HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

DIMENSIONAL FUND ADVISORS LP's Holding History (CIK: 0000354204)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,581,752 Value ($000) $144,911 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 1,559,008 Value ($000) $147,751 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 1,520,854 Value ($000) $159,325 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 1,533,373 Value ($000) $135,496 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 1,582,823 Value ($000) $151,877 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 1,581,723 Value ($000) $129,453 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 1,547,402 Value ($000) $133,377 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 1,431,561 Value ($000) $116,858 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 1,409,740 Value ($000) $93,466 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 1,301,632 Value ($000) $95,089 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 1,190,424 Value ($000) $75,160 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 1,105,700 Value ($000) $64,913 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 963,521 Value ($000) $59 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 935,297 Value ($000) $62,830 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 784,162 Value ($000) $48,146 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 699,519 Value ($000) $47,175 Avg Close $54.00 Range $43.98 - $68.88
Q4 2021
Shares 539,889 Value ($000) $23,884 Avg Close $58.24 Range $36.80 - $73.29
Q3 2021
Shares 512,743 Value ($000) $33,211 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 427,636 Value ($000) $34,423 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 255,144 Value ($000) $17,347 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 55,450 Value ($000) $3,865 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 57,645 Value ($000) $2,961 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 48,497 Value ($000) $2,845 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 194,040 Value ($000) $9,816 Avg Close $66.40 Range $34.40 - $88.78
Q4 2019
Shares 568,882 Value ($000) $42,136 Avg Close $62.38 Range $51.74 - $76.94
Q3 2019
Shares 621,790 Value ($000) $35,529 Avg Close $66.37 Range $50.87 - $83.66
Q2 2019
Shares 562,250 Value ($000) $36,771 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 543,377 Value ($000) $40,198 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 505,825 Value ($000) $30,171 Avg Close $80.61 Range $53.19 - $101.58
Q3 2018
Shares 497,012 Value ($000) $46,922 Avg Close $86.15 Range $72.63 - $99.99
Q2 2018
Shares 569,255 Value ($000) $42,753 Avg Close $71.83 Range $59.50 - $82.04
Q1 2018
Shares 601,854 Value ($000) $36,436 Avg Close $54.14 Range $46.08 - $68.75
Q4 2017
Shares 536,530 Value ($000) $25,035 Avg Close $49.51 Range $42.92 - $55.31
Q3 2017
Shares 531,288 Value ($000) $26,872 Avg Close $46.55 Range $40.21 - $51.85
Q2 2017
Shares 473,433 Value ($000) $23,591 Avg Close $46.77 Range $41.50 - $54.95
Q1 2017
Shares 377,919 Value ($000) $16,042 Avg Close $44.25 Range $37.62 - $49.25
Q4 2016
Shares 272,959 Value ($000) $11,061 Avg Close $38.65 Range $30.34 - $45.00
Q3 2016
Shares 229,556 Value ($000) $8,689 Avg Close $31.68 Range $27.45 - $38.00