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 ($6.7m this quarter). Holder counts are more reliable. Shares outstanding: 161.9m as of 2024-07-24, 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 ≈ $49.91. Options: 15 managers hold calls ($125.9m notional), 14 hold puts ($32.2m).
Trends to Q2 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 217 | 238 |
| Q1 2023 | 238 | 223 |
| Q2 2023 | 201 | 280 |
| Q3 2023 | 196 | 256 |
| Q4 2023 | 208 | 254 |
| Q1 2024 | 213 | 238 |
| Q2 2024 | 212 | 258 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $44.4m | $47.7m | 1.07 |
| Q4 2023 | $44.1m | $47.0m | 1.07 |
| Q1 2024 | $43.8m | $50.5m | 1.15 |
| Q2 2024 | $125.9m | $32.2m | 0.26 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +8.0m |
| Balyasny Asset Management L.P. | New | +2.0m |
| Interval Partners, LP | Added | +1.3m |
| Thrivent Financial for Lutherans | Added | +1.3m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.2m |
| Cartenna Capital, LP | New | +875.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +786.0k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +744.4k |
| MOORE CAPITAL MANAGEMENT, LP | New | +706.1k |
| BRANDES INVESTMENT PARTNERS, LP | New | +606.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -9.4m |
| NORGES BANK | Reduced | -2.1m |
| VIKING GLOBAL INVESTORS LP | Sold out | -1.7m |
| Holocene Advisors, LP | Reduced | -1.6m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -935.4k |
| FIL Ltd | Sold out | -769.3k |
| Point72 Asset Management, L.P. | Reduced | -595.7k |
| TRUIST FINANCIAL CORP | Reduced | -480.3k |
| BROWN ADVISORY INC | Reduced | -387.6k |
Biggest calls
| Boundary Creek Advisors LP | New | $49.9m1.0m shares |
| CITADEL ADVISORS LLC | Added | $31.5m631.7k shares |
| SIMPLEX TRADING, LLC | Added | $12.9m258.3k shares |
| Walleye Trading LLC | Added | $6.2m123.7k shares |
| JPMORGAN CHASE & CO | Added | $6.2m123.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m103.0k shares |
| Cubist Systematic Strategies, LLC | Added | $4.5m90.6k shares |
| IMC-Chicago, LLC | Added | $2.5m50.4k shares |
| GROUP ONE TRADING LLC | Added | $2.0m40.2k shares |
| Walleye Capital LLC | Added | $1.4m28.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $7.2m144.6k shares |
| PEAK6 Investments LLC | Added | $6.4m128.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.5m90.9k shares |
| Walleye Capital LLC | Added | $2.3m46.9k shares |
| Walleye Trading LLC | Reduced | $2.2m45.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m40.3k shares |
| Cubist Systematic Strategies, LLC | New | $1.8m35.4k shares |
| GTS SECURITIES LLC | Reduced | $1.6m33.0k shares |
| D. E. Shaw & Co., Inc. | New | $1.3m25.4k shares |
| IMC-Chicago, LLC | Added | $1.1m21.1k 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 in Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $398.2k | — |
| Q4 2022 | 0 | — | 1 | $24.2k | — |
| Q1 2023 | 0 | — | 1 | $3.2m | $3.2m |
| Q2 2023 | 0 | — | 6 | $4.3m | — |
| Q3 2023 | 0 | — | 2 | $6.1m | $6.0m |
| Q4 2023 | 0 | — | 2 | $205.5k | — |
| Q1 2024 | 0 | — | 1 | $112.5k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.20% of their portfolio | 21.9m $1.1bn | Added +8.0m |
| BlackRock Inc. 0.02% of their portfolio | 16.3m $815.7m | Added +255.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 15.0m $748.5m | Reduced -32.4k |
| FMR LLC 0.03% of their portfolio | 8.6m $428.7m | Added +79.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.38% of their portfolio | 7.6m $379.1m | Added +744.4k |
| STATE STREET CORP 0.01% of their portfolio | 5.6m $280.4m | Reduced -33.6k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 5.4m $271.1m | Added +1.2m |
| MORGAN STANLEY 0.02% of their portfolio | 4.7m $232.9m | Reduced -9.4m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.0m $198.5m | Reduced -1.2m |
| Allspring Global Investments Holdings, LLC 0.29% of their portfolio | 3.6m $180.1m | Added +235.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 2.9m $144.7m | Reduced -42.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.7m $134.3m | Added +65.9k |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 2.0m $97.5m | New |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.7m $82.8m | Added +27 |
| Ceredex Value Advisors LLC 1.54% of their portfolio | 1.6m $81.7m | Added +57.5k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 1.6m $80.0m | Reduced -935.4k |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 1.5m $74.3m | Reduced -231.4k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.54% of their portfolio | 1.5m $72.6m | Added +129.6k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 1.3m $66.4m | Added +1.3m |
| NORGES BANK 0.01% of their portfolio | 1.3m $66.2m | Reduced -2.1m |
| Interval Partners, LP 1.89% of their portfolio | 1.3m $64.5m | Added +1.3m |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.2m $60.9m | Added +59.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $60.7m | Added +99.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.1m $56.3m | Reduced -103.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.55% of their portfolio | 1.1m $56.0m | Added +282.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $55.9m | Added +38.0k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.1m $53.3m | Added +786.0k |
| Caisse de depot et placement du Quebec 0.13% of their portfolio | 1.1m $52.6m | Added +148.7k |
| Holocene Advisors, LP 0.21% of their portfolio | 1.0m $51.2m | Reduced -1.6m |
| Cartenna Capital, LP 3.41% of their portfolio | 875.0k $43.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 832.6k $41.6m | Added +268.1k |
| Triton Wealth Management, PLLC 22.56% of their portfolio | 780.9k $38.6m | Added +80.4k |
