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 |
|---|---|---|---|---|---|
| Moody Aldrich Partners LLC | 22,590 | $204.0 萬 | 0.37% | −7,914−25.9% | 減碼 |
| Cache Advisors, LLC | 23,000 | $207.7 萬 | 0.18% | +23,000 | 新進 |
| Fifth Third Bancorp | 23,173 | $209.3 萬 | 0.00% | −2,027−8.0% | 減碼 |
| Arizona State Retirement System | 23,310 | $210.5 萬 | 0.01% | −157−0.7% | 減碼 |
| Yousif Capital Management, LLC | 24,127 | $217.9 萬 | 0.02% | −1,598−6.2% | 減碼 |
| Expect Equity LLC | 24,200 | $218.6 萬 | 1.41% | +8,660+55.7% | 加碼 |
| Louisiana State Employees Retirement System | 24,700 | $223.1 萬 | 0.03% | −100−0.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 25,032 | $226.1 萬 | 0.02% | +2,259+9.9% | 加碼 |
| Chesley Taft & Associates LLC | 25,255 | $228.1 萬 | 0.09% | −2,545−9.2% | 減碼 |
| Intech Investment Management LLC | 25,356 | $229.0 萬 | 0.02% | −24,556−49.2% | 減碼 |
| Primoris Wealth Advisors, LLC | 25,500 | $230.3 萬 | 1.05% | +25,500 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 33,843 | $233.7 萬 | 0.00% | +15,099+80.6% | 加碼 |
| Baird Financial Group, Inc. | 26,198 | $236.6 萬 | 0.00% | −1,371−5.0% | 減碼 |
| State of New Jersey Common Pension Fund D | 26,565 | $239.9 萬 | 0.01% | −1,946−6.8% | 減碼 |
| Paralel Advisors LLC | 27,661 | $249.8 萬 | 0.10% | +27,661 | 新進 |
| One Capital Management, LLC | 29,923 | $250.1 萬 | 0.07% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 28,761 | $259.8 萬 | 0.01% | +19,166+199.7% | 加碼 |
| Mercer Global Advisors Inc | 28,886 | $260.9 萬 | 0.00% | +19,830+219.0% | 加碼 |
| Virginia Retirement Systems Et Al | 29,000 | $261.9 萬 | 0.02% | +18,300+171.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,788 | $269.0 萬 | 0.00% | +1,333+4.7% | 加碼 |
| CI Private Wealth, LLC | 29,789 | $269.1 萬 | 0.00% | +2,364+8.6% | 加碼 |
| KLP Kapitalforvaltning AS | 30,300 | $273.7 萬 | 0.01% | +1,500+5.2% | 加碼 |
| Maridea Wealth Management LLC | 30,479 | $275.3 萬 | 0.30% | +1,207+4.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,496 | $275.4 萬 | 0.01% | +1,275+4.4% | 加碼 |
| Cetera Investment Advisers | 30,526 | $275.7 萬 | 0.00% | +4,275+16.3% | 加碼 |
| Ieq Capital, LLC | 31,528 | $284.8 萬 | 0.01% | +24,738+364.3% | 加碼 |
| Aureus Asset Management, LLC | 31,670 | $286.0 萬 | 0.17% | 00.0% | 不變 |
| Vanguard Global Advisers, LLC | 32,966 | $297.7 萬 | 0.00% | −1,910−5.5% | 減碼 |
| Formula Growth Ltd | 34,417 | $310.9 萬 | 1.09% | −135−0.4% | 減碼 |
| STRS Ohio | 35,000 | $316.1 萬 | 0.01% | +1,800+5.4% | 加碼 |
| Advisory Research Inc | 35,026 | $316.4 萬 | 0.32% | −1,783−4.8% | 減碼 |
| State of Tennessee, Treasury Department | 35,571 | $321.3 萬 | 0.01% | +6,937+24.2% | 加碼 |
