Heartland Express, Inc.
US ˙ NasdaqGS ˙ US4223471040

SecurityHTLD / Heartland Express, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership539,392 shares
Latest Disclosed Value $ 5,609,677
UBS Group AG reports 1.87% increase in ownership of HTLD / Heartland Express, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 539,392 shares of Heartland Express, Inc. (US:HTLD) valued at $5,609,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 529,514 shares of Heartland Express, Inc.. This represents a change in shares of 1.87% during the quarter. The current value of the position is $8,490,030 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F HEARTLAND EXPRESS COM 422347104 539,392 9,878 1.87 5,610 17.32 0.0002
2026-01-29 2025-12-31 13F HEARTLAND EXPRESS COM 422347104 529,514 251,670 90.58 4,782 105.37 0.0008
2025-11-13 2025-09-30 13F HEARTLAND EXPRESS COM 422347104 277,844 -28,677 -9.36 2,328 -12.08 0.0004
2025-08-14 2025-06-30 13F HEARTLAND EXPRESS COM 422347104 306,521 104,018 51.37 2,648 41.83 0.0005
2025-05-13 2025-03-31 13F HEARTLAND EXPRESS COM 422347104 202,503 47,539 30.68 1,867 7.42 0.0003
2025-02-14 2024-12-31 13F HEARTLAND EXPRESS COM 422347104 154,964 27,280 21.37 1,739 10.91 0.0003
2024-11-14 2024-09-30 13F HEARTLAND EXPRESS COM 422347104 127,684 44,424 53.36 1,568 52.73 0.0003
2024-08-14 2024-06-30 13F HEARTLAND EXPRESS COM 422347104 83,260 26,051 45.54 1,027 50.22 0.0003
2024-05-13 2024-03-31 13F HEARTLAND EXPRESS COM 422347104 57,209 12,301 27.39 683 6.72 0.0002
2024-02-09 2023-12-31 13F HEARTLAND EXPRESS COM 422347104 44,908 26,730 147.05 640 139.70 0.0002
2023-11-09 2023-09-30 13F HEARTLAND EXPRESS COM 422347104 18,178 17,178 1,717.80 267 1,568.75 0.0001
2023-08-11 2023-06-30 13F HEARTLAND EXPRESS COM 422347104 1,000 -21,376 -95.53 16 -95.51 0.0000
2023-05-12 2023-03-31 13F HEARTLAND EXPRESS COM 422347104 22,376 2,888 14.82 356 19.46 0.0001
2023-02-08 2022-12-31 13F HEARTLAND EXPRESS COM 422347104 19,488 9,331 91.87 299 105.52 0.0001
2022-11-10 2022-09-30 13F HEARTLAND EXPRESS COM 422347104 10,157 8,657 577.13 145 590.48 0.0001
2022-08-10 2022-06-30 13F HEARTLAND EXPRESS COM 422347104 1,500 -16,118 -91.49 21 -91.53 0.0000
2022-05-16 2022-03-31 13F HEARTLAND EXPRESS COM 422347104 17,618 -8,179 -31.71 248 -42.86 0.0001
2022-02-14 2021-12-31 13F HEARTLAND EXPRESS COM 422347104 25,797 13,317 106.71 434 117.00 0.0001
2021-11-15 2021-09-30 13F HEARTLAND EXPRESS COM 422347104 12,480 -27,779 -69.00 200 -70.97 0.0001
2021-08-13 2021-06-30 13F HEARTLAND EXPRESS COM 422347104 40,259 9,277 29.94 689 13.51 0.0002
2021-05-12 2021-03-31 13F HEARTLAND EXPRESS COM 422347104 30,982 23,927 339.15 607 374.22 0.0002
2021-02-11 2020-12-31 13F HEARTLAND EXPRESS COM 422347104 7,055 5,247 290.21 128 287.88 0.0000
2020-11-12 2020-09-30 13F HEARTLAND EXPRESS COM 422347104 1,808 -27,482 -93.83 33 -94.59 0.0000
2020-07-31 2020-06-30 13F HEARTLAND EXPRESS COM 422347104 29,290 25,264 627.52 610 724.32 0.0003
2020-05-01 2020-03-31 13F HEARTLAND EXPRESS COM 422347104 4,026 -1,073,561 -99.63 74 -99.67 0.0000
2020-02-14 2019-12-31 13F HEARTLAND EXPRESS COM 422347104 1,077,587 1,039,954 2,763.41 22,683 2,703.83 0.0079
2019-11-14 2019-09-30 13F HEARTLAND EXPRESS COM 422347104 37,633 24,119 178.47 809 230.20 0.0003
2019-08-14 2019-06-30 13F HEARTLAND EXPRESS COM 422347104 13,514 11,861 717.54 245 665.63 0.0001
2019-05-14 2019-03-31 13F HEARTLAND EXPRESS COM 422347104 1,653 -1,528 -48.04 32 -44.83 0.0000
2019-02-14 2018-12-31 13F HEARTLAND EXPRESS COM 422347104 3,181 1,938 155.91 58 132.00 0.0000
2018-11-14 2018-09-30 13F HEARTLAND EXPRESS COM 422347104 1,243 -2,214 -64.04 25 -60.94 0.0000
2018-08-14 2018-06-30 13F HEARTLAND EXPRESS COM 422347104 3,457 625 22.07 64 25.49 0.0000
2018-05-15 2018-03-31 13F HEARTLAND EXPRESS COM 422347104 2,832 1,273 81.65 51 37.84 0.0000
2018-02-14 2017-12-31 13F HEARTLAND EXPRESS COM 422347104 1,559 -107 -6.42 37 -11.90 0.0000
2017-11-14 2017-09-30 13F HEARTLAND EXPRESS COM 422347104 1,666 -42,239 -96.21 42 -95.40 0.0000
2017-11-14 2017-06-30 13F/A-1 HEARTLAND EXPRESS COM 422347104 43,905 829 1.92 914 5.66 0.0005
2017-08-14 2017-06-30 13F HEARTLAND EXPRESS COM 422347104 43,905 829 914
2017-11-14 2017-03-31 13F/A-1 HEARTLAND EXPRESS COM 422347104 43,076 -2,917 -6.34 865 -7.68 0.0005
2017-05-12 2017-03-31 13F HEARTLAND EXPRESS COM 422347104 43,076 -2,917 865
2017-02-14 2016-12-31 13F HEARTLAND EXPRESS COM 422347104 45,993 1,528 3.44 937 11.68 0.0005
2016-11-14 2016-09-30 13F HEARTLAND EXPRESS COM 422347104 44,465 3,265 7.92 839 17.18 0.0005
2016-08-12 2016-06-30 13F HEARTLAND EXPRESS COM 422347104 41,200 -621 -1.48 716 -7.61 0.0004
2016-05-12 2016-03-31 13F HEARTLAND EXPRESS COM 422347104 41,821 -3,288 -7.29 775 0.91 0.0005
2016-02-16 2015-12-31 13F HEARTLAND EXPRESS COM 422347104 45,109 -2,391 -5.03 768 -18.90 0.0005
2015-11-13 2015-09-30 13F HEARTLAND EXPRESS COM 422347104 47,500 -4,338 -8.37 947 -9.64 0.0007
2015-08-14 2015-06-30 13F HEARTLAND EXPRESS COM 422347104 51,838 640 1.25 1,048 -13.82 0.0007
2015-05-14 2015-03-31 13F HEARTLAND EXPRESS COM 422347104 51,198 -8,810 -14.68 1,216 -24.98 0.0008
2015-02-17 2014-12-31 13F HEARTLAND EXPRESS COM 422347104 60,008 60,008 1,621 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.