HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Summit Trail Advisors, LLC's Holding History (CIK: 0001698478)

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

Q3 2025
Shares 2,170 Value ($000) $206 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 2,009 Value ($000) $210 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 3,636 Value ($000) $321 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 3,128 Value ($000) $300 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 4,004 Value ($000) $328 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 3,993 Value ($000) $344 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 3,363 Value ($000) $275 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 3,363 Value ($000) $223 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 3,248 Value ($000) $237 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 3,240 Value ($000) $205 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 3,427 Value ($000) $201 Avg Close $60.73 Range $52.27 - $68.83
Q2 2022
Shares 3,686 Value ($000) $226 Avg Close $64.05 Range $53.10 - $72.70
Q4 2017
Shares 17 Value ($000) $1 Avg Close $49.51 Range $42.92 - $55.31