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 |
|---|---|---|---|---|---|
| CSS LLC | 6,630 | $59.9 萬 | 0.03% | −1,980−23.0% | 減碼 |
| Swiss Life Asset Management Ltd | 6,658 | $60.1 萬 | 0.00% | +488+7.9% | 加碼 |
| Sanctuary Advisors, LLC | 6,695 | $60.5 萬 | 0.00% | +370+5.8% | 加碼 |
| Securian Asset Management, Inc | 6,266 | $61.2 萬 | 0.02% | 00.0% | 不變 |
| Quantbot Technologies LP | 6,827 | $61.7 萬 | 0.02% | +6,827 | 新進 |
| Freestone Grove Partners LP | 6,892 | $62.2 萬 | 0.00% | −2,791−28.8% | 減碼 |
| Stephens Inc | 6,911 | $62.4 萬 | 0.01% | +550+8.6% | 加碼 |
| Commerce Bank | 7,003 | $63.3 萬 | 0.00% | +2,450+53.8% | 加碼 |
| BTC Capital Management, Inc. | 6,951 | $63.9 萬 | 0.04% | +44+0.6% | 加碼 |
| Quadrant Capital Group LLC | 7,201 | $65.0 萬 | 0.02% | −643−8.2% | 減碼 |
| Merit Financial Group, LLC | 7,350 | $66.4 萬 | 0.00% | +4,511+158.9% | 加碼 |
| Mangrove Partners | 7,395 | $66.8 萬 | 0.04% | −1,403−15.9% | 減碼 |
| Steadtrust LLC | 7,520 | $67.9 萬 | 0.34% | +500+7.1% | 加碼 |
| Alps Advisors Inc | 7,668 | $69.3 萬 | 0.00% | −1,497−16.3% | 減碼 |
| Stansberry Asset Management, LLC | 7,704 | $69.6 萬 | 0.06% | −672−8.0% | 減碼 |
| Callan Family Office, LLC | 7,954 | $71.8 萬 | 0.01% | +7,954 | 新進 |
| Peterson Wealth Services | 8,089 | $73.1 萬 | 0.16% | +366+4.7% | 加碼 |
| Fulton Bank, N.A. | 8,114 | $73.3 萬 | 0.02% | +1,588+24.3% | 加碼 |
| Graham Capital Management, L.P. | 8,184 | $73.9 萬 | 0.02% | +152+1.9% | 加碼 |
| Acadian Asset Management LLC | 8,212 | $74.0 萬 | 0.00% | +2,837+52.8% | 加碼 |
| Radnor Capital Management, LLC | 8,716 | $74.0 萬 | 0.10% | −150−1.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,231 | $74.3 萬 | 0.00% | 00.0% | 不變 |
| Overbrook Management Corp | 8,249 | $74.5 萬 | 0.11% | −4,427−34.9% | 減碼 |
| State of Alaska, Department of Revenue | 8,278 | $74.7 萬 | 0.01% | −58−0.7% | 減碼 |
| Sheets Smith Wealth Management | 8,292 | $74.9 萬 | 0.07% | −233−2.7% | 減碼 |
| Rothschild Investment LLC | 8,467 | $76.5 萬 | 0.03% | +6,857+425.9% | 加碼 |
| Washington Capital Management Inc | 8,630 | $77.9 萬 | 0.51% | +2,280+35.9% | 加碼 |
| Suncoast Equity Management | 8,635 | $78.0 萬 | 0.10% | −615−6.6% | 減碼 |
| HC Advisors, LLC | 8,690 | $78.5 萬 | 0.48% | 00.0% | 不變 |
| Prospera Financial Services Inc | 8,738 | $78.9 萬 | 0.01% | −24−0.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 8,817 | $79.6 萬 | 0.00% | +8,817 | 新進 |
| CWM Advisors, LLC | 8,906 | $80.4 萬 | 0.03% | +984+12.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,952 | $80.9 萬 | 0.00% | +1,593+21.6% | 加碼 |
| Advisor Group Holdings, Inc. | 9,108 | $82.2 萬 | 0.00% | −351−3.7% | 減碼 |
