Catatan efek · kuartal yang diarsipkan
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
124Pemegang yang dilacak
-5Δ pemegang
55.96MSaham yang dipegang
$4.67BNilai yang dilaporkan
+5Posisi baru
−11Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.9% ·
aliran saham -3.0% ·
posisi baru bersih -4.8%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 66.73K | $5.23M | n/a | n/a |
| 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 | n/a |
| 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 | n/a | −3 |
| Q2 2024 | 14 | n/a | 5.18M | $446.62M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 10.53M | -6.1% | $880.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 2 | Vanguard Capital Management Llc | 3.82M | n/a | $319.56M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (pasif) | 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 ✦ (pasif) | 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 | n/a | $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 | Baru | $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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Squarepoint Ops LLC | $14.99M | 0.0% |
| Adage Capital Partners | $8.11M | 0.0% |
Telah keluar
| Norges Bank | $66.93M | adalah 0.0% |
| Point72 Asset Management | $16.67M | adalah 0.0% |
| Massachusetts Financial… | $13.66M | adalah 0.0% |
| Bridgewater Associates | $1.91M | adalah 0.0% |
| Credit Agricole S A | $1.53M | adalah 0.0% |
| Hrt Financial Lp | $1.17M | adalah 0.0% |
| Assenagon Asset Management… | $981,143 | adalah 0.0% |
| Walleye Trading LLC | $373,036 | adalah 0.0% |
| Truist Financial Corp | $232,415 | adalah 0.0% |
| Tudor Investment Corp Et Al | $220,872 | adalah 0.0% |
| Danske Bank A/S | $64,127 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 482 pemegang, 85.01M saham, $6.90B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Oct 15
Rajasekar Sunil
Officer · EVP Chief Prod &… · 108 lbr @ 90.33 · $9,756
Jul 08
Rajasekar Sunil
Officer · EVP Chief Prod &… · 23 lbr @ 95.06 · $2,186
Penjualan di pasar terbuka (S)
Aug 25
DILLON ADRIAN T
Director · 1.33K lbr · $140,201
Aug 25
DILLON ADRIAN T
Director · 6.30K lbr · $658,172
Aug 24
Rajasekar Sunil
Officer · 108 lbr · $11,405
Apr 22
Rajasekar Sunil
Officer · 23 lbr · $1,905
Penghargaan, eksekusi, dan pemotongan pajak tidak pernah dihitung sebagai pembelian atau penjualan di sini. Metodologi
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
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API