سجل الورقة المالية · ربع مؤرشف
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
124الحاملون المتتبعون
-5Δ المساهمون
55.96Mالأسهم المحتفظ بها
$4.67Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−11الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -3.9% ·
تدفق الأسهم -3.0% ·
المراكز الجديدة الصافية -4.8%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 121 | -1 | 56.85M | $5.13B | +6 | −6 |
| Q1 2026 | 124 | -5 | 55.96M | $4.67B | +5 | −11 |
| Q4 2025 | 129 | 0 | 62.94M | $5.77B | +1 | — |
| Q3 2025 | 18 | 0 | 39.21M | $3.72B | +2 | −3 |
| Q2 2025 | 16 | +2 | 35.13M | $3.68B | +4 | −2 |
| Q1 2025 | 11 | 0 | 9.21M | $813.19M | +1 | −1 |
| Q4 2024 | 11 | -1 | 8.97M | $860.26M | +1 | −2 |
| Q3 2024 | 11 | -3 | 5.31M | $434.71M | — | −3 |
| Q2 2024 | 14 | — | 5.18M | $446.62M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 2 | Vanguard Capital Management Llc | 3.82M | — | $319.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (سلبي) | 3.10M | +0.3% | $259.06M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.49M | +67.3% | $207.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 5 | Geode Capital Management ✦ (سلبي) | 2.26M | +2.6% | $188.87M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 2.09M | +18.7% | $172.59M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 7 | Dimensional Fund Advisors Lp | 1.63M | +2.9% | $135.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Brown Advisory Inc | 1.41M | -6.8% | $118.07M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Clearbridge Investments, LLC | 1.31M | -3.6% | $109.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mackenzie Financial Corp | 1.28M | +9.4% | $107.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Charles Schwab Investment… | 1.18M | +3.8% | $98.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.18M | +1.6% | $96.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 13 | Fidelity (FMR) ✦ | 1.13M | -44.7% | $94.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 14 | Northern Trust Corp | 1.04M | +1.8% | $86.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 15 | Loomis Sayles & Co L P | 931.91K | -2.2% | $77.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank Of America Corp /De/ | 862.01K | +43.5% | $72.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | Janus Henderson Group Plc | 850.41K | +3.7% | $71.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Balyasny Asset Management L.P. | 835.07K | +196.5% | $69.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 808.87K | -15.0% | $67.60M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 803.43K | -39.0% | $67.14M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 800.82K | -13.3% | $66.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | UBS Group AG | 786.67K | +27.4% | $65.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Bamco Inc /Ny/ | 750.02K | -0.8% | $62.68M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | American Century Companies Inc | 742.85K | -0.6% | $62.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Swedbank AB | 706.30K | +61.5% | $59.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 680.46K | +0.9% | $56.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Ameriprise Financial Inc | 638.03K | -5.2% | $53.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 28 | Sei Investments Co | 602.72K | -9.9% | $50.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 599.25K | -3.6% | $50.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 30 | Nomura Asset Management… | 592.01K | -6.7% | $49.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wellington Management ✦ | 497.52K | -35.2% | $41.58M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 32 | Kayne Anderson Rudnick Investment… | 485.44K | -16.3% | $40.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Invesco Ltd. | 452.74K | -48.1% | $37.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 34 | Man Group plc | 423.28K | +53.1% | $35.37M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Raymond James Financial Inc | 380.49K | -7.4% | $31.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 36 | Lazard Asset Management Llc | 341.40K | -2.8% | $28.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Franklin Resources Inc | 341.39K | -0.1% | $28.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | CIBC Bancorp USA Inc. | 322.23K | — | $26.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Principal Financial Group Inc | 304.05K | +9.6% | $25.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 299.01K | -11.7% | $24.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 41 | Artisan Partners Limited Partnership | 270.94K | -50.0% | $22.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 268.83K | +24.9% | $22.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Allspring Global Investments… | 266.62K | -63.5% | $22.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Citigroup Inc | 253.34K | +217.9% | $21.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Rhumbline Advisers | 248.91K | +0.4% | $20.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 222.22K | -1.8% | $20.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 194.86K | +2.5% | $16.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 48 | Jane Street Group, Llc | 192.99K | +144.8% | $16.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Wcm Investment Management, Llc | 193.37K | -17.4% | $15.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Squarepoint Ops LLC | 179.35K | جديد | $14.99M | 0.0% | New | 1 | SEC ↗ |