| NorthCrest Asset Manangement, LLC | 9,052 | $85.8 萬 | 0.02% | +2,269+33.5% | 加碼 |
| Pacer Advisors, Inc. | 9,729 | $87.9 萬 | 0.00% | −3,799−28.1% | 減碼 |
| Brevan Howard Capital Management LP | 9,842 | $88.9 萬 | 0.01% | +3,961+67.4% | 加碼 |
| Institute for Wealth Management, LLC. | 9,842 | $88.9 萬 | 0.08% | −665−6.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 9,964 | $90.0 萬 | 0.01% | +9,964 | 新進 |
| Ashton Thomas Private Wealth, LLC | 10,083 | $91.1 萬 | 0.02% | −865−7.9% | 減碼 |
| Guggenheim Capital LLC | 10,927 | $98.7 萬 | 0.01% | −4,847−30.7% | 減碼 |
| Two Sigma Securities, LLC | 11,311 | $102.2 萬 | 0.09% | +11,311 | 新進 |
| Concurrent Investment Advisors, LLC | 11,318 | $102.2 萬 | 0.01% | +3,472+44.3% | 加碼 |
| Amica Mutual Insurance Co | 11,805 | $106.6 萬 | 0.09% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 11,839 | $106.9 萬 | 0.03% | +3,535+42.6% | 加碼 |
| Colony Group, LLC | 12,458 | $112.5 萬 | 0.00% | +6,949+126.1% | 加碼 |
| Xponance, Inc. | 12,465 | $112.6 萬 | 0.01% | +304+2.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 11,550 | $116.2 萬 | 0.39% | +11,550 | 新進 |
| Pictet Asset Management Holding SA | 12,874 | $116.3 萬 | 0.00% | −566−4.2% | 減碼 |
| Mirova | 12,875 | $116.3 萬 | 0.04% | −67,733−84.0% | 減碼 |
| JustInvest LLC | 13,933 | $125.8 萬 | 0.01% | −307−2.2% | 減碼 |
| Vontobel Holding Ltd. | 13,983 | $126.3 萬 | 0.00% | −540−3.7% | 減碼 |
| Hancock Whitney Corp | 13,984 | $126.3 萬 | 0.02% | −52−0.4% | 減碼 |
| Benjamin Edwards Inc | 14,233 | $128.6 萬 | 0.01% | +87+0.6% | 加碼 |
| Coyle Financial Counsel LLC | 14,260 | $128.8 萬 | 0.24% | +3,534+32.9% | 加碼 |
| ProShare Advisors LLC | 14,447 | $130.5 萬 | 0.00% | −1,202−7.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 14,513 | $131.1 萬 | 0.00% | +1,387+10.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 14,732 | $133.1 萬 | 0.09% | −52−0.4% | 減碼 |
| Milestone Asset Management, LLC | 14,811 | $133.8 萬 | 0.21% | −118−0.8% | 減碼 |
| Integrated Wealth Concepts LLC | 14,949 | $135.0 萬 | 0.01% | +554+3.8% | 加碼 |
| US Bancorp | 15,131 | $136.7 萬 | 0.00% | −2,642−14.9% | 減碼 |
| Bank of Montreal | 15,135 | $136.7 萬 | 0.00% | +927+6.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 15,641 | $141.3 萬 | 0.03% | +15,641 | 新進 |
| Shay Capital LLC | 16,000 | $144.5 萬 | 0.16% | +3,000+23.1% | 加碼 |
| Allstate Corp | 16,314 | $147.3 萬 | 0.01% | −11,058−40.4% | 減碼 |
| SG Americas Securities, LLC | 16,750 | $151.3 萬 | 0.00% | −604−3.5% | 減碼 |
| Rockefeller Capital Management L.P. | 16,778 | $151.5 萬 | 0.00% | −368−2.1% | 減碼 |
| Three Seasons Wealth, LLC | 16,980 | $153.4 萬 | 0.14% | +5,014+41.9% | 加碼 |
