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Knight-Swift Transportation Holdings Inc.

KNX Industrials
$57.58 +$2.12 (3.82%)
Market Cap: $9.35 B
Gurus Holding
7
Popularity Rank
#1242
% of Shares Held
3.70%
Net Activity (Q4 2025)
-$41.65 M

Guru Ownership Trend

Guru Analysis for Knight-Swift Transportation Holdings Inc. (KNX)

Knight-Swift Transportation Holdings Inc. (KNX), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $346.21 M.

Top institutional holders include Cliff Asness and Larry Robbins.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $41.65 M net outflow during the quarter.

Recent activity highlights Richard Pzena who opened a new position. Conversely, Steven Cohen reduced exposure by 66.7%.

Key Holders

Top 5 by Value

$96.69 M
$76.27 M
$66.15 M
$59.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$108.44 M
Total Buy Value
New Buys 3
Additions 2
-$150.09 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for Knight-Swift Transportation Holdings Inc. (KNX)

Major holders include Cliff Asness ($96.69 M), Larry Robbins ($76.27 M), Richard Pzena ($66.15 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.01 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $41.65 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited KNX. The total reported sell value was $150.09 M.

Yes, 3 managers opened new positions in KNX, and 2 increased their existing holdings. The total reported buy value was $108.44 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -3.9% 1,849,548 $96.69 M Q4 2025
1.55% Add 69.7% 1,458,891 $76.27 M Q4 2025
0.20% New Buy 1,265,317 $66.15 M Q4 2025
0.07% Reduce -66.7% 1,137,174 $59.45 M Q4 2025
0.13% Add 89.8% 174,507 $9.12 M Q4 2025
0.01% New Buy 89,394 $4.67 M Q4 2025
0.01% New Buy 37,775 $1.97 M Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form