| California Public Employees Retirement System 0.03% of their portfolio | 777.2k $38.8m | Reduced -211.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 758.3k $37.9m | Added +98.5k |
| MOORE CAPITAL MANAGEMENT, LP 0.77% of their portfolio | 706.1k $35.2m | New |
| Schonfeld Strategic Advisors LLC 0.26% of their portfolio | 674.2k $33.7m | Added +551.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.37% of their portfolio | 606.9k $30.3m | New |
| COUNTRY TRUST BANK 0.75% of their portfolio | 591.8k $29.5m | Added +11.8k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 549.9k $27.5m | Reduced -595.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 537.8k $26.8m | Reduced -69.5k |
| NUANCE INVESTMENTS, LLC 0.81% of their portfolio | 532.5k $26.6m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 520.0k $26.0m | Reduced -38.7k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 519.6k $25.9m | Added +161.7k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 486.7k $24.3m | Added +94.5k |
| Swiss National Bank 0.02% of their portfolio | 476.6k $23.8m | Reduced -6.6k |
| Legal & General Group Plc 0.01% of their portfolio | 468.7k $23.4m | Reduced -99.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 465.6k $23.2m | Reduced -15.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 456.6k $22.8m | Added +124.0k |
| STRS OHIO 0.09% of their portfolio | 435.0k $21.7m | Reduced -55.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 422.8k $21.1m | Added +2.5k |
| Fiera Capital Corp 0.06% of their portfolio | 404.4k $20.2m | Added +4.5k |
| Boundary Creek Advisors LP 9.54% of their portfolio | 401.2k $20.0m | Added +250.9k |
| Appian Way Asset Management LP 5.09% of their portfolio | 396.8k $19.8m | New |
| Retirement Systems of Alabama 0.08% of their portfolio | 391.9k $19.6m | Added +445 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 370.0k $18.5m | Reduced -37.7k |
| NORRIS PERNE & FRENCH LLP/MI 1.28% of their portfolio | 353.6k $17.7m | Added +14.3k |
| HARVEY INVESTMENT CO LLC 1.95% of their portfolio | 326.6k $16.3m | Reduced -2.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 321.5k $16.0m | Added +27.8k |
| FEDERATED HERMES, INC. 0.04% of their portfolio | 318.2k $15.9m | Reduced -8.5k |
| SIB LLC 8.34% of their portfolio | 313.4k $15.6m | Reduced -200 |
| Ararat Capital Management LP 4.77% of their portfolio | 311.1k $15.5m | Added +126.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 305.3k $15.2m | Reduced -72.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 298.1k $14.9m | Reduced -6.0k |
| 12th Street Asset Management Company, LLC 2.66% of their portfolio | 291.5k $14.6m | Reduced -280 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 286.0k $14.3m | Added +5.6k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.36% of their portfolio | 276.5k $13.8m | Added +60.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.23% of their portfolio | 263.0k $13.1m | Added +21.7k |
| HEARTLAND ADVISORS INC 0.73% of their portfolio | 261.8k $13.1m | Added +64.5k |
| SCOUT INVESTMENTS, INC. 0.34% of their portfolio | 251.7k $12.6m | Added +13.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 251.7k $12.6m | Reduced -18.1k |
| UBS Group AG 0.00% of their portfolio | 250.5k $12.5m | Added +116.2k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 246.9k $12.3m | Reduced -316 |
| Amundi 0.00% of their portfolio | 239.4k $12.0m | Reduced -84.5k |
| BARCLAYS PLC 0.01% of their portfolio | 234.3k $11.7m | Reduced -111.1k |
| STEPHENS INC /AR/ 0.17% of their portfolio | 227.9k $11.4m | Reduced -3.9k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 222.9k $11.1m | Reduced -39.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 211.8k $10.6m | Reduced -4.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 211.6k $10.6m | Added +62.9k |
| Walleye Capital LLC 0.11% of their portfolio | 211.1k $10.5m | Added +176.8k |
| Encompass Capital Advisors LLC 0.57% of their portfolio | 210.0k $10.5m | New |
| Corebridge Financial, Inc. 0.06% of their portfolio | 204.4k $10.2m | First filing |
| WS MANAGEMENT LLLP 0.94% of their portfolio | 200.0k $10.0m | Unchanged |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 199.8k $10.0m | Reduced -480.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 196.9k $9.8m | Reduced -87.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 183.2k $9.1m | Added +12.5k |
| ArrowMark Colorado Holdings LLC 0.11% of their portfolio | 178.8k $8.9m | Added +11.6k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 175.8k $8.8m | Added +35.8k |
| Hudson Bay Capital Management LP 0.07% of their portfolio | 175.6k $8.8m | Added +125.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 172.2k $8.6m | Reduced -7.8k |
| Two Point Capital Management, Inc. 3.32% of their portfolio | 165.2k $8.2m | Added +180 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.25% of their portfolio | 162.3k $8.1m | Added +158.3k |
| Man Group plc 0.02% of their portfolio | 158.8k $7.9m | Added +46.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 158.7k $7.9m | Added +2.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 157.4k $7.9m | Reduced -11.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 156.9k $7.8m | Added +11.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 147.6k $7.4m | Added +14.4k |
| Cinctive Capital Management LP 0.38% of their portfolio | 143.0k $7.1m | Reduced -4.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 142.8k $7.1m | Reduced -4.0k |
| Woodline Partners LP 0.07% of their portfolio | 140.8k $7.0m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 140.2k $7.0m | Reduced -425 |