Marshall Wace
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Marshall Wace’s Heartland Express HTLD Stock Holding History

Marshall Wace’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
Q1 		– Sell
-54,406
Closed -$610K – 2825
2024
Q4 		$610K Buy
+54,406
New +$640K ﹤0.01% 1962
2024
Q3 		– Sell
-142,774
Closed -$1.76M – 2698
2024
Q2 		$1.76M Buy
142,774
+64,522
+82% +$721K ﹤0.01% 1439
2024
Q1 		$934K Buy
+78,252
New +$995K ﹤0.01% 1686
2021
Q3 		– Sell
-12,636
Closed -$216K – 3196
2021
Q2 		$216K Buy
12,636
+160
+1% +$2.96K ﹤0.01% 2425
2021
Q1 		$244K Sell
12,476
-112,504
-90% -$2.14M ﹤0.01% 2198
2020
Q4 		$2.26M Sell
124,980
-136,305
-52% -$2.57M 0.01% 901
2020
Q3 		$4.86M Sell
261,285
-61,179
-19% -$1.25M 0.03% 525
2020
Q2 		$6.71M Buy
+322,464
New +$6.48M 0.05% 391
2019
Q4 		– Sell
-104,000
Closed -$2.24M – 1866
2019
Q3 		$2.24M Sell
104,000
-103,426
-50% -$2.07M 0.02% 731
2019
Q2 		$3.75M Buy
+207,426
New +$3.96M 0.03% 576
2015
Q2 		– Sell
-634,239
Closed -$15.1M – 957
2015
Q1 		$15.1M Buy
634,239
+538,033
+559% +$13.6M 0.2% 139
2014
Q4 		$2.6M Buy
+96,206
New +$2.43M 0.03% 410

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Marshall Wace's HTLD Position: Q1 2025 in Review

Marshall Wace sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 54,406 shares — an estimated $610K sold.

Marshall Wace first reported a position in HTLD in Q4 2014 and held it in 12 quarters. The position peaked at $15.1M in Q1 2015. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

  • Marshall Wace reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
  • Marshall Wace sold 54,406 Heartland Express shares in Q1 2025, an estimated $610K.
  • Marshall Wace first reported a position in Heartland Express in Q4 2014 and held it in 12 quarters.
  • Marshall Wace's Heartland Express position peaked at $15.1M in Q1 2015.
  • 188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on Marshall Wace's 13F filing for Q1 2025, filed 15 May 2025.