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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Legato Capital Management's HTLD Position: Q2 2026 in Review

Legato Capital Management increased its Heartland Express (HTLD) stake by 36% in Q2 2026, buying an estimated $626K and bringing the position to 173,484 shares worth $2.64M. The position accounts for 0.22% of the portfolio, ranked #139.

Legato Capital Management first reported a position in HTLD in Q4 2022 and has held it in 15 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Legato Capital Management held 173,484 shares of Heartland Express worth $2.64M as of Q2 2026.
  • Legato Capital Management bought 46,194 Heartland Express shares in Q2 2026, an estimated $626K.
  • Heartland Express made up 0.22% of Legato Capital Management's portfolio in Q2 2026, its #139 holding.
  • Legato Capital Management first reported a position in Heartland Express in Q4 2022 and has held it in 15 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.