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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 27,425 | $229.0 萬 | 0.00% | +25,041+1,050.4% | 加碼 |
| Pathstone Holdings, LLC | 27,427 | $229.2 萬 | 0.01% | −1,882−6.4% | 減碼 |
| Baird Financial Group, Inc. | 27,569 | $230.4 萬 | 0.00% | −10,662−27.9% | 減碼 |
| Chesley Taft & Associates LLC | 27,800 | $232.3 萬 | 0.10% | +1,401+5.3% | 加碼 |
| HSBC Holdings PLC | 28,181 | $236.1 萬 | 0.00% | +22,230+373.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 28,455 | $237.8 萬 | 0.00% | +3,292+13.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 28,511 | $238.3 萬 | 0.01% | +376+1.3% | 加碼 |
| State of Tennessee, Treasury Department | 28,634 | $239.3 萬 | 0.01% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 28,800 | $240.7 萬 | 0.01% | +2,800+10.8% | 加碼 |
| PEAK6 LLC | 28,909 | $241.6 萬 | 0.07% | +23,868+473.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,221 | $244.2 萬 | 0.01% | +3,619+14.1% | 加碼 |
| Maridea Wealth Management LLC | 29,272 | $244.6 萬 | 0.36% | +8,379+40.1% | 加碼 |
| Susquehanna International Group, LLP | 29,359 | $245.4 萬 | 0.00% | +15,195+107.3% | 加碼 |
| M&T Bank Corp | 29,604 | $247.4 萬 | 0.01% | −603−2.0% | 減碼 |
| One Capital Management, LLC | 29,923 | $250.1 萬 | 0.07% | +6,228+26.3% | 加碼 |
| Handelsbanken Fonder AB | 30,216 | $252.5 萬 | 0.01% | +5,600+22.7% | 加碼 |
| Captrust Financial Advisors | 30,287 | $253.1 萬 | 0.00% | +2,973+10.9% | 加碼 |
| Moody Aldrich Partners LLC | 30,504 | $254.9 萬 | 0.46% | −17,474−36.4% | 減碼 |
| Marshall Wace, LLP | 31,536 | $263.5 萬 | 0.00% | −418,786−93.0% | 減碼 |
| Aureus Asset Management, LLC | 31,670 | $264.7 萬 | 0.18% | −187,994−85.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 32,269 | $269.7 萬 | 0.01% | +4,060+14.4% | 加碼 |
| Natixis Advisors, L.P. | 32,977 | $275.6 萬 | 0.00% | +6,684+25.4% | 加碼 |
| STRS Ohio | 33,200 | $277.5 萬 | 0.01% | −31,200−48.4% | 減碼 |
| Formula Growth Ltd | 34,552 | $288.8 萬 | 1.30% | −4,848−12.3% | 減碼 |
| Vanguard Global Advisers, LLC | 34,876 | $291.5 萬 | 0.00% | +34,876 | 新進 |
| Ameritas Investment Partners, Inc. | 36,168 | $302.3 萬 | 0.09% | +6,994+24.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 36,445 | $304.6 萬 | 0.71% | −25,361−41.0% | 減碼 |
| Advisory Research Inc | 36,809 | $307.6 萬 | 0.38% | +15,740+74.7% | 加碼 |
| Amalgamated Bank | 36,933 | $308.6 萬 | 0.02% | +679+1.9% | 加碼 |
| Atria Investments LLC | 37,603 | $314.2 萬 | 0.04% | −682−1.8% | 減碼 |
| Oxbow Advisors, LLC | 37,653 | $314.7 萬 | 0.27% | +37,653 | 新進 |
| Wealthspire Advisors, LLC | 37,975 | $317.4 萬 | 0.02% | −364−0.9% | 減碼 |
| First Trust Advisors LP | 38,086 | $318.3 萬 | 0.00% | +7,439+24.3% | 加碼 |
