HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

Optimize Financial Inc's Holding History (CIK: 0002033266)

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

Q4 2025

Shares 4,708 Value ($000) $431 Avg Close $95.73 Range $87.58 - $105.96

Q3 2025

Shares 4,644 Value ($000) $440 Avg Close $94.11 Range $86.63 - $105.47

Q4 2024

Shares 2,772 Value ($000) $266 Avg Close $93.19 Range $76.85 - $105.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,708	$431	$95.73	$87.58 - $105.96
Q3 2025	4,644	$440	$94.11	$86.63 - $105.47
Q4 2024	2,772	$266	$93.19	$76.85 - $105.82