HQY
HEALTHEQUITY, INC.
-0.95 (-0.99%)95.05USD143K成交股數7.9B市值34.3本益比(近四季)5.8股價營收比+7.6%營收年增(近四季)2026-08-27下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 4 · 1.3M · 2 |
| 其中 10b5-1 計畫賣出 | 4 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 2.4M |
| 近 180 天 淨額 | −2.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-25 | 08-27 | DILLON ADRIAN T | Director | S 公開市場賣出(10b5-1) | 6.3K | 104.47 | 658K | 63.7K | SEC |
| 2026-08-25 | 08-27 | DILLON ADRIAN T | Director | S 公開市場賣出(10b5-1) | 1.3K | 105.26 | 140K | 62.4K | SEC |
| 2026-08-25 | 08-27 | DILLON ADRIAN T | Director | M 選擇權執行 | 7.6K | 32.50 | 248K | 70.0K | SEC |
| 2026-07-10 | 07-14 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出(10b5-1) | 2.4K | 95.00 | 224K | 52.2K | SEC |
| 2026-07-09 | 07-13 | Gathright Michael | Chief Customer Officer | F 繳稅扣股 | 2.3K | 93.07 | 211K | 39.9K | SEC |
| 2026-07-08 | 07-10 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | F 繳稅扣股 | 2.0K | 95.08 | 194K | 54.6K | SEC |
| 2026-07-08 | 07-10 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 1.1K | 95.08 | 103K | 90.1K | SEC |
| 2026-07-08 | 07-10 | Lucania James M | EVP & CFO | F 繳稅扣股 | 2.8K | 95.08 | 270K | 105K | SEC |
| 2026-07-08 | 07-10 | Cutler Scott | President and CEO | F 繳稅扣股 | 1.2K | 95.08 | 118K | 176K | SEC |
| 2026-07-08 | 07-10 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 1.1K | 95.08 | 105K | 138K | SEC |
| 2026-07-02 | 07-07 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出(10b5-1) | 2.5K | 95.00 | 235K | 56.6K | SEC |
| 2026-06-25 | 06-29 | DILLON ADRIAN T | Director | A 獲配股票 | 2.9K | – | – | 62.4K | SEC |
| 2026-06-25 | 06-29 | Wellborn Gayle Furgurson | Director | A 獲配股票 | 2.9K | – | – | 22.6K | SEC |
| 2026-06-25 | 06-29 | Dilsaver Evelyn S | Director | A 獲配股票 | 2.9K | – | – | 51.1K | SEC |
| 2026-06-25 | 06-29 | SELANDER ROBERT W | Director | A 獲配股票 | 2.9K | – | – | 89.8K | SEC |
| 2026-06-25 | 06-29 | Gassen William | Director | A 獲配股票 | 2.9K | – | – | 3.6K | SEC |
| 2026-06-25 | 06-29 | Parker Stuart B. | Director | A 獲配股票 | 2.9K | – | – | 26.0K | SEC |
| 2026-06-25 | 06-29 | McCowan Debra Charlotte | Director | A 獲配股票 | 2.9K | – | – | 12.7K | SEC |
| 2026-06-25 | 06-29 | Natarajan Rajesh | Director | A 獲配股票 | 2.9K | – | – | 18.1K | SEC |
| 2026-05-29 | 06-02 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出(10b5-1) | 3.1K | 95.00 | 298K | 59.1K | SEC |
| 2026-05-28 | 06-01 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 7.5K | 90.00 | 675K | 91.1K | SEC |
| 2026-05-28 | 06-01 | Wellborn Gayle Furgurson | Director | S 公開市場賣出(10b5-1) | 2.4K | 90.00 | 220K | 19.7K | SEC |
| 2026-05-28 | 06-01 | Wellborn Gayle Furgurson | Director | M 選擇權執行 | 2.4K | 47.21 | 115K | 22.2K | SEC |
| 2026-04-06 | 04-08 | Lucania James M | EVP & CFO | F 繳稅扣股 | 4.4K | 83.84 | 368K | 107K | SEC |
| 2026-04-06 | 04-08 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 2.6K | 83.84 | 215K | 139K | SEC |
| 2026-04-06 | 04-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | F 繳稅扣股 | 3.4K | 83.84 | 283K | 62.3K | SEC |
