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Position history for Clearbridge Investments, LLCClearbridge Investments, LLC's holdings in HEALTHEQUITY INC

Yes. Clearbridge Investments holds 1,296,765 shares of HQY (Healthequity), worth $117.1M, as of its Q2 2026 13F filing. It reduced the position by 13,207 shares (-1.0%) from Q1 2026. Clearbridge Investments has held HQY in every 13F on record since Q4 2018, 31 quarterly filings. HQY is 0.1% of Clearbridge Investments' reported 13F portfolio.

Current Value

$117.1M

Current Shares

1.3M

Total Value Change

-$78.4M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.3M
-1.0%
$117.1M0.1%$90.32
0
2026-Q1
Decreased
1.3M
-3.6%
$109.5M0.1%$83.57
0
2025-Q4
Decreased
1.4M
-0.1%
$124.5M0.1%$91.61
0
2025-Q3
Increased
1.4M
+2.9%
$128.9M0.1%$94.77
31
2025-Q2
Decreased
1.3M
-28.7%
$138.4M0.1%$104.76
0
2025-Q1
Decreased
1.9M
-10.0%
$163.8M0.1%$88.37
0
2024-Q4
Decreased
2.1M
-13.8%
$197.7M0.2%$95.95
0
2024-Q3
Increased
2.4M
+0.5%
$195.5M0.2%$81.85
37

Other major holders of HQY: BlackRock, Inc.

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