Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Heartland Express HTLD Stock Holding History

Jacobs Levy Equity Management’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50,696
Closed -$425K – 988
2025
Q3 		$425K Sell
50,696
-454,345
-90% -$3.85M ﹤0.01% 841
2025
Q2 		$4.36M Sell
505,041
-20,446
-4% -$175K 0.02% 465
2025
Q1 		$4.84M Sell
525,487
-17,358
-3% -$184K 0.02% 461
2024
Q4 		$6.09M Sell
542,845
-16,186
-3% -$190K 0.02% 392
2024
Q3 		$6.86M Sell
559,031
-4,006
-0.7% -$49.2K 0.03% 387
2024
Q2 		$6.94M Buy
563,037
+522,581
+1,292% +$5.84M 0.03% 393
2024
Q1 		$483K Buy
40,456
+3,180
+9% +$40.4K ﹤0.01% 820
2023
Q4 		$532K Buy
+37,276
New +$510K ﹤0.01% 821
2023
Q3 		– Sell
-26,982
Closed -$443K – 1007
2023
Q2 		$443K Sell
26,982
-21,944
-45% -$342K ﹤0.01% 840
2023
Q1 		$779K Buy
+48,926
New +$795K ﹤0.01% 744
2018
Q2 		– Sell
-21,238
Closed -$382K – 1054
2018
Q1 		$382K Sell
21,238
-32,240
-60% -$680K 0.01% 819
2017
Q4 		$1.25M Buy
53,478
+2,002
+4% +$45.2K 0.02% 571
2017
Q3 		$1.29M Buy
+51,476
New +$1.12M 0.03% 537
2014
Q1 		– Sell
-274,554
Closed -$5.39M – 942
2013
Q4 		$5.39M Buy
274,554
+243,354
+780% +$3.99M 0.08% 273
2013
Q3 		$443K Buy
+31,200
New +$448K 0.01% 720

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobs Levy Equity Management's HTLD Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Heartland Express (HTLD) in Q4 2025, closing a stake of 50,696 shares — an estimated $425K sold.

Jacobs Levy Equity Management first reported a position in HTLD in Q3 2013 and held it in 15 quarters. The position peaked at $6.94M in Q2 2024. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Heartland Express position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 50,696 Heartland Express shares in Q4 2025, an estimated $425K.
  • Jacobs Levy Equity Management first reported a position in Heartland Express in Q3 2013 and held it in 15 quarters.
  • Jacobs Levy Equity Management's Heartland Express position peaked at $6.94M in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.