Healthequity shares owned by ClearBridge Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by ClearBridge Advisors
from 13F filings
Historical chart of ClearBridge Advisors investment in Healthequity
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Quarterly reported holdings in Healthequity by ClearBridge Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $196M | 2.4M | 81.85 |
| 2024-06-30 | $205M | 2.4M | 86.20 |
| 2024-03-31 | $191M | 2.3M | 81.63 |
| 2023-12-31 | $156M | 2.4M | 66.30 |
| 2023-09-30 | $161M | 2.2M | 73.05 |
| 2023-06-30 | $124M | 2.0M | 63.14 |
| 2023-03-31 | $94M | 1.6M | 58.71 |
| 2022-12-31 | $70M | 1.1M | 61.64 |
| 2022-09-30 | $21M | 318k | 67.17 |
| 2022-06-30 | $21M | 340k | 61.39 |
| 2022-03-31 | $28M | 418k | 67.44 |
| 2021-12-31 | $18M | 414k | 44.24 |
| 2021-09-30 | $18M | 271k | 64.76 |
| 2021-06-30 | $24M | 296k | 80.48 |
| 2021-03-31 | $20M | 297k | 68.00 |
| 2020-12-31 | $25M | 363k | 69.71 |
| 2020-09-30 | $20M | 383k | 51.37 |
| 2020-06-30 | $23M | 385k | 58.67 |
| 2020-03-31 | $21M | 419k | 50.59 |
| 2019-12-31 | $30M | 420k | 72.25 |
| 2019-09-30 | $19M | 327k | 57.15 |
| 2019-06-30 | $19M | 295k | 65.40 |
| 2019-03-31 | $20M | 265k | 73.98 |
| 2018-12-31 | $22M | 367k | 59.65 |
| 2018-09-30 | $36M | 381k | 94.41 |
| 2018-06-30 | $3.0k | 39 | 76.92 |
| 2018-03-31 | $3.0k | 51 | 58.82 |
| 2017-12-31 | $2.0k | 51 | 39.22 |
| 2017-09-30 | $79k | 1.6k | 50.67 |
| 2017-06-30 | $69k | 1.4k | 50.04 |
| 2017-03-31 | $50k | 1.2k | 42.55 |
| 2016-12-31 | $26k | 635 | 40.94 |
| 2016-09-30 | $8.0k | 210 | 38.10 |