HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

CAPTRUST FINANCIAL ADVISORS's Holding History (CIK: 0001512024)

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

Q4 2025
Shares 27,314 Value ($000) $2,502 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 30,341 Value ($000) $2,875 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 32,223 Value ($000) $3,376 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 19,371 Value ($000) $1,712 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 21,959 Value ($000) $2,107 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 10,088 Value ($000) $826 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 11,305 Value ($000) $974 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 10,482 Value ($000) $856 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 11,743 Value ($000) $779 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 12,256 Value ($000) $895 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 7,328 Value ($000) $463 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 7,472 Value ($000) $439 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 5,769 Value ($000) $356 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 8,906 Value ($000) $598 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 1,911 Value ($000) $117 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 1,176 Value ($000) $79 Avg Close $54.00 Range $43.98 - $68.88
Q4 2021
Shares 611 Value ($000) $27 Avg Close $58.24 Range $36.80 - $73.29
Q3 2021
Shares 561 Value ($000) $36 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 441 Value ($000) $35 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 1,364 Value ($000) $93 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 1,129 Value ($000) $79 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 5,234 Value ($000) $271 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 2,647 Value ($000) $157 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 7,076 Value ($000) $311 Avg Close $66.40 Range $34.40 - $88.78
Q4 2019
Shares 7,318 Value ($000) $529 Avg Close $62.38 Range $51.74 - $76.94
Q3 2019
Shares 7,523 Value ($000) $430 Avg Close $66.37 Range $50.87 - $83.66
Q2 2019
Shares 7,837 Value ($000) $513 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 7,597 Value ($000) $562 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 7,666 Value ($000) $457 Avg Close $80.61 Range $53.19 - $101.58
Q1 2018
Shares 8,155 Value ($000) $492 Avg Close $54.14 Range $46.08 - $68.75