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 2 季 13F 持有人
Healthequity, Inc. 在 2026/6/30 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
- 500
- 較 2026 年第 1 季 +21 家
- 持有股數
- 8,972 萬
- 較 2026 年第 1 季 +437.0 萬 (+5.1%)
- 總市值
- $81.0 億
- 較 2026 年第 1 季 +$9.68 億 (+13.6%)
- 新進機構
- 77
- 另有 209 家加碼
- 清倉機構
- 56
- 另有 158 家減碼
另有 9 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 883 | $7.98 萬 | 0.00% | −423−32.4% | 減碼 |
| Umb Bank N A | 1,123 | $10.1 萬 | 0.00% | +165+17.2% | 加碼 |
| Assetmark, Inc | 1,187 | $10.7 萬 | 0.00% | +286+31.7% | 加碼 |
| Signaturefd, LLC | 1,217 | $11.0 萬 | 0.00% | −82−6.3% | 減碼 |
| Farther Finance Advisors, LLC | 1,260 | $11.4 萬 | 0.00% | +838+198.6% | 加碼 |
| GAMMA Investing LLC | 1,321 | $11.9 萬 | 0.00% | +193+17.1% | 加碼 |
| Eurizon Capital SGR S.p.A. | 1,368 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 1,430 | $12.9 萬 | 0.00% | −120−7.7% | 減碼 |
| Aviso Financial Inc. | 1,588 | $14.3 萬 | 0.00% | −27−1.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 1,643 | $14.8 萬 | 0.00% | +1,643 | 新進 |
| International Assets Investment Management, LLC | 1,628 | $15.0 萬 | 0.01% | +1,075+194.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,139 | $19.3 萬 | 0.00% | −277−11.5% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,164 | $19.5 萬 | 0.00% | +2,164 | 新進 |
| Edgestream Partners, L.P. | 2,220 | $20.1 萬 | 0.01% | +2,220 | 新進 |
| Vident Advisory, LLC | 2,230 | $20.1 萬 | 0.00% | −275−11.0% | 減碼 |
| Commonwealth Equity Services, LLC | 2,259 | $20.4 萬 | 0.00% | −637−22.0% | 減碼 |
| Grant Private Wealth Management Inc | 2,276 | $20.6 萬 | 0.09% | +2,276 | 新進 |
| Blair William & Co | 2,315 | $20.9 萬 | 0.00% | +2,315 | 新進 |
| Buckingham Strategic Partners | 2,338 | $21.1 萬 | 0.00% | +2,338 | 新進 |
| Estate Planners Group, LLC | 2,347 | $21.2 萬 | 0.10% | +2,347 | 新進 |
| Axxion S.A. | 2,397 | $21.6 萬 | 0.02% | +2,397 | 新進 |
| KBC Group NV | 2,411 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,464 | $22.3 萬 | 0.00% | +1,429+138.1% | 加碼 |
| Polar Capital Holdings Plc | 2,515 | $22.7 萬 | 0.00% | +2,515 | 新進 |
| Acorn Wealth Advisors, LLC | 2,527 | $22.8 萬 | 0.06% | +2,527 | 新進 |
| 111 Capital | 2,534 | $22.9 萬 | 0.04% | +2,534 | 新進 |
| Holocene Advisors, LP | 2,563 | $23.1 萬 | 0.00% | −117−4.4% | 減碼 |
| Natixis | 2,589 | $23.4 萬 | 0.00% | +2,589 | 新進 |
| Keating Financial Advisory Services, Inc. | 2,592 | $23.4 萬 | 0.03% | −1,280−33.1% | 減碼 |
| Private Advisory Group LLC | 2,594 | $23.4 萬 | 0.01% | −124,562−98.0% | 減碼 |
| Chicago Partners Investment Group LLC | 2,555 | $24.1 萬 | 0.00% | +2,555 | 新進 |
