ClearBridge Investments
HQY icon

ClearBridge Investments’s HealthEquity HQY Stock Holding History

ClearBridge Investments’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117M Sell
1,296,765
-13,207
-1% -$1.12M 0.1% 207
2026
Q1 		$109M Sell
1,309,972
-48,961
-4% -$4.02M 0.1% 195
2025
Q4 		$124M Sell
1,358,933
-899
-0.1% -$86.1K 0.1% 200
2025
Q3 		$129M Buy
1,359,832
+38,449
+3% +$3.62M 0.1% 203
2025
Q2 		$138M Sell
1,321,383
-531,714
-29% -$50.4M 0.11% 182
2025
Q1 		$164M Sell
1,853,097
-206,929
-10% -$21.2M 0.14% 153
2024
Q4 		$198M Sell
2,060,026
-328,366
-14% -$30.6M 0.16% 133
2024
Q3 		$195M Buy
2,388,392
+11,188
+0.5% +$863K 0.15% 139
2024
Q2 		$205M Buy
2,377,204
+43,491
+2% +$3.51M 0.17% 133
2024
Q1 		$191M Sell
2,333,713
-23,859
-1% -$1.86M 0.15% 148
2023
Q4 		$156M Buy
2,357,572
+152,897
+7% +$10.6M 0.13% 171
2023
Q3 		$161M Buy
2,204,675
+238,116
+12% +$16.1M 0.15% 150
2023
Q2 		$124M Buy
1,966,559
+374,129
+23% +$21.7M 0.11% 185
2023
Q1 		$93.5M Buy
1,592,430
+454,245
+40% +$27.6M 0.09% 218
2022
Q4 		$70.2M Buy
1,138,185
+820,082
+258% +$55.1M 0.07% 263
2022
Q3 		$21.4M Sell
318,103
-22,162
-7% -$1.4M 0.02% 414
2022
Q2 		$20.9M Sell
340,265
-77,223
-18% -$4.95M 0.02% 433
2022
Q1 		$28.2M Buy
417,488
+3,170
+0.8% +$171K 0.02% 426
2021
Q4 		$18.3M Buy
414,318
+143,358
+53% +$8.35M 0.01% 493
2021
Q3 		$17.5M Sell
270,960
-24,706
-8% -$1.72M 0.01% 512
2021
Q2 		$23.8M Sell
295,666
-1,423
-0.5% -$108K 0.02% 486
2021
Q1 		$20.2M Sell
297,089
-65,579
-18% -$5.15M 0.02% 482
2020
Q4 		$25.3M Sell
362,668
-19,802
-5% -$1.23M 0.02% 430
2020
Q3 		$19.6M Sell
382,470
-2,026
-0.5% -$111K 0.02% 423
2020
Q2 		$22.6M Sell
384,496
-34,519
-8% -$1.91M 0.02% 393
2020
Q1 		$21.2M Sell
419,015
-634
-0.2% -$42.1K 0.02% 362
2019
Q4 		$30.3M Buy
419,649
+93,061
+28% +$5.81M 0.03% 385
2019
Q3 		$18.7M Buy
326,588
+32,059
+11% +$2.13M 0.02% 446
2019
Q2 		$19.3M Buy
294,529
+29,849
+11% +$2.08M 0.02% 440
2019
Q1 		$19.6M Sell
264,680
-102,632
-28% -$7.22M 0.02% 430
2018
Q4 		$21.9M Sell
367,312
-13,618
-4% -$1.1M 0.02% 411
2018
Q3 		$36M Buy
380,930
+380,891
+976,644% +$32.8M 0.03% 369
2018
Q2 		$3K Sell
39
-12
-24% -$862 ﹤0.01% 1076
2018
Q1 		$3K Hold
51
– – ﹤0.01% 1075
2017
Q4 		$2K Sell
51
-1,508
-97% -$74.7K ﹤0.01% 1107
2017
Q3 		$79K Buy
1,559
+180
+13% +$8.38K ﹤0.01% 788
2017
Q2 		$69K Buy
1,379
+204
+17% +$9.54K ﹤0.01% 806
2017
Q1 		$50K Buy
1,175
+540
+85% +$23.9K ﹤0.01% 875
2016
Q4 		$26K Buy
635
+425
+202% +$16.4K ﹤0.01% 940
2016
Q3 		$8K Buy
+210
New +$6.65K ﹤0.01% 1008

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

ClearBridge Investments's HQY Position: Q2 2026 in Review

ClearBridge Investments reduced its HealthEquity (HQY) stake by 1% in Q2 2026, selling an estimated $1.12M and leaving 1,296,765 shares worth $117M. The position accounts for 0.1% of the portfolio, ranked #207.

ClearBridge Investments first reported a position in HQY in Q3 2016 and has held it in 40 quarters since. The position peaked at $205M in Q2 2024. 381 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • ClearBridge Investments held 1,296,765 shares of HealthEquity worth $117M as of Q2 2026.
  • ClearBridge Investments sold 13,207 HealthEquity shares in Q2 2026, an estimated $1.12M.
  • HealthEquity made up 0.1% of ClearBridge Investments's portfolio in Q2 2026, its #207 holding.
  • ClearBridge Investments first reported a position in HealthEquity in Q3 2016 and has held it in 40 quarters since.
  • ClearBridge Investments's HealthEquity position peaked at $205M in Q2 2024.
  • 381 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.