| Amalgamated Bank | 35,876 | $324.0 萬 | 0.02% | −1,057−2.9% | 減碼 |
| Entropy Technologies, LP | 36,184 | $326.8 萬 | 0.13% | +29,273+423.6% | 加碼 |
| Handelsbanken Fonder AB | 36,316 | $328.0 萬 | 0.01% | +6,100+20.2% | 加碼 |
| Barclays PLC | 36,443 | $329.2 萬 | 0.00% | −13,679−27.3% | 減碼 |
| Natixis Advisors, L.P. | 36,492 | $329.5 萬 | 0.00% | +3,515+10.7% | 加碼 |
| Pathstone Holdings, LLC | 36,497 | $329.6 萬 | 0.01% | +9,070+33.1% | 加碼 |
| Los Angeles Capital Management LLC | 36,846 | $332.8 萬 | 0.01% | +35,108+2,020.0% | 加碼 |
| Ambassador Advisors, LLC | 37,045 | $334.6 萬 | 0.41% | +37,045 | 新進 |
| Oxbow Advisors, LLC | 37,990 | $343.1 萬 | 0.28% | +337+0.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,298 | $345.9 萬 | 0.01% | +6,029+18.7% | 加碼 |
| Apollon Wealth Management, LLC | 38,780 | $350.3 萬 | 0.04% | +38,780 | 新進 |
| Covea Finance | 39,200 | $354.1 萬 | 0.11% | 00.0% | 不變 |
| RE Advisers Corp | 40,200 | $363.1 萬 | 0.09% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 40,504 | $365.8 萬 | 0.10% | +4,336+12.0% | 加碼 |
| Leuthold Group, LLC | 41,018 | $370.5 萬 | 0.37% | +41,018 | 新進 |
| EFG International AG | 41,028 | $370.6 萬 | 0.07% | −777−1.9% | 減碼 |
| Toroso Investments, LLC | 42,235 | $381.5 萬 | 0.01% | +3,988+10.4% | 加碼 |
| Cerity Partners LLC | 42,335 | $382.4 萬 | 0.00% | +15,454+57.5% | 加碼 |
| HSBC Holdings PLC | 43,615 | $391.7 萬 | 0.00% | +15,434+54.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 43,383 | $391.8 萬 | 0.00% | −17,335−28.6% | 減碼 |
| First Trust Advisors LP | 43,609 | $393.9 萬 | 0.00% | +5,523+14.5% | 加碼 |
| Captrust Financial Advisors | 45,312 | $409.3 萬 | 0.01% | +15,025+49.6% | 加碼 |
| Atria Investments LLC | 45,425 | $410.3 萬 | 0.04% | +7,822+20.8% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,813 | $413.8 萬 | 0.00% | +642+1.4% | 加碼 |
| UMA Financial Services, Inc. | 47,045 | $424.9 萬 | 0.51% | −40.0% | 減碼 |
| Montanaro Asset Management Ltd | 47,400 | $428.1 萬 | 1.35% | −3,400−6.7% | 減碼 |
| HighTower Advisors, LLC | 47,414 | $428.2 萬 | 0.00% | −1,421−2.9% | 減碼 |
| Quantinno Capital Management LP | 48,587 | $438.8 萬 | 0.01% | +4,425+10.0% | 加碼 |
| Great West Life Assurance Co | 49,079 | $443.1 萬 | 0.01% | +1,258+2.6% | 加碼 |
| XTX Topco Ltd | 49,328 | $445.5 萬 | 0.06% | +42,974+676.3% | 加碼 |
| Winton Group Ltd | 51,336 | $463.7 萬 | 0.15% | +51,336 | 新進 |
| 1492 Capital Management LLC | 51,501 | $465.2 萬 | 1.37% | −4,271−7.7% | 減碼 |
| Bridger Management, LLC | 51,616 | $466.2 萬 | 3.11% | +51,616 | 新進 |
| Pier Capital, LLC | 53,230 | $480.8 萬 | 0.64% | +53,230 | 新進 |
| AlphaCore Capital LLC | 53,246 | $480.9 萬 | 0.09% | +53,246 | 新進 |
| Teachers Retirement System of the State of Kentucky | 54,531 | $492.5 萬 | 0.03% | +29,055+114.0% | 加碼 |
