −17 家
- 持有股數
- 8,630 萬
- 較 2025 年第 4 季 +691.7 萬 (+8.7%)
- 總市值
- $72.1 億
- 較 2025 年第 4 季 −$6,560 萬 (−0.9%)
- 新進機構
- 79
- 另有 182 家加碼
- 清倉機構
- 96
- 另有 180 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,532,394 | $8.80 億 | 0.02% | −683,435−6.1% | 減碼 |
| Wasatch Advisors Inc | 7,202,934 | $6.02 億 | 4.00% | +613,288+9.3% | 加碼 |
| Vanguard Portfolio Management LLC | 4,163,593 | $3.48 億 | 0.02% | +4,163,593 | 新進 |
| Vanguard Capital Management LLC | 3,823,804 | $3.20 億 | 0.01% | +3,823,804 | 新進 |
| State Street Corp | 3,099,897 | $2.59 億 | 0.01% | +8,845+0.3% | 加碼 |
| Morgan Stanley | 2,485,913 | $2.08 億 | 0.01% | +999,856+67.3% | 加碼 |
| Geode Capital Management, LLC | 2,259,646 | $1.89 億 | 0.01% | +58,414+2.7% | 加碼 |
| AQR Capital Management LLC | 2,092,223 | $1.73 億 | 0.08% | +329,888+18.7% | 加碼 |
| William Blair Investment Management, LLC | 1,659,616 | $1.39 億 | 0.46% | −195,592−10.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,627,039 | $1.36 億 | 0.03% | +45,287+2.9% | 加碼 |
| Brown Advisory Inc | 1,412,784 | $1.18 億 | 0.19% | −102,475−6.8% | 減碼 |
| Clearbridge Investments, LLC | 1,309,972 | $1.09 億 | 0.10% | −48,961−3.6% | 減碼 |
| Mackenzie Financial Corp | 1,281,657 | $1.07 億 | 0.13% | +109,851+9.4% | 加碼 |
| Greenhouse Funds LLLP | 1,257,854 | $1.05 億 | 4.98% | +178,150+16.5% | 加碼 |
| Charles Schwab Investment Management Inc | 1,175,339 | $9,822 萬 | 0.02% | +42,595+3.8% | 加碼 |
| Geneva Capital Management LLC | 1,174,070 | $9,812 萬 | 2.09% | +55,494+5.0% | 加碼 |
| JPMorgan Chase & Co | 1,183,411 | $9,642 萬 | 0.01% | +18,100+1.6% | 加碼 |
| FMR LLC | 1,134,933 | $9,485 萬 | 0.00% | −917,638−44.7% | 減碼 |
| Northern Trust Corp | 1,036,174 | $8,659 萬 | 0.01% | +17,966+1.8% | 加碼 |
| Davenport & Co LLC | 1,015,434 | $8,486 萬 | 0.47% | +621,019+157.5% | 加碼 |
| Loomis Sayles & Co L P | 931,906 | $7,788 萬 | 0.10% | −21,166−2.2% | 減碼 |
| Atalan Capital Partners, LP | 883,670 | $7,385 萬 | 6.81% | −31,480−3.4% | 減碼 |
| Bank of America Corp | 862,008 | $7,204 萬 | 0.01% | +261,150+43.5% | 加碼 |
| Janus Henderson Group PLC | 850,411 | $7,107 萬 | 0.03% | +30,178+3.7% | 加碼 |
| Balyasny Asset Management LLC | 835,072 | $6,979 萬 | 0.14% | +553,441+196.5% | 加碼 |
| Cadian Capital Management, LP | 832,700 | $6,959 萬 | 8.47% | +266,000+46.9% | 加碼 |
| Millennium Management LLC | 808,867 | $6,760 萬 | 0.05% | −142,696−15.0% | 減碼 |
| Price T Rowe Associates Inc | 803,427 | $6,714 萬 | 0.01% | −514,292−39.0% | 減碼 |
| Goldman Sachs Group Inc | 800,818 | $6,692 萬 | 0.01% | −123,431−13.4% | 減碼 |
| UBS Group AG | 786,667 | $6,574 萬 | 0.01% | +168,926+27.3% | 加碼 |
| Bamco Inc | 750,025 | $6,268 萬 | 0.19% | −6,000−0.8% | 減碼 |
| American Century Companies Inc | 742,849 | $6,208 萬 | 0.03% | −4,549−0.6% | 減碼 |
