Catatan efek
HQY
HealthEquity, Inc. · Healthcare · Medical - Healthcare Information Services
119Pemegang yang dilacak
-1Δ pemegang
56.71MSaham yang dipegang
$5.11BNilai yang dilaporkan
+6Posisi baru
−8Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -0.8% ·
aliran saham +2.3% ·
posisi baru bersih -1.7%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | -1 | 56.71M | $5.11B | +6 | −8 |
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 11.28M | +7.1% | $1.02B | 0.0% | ▲ Add | 5 | SEC ↗ ×16 |
| 2 | Morgan Stanley ✦ | 4.55M | +82.9% | $410.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 3 | Vanguard Capital Management Llc | 3.64M | -4.8% | $328.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (pasif) | 3.24M | +4.5% | $292.72M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasif) | 2.37M | +5.1% | $214.50M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 2.00M | -4.5% | $176.05M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 7 | Dimensional Fund Advisors Lp | 1.87M | +14.9% | $168.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 8 | Fidelity (FMR) ✦ | 1.54M | +35.5% | $138.95M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 9 | Brown Advisory Inc | 1.37M | -2.8% | $123.98M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Clearbridge Investments, LLC | 1.30M | -1.0% | $117.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Charles Schwab Investment… | 1.19M | +1.1% | $107.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Bank Of America Corp /De/ | 1.15M | +33.0% | $103.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | JPMorgan Chase ✦ | 1.16M | -2.1% | $102.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 14 | Northern Trust Corp | 1.07M | +3.5% | $96.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Goldman Sachs Group ✦ | 1.01M | +25.8% | $90.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 16 | T. Rowe Price ✦ | 994.55K | +23.8% | $89.83M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 17 | Arrowstreet Capital ✦ | 965.81K | +34628.8% | $87.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Loomis Sayles & Co L P | 908.55K | -2.5% | $82.06M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Swedbank AB | 851.40K | +20.5% | $76.90M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | American Century Companies Inc | 759.98K | +2.3% | $68.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bamco Inc /Ny/ | 750.39K | +0.1% | $67.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Nuveen, LLC | 732.75K | +7.7% | $66.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Sei Investments Co | 683.32K | +13.4% | $61.72M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Citadel Advisors ✦ | 682.96K | +154.1% | $61.69M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | Nomura Asset Management… | 678.54K | +14.6% | $61.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 666.26K | +11.2% | $60.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 27 | Norges Bank ✦ (pasif) | 533.95K | Baru | $48.23M | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 435.46K | -44.6% | $39.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Raymond James Financial Inc | 431.97K | +13.5% | $39.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 30 | Kayne Anderson Rudnick Investment… | 400.61K | -17.5% | $36.18M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Wellington Management ✦ | 387.89K | -22.0% | $35.03M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 32 | Artisan Partners Limited Partnership | 384.11K | +41.8% | $34.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Franklin Resources Inc | 360.66K | +5.6% | $32.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 34 | Principal Financial Group Inc | 318.56K | +4.8% | $28.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | CIBC Bancorp USA Inc. | 311.39K | -3.4% | $28.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Lazard Asset Management Llc | 275.69K | -19.2% | $24.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Rhumbline Advisers | 254.40K | +2.2% | $22.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Millennium Management ✦ | 249.97K | -69.1% | $22.58M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 39 | Royal Bank Of Canada | 212.26K | -29.0% | $19.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 40 | Allspring Global Investments… | 202.69K | -24.0% | $18.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 41 | Alliancebernstein L.P. | 222.48K | +0.1% | $18.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 198.09K | -56.2% | $17.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 43 | UBS AM, a distinct business unit of… | 193.49K | -0.7% | $17.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 44 | Wells Fargo & Company/Mn | 190.43K | +35.9% | $17.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Envestnet Asset Management Inc | 175.18K | +26.1% | $15.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Swiss National Bank | 169.50K | +0.2% | $15.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 156.79K | +19.0% | $14.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 48 | Qube Research & Technologies Ltd | 156.55K | +285.8% | $14.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | California Public Employees… | 155.32K | +1.1% | $14.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | New York State Common Retirement… | 150.27K | +40.7% | $13.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 137.37K | +2465.7% | $12.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Canada Pension Plan Investment Board | 135.60K | -4.4% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Deutsche Bank Ag\ | 132.71K | +10.2% | $11.