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Knight-Swift Transportation Holdings Inc.

KNX Industrials
$72.42 $-0.88 (-1.20%)
Market Cap: $11.79 B
Gurus Holding
8
Popularity Rank
#934
% of Shares Held
4.99%
Net Activity (Q2 2026)
+$147.65 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $587.91 M.

Top institutional holders include Cliff Asness and Manning & Napier Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $147.65 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Richard Pzena reduced exposure by 95.3%.

Key Holders

Top 5 by Value

$349.56 M
$76.43 M
$12.51 M
$11.04 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$280.22 M
Total Buy Value
New Buys 2
Additions 2
-$132.57 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

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

Major holders include Cliff Asness ($349.56 M), Manning & Napier Group ($173.67 M), Steven Cohen ($76.43 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 8.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $147.65 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited KNX. The total reported sell value was $132.57 M.

Yes, 2 managers opened new positions in KNX, and 2 increased their existing holdings. The total reported buy value was $280.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 31.6% 4,488,969 $349.56 M Q2 2026
2.23% New Buy 2,221,397 $173.67 M Q2 2026
0.08% Reduce -28.7% 981,483 $76.43 M Q2 2026
0.02% New Buy 160,691 $12.51 M Q2 2026
0.03% Add 1067.2% 141,714 $11.04 M Q2 2026
0.01% Reduce -35.3% 59,772 $4.65 M Q2 2026
0.01% Reduce -95.3% 59,406 $4.63 M Q2 2026
0.00% Reduce -87.6% 4,670 $268,899 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form