| 1620 Investment Advisors, Inc. | 2,671 | $24.1 萬 | 0.15% | −35−1.3% | 減碼 |
| CIBC Asset Management Inc | 2,700 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| West Family Investments, Inc. | 2,708 | $24.5 萬 | 0.07% | +2,708 | 新進 |
| Shelton Capital Management | 2,766 | $25.0 萬 | 0.00% | −119−4.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,893 | $26.1 萬 | 0.01% | +21+0.7% | 加碼 |
| MeadowBrook Investment Advisors LLC | 3,035 | $27.4 萬 | 0.22% | 00.0% | 不變 |
| Bull Harbor Capital LLC | 3,089 | $27.9 萬 | 0.05% | +3,089 | 新進 |
| Ritholtz Wealth Management | 3,173 | $28.7 萬 | 0.00% | +3+0.1% | 加碼 |
| Nykredit A/S | 3,211 | $29.0 萬 | 0.00% | +3,211 | 新進 |
| Cresset Asset Management, LLC | 3,257 | $29.4 萬 | 0.00% | +156+5.0% | 加碼 |
| MML Investors Services, LLC | 3,280 | $29.6 萬 | 0.00% | +539+19.7% | 加碼 |
| Brinker Capital Investments, LLC | 3,285 | $29.7 萬 | 0.00% | +405+14.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,304 | $29.8 萬 | 0.01% | −50−1.5% | 減碼 |
| Greenleaf Trust | 3,353 | $30.3 萬 | 0.00% | −141−4.0% | 減碼 |
| Global Retirement Partners, LLC | 3,373 | $30.5 萬 | 0.00% | +3,373 | 新進 |
| Vestcor Inc | 3,377 | $30.5 萬 | 0.01% | 00.0% | 不變 |
| Ethic Inc. | 3,409 | $30.8 萬 | 0.00% | +930+37.5% | 加碼 |
| Vise Technologies, Inc. | 3,412 | $30.8 萬 | 0.00% | +3,412 | 新進 |
| Sowell Financial Services LLC | 3,462 | $31.3 萬 | 0.01% | +884+34.3% | 加碼 |
| Avanza Fonder AB | 3,469 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 3,593 | $32.5 萬 | 0.00% | +3,593 | 新進 |
| Profund Advisors LLC | 3,658 | $33.0 萬 | 0.01% | +16+0.4% | 加碼 |
| DnB Asset Management AS | 3,720 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 3,880 | $35.0 萬 | 0.04% | −233−5.7% | 減碼 |
| Numerai GP LLC | 3,881 | $35.1 萬 | 0.03% | −3,777−49.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,889 | $35.1 萬 | 0.00% | +749+23.9% | 加碼 |
| Evergreen Capital Management LLC | 4,053 | $36.6 萬 | 0.01% | +258+6.8% | 加碼 |
| Juncture Wealth Strategies, LLC | 4,065 | $36.7 萬 | 0.10% | +4,065 | 新進 |
| Ares Systematic Credit Ltd | 4,100 | $37.0 萬 | 0.22% | +4,100 | 新進 |
| State of Wyoming | 4,169 | $37.7 萬 | 0.04% | −6,198−59.8% | 減碼 |
| Blueshift Asset Management, LLC | 4,219 | $38.1 萬 | 0.09% | +4,219 | 新進 |
| Fieldview Capital Management, LLC | 4,280 | $38.7 萬 | 0.11% | −814−16.0% | 減碼 |
| Nisa Investment Advisors, LLC | 4,290 | $38.7 萬 | 0.00% | +603+16.4% | 加碼 |
| Amussen Hunsaker Associates LLC | 4,358 | $39.4 萬 | 0.04% | −1,055−19.5% | 減碼 |
| SRS Capital Advisors, Inc. | 4,376 | $39.5 萬 | 0.00% | +3,923+866.0% | 加碼 |