| 2026-04-06 | 04-08 | Cutler Scott | President and CEO | F 繳稅扣股 | 4.9K | 83.84 | 413K | 178K | SEC |
| 2026-04-06 | 04-08 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 2.5K | 83.84 | 208K | 98.6K | SEC |
| 2026-04-06 | 04-08 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 4.8K | 83.84 | 400K | 81.5K | SEC |
| 2026-03-31 | 04-02 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 7.7K | 82.53 | 638K | – | SEC |
| 2026-03-31 | 04-02 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 18.0K | 82.53 | 1.5M | 86.3K | SEC |
| 2026-03-31 | 04-02 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 9.3K | 82.53 | 767K | 141K | SEC |
| 2026-03-25 | 03-27 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | A 獲配股票 | 15.9K | – | – | 127K | SEC |
| 2026-03-25 | 03-27 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | A 獲配股票 | 23.9K | – | – | 151K | SEC |
| 2026-03-25 | 03-27 | Gathright Michael | Chief Customer Officer | A 獲配股票 | 15.2K | – | – | 42.2K | SEC |
| 2026-03-25 | 03-27 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | A 獲配股票 | 17.6K | – | – | 65.6K | SEC |
| 2026-03-25 | 03-27 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | A 獲配股票 | 40.9K | – | – | 104K | SEC |
| 2026-03-25 | 03-27 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | A 獲配股票 | 19.7K | – | – | 63.4K | SEC |
| 2026-03-25 | 03-27 | Cutler Scott | President and CEO | A 獲配股票 | 72.8K | – | – | 183K | SEC |
| 2026-03-25 | 03-27 | Ladd Delano | EVP, General Counsel | A 獲配股票 | 15.2K | – | – | 88.4K | SEC |
| 2026-03-25 | 03-27 | Ladd Delano | EVP, General Counsel | A 獲配股票 | 20.5K | – | – | 109K | SEC |
| 2026-03-25 | 03-27 | Lucania James M | EVP & CFO | A 獲配股票 | 27.3K | – | – | 112K | SEC |
| 2026-02-02 | 02-04 | Parker Stuart B. | Director | A 獲配股票 | 1.3K | – | – | 23.1K | SEC |
| 2026-02-02 | 02-04 | Natarajan Rajesh | Director | A 獲配股票 | 976 | – | – | 15.3K | SEC |
| 2026-01-12 | 01-14 | Cutler Scott | President and CEO | F 繳稅扣股 | 12.5K | 89.83 | 1.1M | 110K | SEC |
| 2026-01-09 | 01-13 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 791 | 95.24 | 75K | 111K | SEC |
| 2026-01-09 | 01-13 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 739 | 95.24 | 70K | 73.2K | SEC |
| 2026-01-09 | 01-13 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | F 繳稅扣股 | 1.7K | 95.24 | 166K | 48.1K | SEC |
| 2026-01-09 | 01-13 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 2.1K | 95.24 | 198K | 43.7K | SEC |
| 2026-01-09 | 01-13 | Lucania James M | EVP & CFO | F 繳稅扣股 | 2.5K | 95.24 | 235K | 84.6K | SEC |
| 2025-12-19 | 12-23 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 1.5K | 94.72 | 142K | 74.0K | SEC |
| 2025-12-19 | 12-23 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | G 贈與 | 140K | – | – | 140K | SEC |
| 2025-12-19 | 12-23 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | G 贈與 | 140K | – | – | 410K | SEC |
| 2025-12-18 | 12-19 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | S 公開市場賣出 | 11.0K | 95.45 | 1.0M | 45.7K | SEC |
| 2025-12-17 | 12-18 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | G 贈與 | 500 | – | – | 550K | SEC |
