undamentalytics Newsletter

Heartland Express Inc: which funds bought and sold

Institutions that bought and sold Heartland Express shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 93 institutions that filed 13F reports for both quarters added to or opened positions in Heartland Express, and 81 cut or closed them. Together they added a net 1.3M shares, +3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.8M shares (+31.1%); index fund managers were net sellers of 345K shares (−2.3%). 41 opened a new position and 21 sold out entirely.

Bought, Q2 2026 93 institutions, 41 of them new holders Sold, Q2 2026 81 institutions, 21 of them sold out
Net change, all compared +1.3M shares (+3.5%)
Net change, active managers +1.8M shares (+31.1%), 20 bought, 14 sold

Buyers versus sellers

institutions compared, 218
Active managers and hedge funds 20 bought · 14 sold · +1.8M
Index fund managers 2 bought · 7 sold · −345K
Other institutions 71 bought · 60 sold · −238K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Arrowstreet Capital, Limited Partnership Hedge fund +786K +133.4% 1.4M $20.9M
Frontier Capital Management Co LLC Active manager +469K New position 469K $7.1M
Citadel Advisors LLC Hedge fund +436K +887.3% 486K $7.4M
Nuveen, LLC +310K +254.7% 432K $6.6M
Russell Investments Group, Ltd. +256K +251.5% 358K $5.4M
Boston Partners Active manager +163K New position 163K $2.5M
Evr Research LP +150K +45.5% 480K $7.3M
Dimensional Fund Advisors LP +130K +3.4% 4.0M $60.9M
Campbell & Co Investment Adviser LLC +115K New position 115K $1.8M
Ameriprise Financial Inc +113K +11.4% 1.1M $16.7M
Dean Investment Associates, LLC +110K +31.6% 459K $7M
Acadian Asset Management LLC Active manager +109K New position 109K $1.7M
Lighthouse Investment Partners, LLC Hedge fund +108K New position 108K $1.6M
Los Angeles Capital Management LLC Active manager +102K +29989.7% 102K $1.6M
Millennium Management LLC Hedge fund +89K New position 89K $1.4M
Dean Capital Management +89K +36.3% 333K $5.1M
Hudson Bay Capital Management LP Hedge fund +87K New position 87K $1.3M
Blackrock, Inc. Index funds +76K +1.1% 6.9M $105M
Caxton Associates LLP Hedge fund +76K New position 76K $1.1M
Pullen Investment Management, LLC +69K New position 69K $1.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Gate City Capital Management, LLC −1.3M −79.7% 320K $4.9M
Brandes Investment Partners, LP Active manager −276K Sold out 0 —
UBS Group AG −245K −45.3% 295K $4.5M
Tidal Investments LLC −181K Sold out 0 —
Vanguard Capital Management LLC Index funds −175K −7.8% 2.1M $31.5M
Goldman Sachs Group Inc −139K −22.1% 491K $7.5M
Charles Schwab Investment Management Inc Index funds −116K −10.7% 974K $14.8M
American Century Companies Inc Active manager −95K −5.2% 1.7M $26.4M
State Street Corp Index funds −86K −4.2% 2.0M $30.2M
Trexquant Investment LP Hedge fund −85K Sold out 0 —
Invesco Ltd. −75K −17.6% 350K $5.3M
Jpmorgan Chase & Co −70K −39.5% 107K $1.7M
Two Sigma Investments, LP Hedge fund −68K −4.8% 1.4M $20.9M
HRT Financial LP −58K Sold out 0 —
Sei Investments Co −51K −48.0% 55K $842,082
Larson Financial Group LLC −50K Sold out 0 —
Intech Investment Management LLC Active manager −49K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −38K Sold out 0 —
Universal- Beteiligungs- Und Servicegesellschaft Mbh −34K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −29K −73.9% 10K $155,625

New positions

largest by value
InstitutionSharesValue June 30, 2026
Frontier Capital Management Co LLCActive manager 469K $7.1M
Boston PartnersActive manager 163K $2.5M
Campbell & Co Investment Adviser LLC 115K $1.8M
Acadian Asset Management LLCActive manager 109K $1.7M
Lighthouse Investment Partners, LLCHedge fund 108K $1.6M
Millennium Management LLCHedge fund 89K $1.4M
Hudson Bay Capital Management LPHedge fund 87K $1.3M
Caxton Associates LLPHedge fund 76K $1.1M
Pullen Investment Management, LLC 69K $1.1M
Xtx Topco Ltd 66K $1M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Brandes Investment Partners, LPActive manager 276K $2.9M
Tidal Investments LLC 181K $1.8M
Trexquant Investment LPHedge fund 85K $887,463
HRT Financial LP 58K $601,000
Larson Financial Group LLC 50K $520,000
Intech Investment Management LLCActive manager 49K $512,616
Balyasny Asset Management L.P.Hedge fund 38K $397,321
Universal- Beteiligungs- Und Servicegesellschaft Mbh 34K $350,657
Quantbot Technologies LPHedge fund 25K $259,688
Brevan Howard Capital Management LPHedge fund 22K $231,483

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
198
Ten largest holders
59.7%
of 13F-reported shares
Index fund managers
38.8%
of 13F-reported shares
Active managers and hedge funds
20.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 14 11 7 +1.8M +31.1%
Index fund managers 2 7 0 0 −345K −2.3%
Other institutions 71 60 30 14 −238K −1.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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