KNIGHT-SWIFT TRANSN HLDGS IN KNX
CL A · Common Stock · CUSIP 499049104 · ISIN US4990491049
American truckload transportation company
- SectorIndustrials
- IndustryTrucking (No Local)
- HeadquartersPhoenix, AZ
- Founded2017
- Websiteknight-swift.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($50.4m this quarter). Holder counts are more reliable. Shares outstanding: 162.8m as of 2026-07-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $77.65. Options: 18 managers hold calls ($150.2m notional), 17 hold puts ($222.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 469 |
| Q4 2022 | 485 |
| Q1 2023 | 492 |
| Q2 2023 | 488 |
| Q3 2023 | 477 |
| Q4 2023 | 484 |
| Q1 2024 | 485 |
| Q2 2024 | 440 |
| Q3 2024 | 466 |
| Q4 2024 | 472 |
| Q1 2025 | 481 |
| Q2 2025 | 445 |
| Q3 2025 | 448 |
| Q4 2025 | 461 |
| Q1 2026 | 511 |
| Q2 2026 | 631 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 217 | 221 |
| Q4 2024 | 221 | 197 |
| Q1 2025 | 241 | 266 |
| Q2 2025 | 208 | 258 |
| Q3 2025 | 203 | 232 |
| Q4 2025 | 209 | 238 |
| Q1 2026 | 295 | 167 |
| Q2 2026 | 367 | 212 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $38.9m | $58.1m | 1.50 |
| Q4 2025 | $102.2m | $62.9m | 0.62 |
| Q1 2026 | $34.8m | $72.3m | 2.08 |
| Q2 2026 | $150.2m | $222.3m | 1.48 |
Biggest buyers
| BlackRock, Inc. | Added | +2.3m |
| MANNING & NAPIER ADVISORS LLC | New | +2.2m |
| PointState Capital LP | New | +2.0m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.5m |
| Invesco Ltd. | Added | +1.5m |
| JANE STREET GROUP, LLC | Added | +1.2m |
| Polar Capital Holdings Plc | New | +1.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| Qube Research & Technologies Ltd | New | +1.1m |
| AMERICAN CENTURY COMPANIES INC | Added | +991.0k |
Biggest sellers
| D1 Capital Partners L.P. | Sold out | -5.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.2m |
| Ensign Peak Advisors, Inc | Reduced | -2.6m |
| Allspring Global Investments Holdings, LLC | Reduced | -2.1m |
| FMR LLC | Reduced | -1.6m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.5m |
| Slate Path Capital LP | Reduced | -1.2m |
| PZENA INVESTMENT MANAGEMENT LLC | Reduced | -1.2m |
| FRANKLIN RESOURCES INC | Reduced | -1.1m |
| Jain Global LLC | Sold out | -952.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $34.2m439.6k shares |
| JANE STREET GROUP, LLC | Added | $22.2m285.2k shares |
| CITADEL ADVISORS LLC | Added | $16.5m211.4k shares |
| MILLENNIUM MANAGEMENT LLC | New | $15.6m200.7k shares |
| Caption Management, LLC | New | $15.6m200.0k shares |
| Walleye Trading LLC | Added | $11.3m145.2k shares |
| IMC-Chicago, LLC | Added | $9.9m127.0k shares |
| WELLS FARGO & COMPANY/MN | New | $8.8m112.8k shares |
| D. E. Shaw & Co., Inc. | Added | $4.8m61.4k shares |
| SIMPLEX TRADING, LLC | Added | $4.4m56.4k shares |
Biggest puts
| Walleye Trading LLC | Added | $114.4m1.5m shares |
| JANE STREET GROUP, LLC | Added | $18.5m238.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.0m218.3k shares |
| CITADEL ADVISORS LLC | Reduced | $15.4m197.3k shares |
| IMC-Chicago, LLC | Added | $11.0m141.2k shares |
| GROUP ONE TRADING LLC | Reduced | $9.0m116.2k shares |
| SIMPLEX TRADING, LLC | Added | $8.8m112.5k shares |
| Interval Partners, LP | New | $8.5m109.6k shares |
| NOMURA HOLDINGS INC | New | $6.4m82.2k shares |
| Polar Asset Management Partners Inc. | Unchanged | $3.9m50.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.7% |
| PointState Capital LP 13G · passive investor new · filed 2026-10-13 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-07-15 | 5.0% |
Fell to 5% or below in the last year: FMR LLC (5.0%, 2026-08-06), WELLINGTON MANAGEMENT GROUP LLP (3.7%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VICTORY CAPITAL MANAGEMENT INC (4.2%, 2026-02-11)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $1.7m | — |
| Q1 2025 | 1 | $226.8k | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $52.8k | — |
| Q3 2025 | 0 | — | 1 | $148.5k | — |
| Q4 2025 | 0 | — | 3 | $2.2m | — |
| Q1 2026 | 0 | — | 5 | $7.3m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 3 | $16.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | Dove Reid CEO AAA Cooper Transportation, director · By Foundation | Sold | $9.3m126.9k shares |
