Clearbridge Investments, LLC

Position in HQY — Healthequity, Inc.

CIK 1348883 NEW YORK, NY

Position in HQY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$109,474,360

-$15,017,492 QoQ

Shares Held

1,309,972

-3.6% QoQ

Ownership

1.57%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Healthcare · as of Mar 31, 2026

Clearbridge Investments, LLC holds $232,774,017 across 3 Health Information Services names. HQY ranks #2 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCS	Doximity, Inc.	4,975,398	$115,926,773
2	HQY	Healthequity, Inc. This page	1,309,972	$109,474,360
3	PRVA	Privia Health Group, Inc.	358,429	$7,372,884

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$109,474,360	1,309,972	-3.6%	Shares	Sole	2026-05-13
2025-12-31	$124,491,852	1,358,933	-0.1%	Shares	Sole	2026-02-11
2025-09-30	$128,871,278	1,359,832	+2.9%	Shares	Sole	2025-11-13
2025-06-30	$138,428,083	1,321,383	-28.7%	Shares	Sole	2025-08-12
2025-03-31	$163,758,181	1,853,097	-10.0%	Shares	Sole	2025-05-13
2024-12-31	$197,659,494	2,060,026	-13.7%	Shares	Sole	2025-02-12
2024-09-30	$195,489,885	2,388,392	+0.5%	Shares	Sole	2024-11-12
2024-06-30	$204,914,984	2,377,204	+1.9%	Shares	Sole	2024-08-27
2024-03-31	$190,500,992	2,333,713	-1.0%	Shares	Sole	2024-05-13
2023-12-31	$156,307,023	2,357,572	+6.9%	Shares	Sole	2024-02-09
2023-09-30	$161,051,508	2,204,675	+12.1%	Shares	Sole	2023-11-13
2023-06-30	$124,168,535	1,966,559	+23.5%	Shares	Sole	2023-08-11
2023-03-31	$93,491,565	1,592,430	+39.9%	Shares	Sole	2023-05-12
2022-12-31	$70,157,723	1,138,185	+257.8%	Shares	Sole	2023-02-10
2022-09-30	$21,366,978	318,103	-6.5%	Shares	Sole	2022-11-14
2022-06-30	$20,888,868	340,265	-18.5%	Shares	Sole	2022-08-11
2022-03-31	$28,155,390	417,488	+0.8%	Shares	Sole	2022-05-13
2021-12-31	$18,329,428	414,318	+52.9%	Shares	Sole	2022-02-11
2021-09-30	$17,547,369	270,960	-8.4%	Shares	Sole	2021-11-12
2021-06-30	$23,795,199	295,666	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$20,202,052	297,089	-18.1%	Shares	Sole	2021-05-13
2020-12-31	$25,281,586	362,668	-5.2%	Shares	Sole	2021-02-10
2020-09-30	$19,647,483	382,470	-0.5%	Shares	Sole	2020-11-12
2020-06-30	$22,558,380	384,496	-8.2%	Shares	Defined	2020-08-14
2020-03-31	$21,197,968	419,015	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.