| 51 | Swiss National Bank | 169.20K | -0.5% | $14.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | California Public Employees… | 153.57K | +0.5% | $12.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Canada Pension Plan Investment Board | 141.90K | +39.1% | $11.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Wells Fargo & Company/Mn | 140.11K | -35.1% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Envestnet Asset Management Inc | 138.87K | +28.9% | $11.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Ensign Peak Advisors, Inc | 134.38K | -13.3% | $11.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 131.74K | -18.5% | $11.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 58 | Deutsche Bank Ag\ | 120.37K | +7.2% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 59 | LPL Financial LLC | 120.07K | -16.5% | $10.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Legal & General Group Plc | 117.66K | -13.1% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | New York State Common Retirement… | 106.82K | -40.3% | $8.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | State Of Wisconsin Investment Board | 101.51K | -14.1% | $8.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | California State Teachers… | 100.60K | +23.7% | $8.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Adage Capital Partners ✦ | 97.00K | جديد | $8.11M | 0.0% | New | 1 | SEC ↗ |
| 65 | Voya Investment Management Llc | 96.14K | -11.1% | $8.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 66 | Manufacturers Life Insurance… | 81.17K | -4.8% | $6.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 70.61K | -21.0% | $5.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Mariner, LLC | 69.07K | +39.2% | $5.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Amundi | 67.59K | +2130.8% | $5.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | Victory Capital Management Inc | 66.81K | -4.5% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Creative Planning | 65.09K | +9.1% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bnp Paribas Financial Markets | 60.72K | +35.8% | $5.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Nordea Investment Management Ab | 57.43K | -4.7% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Barclays Plc | 50.12K | -72.9% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 75 | HighTower Advisors, LLC | 48.84K | -45.2% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | BNP Paribas Asset Management… | 45.17K | +22.4% | $3.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Quantinno Capital Management LP | 44.16K | +230.4% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Prudential Financial Inc | 42.08K | +10.8% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Qube Research & Technologies Ltd | 40.58K | -80.0% | $3.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Tidal Investments LLC | 38.25K | +53.3% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | First Trust Advisors Lp | 38.09K | +24.3% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Marshall Wace ✦ | 31.54K | -93.0% | $2.64M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Captrust Financial Advisors | 30.29K | +10.9% | $2.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Susquehanna International Group, Llp | 29.36K | +107.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Zurcher Kantonalbank (Zurich… | 29.22K | +14.1% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Peak6 Llc | 28.91K | +186.7% | $2.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | Universal- Beteiligungs- und… | 28.45K | +13.1% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Hsbc Holdings Plc | 28.18K | +136.8% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 89 | Baird Financial Group, Inc. | 27.57K | -27.9% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 90 | Corient Private Wealth LP | 27.43K | +454.1% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Cerity Partners LLC | 26.88K | -10.9% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 92 | Cetera Investment Advisers | 26.25K | +1.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Fifth Third Bancorp | 25.20K | +2370.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Stifel Financial Corp | 23.64K | -1.0% | $1.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 95 | Jones Financial Companies Lllp | 20.44K | +366.1% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | State Board Of Administration Of… | 19.06K | 0.0% | $1.59M | 0.0% | Held | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 17.77K | +2.4% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | Rockefeller Capital Management L.P. | 17.15K | +18.3% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 99 | Gotham Asset Management ✦ | 16.87K | +219.2% | $1.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | ProShare Advisors LLC | 15.65K | -17.9% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Squarepoint Ops LLC | $14.99M | 0.0% |
| Adage Capital Partners | $8.11M | 0.0% |
تم الخروج
| Norges Bank | $66.93M | كان 0.0% |
| Point72 Asset Management | $16.67M | كان 0.0% |
| Massachusetts Financial… | $13.66M | كان 0.0% |
| Bridgewater Associates | $1.91M | كان 0.0% |
| Credit Agricole S A | $1.53M | كان 0.0% |
| Hrt Financial Lp | $1.17M | كان 0.0% |
| Assenagon Asset Management… | $981,143 | كان 0.0% |
| Walleye Trading LLC | $373,036 | كان 0.0% |
| Truist Financial Corp | $232,415 | كان 0.0% |
| Tudor Investment Corp Et Al | $220,872 | كان 0.0% |
| Danske Bank A/S | $64,127 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 482 المالكون, 85.01M الأسهم, $6.90B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Aug 25
DILLON ADRIAN T
Director · 6.30K سهم · $658,172
Aug 25
DILLON ADRIAN T
Director · 1.33K سهم · $140,201
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
Oct 09
SC 13G/A — WASATCH ADVISORS LP
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 15
SC 13G/A — WASATCH ADVISORS LP
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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