Jump Financial’s HEICO Corp HEI Stock Holding History

Jump Financial’s Portfolio HEI Stock Details HEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.5M	Buy	57,656 +34,703	+151%	+$10.6M	0.17%	118
2026 Q1	$6.29M	Buy	22,953 +16,488	+255%	+$5.31M	0.08%	286
2025 Q4	$2.09M	Buy	6,465 +1,310	+25%	+$414K	0.03%	657
2025 Q3	$1.66M	Sell	5,155 -14,337	-74%	-$4.56M	0.02%	803
2025 Q2	$6.39M	Buy	+19,492	New	+$5.39M	0.07%	344
2024 Q4	–	Sell	-947	Closed	-$248K	–	1801
2024 Q3	$248K	Sell	947 -17,116	-95%	-$4.14M	0.01%	1382
2024 Q2	$4.04M	Buy	18,063 +3,899	+28%	+$823K	0.08%	301
2024 Q1	$2.71M	Buy	14,164 +9,153	+183%	+$1.7M	0.07%	327
2023 Q4	$896K	Buy	5,011 +1,125	+29%	+$190K	0.03%	775
2023 Q3	$629K	Sell	3,886 -35,072	-90%	-$5.95M	0.02%	893
2023 Q2	$6.89M	Buy	38,958 +3,142	+9%	+$530K	0.25%	72
2023 Q1	$6.13M	Buy	+35,816	New	+$6.03M	0.25%	107
2022 Q4	–	Sell	-13,975	Closed	-$2.01M	–	1759
2022 Q3	$2.01M	Buy	13,975 +6,885	+97%	+$1.03M	0.08%	380
2022 Q2	$930K	Sell	7,090 -14,260	-67%	-$2.01M	0.04%	605
2022 Q1	$3.28M	Buy	+21,350	New	+$3.1M	0.14%	177
2021 Q1	–	Sell	-2,297	Closed	-$304K	–	1081
2020 Q4	$304K	Sell	2,297 -13	-0.6%	-$1.59K	0.05%	588
2020 Q3	$242K	Buy	+2,310	New	+$239K	0.05%	571

Other funds holding HEI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jump Financial's HEI Position: Q2 2026 in Review

Jump Financial increased its HEICO Corp (HEI) stake by 151% in Q2 2026, buying an estimated $10.6M and bringing the position to 57,656 shares worth $20.5M. The position accounts for 0.17% of the portfolio, ranked #118.

Jump Financial first reported a position in HEI in Q3 2020 and has held it in 17 quarters since. 773 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Jump Financial held 57,656 shares of HEICO Corp worth $20.5M as of Q2 2026.
Jump Financial bought 34,703 HEICO Corp shares in Q2 2026, an estimated $10.6M.
HEICO Corp made up 0.17% of Jump Financial's portfolio in Q2 2026, its #118 holding.
Jump Financial first reported a position in HEICO Corp in Q3 2020 and has held it in 17 quarters since.
773 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.