HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 5,151 Value ($000) $472 Avg Close $95.73 Range $87.58 - $105.96
Q2 2025
Shares 5,164 Value ($000) $541 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 5,372 Value ($000) $475 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 4,555 Value ($000) $437 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 4,152 Value ($000) $340 Avg Close $77.16 Range $65.01 - $88.26
Q3 2021
Shares 7,982 Value ($000) $517 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 4,346 Value ($000) $350 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 4,220 Value ($000) $287 Avg Close $78.57 Range $66.14 - $93.32