HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025

Shares 62,761 Value ($000) $5,750 Avg Close $95.73 Range $87.58 - $105.96

Q3 2025

Shares 54,610 Value ($000) $5,175 Avg Close $94.11 Range $86.63 - $105.47

Q2 2025

Shares 54,782 Value ($000) $5,739 Avg Close $94.79 Range $74.07 - $116.65

Q1 2025

Shares 51,986 Value ($000) $4,594 Avg Close $102.56 Range $80.33 - $115.59

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	62,761	$5,750	$95.73	$87.58 - $105.96
Q3 2025	54,610	$5,175	$94.11	$86.63 - $105.47
Q2 2025	54,782	$5,739	$94.79	$74.07 - $116.65
Q1 2025	51,986	$4,594	$102.56	$80.33 - $115.59