Clearbridge Investments, LLC

CIK

1348883

City

NEW YORK

State / Country

Stock

HQY — Healthequity, Inc.

Top Portfolio Positions

656 positions · $113,488,137,530 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	32,400,253	$5,650,604,123	4.98%
MSFT	Microsoft Corp Technology	9,270,237	$3,431,563,629	3.02%
AAPL	Apple Inc. Technology	13,130,195	$3,332,312,188	2.94%
GOOGL	Alphabet Inc. Communication Services	10,489,460	$3,016,349,116	2.66%
AMZN	Amazon Com Inc Consumer Cyclical	14,450,175	$3,009,537,946	2.65%
META	Meta Platforms, Inc. Communication Services	4,722,347	$2,701,796,388	2.38%
AVGO	Broadcom Inc. Technology	8,326,644	$2,577,179,583	2.27%
V	Visa Inc. Financial Services	6,460,806	$1,952,714,005	1.72%
NFLX	Netflix Inc Communication Services	19,559,362	$1,880,632,656	1.66%
WMB	Williams Companies, Inc. Energy	23,238,857	$1,691,324,010	1.49%

50 quarters · across all stocks

Compact Export CSV

25 quarters 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 13F history on record for this holder in this stock.