Clearbridge Investments, LLC
Holdings in HQY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $124,491,852 | 1,358,933 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $128,871,278 | 1,359,832 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $138,428,083 | 1,321,383 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $163,758,181 | 1,853,097 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $197,659,494 | 2,060,026 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $195,489,885 | 2,388,392 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $204,914,984 | 2,377,204 | Shares | Sole | 2024-08-27 |
| 2024-03-31 | $190,500,992 | 2,333,713 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $156,307,023 | 2,357,572 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $161,051,508 | 2,204,675 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $124,168,535 | 1,966,559 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $93,491,565 | 1,592,430 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $70,157,723 | 1,138,185 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $21,366,978 | 318,103 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $20,888,868 | 340,265 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $28,155,390 | 417,488 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $18,329,428 | 414,318 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $17,547,369 | 270,960 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $23,795,199 | 295,666 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $20,202,052 | 297,089 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $25,281,586 | 362,668 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $19,647,483 | 382,470 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $22,558,380 | 384,496 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $21,197,968 | 419,015 | Shares | Defined | 2020-05-22 |