Legato Capital Management
HTLD icon

Legato Capital Management’s Heartland Express HTLD Stock Holding History

Legato Capital 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
2026
Q3 		$1.31M Sell
112,611
-60,873
-35% -$791K 0.12% 275
2026
Q2 		$2.64M Buy
173,484
+46,194
+36% +$626K 0.22% 139
2026
Q1 		$1.32M Buy
127,290
+55,043
+76% +$581K 0.12% 226
2025
Q4 		$652K Buy
72,247
+22,960
+47% +$191K 0.06% 475
2025
Q3 		$413K Sell
49,287
-93,517
-65% -$792K 0.05% 466
2025
Q2 		$1.23M Buy
142,804
+26,008
+22% +$223K 0.15% 227
2025
Q1 		$1.08M Buy
116,796
+61,687
+112% +$653K 0.15% 229
2024
Q4 		$618K Sell
55,109
-74,855
-58% -$880K 0.08% 411
2024
Q3 		$1.6M Sell
129,964
-48,263
-27% -$592K 0.2% 164
2024
Q2 		$2.2M Buy
178,227
+24,314
+16% +$272K 0.3% 83
2024
Q1 		$1.84M Buy
153,913
+3,899
+3% +$49.6K 0.22% 143
2023
Q4 		$2.14M Buy
150,014
+18,712
+14% +$256K 0.28% 104
2023
Q3 		$1.93M Buy
131,302
+56,430
+75% +$876K 0.28% 105
2023
Q2 		$1.23M Sell
74,872
-9,783
-12% -$152K 0.17% 202
2023
Q1 		$1.35M Sell
84,655
-51,826
-38% -$843K 0.24% 132
2022
Q4 		$2.09M Buy
+136,481
New +$2.11M 0.4% 57

Other funds holding HTLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Phoenix Asset Management Partners
Phoenix Asset Management Partners London $163M AUM 3.72% 1-Year Est. Return
Lesa Sroufe & Co
Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Legato Capital Management's HTLD Position: Q3 2026 in Review

Legato Capital Management reduced its Heartland Express (HTLD) stake by 35% in Q3 2026, selling an estimated $791K and leaving 112,611 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #275.

Legato Capital Management first reported a position in HTLD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.64M in Q2 2026. 104 funds tracked by Wall St. Rank hold HTLD as of Q3 2026.

  • Legato Capital Management held 112,611 shares of Heartland Express worth $1.31M as of Q3 2026.
  • Legato Capital Management sold 60,873 Heartland Express shares in Q3 2026, an estimated $791K.
  • Heartland Express made up 0.12% of Legato Capital Management's portfolio in Q3 2026, its #275 holding.
  • Legato Capital Management first reported a position in Heartland Express in Q4 2022 and has held it in 16 quarters since.
  • Legato Capital Management's Heartland Express position peaked at $2.64M in Q2 2026.
  • 104 funds tracked by Wall St. Rank held Heartland Express as of Q3 2026.

Based on Legato Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.