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Knight-Swift Transportation Holdings Inc.

KNX Industrials
$69.06 +$1.03 (1.51%)
Market Cap: $11.22 B
Gurus Holding
9
Popularity Rank
#613
% of Shares Held
3.85%
Net Activity (Q1 2026)
+$20.79 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $432.1 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $20.79 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who opened a new position. Conversely, Jefferies Group reduced exposure by 87.6%.

Key Holders

Top 5 by Value

$194.18 M
$79.27 M
$72.54 M
$5.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$104.41 M
Total Buy Value
New Buys 3
Additions 3
-$83.63 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
6

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

Major holders include Cliff Asness ($194.18 M), Steven Cohen ($79.27 M), Richard Pzena ($72.54 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 6.26 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.79 M, with 6 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited KNX. The total reported sell value was $83.63 M.

Yes, 3 managers opened new positions in KNX, and 3 increased their existing holdings. The total reported buy value was $104.41 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 84.4% 3,410,918 $194.18 M Q1 2026
0.10% Add 21.1% 1,376,641 $79.27 M Q1 2026
0.24% Reduce -0.4% 1,259,811 $72.54 M Q1 2026
0.01% Add 3.4% 92,407 $5.32 M Q1 2026
0.10% Reduce -51.1% 85,334 $4.91 M Q1 2026
0.00% New Buy 12,141 $699,079 Q1 2026
0.01% New Buy 10,609 $610,866 Q1 2026
0.00% Reduce -87.6% 4,670 $268,899 Q1 2026
0.00% New Buy 4,406 $253,697 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form