Franklin Resources: HQY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on HQY, newest first. How the timeline and the estimate are built.

Franklin Resources held 1,657,424 HQY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,657,424 shares
Change vs previous 13F +6,064 shares
0.03% of the 13F portfolio, value $149,698,473.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 360,659 shares
- Clearbridge Investments, LLC: 1,296,765 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,651,360 shares
Change vs previous 13F -49,273 shares
0.03% of the 13F portfolio, value $138,004,142.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 341,388 shares
- Clearbridge Investments, LLC: 1,309,972 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,700,633 shares
Change vs previous 13F -499,447 shares
0.03% of the 13F portfolio, value $155,795,025.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 341,700 shares
- Clearbridge Investments, LLC: 1,358,933 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,200,080 shares
Change vs previous 13F +44,748 shares
0.04% of the 13F portfolio, value $208,501,585.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 840,248 shares
- Clearbridge Investments, LLC: 1,359,832 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,155,332 shares
Change vs previous 13F -1,092,432 shares
0.05% of the 13F portfolio, value $225,792,547.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 833,949 shares
- Clearbridge Investments, LLC: 1,321,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,247,764 shares
Change vs previous 13F -169,699 shares
0.06% of the 13F portfolio, value $287,004,829.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 1,394,667 shares
- Clearbridge Investments, LLC: 1,853,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,417,463 shares
Change vs previous 13F -611,144 shares
0.07% of the 13F portfolio, value $327,905,582.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 1,357,437 shares
- Clearbridge Investments, LLC: 2,060,026 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,028,607 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $334,858,914.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 1,640,215 shares
- Clearbridge Investments, LLC: 2,388,392 shares
Acceptance time not in the bulk data set (spec §4.2).