OF
HTZ icon

Optimize Financial’s Hertz HTZ Stock Holding History

Optimize Financial’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$393K Buy
85,261
+26,500
+45% +$128K 0.19% 199
2025
Q4 		$302K Buy
58,761
+844
+1% +$4.61K 0.15% 268
2025
Q3 		$394K Buy
+57,917
New +$372K 0.21% 217

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Optimize Financial's HTZ Position: Q1 2026 in Review

Optimize Financial increased its Hertz (HTZ) stake by 45% in Q1 2026, buying an estimated $128K and bringing the position to 85,261 shares worth $393K. The position accounts for 0.19% of the portfolio, ranked #199.

Optimize Financial first reported a position in HTZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $394K in Q3 2025. 266 funds tracked by Wall St. Rank hold HTZ as of Q1 2026.

  • Optimize Financial held 85,261 shares of Hertz worth $393K as of Q1 2026.
  • Optimize Financial bought 26,500 Hertz shares in Q1 2026, an estimated $128K.
  • Hertz made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #199 holding.
  • Optimize Financial first reported a position in Hertz in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Hertz position peaked at $394K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Hertz as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.