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Occudo Quantitative Strategies’s Heartland Express HTLD Stock Holding History

Occudo Quantitative Strategies’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 		$898K Buy
+58,975
New +$799K 0.05% 401
2024
Q2 		– Sell
-42,316
Closed -$505K – 862
2024
Q1 		$505K Sell
42,316
-561
-1% -$7.13K 0.09% 302
2023
Q4 		$611K Buy
+42,877
New +$586K 0.08% 327
2023
Q3 		– Sell
-24,374
Closed -$400K – 1121
2023
Q2 		$400K Buy
+24,374
New +$380K 0.04% 629
2022
Q4 		– Sell
-21,746
Closed -$311K – 1150
2022
Q3 		$311K Buy
+21,746
New +$327K 0.02% 834
2022
Q2 		– Sell
-31,481
Closed -$443K – 1241
2022
Q1 		$443K Sell
31,481
-7,032
-18% -$105K 0.04% 697
2021
Q4 		$648K Buy
38,513
+816
+2% +$13.7K 0.06% 522
2021
Q3 		$604K Sell
37,697
-204
-0.5% -$3.4K 0.07% 472
2021
Q2 		$649K Sell
37,901
-11,707
-24% -$216K 0.1% 336
2021
Q1 		$971K Buy
49,608
+35,650
+255% +$677K 0.21% 134
2020
Q4 		$253K Buy
+13,958
New +$263K 0.08% 470

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

Occudo Quantitative Strategies's HTLD Position: Q2 2026 in Review

Occudo Quantitative Strategies opened a new position in Heartland Express (HTLD) in Q2 2026: 58,975 shares worth $898K. The stake represents 0.05% of the portfolio and ranks #401 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in HTLD as recently as Q1 2024.

Occudo Quantitative Strategies first reported a position in HTLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $971K in Q1 2021. 200 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Occudo Quantitative Strategies held 58,975 shares of Heartland Express worth $898K as of Q2 2026.
  • Heartland Express was a new Occudo Quantitative Strategies position in Q2 2026.
  • Heartland Express made up 0.05% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #401 holding.
  • Occudo Quantitative Strategies first reported a position in Heartland Express in Q4 2020 and has held it in 11 quarters since.
  • Occudo Quantitative Strategies's Heartland Express position peaked at $971K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.