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 |
|---|---|---|---|---|---|
| Stephens Inc | 6,361 | $53.2 萬 | 0.01% | −1,137−15.2% | 減碼 |
| Fulton Bank, N.A. | 6,526 | $54.5 萬 | 0.02% | +1,389+27.0% | 加碼 |
| Nicolet Bankshares Inc | 6,700 | $55.9 萬 | 0.02% | +6,700 | 新進 |
| Ieq Capital, LLC | 6,790 | $56.7 萬 | 0.00% | +6,790 | 新進 |
| NorthCrest Asset Manangement, LLC | 6,783 | $57.4 萬 | 0.02% | +127+1.9% | 加碼 |
| BTC Capital Management, Inc. | 6,907 | $57.7 萬 | 0.04% | +1,789+35.0% | 加碼 |
| Entropy Technologies, LP | 6,911 | $57.8 萬 | 0.03% | −1,681−19.6% | 減碼 |
| Steadtrust LLC | 7,020 | $58.7 萬 | 0.33% | +3,950+128.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,359 | $61.5 萬 | 0.00% | −2,119−22.4% | 減碼 |
| Janney Montgomery Scott LLC | 7,568 | $63.2 萬 | 0.00% | −441−5.5% | 減碼 |
| Numerai GP LLC | 7,658 | $64.0 萬 | 0.06% | +7,658 | 新進 |
| Peterson Wealth Services | 7,723 | $64.5 萬 | 0.16% | +506+7.0% | 加碼 |
| Quadrant Capital Group LLC | 7,844 | $65.6 萬 | 0.02% | −178−2.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 7,846 | $65.6 萬 | 0.01% | −1,150−12.8% | 減碼 |
| CWM Advisors, LLC | 7,922 | $66.2 萬 | 0.04% | +4,299+118.7% | 加碼 |
| Graham Capital Management, L.P. | 8,032 | $67.1 萬 | 0.02% | −6,524−44.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,231 | $68.8 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,304 | $69.4 萬 | 0.02% | +2,262+37.4% | 加碼 |
| State of Alaska, Department of Revenue | 8,336 | $69.6 萬 | 0.01% | −200−2.3% | 減碼 |
| Radnor Capital Management, LLC | 8,866 | $69.8 萬 | 0.10% | −5,500−38.3% | 減碼 |
| Federated Hermes, Inc. | 8,352 | $69.8 萬 | 0.00% | +1,423+20.5% | 加碼 |
| Stansberry Asset Management, LLC | 8,376 | $70.0 萬 | 0.07% | −573−6.4% | 減碼 |
| Sheets Smith Wealth Management | 8,525 | $71.2 萬 | 0.08% | 00.0% | 不變 |
| CSS LLC | 8,610 | $72.0 萬 | 0.04% | +4,000+86.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,616 | $72.0 萬 | 0.00% | +8,616 | 新進 |
| HC Advisors, LLC | 8,690 | $72.6 萬 | 0.49% | −190−2.1% | 減碼 |
| Prospera Financial Services Inc | 8,762 | $73.2 萬 | 0.01% | +8,762 | 新進 |
| Mangrove Partners | 8,798 | $73.5 萬 | 0.06% | +8,798 | 新進 |
| Mercer Global Advisors Inc | 9,056 | $75.7 萬 | 0.00% | +3,225+55.3% | 加碼 |
| Alps Advisors Inc | 9,165 | $76.6 萬 | 0.00% | +454+5.2% | 加碼 |
| Suncoast Equity Management | 9,250 | $77.3 萬 | 0.09% | −2,240−19.5% | 減碼 |
| Advisor Group Holdings, Inc. | 9,459 | $79.0 萬 | 0.00% | −15,643−62.3% | 減碼 |
| Pinebridge Investments LLC | 9,466 | $79.1 萬 | 0.01% | +9,466 | 新進 |
| Steward Partners Investment Advisory, LLC | 9,595 | $80.2 萬 | 0.00% | +1,548+19.2% | 加碼 |
| Freestone Grove Partners LP | 9,683 | $80.9 萬 | 0.01% | +9,683 | 新進 |
| State of Wyoming | 10,367 | $86.6 萬 | 0.10% | +10,367 | 新進 |
| Institute for Wealth Management, LLC. | 10,507 | $87.8 萬 | 0.09% | −109−1.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 10,673 | $89.2 萬 | 0.01% | −4,087−27.7% | 減碼 |
| Virginia Retirement Systems Et Al | 10,700 | $89.4 萬 | 0.01% | +4,500+72.6% | 加碼 |
| Coyle Financial Counsel LLC | 10,726 | $89.6 萬 | 0.19% | −2,069−16.2% | 減碼 |
| Sumitomo Life Insurance Co | 10,868 | $90.8 萬 | 0.02% | −686−5.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,948 | $91.5 萬 | 0.02% | +731+7.2% | 加碼 |
| Zions Bancorporation, National Association | 10,974 | $91.7 萬 | 0.06% | −6,426−36.9% | 減碼 |
| FJ Capital Management LLC | 11,210 | $93.7 萬 | 0.11% | −2,346−17.3% | 減碼 |
| Amica Mutual Insurance Co | 11,805 | $98.7 萬 | 0.08% | 00.0% | 不變 |
| Three Seasons Wealth, LLC | 11,966 | $100.0 萬 | 0.38% | +6,445+116.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 18,744 | $101.3 萬 | 0.00% | +9,734+108.0% | 加碼 |
| Xponance, Inc. | 12,161 | $101.6 萬 | 0.01% | +1,580+14.9% | 加碼 |
| Jump Financial, LLC | 12,500 | $104.5 萬 | 0.02% | +12,500 | 新進 |
| Overbrook Management Corp | 12,676 | $105.9 萬 | 0.20% | −27,795−68.7% | 減碼 |
