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。
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 | 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 |
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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 453 | $3.79 萬 | 0.00% | +118+35.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 464 | $3.88 萬 | 0.00% | +10+2.2% | 加碼 |
| Kemnay Advisory Services Inc. | 497 | $4.15 萬 | 0.01% | −527−51.5% | 減碼 |
| Sterling Capital Management LLC | 550 | $4.60 萬 | 0.00% | −8−1.4% | 減碼 |
| Sellwood Investment Partners LLC | 550 | $4.60 萬 | 0.02% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 549 | $4.60 萬 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 553 | $4.61 萬 | 0.00% | +550+18,333.3% | 加碼 |
| SBI Securities Co., Ltd. | 578 | $4.83 萬 | 0.00% | −294−33.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 610 | $5.10 萬 | 0.00% | +6+1.0% | 加碼 |
| Vega Investment Solutions | 779 | $6.51 萬 | 0.02% | 00.0% | 不變 |
| Huntington National Bank | 867 | $7.25 萬 | 0.00% | −310−26.3% | 減碼 |
| Assetmark, Inc | 901 | $7.53 萬 | 0.00% | −550−37.9% | 減碼 |
| Umb Bank N A | 958 | $8.01 萬 | 0.00% | −27−2.7% | 減碼 |
| Westpac Banking Corp | 986 | $8.24 萬 | 0.01% | +986 | 新進 |
| Allworth Financial LP | 1,035 | $8.65 萬 | 0.00% | +329+46.6% | 加碼 |
| GAMMA Investing LLC | 1,128 | $9.43 萬 | 0.00% | −816−42.0% | 減碼 |
| MAI Capital Management | 1,269 | $10.6 萬 | 0.00% | +1,042+459.0% | 加碼 |
| Signaturefd, LLC | 1,299 | $10.9 萬 | 0.00% | +229+21.4% | 加碼 |
| Parallel Advisors, LLC | 1,306 | $10.9 萬 | 0.00% | −81−5.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,368 | $11.2 萬 | 0.00% | +112+8.9% | 加碼 |
| Daiwa Securities Group Inc. | 1,550 | $13.0 萬 | 0.00% | −100−6.1% | 減碼 |
| Rothschild Investment LLC | 1,610 | $13.5 萬 | 0.01% | +1,478+1,119.7% | 加碼 |
| Aviso Financial Inc. | 1,615 | $13.5 萬 | 0.00% | −59−3.5% | 減碼 |
| Los Angeles Capital Management LLC | 1,738 | $14.5 萬 | 0.00% | −33,952−95.1% | 減碼 |
| Advisory Services Network, LLC | 1,962 | $16.4 萬 | 0.00% | +1,962 | 新進 |
| Advisors Asset Management, Inc. | 2,341 | $19.6 萬 | 0.00% | −87−3.6% | 減碼 |
| Cullen/Frost Bankers, Inc. | 2,386 | $19.9 萬 | 0.00% | −432−15.3% | 減碼 |
| KBC Group NV | 2,411 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,416 | $20.2 萬 | 0.00% | −40−1.6% | 減碼 |
| AE Wealth Management LLC | 2,459 | $20.6 萬 | 0.00% | +63+2.6% | 加碼 |
| Ethic Inc. | 2,479 | $20.7 萬 | 0.00% | −1,388−35.9% | 減碼 |
| Vident Advisory, LLC | 2,505 | $20.9 萬 | 0.00% | +2,505 | 新進 |
| Sowell Financial Services LLC | 2,578 | $21.5 萬 | 0.01% | +179+7.5% | 加碼 |
| Holocene Advisors, LP | 2,680 | $22.4 萬 | 0.00% | +2,680 | 新進 |
| CIBC Asset Management Inc | 2,700 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 2,706 | $22.6 萬 | 0.15% | −2−0.1% | 減碼 |
| Abacus Wealth Partners, LLC | 2,720 | $22.7 萬 | 0.02% | −217−7.4% | 減碼 |
| MML Investors Services, LLC | 2,741 | $22.9 萬 | 0.00% | −2,607−48.7% | 減碼 |
| HB Wealth Management, LLC | 2,744 | $22.9 萬 | 0.00% | +2,744 | 新進 |
| Fox Run Management, L.L.C. | 2,839 | $23.1 萬 | 0.04% | +2,839 | 新進 |
| Arrowstreet Capital, Limited Partnership | 2,781 | $23.2 萬 | 0.00% | −21,876−88.7% | 減碼 |
| Farallon Capital Management, L.L.C. | 2,800 | $23.4 萬 | 0.00% | −2,200−44.0% | 減碼 |
| Everence Capital Management Inc | 2,811 | $23.5 萬 | 0.01% | +381+15.7% | 加碼 |
| Engineers Gate Manager LP | 2,835 | $23.7 萬 | 0.00% | −191,557−98.5% | 減碼 |
| Merit Financial Group, LLC | 2,839 | $23.7 萬 | 0.00% | −18−0.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,872 | $24.0 萬 | 0.01% | +116+4.2% | 加碼 |
| Brinker Capital Investments, LLC | 2,880 | $24.1 萬 | 0.00% | −581−16.8% | 減碼 |
| Shelton Capital Management | 2,885 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 2,896 | $24.2 萬 | 0.00% | +2,896 | 新進 |
