CG
TALK

Carmignac Gestion’s Talkspace TALK Stock Holding History

Carmignac Gestion’s Portfolio TALK Stock Details TALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.9M Buy
556,771
+410,125
+280% +$2.13M 0.04% 76
2026
Q1 		$759K Buy
+146,646
New +$649K 0.01% 95

Other funds holding TALK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carmignac Gestion's TALK Position: Q2 2026 in Review

Carmignac Gestion increased its Talkspace (TALK) stake by 280% in Q2 2026, buying an estimated $2.13M and bringing the position to 556,771 shares worth $2.9M. The position accounts for 0.04% of the portfolio, ranked #76.

Carmignac Gestion first reported a position in TALK in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold TALK as of Q2 2026.

  • Carmignac Gestion held 556,771 shares of Talkspace worth $2.9M as of Q2 2026.
  • Carmignac Gestion bought 410,125 Talkspace shares in Q2 2026, an estimated $2.13M.
  • Talkspace made up 0.04% of Carmignac Gestion's portfolio in Q2 2026, its #76 holding.
  • Carmignac Gestion first reported a position in Talkspace in Q1 2026 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Talkspace as of Q2 2026.

Based on Carmignac Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.