HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

ADVISORY RESEARCH INC's Holding History (CIK: 0000902584)

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

Q4 2025
Shares 21,069 Value ($000) $1,930 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 22,292 Value ($000) $2,113 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 22,292 Value ($000) $2,335 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 29,068 Value ($000) $2,569 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 29,085 Value ($000) $2,791 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 29,055 Value ($000) $2,378 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 30,730 Value ($000) $2,649 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 30,720 Value ($000) $2,508 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 26,285 Value ($000) $1,743 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 61,609 Value ($000) $4,501 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 25,965 Value ($000) $1,639 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 24,770 Value ($000) $1,454 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 25,135 Value ($000) $1,549 Avg Close $67.21 Range $57.38 - $79.20
Q2 2018
Shares 19,457 Value ($000) $1,461 Avg Close $71.83 Range $59.50 - $82.04
Q1 2018
Shares 15,552 Value ($000) $942 Avg Close $54.14 Range $46.08 - $68.75