HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 8,996 Value ($000) $824 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 2,318 Value ($000) $220 Avg Close $94.11 Range $86.63 - $105.47