| 2026-08-12 | Dove Reid CEO AAA Cooper Transportation, director · By Foundation | Sold | $3.0m42.3k shares |
| 2026-08-12 | Vander Ploeg David Director · Trust | Sold | $115.1k2.2k shares |
| 2026-07-31 | Dove Reid Director · By Foundation | Sold | $3.5m50.0k shares |
| 2026-07-31 | Flanagan Cary M Exec VP and CAO | Sold | $255.0k3.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 17.2m $1.3bn | Added +2.3m |
| DIMENSIONAL FUND ADVISORS LP 0.12% of their portfolio | 8.6m $666.5m | Added +101.3k |
| FMR LLC 0.03% of their portfolio | 8.1m $627.7m | Reduced -1.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.1m $549.9m | Added +31.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 6.5m $503.0m | Reduced -147.2k |
| STATE STREET CORP 0.01% of their portfolio | 5.2m $405.6m | Added +121.3k |
| Invesco Ltd. 0.03% of their portfolio | 5.1m $400.9m | Added +1.5m |
| VICTORY CAPITAL MANAGEMENT INC 0.21% of their portfolio | 4.8m $372.8m | Reduced -1.5m |
| AQR CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 4.5m $349.6m | Added +1.1m |
| Slate Path Capital LP 3.68% of their portfolio | 3.4m $265.6m | Reduced -1.2m |
| MORGAN STANLEY 0.01% of their portfolio | 3.3m $256.6m | Reduced -94.0k |
| Hood River Capital Management LLC 1.73% of their portfolio | 3.1m $238.1m | Added +381.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $233.2m | Added +25.9k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.7m $207.0m | Added +569.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.14% of their portfolio | 2.2m $174.0m | Reduced -216.6k |
| MANNING & NAPIER ADVISORS LLC 2.23% of their portfolio | 2.2m $173.7m | New |
| Allspring Global Investments Holdings, LLC 0.26% of their portfolio | 2.2m $166.8m | Reduced -2.1m |
| NORGES BANK 0.02% of their portfolio | 2.2m $167.7m | Not comparable |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.1m $163.5m | Added +25.9k |
| PointState Capital LP 2.74% of their portfolio | 2.0m $155.3m | New |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.8m $142.8m | Added +965.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.8m $139.7m | Reduced -4.2m |
| Holocene Advisors, LP 0.31% of their portfolio | 1.7m $136.2m | Reduced -9.9k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 1.7m $99.0m | Reduced -502.8k |
| TWO SIGMA INVESTMENTS, LP 0.10% of their portfolio | 1.7m $133.8m | Added +1.5m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $117.1m | Added +155.0k |
| UBS Group AG 0.02% of their portfolio | 1.4m $111.1m | Added +3.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.02% of their portfolio | 1.4m $109.9m | Reduced -675.6k |
| FIL Ltd 0.08% of their portfolio | 1.4m $109.4m | Added +225.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $104.6m | Added +1.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $104.1m | Added +21.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.31% of their portfolio | 1.3m $103.6m | Added +386.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 1.3m $100.9m | Added +400.7k |
| BRANDES INVESTMENT PARTNERS, LP 0.70% of their portfolio | 1.3m $99.4m | Reduced -209.1k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 1.2m $93.8m | Added +1.2m |
| Polar Capital Holdings Plc 0.25% of their portfolio | 1.1m $87.0m | New |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.1m $84.5m | Added +991.0k |
| Qube Research & Technologies Ltd 0.09% of their portfolio | 1.1m $82.8m | New |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 1.0m $79.5m | Added +20.5k |
| Driehaus Capital Management LLC 0.46% of their portfolio | 1.0m $79.0m | Added +49.2k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 981.5k $76.4m | Reduced -395.2k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 852.7k $66.4m | Reduced -17.0k |
| Ensign Peak Advisors, Inc 0.11% of their portfolio | 833.1k $64.9m | Reduced -2.6m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 832.9k $64.9m | Reduced -206.8k |
| Caisse de depot et placement du Quebec 0.09% of their portfolio | 823.1k $64.1m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 815.7k $63.5m | Reduced -228.8k |
| MACKENZIE FINANCIAL CORP 0.06% of their portfolio | 728.7k $56.7m | Added +720.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 715.7k $55.7m | Added +472.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 709.2k $55.2m | Added +546.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 673.5k $52.4m | Reduced -103.5k |
