HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025

Shares 59,645 Value ($000) $5,464 Avg Close $95.73 Range $87.58 - $105.96

Q3 2025

Shares 50,414 Value ($000) $4,778 Avg Close $94.11 Range $86.63 - $105.47

Q2 2025

Shares 49,064 Value ($000) $5,140 Avg Close $94.79 Range $74.07 - $116.65

Q1 2025

Shares 34,726 Value ($000) $3,069 Avg Close $102.56 Range $80.33 - $115.59

Q4 2024

Shares 34,221 Value ($000) $3,284 Avg Close $93.19 Range $76.85 - $105.82

Q3 2024

Shares 23,632 Value ($000) $1,934 Avg Close $77.16 Range $65.01 - $88.26

Q2 2024

Shares 19,926 Value ($000) $1,718 Avg Close $80.80 Range $74.75 - $87.72

Q1 2024

Shares 15,943 Value ($000) $1,301 Avg Close $78.08 Range $66.00 - $84.49

Q4 2023

Shares 9,602 Value ($000) $637 Avg Close $69.33 Range $61.81 - $76.62

Q3 2023

Shares 6,858 Value ($000) $501 Avg Close $67.56 Range $61.32 - $76.30

Q2 2023

Shares 5,275 Value ($000) $333 Avg Close $57.99 Range $48.86 - $67.78

Q1 2021

Shares 3,546 Value ($000) $241 Avg Close $78.57 Range $66.14 - $93.32

Q4 2020

Shares 3,525 Value ($000) $246 Avg Close $62.20 Range $49.09 - $75.72

Q2 2020

Shares 4,109 Value ($000) $241 Avg Close $55.30 Range $40.55 - $67.94

Q1 2020

Shares 4,200 Value ($000) $212 Avg Close $66.40 Range $34.40 - $88.78

Q4 2019

Shares 3,307 Value ($000) $245 Avg Close $62.38 Range $51.74 - $76.94

Q2 2019

Shares 4,408 Value ($000) $288 Avg Close $69.61 Range $61.66 - $78.90

Q1 2019

Shares 3,817 Value ($000) $282 Avg Close $70.30 Range $50.29 - $85.07

Q4 2018

Shares 4,020 Value ($000) $240 Avg Close $80.61 Range $53.19 - $101.58

Q3 2018

Shares 3,168 Value ($000) $299 Avg Close $86.15 Range $72.63 - $99.99

Q2 2018

Shares 2,668 Value ($000) $200 Avg Close $71.83 Range $59.50 - $82.04

Q1 2018

Shares 2,916 Value ($000) $177 Avg Close $54.14 Range $46.08 - $68.75

Q2 2017

Shares 3,274 Value ($000) $163 Avg Close $46.77 Range $41.50 - $54.95

Q1 2017

Shares 1,684 Value ($000) $71 Avg Close $44.25 Range $37.62 - $49.25

Q4 2016

Shares 524 Value ($000) $21 Avg Close $38.65 Range $30.34 - $45.00

Q3 2016

Shares 50 Value ($000) $2 Avg Close $31.68 Range $27.45 - $38.00

Q2 2016

Shares 10 Value ($000) $0 Avg Close $26.26 Range $22.26 - $30.40

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	59,645	$5,464	$95.73	$87.58 - $105.96
Q3 2025	50,414	$4,778	$94.11	$86.63 - $105.47
Q2 2025	49,064	$5,140	$94.79	$74.07 - $116.65
Q1 2025	34,726	$3,069	$102.56	$80.33 - $115.59
Q4 2024	34,221	$3,284	$93.19	$76.85 - $105.82
Q3 2024	23,632	$1,934	$77.16	$65.01 - $88.26
Q2 2024	19,926	$1,718	$80.80	$74.75 - $87.72
Q1 2024	15,943	$1,301	$78.08	$66.00 - $84.49
Q4 2023	9,602	$637	$69.33	$61.81 - $76.62
Q3 2023	6,858	$501	$67.56	$61.32 - $76.30
Q2 2023	5,275	$333	$57.99	$48.86 - $67.78
Q1 2021	3,546	$241	$78.57	$66.14 - $93.32
Q4 2020	3,525	$246	$62.20	$49.09 - $75.72
Q2 2020	4,109	$241	$55.30	$40.55 - $67.94
Q1 2020	4,200	$212	$66.40	$34.40 - $88.78
Q4 2019	3,307	$245	$62.38	$51.74 - $76.94
Q2 2019	4,408	$288	$69.61	$61.66 - $78.90
Q1 2019	3,817	$282	$70.30	$50.29 - $85.07
Q4 2018	4,020	$240	$80.61	$53.19 - $101.58
Q3 2018	3,168	$299	$86.15	$72.63 - $99.99
Q2 2018	2,668	$200	$71.83	$59.50 - $82.04
Q1 2018	2,916	$177	$54.14	$46.08 - $68.75
Q2 2017	3,274	$163	$46.77	$41.50 - $54.95
Q1 2017	1,684	$71	$44.25	$37.62 - $49.25
Q4 2016	524	$21	$38.65	$30.34 - $45.00
Q3 2016	50	$2	$31.68	$27.45 - $38.00
Q2 2016	10	$0	$26.26	$22.26 - $30.40