| Citizens Financial Group Inc | 4,408 | $39.8 萬 | 0.00% | −63−1.4% | 減碼 |
| Narus Financial Partners, LLC | 4,522 | $40.8 萬 | 0.10% | −476−9.5% | 減碼 |
| Fiduciary Trust Co | 4,645 | $42.0 萬 | 0.00% | +961+26.1% | 加碼 |
| HB Wealth Management, LLC | 4,671 | $42.2 萬 | 0.00% | +1,927+70.2% | 加碼 |
| iA Global Asset Management Inc. | 4,762 | $43.0 萬 | 0.01% | +4,562+2,281.0% | 加碼 |
| Grandeur Peak Global Advisors, LLC | 4,875 | $44.0 萬 | 0.10% | −31,570−86.6% | 減碼 |
| MAI Capital Management | 4,932 | $44.5 萬 | 0.00% | +3,663+288.7% | 加碼 |
| Van Hulzen Asset Management, LLC | 5,000 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Keebeck Wealth Management, LLC | 5,061 | $45.7 萬 | 0.04% | −312−5.8% | 減碼 |
| Sterling Capital Management LLC | 5,071 | $45.8 萬 | 0.01% | +4,521+822.0% | 加碼 |
| Mutual Advisors, LLC | 5,096 | $46.0 萬 | 0.01% | +41+0.8% | 加碼 |
| Summitry LLC | 5,159 | $46.6 萬 | 0.02% | +788+18.0% | 加碼 |
| AE Wealth Management LLC | 5,247 | $47.4 萬 | 0.00% | +2,788+113.4% | 加碼 |
| Engineers Gate Manager LP | 5,271 | $47.6 萬 | 0.01% | +2,436+85.9% | 加碼 |
| Caxton Associates LLP | 5,321 | $48.1 萬 | 0.01% | +5,321 | 新進 |
| Mattson Financial Services, LLC | 4,901 | $48.4 萬 | 0.10% | +654+15.4% | 加碼 |
| Vinva Investment Management Ltd | 3,824 | $48.8 萬 | 0.00% | +3,824 | 新進 |
| Brighton Jones LLC | 5,602 | $50.6 萬 | 0.01% | +5,602 | 新進 |
| Jane Street Group, LLC | 5,614 | $50.7 萬 | 0.00% | −187,379−97.1% | 減碼 |
| EP Wealth Advisors, LLC | 5,649 | $51.0 萬 | 0.00% | +449+8.6% | 加碼 |
| Hantz Financial Services, Inc. | 5,664 | $51.2 萬 | 0.01% | +2,245+65.7% | 加碼 |
| Zions Bancorporation, National Association | 5,669 | $51.2 萬 | 0.03% | −5,305−48.3% | 減碼 |
| Aristeia Capital LLC | 5,722 | $51.7 萬 | 0.01% | +5,722 | 新進 |
| Crossmark Global Holdings, Inc. | 5,960 | $53.8 萬 | 0.01% | +58+1.0% | 加碼 |
| Sivia Capital Partners, LLC | 5,964 | $53.9 萬 | 0.07% | +5,964 | 新進 |
| Blackstone Group Inc. | 5,974 | $54.0 萬 | 0.00% | +5,974 | 新進 |
| Federation des caisses Desjardins du Quebec | 6,022 | $54.4 萬 | 0.00% | +966+19.1% | 加碼 |
| Janney Montgomery Scott LLC | 6,300 | $56.9 萬 | 0.00% | −1,268−16.8% | 減碼 |
| Nicolet Bankshares Inc | 6,012 | $58.1 萬 | 0.02% | −688−10.3% | 減碼 |
| Abel Hall, LLC | 6,489 | $58.6 萬 | 0.10% | +795+14.0% | 加碼 |
| Mount Yale Investment Advisors, LLC | 6,525 | $58.9 萬 | 0.01% | +689+11.8% | 加碼 |
| Federated Hermes, Inc. | 6,527 | $59.0 萬 | 0.00% | −1,825−21.9% | 減碼 |
| Level Four Advisory Services, LLC | 6,556 | $59.2 萬 | 0.02% | +642+10.9% | 加碼 |
| Sepio Capital, LP | 6,606 | $59.7 萬 | 0.03% | +6,606 | 新進 |