| 2025-12-12 | 12-16 | Wellborn Gayle Furgurson | Director | M 選擇權執行 | 4.3K | 50.41 | 219K | 24.1K | SEC |
| 2025-12-12 | 12-16 | Wellborn Gayle Furgurson | Director | S 公開市場賣出 | 4.3K | 98.03 | 425K | 19.7K | SEC |
| 2025-11-20 | 11-24 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 1.5K | 104.56 | 157K | 75.5K | SEC |
| 2025-10-20 | 10-22 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 1.5K | 92.07 | 138K | 77.0K | SEC |
| 2025-10-07 | 10-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出 | 1.8K | 88.21 | 157K | 49.8K | SEC |
| 2025-10-06 | 10-08 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 3.0K | 88.57 | 266K | 56.7K | SEC |
| 2025-10-06 | 10-08 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 977 | 88.57 | 87K | 78.5K | SEC |
| 2025-10-06 | 10-08 | Lucania James M | EVP & CFO | F 繳稅扣股 | 2.4K | 88.57 | 212K | 87.0K | SEC |
| 2025-10-06 | 10-08 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 1.1K | 88.57 | 94K | 112K | SEC |
| 2025-10-06 | 10-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | F 繳稅扣股 | 1.6K | 88.57 | 146K | 51.6K | SEC |
| 2025-09-19 | 09-22 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 29 | 95.70 | 3K | 79.5K | SEC |
| 2025-09-19 | 09-22 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 971 | 95.06 | 92K | 79.5K | SEC |
| 2025-09-19 | 09-22 | Ladd Delano | EVP, General Counsel | S 公開市場賣出(10b5-1) | 5.0K | 93.91 | 470K | 80.5K | SEC |
| 2025-09-05 | 09-09 | Dilsaver Evelyn S | Director | M 選擇權執行 | 15.0K | 21.27 | 319K | 51.7K | SEC |
| 2025-09-05 | 09-09 | Dilsaver Evelyn S | Director | S 公開市場賣出 | 3.5K | 93.30 | 323K | 48.2K | SEC |
| 2025-07-28 | 07-31 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | G 贈與 | 3.0K | – | – | 550K | SEC |
| 2025-07-07 | 07-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出 | 1.1K | 101.50 | 111K | 53.9K | SEC |
| 2025-07-07 | 07-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | S 公開市場賣出 | 700 | 102.09 | 71K | 53.2K | SEC |
| 2025-07-03 | 07-08 | Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | F 繳稅扣股 | 1.6K | 100.87 | 165K | 55.0K | SEC |
| 2025-07-03 | 07-08 | Ladd Delano | EVP, General Counsel | F 繳稅扣股 | 970 | 100.87 | 98K | 85.5K | SEC |
| 2025-07-03 | 07-08 | Lucania James M | EVP & CFO | F 繳稅扣股 | 2.4K | 100.87 | 240K | 89.4K | SEC |
| 2025-07-03 | 07-08 | Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | F 繳稅扣股 | 1.0K | 100.87 | 106K | 113K | SEC |
| 2025-07-03 | 07-08 | Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 3.0K | 100.87 | 301K | 59.7K | SEC |
| 2025-06-26 | 06-30 | Natarajan Rajesh | Director | A 獲配股票 | 2.0K | – | – | 14.3K | SEC |
| 2025-06-26 | 06-30 | Parker Stuart B. | Director | A 獲配股票 | 2.0K | – | – | 21.8K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 11.3M | 1.0B | +746K (+7%) | 加碼 |
| WASATCH ADVISORS LP | 8.0M | 719M | +758K (+11%) | 加碼 |
| MORGAN STANLEY | 4.5M | 411M | +2.1M (+83%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | 366M | −106K (-3%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.6M | 329M | −183K (-5%) | 減碼 |