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 54 | Ameriprise Financial Inc | 125.88K | -80.3% | $11.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Legal & General Group Plc | 118.52K | +0.7% | $10.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Ensign Peak Advisors, Inc | 117.28K | -12.7% | $10.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Mariner, LLC | 108.90K | +57.7% | $9.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | State Of Wisconsin Investment Board | 102.88K | +1.3% | $9.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Voya Investment Management Llc | 94.63K | -1.6% | $8.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Victory Capital Management Inc | 89.47K | +33.9% | $8.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Marshall Wace ✦ | 83.06K | +163.4% | $7.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 62 | Manufacturers Life Insurance… | 80.89K | -0.3% | $7.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Nordea Investment Management Ab | 81.68K | +42.2% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 64 | Creative Planning | 79.36K | +21.9% | $7.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Adage Capital Partners ✦ | 76.00K | -21.6% | $6.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Man Group plc | 67.56K | -84.0% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 67.51K | -4.4% | $6.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Citigroup Inc | 61.71K | -75.6% | $5.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 69 | Quantinno Capital Management LP | 48.59K | +10.0% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | BNP Paribas Asset Management… | 45.81K | +1.4% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 71 | Captrust Financial Advisors | 45.31K | +49.6% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | First Trust Advisors Lp | 43.61K | +14.5% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 43.38K | -28.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 43.62K | +54.8% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 75 | Assenagon Asset Management S.A. | 42.43K | Baru | $3.83M | 0.0% | New | 1 | SEC ↗ ×2 |
| 76 | Cerity Partners LLC | 42.34K | +57.5% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 77 | Tidal Investments LLC | 42.23K | +10.4% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Barclays Plc | 36.44K | -27.3% | $3.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 79 | Cetera Investment Advisers | 30.53K | +16.3% | $2.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 30.50K | +4.4% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Universal- Beteiligungs- und… | 29.79K | +4.7% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 28.89K | +219.0% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Corient Private Wealth LP | 27.41K | 0.0% | $2.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Baird Financial Group, Inc. | 26.20K | -5.0% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 85 | Wealth Enhancement Advisory… | 33.84K | +80.5% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Fifth Third Bancorp | 23.17K | -8.0% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Gotham Asset Management ✦ | 22.55K | +33.6% | $2.04M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | Prudential Financial Inc | 22.39K | -46.8% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Jones Financial Companies Lllp | 22.49K | +10.1% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | LPL Financial LLC | 21.92K | -81.8% | $1.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Stifel Financial Corp | 20.57K | -13.0% | $1.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 92 | D. E. Shaw & Co. ✦ | 20.43K | Baru | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 93 | Connor, Clark & Lunn Investment… | 20.33K | +136.0% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | State Board Of Administration Of… | 19.06K | 0.0% | $1.72M | 0.0% | Held | 3 | SEC ↗ |
| 95 | Susquehanna International Group, Llp | 18.35K | -37.5% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 16.78K | -2.1% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 97 | Bank Of Montreal /Can/ | 15.13K | +6.5% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 98 | Us Bancorp \De\ | 15.13K | -14.9% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 99 | Pnc Financial Services Group, Inc. | 14.51K | +10.6% | $1.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 100 | ProShare Advisors LLC | 14.45K | -7.7% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Norges Bank | $48.23M | 0.0% |
| Assenagon Asset Management… | $3.83M | 0.0% |
| D. E. Shaw & Co. | $1.85M | 0.0% |
Telah keluar
| Mackenzie Financial Corp | $107.11M | adalah 0.1% |
| Balyasny Asset Management L.P. | $69.79M | adalah 0.1% |
| Wcm Investment Management, Llc | $15.76M | adalah 0.0% |
| Squarepoint Ops LLC | $14.99M | adalah 0.0% |
| Amundi | $5.65M | adalah 0.0% |
| HighTower Advisors, LLC | $4.08M | adalah 0.0% |
| Peak6 Llc | $2.42M | adalah 0.1% |
| Nomura Asset Management Co Ltd | $18,385 | 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 efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Pembelian di pasar terbuka (P)
Tidak ada pembelian insider di pasar terbuka dalam jendela cakupan kami.
Penjualan di pasar terbuka (S)
Aug 25
DILLON ADRIAN T
Director · 6.30K lbr · $658,172
Aug 25
DILLON ADRIAN T
Director · 1.33K lbr · $140,201
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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API