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Penserra Capital Management’s HEICO Corp HEI Stock Holding History

Penserra Capital Management’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-726
Closed -$234K – 1095
2025
Q3 		$234K Buy
726
+636
+707% +$202K ﹤0.01% 687
2025
Q2 		$29K Sell
90
-2,534
-97% -$701K ﹤0.01% 784
2025
Q1 		$701K Buy
+2,624
New +$639K 0.01% 540
2024
Q3 		– Sell
-1,962
Closed -$439K – 1197
2024
Q2 		$439K Buy
+1,962
New +$414K 0.01% 593
2019
Q3 		– Sell
-111,452
Closed -$14.9M – 899
2019
Q2 		$14.9M Buy
+111,452
New +$12.4M 1.16% 15
2018
Q4 		– Sell
-3,324
Closed -$307K – 694
2018
Q3 		$307K Buy
+3,324
New +$273K 0.02% 371

Other funds holding HEI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Penserra Capital Management's HEI Position: Q4 2025 in Review

Penserra Capital Management sold out of HEICO Corp (HEI) in Q4 2025, closing a stake of 726 shares — an estimated $234K sold.

Penserra Capital Management first reported a position in HEI in Q3 2018 and held it in 6 quarters. The position peaked at $14.9M in Q2 2019. 757 funds tracked by Wall St. Rank hold HEI as of Q4 2025.

  • Penserra Capital Management reported no remaining HEICO Corp position as of Q4 2025 after selling out during the quarter.
  • Penserra Capital Management sold 726 HEICO Corp shares in Q4 2025, an estimated $234K.
  • Penserra Capital Management first reported a position in HEICO Corp in Q3 2018 and held it in 6 quarters.
  • Penserra Capital Management's HEICO Corp position peaked at $14.9M in Q2 2019.
  • 757 funds tracked by Wall St. Rank held HEICO Corp as of Q4 2025.

Based on Penserra Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.