| Toroso Investments, LLC | 38,247 | $319.6 萬 | 0.01% | +13,291+53.3% | 加碼 |
| Covea Finance | 39,200 | $327.6 萬 | 0.11% | 00.0% | 不變 |
| RE Advisers Corp | 40,200 | $336.0 萬 | 0.09% | +7,400+22.6% | 加碼 |
| Qube Research & Technologies Ltd | 40,578 | $339.1 萬 | 0.00% | −161,835−80.0% | 減碼 |
| EFG International AG | 41,805 | $349.2 萬 | 0.07% | −2,220−5.0% | 減碼 |
| Prudential Financial Inc | 42,075 | $351.6 萬 | 0.00% | +4,110+10.8% | 加碼 |
| Quantinno Capital Management LP | 44,162 | $369.1 萬 | 0.01% | +30,797+230.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,171 | $377.5 萬 | 0.00% | +8,282+22.5% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,730 | $390.5 萬 | 0.03% | −1,087−2.3% | 減碼 |
| UMA Financial Services, Inc. | 47,049 | $393.2 萬 | 0.55% | +50.0% | 加碼 |
| Great West Life Assurance Co | 47,821 | $399.9 萬 | 0.01% | −1,794−3.6% | 減碼 |
| Beacon Investment Advisors LLC | 48,391 | $404.4 萬 | 1.53% | +16,865+53.5% | 加碼 |
| Castleark Management LLC | 48,510 | $405.4 萬 | 0.13% | +48,510 | 新進 |
| HighTower Advisors, LLC | 48,835 | $408.1 萬 | 0.00% | −40,213−45.2% | 減碼 |
| Intech Investment Management LLC | 49,912 | $417.1 萬 | 0.04% | +3,032+6.5% | 加碼 |
| Barclays PLC | 50,122 | $418.9 萬 | 0.00% | −134,982−72.9% | 減碼 |
| Future Fund LLC | 50,580 | $422.7 萬 | 1.49% | +6,263+14.1% | 加碼 |
| Montanaro Asset Management Ltd | 50,800 | $424.5 萬 | 1.27% | +13,600+36.6% | 加碼 |
| Eversept Partners, LP | 51,614 | $431.3 萬 | 0.28% | −134,125−72.2% | 減碼 |
| Capital Fund Management S.A. | 52,310 | $437.2 萬 | 0.04% | +52,310 | 新進 |
| Hilton Capital Management, LLC | 52,919 | $442.2 萬 | 0.33% | +19,470+58.2% | 加碼 |
| ExodusPoint Capital Management, LP | 54,855 | $458.4 萬 | 0.05% | +54,855 | 新進 |
| 1492 Capital Management LLC | 55,772 | $466.1 萬 | 1.77% | −155−0.3% | 減碼 |
| Nordea Investment Management AB | 57,429 | $472.1 萬 | 0.00% | −2,823−4.7% | 減碼 |
| Public Sector Pension Investment Board | 57,319 | $479.0 萬 | 0.01% | +57,319 | 新進 |
| Beacon Investment Advisory Services, Inc. | 57,666 | $481.9 萬 | 0.20% | +57,666 | 新進 |
| Madison Asset Management, LLC | 60,405 | $504.8 萬 | 0.06% | −533−0.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 60,718 | $507.4 萬 | 0.00% | +15,997+35.8% | 加碼 |
| Warren Averett Asset Management, LLC | 61,055 | $510.2 萬 | 0.04% | −1,706−2.7% | 減碼 |
| Elk River Wealth Management, LLC | 62,610 | $523.2 萬 | 0.87% | −1,479−2.3% | 減碼 |
| Thompson Investment Management, Inc. | 63,981 | $534.7 萬 | 0.69% | +63,981 | 新進 |
| Motley Fool Wealth Management, LLC | 64,752 | $541.1 萬 | 0.61% | −22,419−25.7% | 減碼 |
| Inspirion Wealth Advisors, LLC | 65,000 | $543.2 萬 | 0.68% | 00.0% | 不變 |
| Creative Planning | 65,089 | $543.9 萬 | 0.00% | +5,444+9.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 65,890 | $550.6 萬 | 0.17% | +11,545+21.2% | 加碼 |