| Elk River Wealth Management, LLC | 57,389 | $518.3 萬 | 0.83% | −5,221−8.3% | 減碼 |
| Future Fund LLC | 60,154 | $543.3 萬 | 1.56% | +9,574+18.9% | 加碼 |
| Madison Asset Management, LLC | 60,491 | $546.4 萬 | 0.07% | +86+0.1% | 加碼 |
| Citigroup Inc | 61,708 | $557.3 萬 | 0.00% | −191,628−75.6% | 減碼 |
| Thompson Investment Management, Inc. | 64,547 | $583.0 萬 | 0.67% | +566+0.9% | 加碼 |
| Hilton Capital Management, LLC | 64,850 | $585.7 萬 | 0.40% | +11,931+22.5% | 加碼 |
| Inspirion Wealth Advisors, LLC | 65,000 | $599.9 萬 | 0.69% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 67,512 | $609.8 萬 | 0.01% | −3,100−4.4% | 減碼 |
| Man Group plc | 67,560 | $610.2 萬 | 0.01% | −355,722−84.0% | 減碼 |
| Beacon Investment Advisors LLC | 71,799 | $648.5 萬 | 2.04% | +23,408+48.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,502 | $654.8 萬 | 0.05% | +25,772+55.2% | 加碼 |
| Warren Averett Asset Management, LLC | 73,569 | $664.5 萬 | 0.04% | +12,514+20.5% | 加碼 |
| Moran Wealth Management, LLC | 74,194 | $670.1 萬 | 0.18% | +74,194 | 新進 |
| Kornitzer Capital Management Inc | 75,326 | $680.3 萬 | 0.14% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 76,000 | $686.4 萬 | 0.01% | −21,000−21.6% | 減碼 |
| New York State Teachers Retirement System | 78,409 | $708.2 萬 | 0.01% | −5,489−6.5% | 減碼 |
| Creative Planning | 79,363 | $716.8 萬 | 0.00% | +14,274+21.9% | 加碼 |
| Nordea Investment Management AB | 81,684 | $720.1 萬 | 0.01% | +24,255+42.2% | 加碼 |
| King Luther Capital Management Corp | 80,674 | $728.6 萬 | 0.03% | −11,137−12.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 80,893 | $730.6 萬 | 0.01% | −273−0.3% | 減碼 |
| Vanguard Asset Management, Ltd | 81,944 | $740.1 萬 | 0.00% | +4,467+5.8% | 加碼 |
| Marshall Wace, LLP | 83,056 | $750.2 萬 | 0.01% | +51,520+163.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 83,393 | $753.2 萬 | 0.25% | +17,503+26.6% | 加碼 |
| Summit Creek Advisors LLC | 84,157 | $760.1 萬 | 2.59% | −76,966−47.8% | 減碼 |
| MetLife Investment Management | 88,645 | $800.6 萬 | 0.04% | +2,172+2.5% | 加碼 |
| Portolan Capital Management, LLC | 89,274 | $806.3 萬 | 0.30% | −12,372−12.2% | 減碼 |
| Victory Capital Management Inc | 89,467 | $808.1 萬 | 0.00% | +22,660+33.9% | 加碼 |
| Amundi | 90,327 | $815.8 萬 | 0.00% | +22,735+33.6% | 加碼 |
| Mutual of America Capital Management LLC | 92,647 | $836.8 萬 | 0.08% | −2,123−2.2% | 減碼 |
| Motley Fool Asset Management LLC | 93,043 | $840.4 萬 | 0.32% | −5,497−5.6% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 94,237 | $851.1 萬 | 0.32% | +36,571+63.4% | 加碼 |
| Voya Investment Management LLC | 94,631 | $854.7 萬 | 0.01% | −1,507−1.6% | 減碼 |