| Sumitomo Life Insurance Co | 17,142 | $154.8 萬 | 0.03% | +6,274+57.7% | 加碼 |
| Teacher Retirement System of Texas | 17,258 | $155.9 萬 | 0.00% | +3,974+29.9% | 加碼 |
| New Mexico Educational Retirement Board | 17,300 | $156.3 萬 | 0.04% | 00.0% | 不變 |
| GWM Advisors LLC | 17,474 | $157.8 萬 | 0.00% | +4,447+34.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 17,476 | $157.8 萬 | 0.02% | −100−0.6% | 減碼 |
| Cambiar Investors LLC | 18,046 | $163.0 萬 | 0.07% | +18,046 | 新進 |
| Elo Mutual Pension Insurance Co | 18,189 | $164.3 萬 | 0.02% | +7,516+70.4% | 加碼 |
| Susquehanna International Group, LLP | 18,350 | $165.7 萬 | 0.00% | −11,009−37.5% | 減碼 |
| Gradient Investments LLC | 18,357 | $165.8 萬 | 0.02% | −414−2.2% | 減碼 |
| Thrivent Financial for Lutherans | 18,759 | $169.4 萬 | 0.00% | −490−2.5% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,003 | $171.6 萬 | 0.02% | −137−0.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,063 | $172.2 萬 | 0.00% | 00.0% | 不變 |
| OP Asset Management Ltd | 19,105 | $172.6 萬 | 0.02% | 00.0% | 不變 |
| Henshaw Capital LLC | 19,569 | $176.7 萬 | 0.06% | +19,569 | 新進 |
| State of Michigan Retirement System | 19,722 | $178.1 萬 | 0.01% | −800−3.9% | 減碼 |
| First American Bank | 19,797 | $178.8 萬 | 0.10% | +3,755+23.4% | 加碼 |
| Twinbeech Capital LP | 20,182 | $182.3 萬 | 0.33% | +20,182 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,224 | $182.7 萬 | 0.01% | −1,182−5.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 20,332 | $183.6 萬 | 0.00% | +11,716+136.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 20,431 | $184.5 萬 | 0.00% | +20,431 | 新進 |
| Stifel Financial Corp | 20,573 | $185.8 萬 | 0.00% | −3,069−13.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 20,767 | $187.6 萬 | 0.10% | −184−0.9% | 減碼 |
| RSM US Wealth Management LLC | 20,967 | $189.4 萬 | 0.02% | +681+3.4% | 加碼 |
| Assenagon Asset Management S.A. | 21,215 | $191.6 萬 | 0.00% | +21,215 | 新進 |
| M&T Bank Corp | 21,344 | $192.8 萬 | 0.01% | −8,260−27.9% | 減碼 |
| New Age Alpha Advisors, LLC | 21,773 | $196.7 萬 | 0.08% | −594−2.7% | 減碼 |
| Vanguard Investments Australia, Ltd. | 21,864 | $197.5 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 21,918 | $198.0 萬 | 0.00% | −98,155−81.7% | 減碼 |
| Jones Financial Companies LLLP | 22,494 | $199.0 萬 | 0.00% | +2,057+10.1% | 加碼 |
| Dark Forest Capital Management LP | 22,192 | $200.4 萬 | 0.13% | −1,704−7.1% | 減碼 |
| Prudential Financial Inc | 22,390 | $202.2 萬 | 0.00% | −19,685−46.8% | 減碼 |
| Gotham Asset Management, LLC | 22,545 | $203.6 萬 | 0.00% | +5,673+33.6% | 加碼 |