| Alyeska Investment Group, L.P. 0.13% of their portfolio | 660.9k $51.5m | Reduced -506.5k |
| M.D. Sass, LLC 3.17% of their portfolio | 615.6k $47.9m | New |
| SEI INVESTMENTS CO 0.04% of their portfolio | 609.9k $47.5m | Reduced -232.8k |
| DEPRINCE RACE & ZOLLO INC 0.79% of their portfolio | 601.4k $46.8m | Reduced -137.3k |
| PARK PRESIDIO CAPITAL LLC 2.58% of their portfolio | 585.0k $45.6m | New |
| 12th Street Asset Management Company, LLC 6.09% of their portfolio | 548.8k $42.7m | Added +59.4k |
| Squarepoint Ops LLC 0.08% of their portfolio | 546.3k $42.5m | Added +301.7k |
| Mediolanum International Funds Ltd 0.34% of their portfolio | 515.4k $40.3m | New |
| Nuveen, LLC 0.01% of their portfolio | 515.3k $40.1m | Reduced -41.2k |
| Ceredex Value Advisors LLC 1.08% of their portfolio | 494.2k $38.5m | Added +100.6k |
| NOMURA HOLDINGS INC 0.15% of their portfolio | 459.3k $35.8m | Added +449.0k |
| COMMERCE BANK 0.16% of their portfolio | 455.4k $35.5m | Added +100.6k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 436.0k $34.0m | Reduced -87.8k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 432.4k $33.7m | Reduced -3.3k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 426.7k $33.2m | New |
| NORRIS PERNE & FRENCH LLP/MI 1.42% of their portfolio | 426.4k $33.2m | Reduced -10.1k |
| Baird Financial Group, Inc. 0.05% of their portfolio | 426.0k $33.2m | Added +257.3k |
| 1832 Asset Management L.P. 0.04% of their portfolio | 423.3k $33.0m | Added +57.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 411.1k $32.0m | Reduced -184.5k |
| AustralianSuper Pty Ltd 0.14% of their portfolio | 410.7k $32.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 392.8k $30.6m | Reduced -22.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.53% of their portfolio | 370.8k $28.9m | Added +213.3k |
| Maple Rock Capital Partners Inc. 0.56% of their portfolio | 366.1k $28.5m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.10% of their portfolio | 350.9k $27.3m | Added +231.5k |
| Mizuho Markets Cayman LP 0.96% of their portfolio | 330.0k $25.7m | New |
| Swiss National Bank 0.01% of their portfolio | 317.8k $24.7m | Reduced -3.4k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 313.2k $24.4m | Added +126.5k |
| ARISTEIA CAPITAL, L.L.C. 0.38% of their portfolio | 312.9k $24.4m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 308.0k $24.0m | Added +16.1k |
| STRS OHIO 0.09% of their portfolio | 303.6k $23.6m | Reduced -50.6k |
| HRT FINANCIAL LP 0.05% of their portfolio | 296.1k $23.1m | Added +290.1k |
| Quantinno Capital Management LP 0.03% of their portfolio | 296.1k $23.1m | Reduced -16.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.03% of their portfolio | 292.8k $22.8m | Reduced -212.7k |
| Fiera Capital Corp 0.08% of their portfolio | 279.0k $21.7m | Reduced -211.4k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 274.3k $21.4m | Added +235.3k |
| STEADFAST CAPITAL MANAGEMENT LP 0.65% of their portfolio | 271.6k $21.2m | Reduced -678.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 271.4k $21.8m | Reduced -166.9k |
| Retirement Systems of Alabama 0.06% of their portfolio | 263.3k $20.5m | Reduced -40.6k |
| MetLife Investment Management, LLC 0.09% of their portfolio | 249.9k $19.5m | Reduced -45.7k |
| BARCLAYS PLC 0.01% of their portfolio | 245.8k $19.1m | Added +80.2k |
| STEPHENS INC /AR/ 0.21% of their portfolio | 236.8k $18.4m | Reduced -258 |
| Aristotle Capital Boston, LLC 1.23% of their portfolio | 235.6k $18.3m | Reduced -49.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 230.5k $17.9m | Added +19.9k |
| Legal & General Group Plc 0.00% of their portfolio | 222.2k $17.3m | Reduced -6.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 221.7k $17.3m | Added +31.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 208.7k $16.3m | Reduced -162.9k |
| WS MANAGEMENT LLLP 1.89% of their portfolio | 206.1k $16.1m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 202.1k $15.7m | Added +37.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 200.8k $15.6m | Reduced -29.4k |
| 4D Advisors, LLC 5.98% of their portfolio | 200.0k $15.6m | Added +135.0k |