| Victory Capital Management Inc | 66,807 | $558.3 萬 | 0.00% | −3,131−4.5% | 減碼 |
| Amundi | 67,592 | $564.9 萬 | 0.00% | +64,562+2,130.8% | 加碼 |
| Mariner, LLC | 69,068 | $577.2 萬 | 0.01% | +19,464+39.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 70,612 | $590.1 萬 | 0.01% | −18,791−21.0% | 減碼 |
| Cornerstone Advisors, LLC | 72,024 | $601.9 萬 | 0.22% | +72,024 | 新進 |
| Kornitzer Capital Management Inc | 75,326 | $629.5 萬 | 0.14% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 75,402 | $630.1 萬 | 0.24% | +200.0% | 加碼 |
| Vanguard Asset Management, Ltd | 77,477 | $647.5 萬 | 0.01% | +77,477 | 新進 |
| Public Employees Retirement System of Ohio | 77,914 | $651.1 萬 | 0.02% | +14,777+23.4% | 加碼 |
| Mirova | 80,608 | $673.6 萬 | 0.27% | +80,608 | 新進 |
| Manufacturers Life Insurance Company, The | 81,166 | $678.3 萬 | 0.01% | −4,105−4.8% | 減碼 |
| Tectonic Advisors LLC | 82,831 | $692.2 萬 | 0.37% | +5,306+6.8% | 加碼 |
| New York State Teachers Retirement System | 83,898 | $701.1 萬 | 0.01% | +5,095+6.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 85,690 | $716.1 萬 | 0.07% | −18,388−17.7% | 減碼 |
| MetLife Investment Management | 86,473 | $722.7 萬 | 0.04% | −1,204−1.4% | 減碼 |
| Diversify Wealth Management, LLC | 90,553 | $737.8 萬 | 0.13% | +116+0.1% | 加碼 |
| King Luther Capital Management Corp | 91,811 | $767.3 萬 | 0.03% | −3,953−4.1% | 減碼 |
| Mutual of America Capital Management LLC | 94,770 | $792.0 萬 | 0.09% | −3,309−3.4% | 減碼 |
| Voya Investment Management LLC | 96,138 | $803.4 萬 | 0.01% | −11,993−11.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 97,000 | $810.6 萬 | 0.01% | +97,000 | 新進 |
| Renaissance Group LLC | 98,314 | $821.6 萬 | 0.34% | +18,837+23.7% | 加碼 |
| Motley Fool Asset Management LLC | 98,540 | $823.5 萬 | 0.35% | −2,935−2.9% | 減碼 |
| California State Teachers Retirement System | 100,604 | $840.7 萬 | 0.01% | +19,288+23.7% | 加碼 |
| State of Wisconsin Investment Board | 101,512 | $848.3 萬 | 0.02% | −16,631−14.1% | 減碼 |
| Portolan Capital Management, LLC | 101,646 | $849.5 萬 | 0.45% | +101,646 | 新進 |
| New York State Common Retirement Fund | 106,821 | $892.7 萬 | 0.01% | −71,990−40.3% | 減碼 |
| Legal & General Group Plc | 117,659 | $983.3 萬 | 0.00% | −17,697−13.1% | 減碼 |
| LPL Financial LLC | 120,073 | $1,003 萬 | 0.00% | −23,775−16.5% | 減碼 |
| Deutsche Bank AG | 120,368 | $1,006 萬 | 0.00% | +8,067+7.2% | 加碼 |
| Granahan Investment Management Inc | 122,099 | $1,020 萬 | 0.49% | +31,079+34.1% | 加碼 |
| GDS Wealth Management | 125,608 | $1,050 萬 | 0.63% | +15,486+14.1% | 加碼 |
| Peregrine Capital Management LLC | 126,231 | $1,055 萬 | 0.39% | +17,478+16.1% | 加碼 |