| CWM, LLC | 12,988 | $108.5 萬 | 0.00% | +5,583+75.4% | 加碼 |
| Shay Capital LLC | 13,000 | $108.6 萬 | 0.15% | +13,000 | 新進 |
| GWM Advisors LLC | 13,027 | $108.9 萬 | 0.00% | +796+6.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 13,126 | $109.7 萬 | 0.00% | −1,950−12.9% | 減碼 |
| Teacher Retirement System of Texas | 13,284 | $111.0 萬 | 0.00% | −3,638−21.5% | 減碼 |
| Pictet Asset Management Holding SA | 13,440 | $112.3 萬 | 0.00% | +1,100+8.9% | 加碼 |
| Main Management ETF Advisors, LLC | 13,451 | $112.4 萬 | 0.04% | +13,451 | 新進 |
| Pacer Advisors, Inc. | 13,528 | $113.1 萬 | 0.00% | +101+0.8% | 加碼 |
| Hancock Whitney Corp | 14,036 | $115.1 萬 | 0.02% | +76+0.5% | 加碼 |
| Benjamin Edwards Inc | 14,146 | $118.2 萬 | 0.01% | +1,948+16.0% | 加碼 |
| Bank of Montreal | 14,208 | $118.7 萬 | 0.00% | +2,263+18.9% | 加碼 |
| JustInvest LLC | 14,240 | $119.0 萬 | 0.01% | +2,658+22.9% | 加碼 |
| Integrated Wealth Concepts LLC | 14,395 | $120.3 萬 | 0.01% | +14,395 | 新進 |
| Vontobel Holding Ltd. | 14,523 | $121.4 萬 | 0.00% | +3,471+31.4% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 14,784 | $123.5 萬 | 0.09% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 14,929 | $124.8 萬 | 0.23% | +3,151+26.8% | 加碼 |
| Expect Equity LLC | 15,540 | $129.9 萬 | 1.01% | +15,540 | 新進 |
| ProShare Advisors LLC | 15,649 | $130.8 萬 | 0.00% | −3,409−17.9% | 減碼 |
| Guggenheim Capital LLC | 15,774 | $131.8 萬 | 0.01% | +3,081+24.3% | 加碼 |
| First American Bank | 16,042 | $134.1 萬 | 0.08% | −4,910−23.4% | 減碼 |
| Gotham Asset Management, LLC | 16,872 | $141.0 萬 | 0.00% | +11,587+219.2% | 加碼 |
| Rockefeller Capital Management L.P. | 17,146 | $143.3 萬 | 0.00% | +2,655+18.3% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $144.6 萬 | 0.04% | 00.0% | 不變 |
| SG Americas Securities, LLC | 17,354 | $145.0 萬 | 0.00% | +4,112+31.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,576 | $146.9 萬 | 0.02% | +400+2.3% | 加碼 |
| US Bancorp | 17,773 | $148.5 萬 | 0.00% | +414+2.4% | 加碼 |
| Gradient Investments LLC | 18,771 | $156.9 萬 | 0.02% | −446−2.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,063 | $159.3 萬 | 0.00% | 00.0% | 不變 |
| OP Asset Management Ltd | 19,105 | $159.7 萬 | 0.02% | −5,778−23.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,140 | $160.0 萬 | 0.02% | −137−0.7% | 減碼 |
| Thrivent Financial for Lutherans | 19,249 | $160.9 萬 | 0.00% | −258,093−93.1% | 減碼 |
| Jones Financial Companies LLLP | 20,437 | $168.6 萬 | 0.00% | +16,052+366.1% | 加碼 |
| RSM US Wealth Management LLC | 20,286 | $169.5 萬 | 0.02% | +140+0.7% | 加碼 |
| State of Michigan Retirement System | 20,522 | $171.5 萬 | 0.01% | +200+1.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 20,951 | $175.1 萬 | 0.10% | +8,776+72.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,406 | $178.9 萬 | 0.01% | −154−0.7% | 減碼 |
| CWA Asset Management Group, LLC | 21,565 | $180.2 萬 | 0.06% | +21,565 | 新進 |
| Vanguard Investments Australia, Ltd. | 21,864 | $182.7 萬 | 0.01% | +21,864 | 新進 |
| New Age Alpha Advisors, LLC | 22,367 | $186.9 萬 | 0.09% | −497−2.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 22,773 | $190.3 萬 | 0.02% | −248−1.1% | 減碼 |
| Arizona State Retirement System | 23,467 | $196.1 萬 | 0.01% | −432−1.8% | 減碼 |
| Stifel Financial Corp | 23,642 | $197.6 萬 | 0.00% | −236−1.0% | 減碼 |
| Dark Forest Capital Management LP | 23,896 | $199.7 萬 | 0.18% | +23,896 | 新進 |
| Louisiana State Employees Retirement System | 24,800 | $207.3 萬 | 0.04% | +1,000+4.2% | 加碼 |
| Fifth Third Bancorp | 25,200 | $210.6 萬 | 0.00% | +24,180+2,370.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 25,476 | $212.9 萬 | 0.02% | −12,030−32.1% | 減碼 |
| Yousif Capital Management, LLC | 25,725 | $215.0 萬 | 0.03% | −1,822−6.6% | 減碼 |
| Cetera Investment Advisers | 26,251 | $219.4 萬 | 0.00% | +308+1.2% | 加碼 |
| Cerity Partners LLC | 26,881 | $224.6 萬 | 0.00% | −3,289−10.9% | 減碼 |
| Allstate Corp | 27,372 | $228.7 萬 | 0.02% | +27,372 | 新進 |