Запись по ценной бумаге · архивный квартал
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
124Отслеживаемые держатели
-5Δ держателей
55.96MАкций в держании
$4.67BОтчётная стоимость
+5Новые позиции
−11Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.9% ·
поток акций -3.0% ·
новые чистые позиции -4.8%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Squarepoint Ops LLC | $14.99M | 0.0% |
| Adage Capital Partners | $8.11M | 0.0% |
Закрыто
| Norges Bank | $66.93M | составлял 0.0% |
| Point72 Asset Management | $16.67M | составлял 0.0% |
| Massachusetts Financial… | $13.66M | составлял 0.0% |
| Bridgewater Associates | $1.91M | составлял 0.0% |
| Credit Agricole S A | $1.53M | составлял 0.0% |
| Hrt Financial Lp | $1.17M | составлял 0.0% |
| Assenagon Asset Management… | $981,143 | составлял 0.0% |
| Walleye Trading LLC | $373,036 | составлял 0.0% |
| Truist Financial Corp | $232,415 | составлял 0.0% |
| Tudor Investment Corp Et Al | $220,872 | составлял 0.0% |
| Danske Bank A/S | $64,127 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 482 держатели, 85.01M акции, $6.90B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Oct 15
Rajasekar Sunil
Officer · EVP Chief Prod &… · 108 акц. @ 90.33 · $9,756
Jul 08
Rajasekar Sunil
Officer · EVP Chief Prod &… · 23 акц. @ 95.06 · $2,186
Продажи на открытом рынке (S)
Aug 25
DILLON ADRIAN T
Director · 1.33K акц. · $140,201
Aug 25
DILLON ADRIAN T
Director · 6.30K акц. · $658,172
Aug 24
Rajasekar Sunil
Officer · 108 акц. · $11,405
Apr 22
Rajasekar Sunil
Officer · 23 акц. · $1,905
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
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
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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