HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 2,879 Value ($000) $264 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 73 Value ($000) $7 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 58 Value ($000) $6 Avg Close $94.79 Range $74.07 - $116.65
Q4 2024
Shares 65 Value ($000) $6 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 97 Value ($000) $8 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 169 Value ($000) $15 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 79 Value ($000) $6 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 79 Value ($000) $6 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 90 Value ($000) $6 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 95 Value ($000) $6 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 80 Value ($000) $4 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 80 Value ($000) $5 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 59 Value ($000) $5 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 64 Value ($000) $4 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 64 Value ($000) $4 Avg Close $54.00 Range $43.98 - $68.88
Q4 2021
Shares 38 Value ($000) $2 Avg Close $58.24 Range $36.80 - $73.29
Q3 2021
Shares 532 Value ($000) $34 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 532 Value ($000) $43 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 570 Value ($000) $39 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 566 Value ($000) $39 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 541 Value ($000) $28 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 501 Value ($000) $29 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 436 Value ($000) $22 Avg Close $66.40 Range $34.40 - $88.78
Q4 2019
Shares 436 Value ($000) $32 Avg Close $62.38 Range $51.74 - $76.94
Q3 2019
Shares 431 Value ($000) $25 Avg Close $66.37 Range $50.87 - $83.66
Q2 2019
Shares 356 Value ($000) $23 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 556 Value ($000) $41 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 322 Value ($000) $19 Avg Close $80.61 Range $53.19 - $101.58
Q3 2018
Shares 574 Value ($000) $54 Avg Close $86.15 Range $72.63 - $99.99
Q2 2018
Shares 274 Value ($000) $21 Avg Close $71.83 Range $59.50 - $82.04
Q1 2018
Shares 74 Value ($000) $4 Avg Close $54.14 Range $46.08 - $68.75
Q4 2017
Shares 94 Value ($000) $4 Avg Close $49.51 Range $42.92 - $55.31
Q2 2017
Shares 800 Value ($000) $40 Avg Close $46.77 Range $41.50 - $54.95
Q1 2017
Shares 800 Value ($000) $34 Avg Close $44.25 Range $37.62 - $49.25
Q4 2016
Shares 600 Value ($000) $24 Avg Close $38.65 Range $30.34 - $45.00