| Westfield Capital Management Co LP | 712,848 | $5,957 萬 | 0.25% | −1,239,604−63.5% | 減碼 |
| Swedbank AB | 706,300 | $5,903 萬 | 0.06% | +269,000+61.5% | 加碼 |
| Stephens Investment Management Group LLC | 684,619 | $5,721 萬 | 0.78% | −41,566−5.7% | 減碼 |
| Nuveen, LLC | 680,462 | $5,687 萬 | 0.02% | +6,396+0.9% | 加碼 |
| Ameriprise Financial Inc | 638,034 | $5,332 萬 | 0.01% | −35,157−5.2% | 減碼 |
| Park West Asset Management LLC | 623,156 | $5,208 萬 | 4.60% | +623,156 | 新進 |
| SEI Investments Co | 602,721 | $5,037 萬 | 0.05% | −66,224−9.9% | 減碼 |
| Bank of New York Mellon Corp | 599,254 | $5,008 萬 | 0.01% | −22,625−3.6% | 減碼 |
| Vanguard Fiduciary Trust Co | 594,435 | $4,968 萬 | 0.01% | +594,435 | 新進 |
| Nomura Asset Management International Inc. | 592,014 | $4,948 萬 | 0.08% | −42,161−6.6% | 減碼 |
| Wellington Management Group LLP | 497,520 | $4,158 萬 | 0.01% | −269,871−35.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 485,444 | $4,057 萬 | 0.12% | −94,630−16.3% | 減碼 |
| GW&K Investment Management, LLC | 464,315 | $3,880 萬 | 0.34% | +1,424+0.3% | 加碼 |
| Invesco Ltd. | 452,743 | $3,784 萬 | 0.00% | −419,059−48.1% | 減碼 |
| Man Group plc | 423,282 | $3,537 萬 | 0.07% | +146,838+53.1% | 加碼 |
| Aristotle Capital Boston, LLC | 397,229 | $3,317 萬 | 2.06% | −35,710−8.2% | 減碼 |
| Bessemer Group Inc | 388,422 | $3,246 萬 | 0.05% | +15,033+4.0% | 加碼 |
| Raymond James Financial Inc | 380,494 | $3,160 萬 | 0.01% | −30,317−7.4% | 減碼 |
| Lazard Asset Management LLC | 341,399 | $2,853 萬 | 0.05% | −9,893−2.8% | 減碼 |
| Franklin Resources Inc | 341,388 | $2,853 萬 | 0.01% | −312−0.1% | 減碼 |
| CIBC Bancorp USA Inc. | 322,228 | $2,692 萬 | 0.04% | +322,228 | 新進 |
| Principal Financial Group Inc | 304,049 | $2,541 萬 | 0.01% | +26,632+9.6% | 加碼 |
| Royal Bank of Canada | 299,007 | $2,499 萬 | 0.00% | −39,458−11.7% | 減碼 |
| Premier Fund Managers Ltd | 287,847 | $2,347 萬 | 1.66% | −21,390−6.9% | 減碼 |
| Ranger Investment Management, L.P. | 271,223 | $2,267 萬 | 1.64% | −2,065−0.8% | 減碼 |
| Artisan Partners Limited Partnership | 270,942 | $2,264 萬 | 0.04% | −271,274−50.0% | 減碼 |
| Citadel Advisors LLC | 268,832 | $2,247 萬 | 0.02% | +53,565+24.9% | 加碼 |
| Ashford Capital Management Inc | 266,481 | $2,227 萬 | 2.75% | −5,242−1.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 266,615 | $2,223 萬 | 0.04% | −462,895−63.5% | 減碼 |
| Citigroup Inc | 253,336 | $2,117 萬 | 0.01% | +173,659+218.0% | 加碼 |
| 12th Street Asset Management Company, LLC | 251,361 | $2,101 萬 | 3.44% | −7,773−3.0% | 減碼 |
| Rhumbline Advisers | 248,915 | $2,080 萬 | 0.02% | +952+0.4% | 加碼 |
| Alliancebernstein L.P. | 222,217 | $2,036 萬 | 0.01% | −3,962−1.8% | 減碼 |
| Retirement Systems of Alabama | 213,645 | $1,785 萬 | 0.06% | +1,339+0.6% | 加碼 |