| STATE STREET CORP | 3.2M | 293M | +141K (+5%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | 214M | +115K (+5%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 2.0M | 176M | −93.0K (-4%) | 減碼 |
| DIMENSIONAL FUND ADVISORS LP | 1.9M | 169M | +242K (+15%) | 加碼 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.8M | 160M | +114K (+7%) | 加碼 |
| FMR LLC | 1.5M | 139M | +403K (+36%) | 加碼 |
| BROWN ADVISORY INC | 1.4M | 124M | −40.2K (-3%) | 減碼 |
| Clearbridge Investments, LLC | 1.3M | 117M | −13.2K (-1%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 107M | +13.6K (+1%) | 加碼 |
| Greenhouse Funds LLLP | 1.2M | 107M | −74.8K (-6%) | 減碼 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.1M | 104M | −24.4K (-2%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 1.1M | 104M | +285K (+33%) | 加碼 |
| JPMORGAN CHASE & CO | 1.2M | 102M | −24.6K (-2%) | 減碼 |
| DAVENPORT & Co LLC | 1.1M | 98.2M | +71.8K (+7%) | 加碼 |
| NORTHERN TRUST CORP | 1.1M | 96.8M | +35.9K (+3%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.0M | 91.0M | +207K (+26%) | 加碼 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 966K | 87.2M | +963K (+34629%) | 加碼 |
| Atalan Capital Partners, LP | 915K | 82.7M | +31.6K (+4%) | 加碼 |
| LOOMIS SAYLES & CO L P | 909K | 82.1M | −23.4K (-3%) | 減碼 |
| Jupiter Topco LLC | 873K | 78.8M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 498 +10 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 77 / 67 / 193 / 143 |
| 機構合計持股 · 佔流通股 | 89.8M · 100.0% |
| 合計季末市值 | 7.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 4.5M |
|---|---|
| 與上期比 | +9.7% |
| 佔流通股數 | 5.46% |
| 日均成交量 | 1.0M |
| 回補天數 | 4.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 4.5M | +9.7% | 5.46% | 1.0M | 4.3 |
| 2026-08-14 | 4.1M | -1.2% | 4.98% | 634K | 6.5 |
| 2026-07-31 | 4.2M | -17.3% | 5.04% | 702K | 5.9 |
| 2026-07-15 | 5.0M | -4.4% | 6.09% | 838K | 6.0 |
| 2026-06-30 | 5.3M | +14.3% | 6.37% | 1.2M | 4.5 |
| 2026-06-15 | 4.6M | +11.6% | 5.57% | 893K | 5.2 |
| 2026-05-29 | 4.1M | -8.3% | 4.99% | 1.2M | 3.5 |
| 2026-05-15 | 4.5M | -11.0% | 5.44% | 798K | 5.6 |
| 2026-04-30 | 5.1M | +22.9% | 6.11% | 928K | 5.5 |
| 2026-04-15 | 4.1M | +19.5% | 4.98% | 1.0M | 4.0 |
| 2026-03-31 | 3.4M | +8.3% | 4.17% | 1.0M | 3.3 |
| 2026-03-13 | 3.2M | -1.4% | 3.85% | 882K | 3.6 |
| 2026-02-27 | 3.2M | +1.7% | 3.90% | 710K | 4.6 |
| 2026-02-13 | 3.2M | -12.7% | 3.84% | 1.2M | 2.7 |
| 2026-01-30 | 3.6M | -0.7% | 4.39% | 923K | 3.9 |
| 2026-01-15 | 3.7M | -17.0% | 4.43% | 1.3M | 2.8 |
| 2025-12-31 | 4.4M | -5.2% | 5.33% | 686K | 6.4 |
| 2025-12-15 | 4.7M | +7.0% | 5.63% | 1.1M | 4.3 |
| 2025-11-28 | 4.4M | +8.6% | 5.26% | 796K | 5.5 |
| 2025-11-14 | 4.0M | -9.3% | 4.84% | 789K | 5.1 |
| 2025-10-31 | 4.4M | +4.4% | 5.34% | 795K | 5.6 |
| 2025-10-15 | 4.2M | -16.8% | 5.12% | 846K | 5.0 |
| 2025-09-30 | 5.1M | +15.5% | 6.15% | 897K | 5.7 |
| 2025-09-15 | 4.4M | -12.1% | 5.33% | 1.5M | 2.9 |
| 2025-08-29 | 5.0M | -1.5% | 6.06% | 946K | 5.3 |
| 2025-08-15 | 5.1M | +6.0% | 6.15% | 969K | 5.3 |