| MeadowBrook Investment Advisors LLC | 3,035 | $25.4 萬 | 0.22% | −30−1.0% | 減碼 |
| Cresset Asset Management, LLC | 3,101 | $25.9 萬 | 0.00% | −123−3.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,140 | $26.2 萬 | 0.00% | −4,702−60.0% | 減碼 |
| Ritholtz Wealth Management | 3,170 | $26.5 萬 | 0.00% | +738+30.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,354 | $28.0 萬 | 0.01% | −25−0.7% | 減碼 |
| Equitable Holdings, Inc. | 3,077 | $28.2 萬 | 0.00% | +3,077 | 新進 |
| Vestcor Inc | 3,377 | $28.2 萬 | 0.01% | −4,328−56.2% | 減碼 |
| Hantz Financial Services, Inc. | 3,419 | $28.6 萬 | 0.00% | +1,114+48.3% | 加碼 |
| Crestwood Advisors Group LLC | 3,446 | $28.8 萬 | 0.00% | −3,114−47.5% | 減碼 |
| Avanza Fonder AB | 3,469 | $29.0 萬 | 0.01% | +391+12.7% | 加碼 |
| Greenleaf Trust | 3,494 | $29.2 萬 | 0.00% | +1,234+54.6% | 加碼 |
| City Center Advisors, LLC | 3,502 | $29.3 萬 | 0.27% | +179+5.4% | 加碼 |
| Profund Advisors LLC | 3,642 | $30.4 萬 | 0.01% | +62+1.7% | 加碼 |
| Fiduciary Trust Co | 3,684 | $30.8 萬 | 0.00% | +25+0.7% | 加碼 |
| Nisa Investment Advisors, LLC | 3,687 | $30.8 萬 | 0.00% | +36+1.0% | 加碼 |
| DnB Asset Management AS | 3,720 | $31.1 萬 | 0.00% | +3,720 | 新進 |
| Evergreen Capital Management LLC | 3,795 | $31.7 萬 | 0.01% | +3,795 | 新進 |
| Cim Investment Mangement Inc | 3,816 | $31.9 萬 | 0.09% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 3,872 | $32.4 萬 | 0.05% | −16,540−81.0% | 減碼 |
| Curated Wealth Partners LLC | 4,113 | $34.4 萬 | 0.04% | +846+25.9% | 加碼 |
| Mattson Financial Services, LLC | 4,247 | $35.5 萬 | 0.08% | +566+15.4% | 加碼 |
| Summitry LLC | 4,371 | $36.5 萬 | 0.01% | +408+10.3% | 加碼 |
| Skopos Labs, Inc. | 4,435 | $37.1 萬 | 0.01% | +645+17.0% | 加碼 |
| Citizens Financial Group Inc | 4,471 | $37.4 萬 | 0.01% | +4,471 | 新進 |
| Commerce Bank | 4,553 | $38.0 萬 | 0.00% | −325−6.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,859 | $40.0 萬 | 0.00% | −1,134−18.9% | 減碼 |
| Narus Financial Partners, LLC | 4,998 | $41.8 萬 | 0.11% | +57+1.2% | 加碼 |
| Hodges Capital Management Inc. | 5,000 | $41.8 萬 | 0.03% | −5,000−50.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 5,000 | $41.8 萬 | 0.03% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,055 | $42.2 萬 | 0.01% | −50−1.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 5,056 | $42.3 萬 | 0.00% | −1,564−23.6% | 減碼 |
| Fieldview Capital Management, LLC | 5,094 | $42.6 萬 | 0.12% | −1,392−21.5% | 減碼 |
| EP Wealth Advisors, LLC | 5,200 | $43.5 萬 | 0.00% | +49+1.0% | 加碼 |
| Neuberger Berman Group LLC | 5,354 | $44.7 萬 | 0.00% | +1,409+35.7% | 加碼 |
| Acadian Asset Management LLC | 5,375 | $44.9 萬 | 0.00% | −3,400−38.7% | 減碼 |
| Keebeck Wealth Management, LLC | 5,373 | $44.9 萬 | 0.05% | +627+13.2% | 加碼 |
| Amussen Hunsaker Associates LLC | 5,413 | $45.2 萬 | 0.05% | −1,536−22.1% | 減碼 |
| Colony Group, LLC | 5,509 | $46.0 萬 | 0.00% | +2,100+61.6% | 加碼 |
| Bridgefront Capital, LLC | 5,539 | $46.3 萬 | 0.12% | +5,539 | 新進 |
| Abel Hall, LLC | 5,694 | $47.6 萬 | 0.10% | +5,694 | 新進 |
| Mount Yale Investment Advisors, LLC | 5,836 | $48.8 萬 | 0.01% | +5,836 | 新進 |
| Brevan Howard Capital Management LP | 5,881 | $49.1 萬 | 0.01% | +1,124+23.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,902 | $49.3 萬 | 0.01% | −37−0.6% | 減碼 |
| Level Four Advisory Services, LLC | 5,914 | $49.4 萬 | 0.02% | +707+13.6% | 加碼 |
| Diametric Capital, LP | 6,088 | $50.9 萬 | 0.13% | +6,088 | 新進 |
| Swiss Life Asset Management Ltd | 6,170 | $51.6 萬 | 0.00% | +2,178+54.6% | 加碼 |
| Havemeyer Place LP | 6,189 | $51.7 萬 | 0.06% | +6,189 | 新進 |
| Securian Asset Management, Inc | 6,266 | $52.4 萬 | 0.02% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 6,325 | $52.9 萬 | 0.00% | +1,351+27.2% | 加碼 |
| Washington Capital Management Inc | 6,350 | $53.1 萬 | 0.45% | +6,350 | 新進 |
| XTX Topco Ltd | 6,354 | $53.1 萬 | 0.01% | +3,194+101.1% | 加碼 |