| UBS Asset Management Americas Inc | 194,861 | $1,628 萬 | 0.00% | +4,655+2.4% | 加碼 |
| Jane Street Group, LLC | 192,993 | $1,613 萬 | 0.02% | +114,155+144.8% | 加碼 |
| Frontier Capital Management Co LLC | 192,400 | $1,608 萬 | 0.17% | +64,754+50.7% | 加碼 |
| WCM Investment Management, LLC | 193,371 | $1,576 萬 | 0.04% | −40,589−17.3% | 減碼 |
| Trexquant Investment LP | 186,537 | $1,559 萬 | 0.11% | −11,337−5.7% | 減碼 |
| Glenmede Trust Co NA | 179,823 | $1,503 萬 | 0.07% | −19,061−9.6% | 減碼 |
| Squarepoint Ops LLC | 179,353 | $1,499 萬 | 0.03% | +179,353 | 新進 |
| Oppenheimer Asset Management Inc. | 173,854 | $1,453 萬 | 0.17% | +12,152+7.5% | 加碼 |
| Swiss National Bank | 169,200 | $1,414 萬 | 0.01% | −800−0.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 169,049 | $1,413 萬 | 0.20% | −8,759−4.9% | 減碼 |
| Oberweis Asset Management Inc | 166,641 | $1,393 萬 | 0.41% | +25,061+17.7% | 加碼 |
| Summit Creek Advisors LLC | 161,123 | $1,347 萬 | 2.77% | −23,718−12.8% | 減碼 |
| Axiom Investors LLC | 153,644 | $1,284 萬 | 0.14% | −14,572−8.7% | 減碼 |
| California Public Employees Retirement System | 153,570 | $1,283 萬 | 0.01% | +805+0.5% | 加碼 |
| ArrowMark Colorado Holdings LLC | 145,827 | $1,219 萬 | 0.32% | −23,933−14.1% | 減碼 |
| Canada Pension Plan Investment Board | 141,900 | $1,186 萬 | 0.01% | +39,900+39.1% | 加碼 |
| Wells Fargo & Company | 140,107 | $1,171 萬 | 0.00% | −75,927−35.1% | 減碼 |
| Envestnet Asset Management Inc | 138,868 | $1,161 萬 | 0.00% | +31,107+28.9% | 加碼 |
| Ensign Peak Advisors, Inc | 134,377 | $1,123 萬 | 0.02% | −20,628−13.3% | 減碼 |
| DF Dent & Co Inc | 133,782 | $1,118 萬 | 0.21% | −6,387−4.6% | 減碼 |
| Russell Investments Group, Ltd. | 131,738 | $1,101 萬 | 0.01% | −29,817−18.5% | 減碼 |
| Private Advisory Group LLC | 127,156 | $1,063 萬 | 0.74% | +25,774+25.4% | 加碼 |
| Peregrine Capital Management LLC | 126,231 | $1,055 萬 | 0.39% | +17,478+16.1% | 加碼 |
| GDS Wealth Management | 125,608 | $1,050 萬 | 0.63% | +15,486+14.1% | 加碼 |
| Granahan Investment Management Inc | 122,099 | $1,020 萬 | 0.49% | +31,079+34.1% | 加碼 |
| Deutsche Bank AG | 120,368 | $1,006 萬 | 0.00% | +8,067+7.2% | 加碼 |
| LPL Financial LLC | 120,073 | $1,003 萬 | 0.00% | −23,775−16.5% | 減碼 |
| Legal & General Group Plc | 117,659 | $983.3 萬 | 0.00% | −17,697−13.1% | 減碼 |
| New York State Common Retirement Fund | 106,821 | $892.7 萬 | 0.01% | −71,990−40.3% | 減碼 |
| Portolan Capital Management, LLC | 101,646 | $849.5 萬 | 0.45% | +101,646 | 新進 |
| State of Wisconsin Investment Board | 101,512 | $848.3 萬 | 0.02% | −16,631−14.1% | 減碼 |
| California State Teachers Retirement System | 100,604 | $840.7 萬 | 0.01% | +19,288+23.7% | 加碼 |
| Motley Fool Asset Management LLC | 98,540 | $823.5 萬 | 0.35% | −2,935−2.9% | 減碼 |
| Renaissance Group LLC | 98,314 | $821.6 萬 | 0.34% | +18,837+23.7% | 加碼 |