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 ($6.8m this quarter). Holder counts are more reliable. Shares outstanding: 161.9m as of 2024-10-23, 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 ≈ $53.08. Options: 18 managers hold calls ($191.5m notional), 15 hold puts ($40.0m).
Trends to Q4 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 |
| Q3 2024 | 466 |
| Q4 2024 | 472 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 238 | 223 |
| Q2 2023 | 201 | 280 |
| Q3 2023 | 196 | 256 |
| Q4 2023 | 208 | 254 |
| Q1 2024 | 213 | 238 |
| Q2 2024 | 212 | 258 |
| Q3 2024 | 217 | 221 |
| Q4 2024 | 221 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $43.8m | $50.5m | 1.15 |
| Q2 2024 | $125.9m | $32.2m | 0.26 |
| Q3 2024 | $39.7m | $27.9m | 0.70 |
| Q4 2024 | $191.5m | $40.0m | 0.21 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +2.8m |
| Point72 Asset Management, L.P. | New | +1.8m |
| Interval Partners, LP | Added | +1.3m |
| UBS Group AG | Added | +719.2k |
| Junto Capital Management LP | New | +647.7k |
| Ceredex Value Advisors LLC | Added | +535.5k |
| FRANKLIN RESOURCES INC | Added | +507.4k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +506.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +505.5k |
| Verition Fund Management LLC | Added | +460.8k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.6m |
| Balyasny Asset Management L.P. | Reduced | -3.1m |
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| VANGUARD GROUP INC | Reduced | -556.9k |
| Candlestick Capital Management LP | Reduced | -427.0k |
| SCOPUS ASSET MANAGEMENT, L.P. | Sold out | -400.0k |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Reduced | -321.3k |
| Fortitude Family Office, LLC | Reduced | -249.1k |
| GUGGENHEIM CAPITAL LLC | Reduced | -238.2k |
| Caisse de depot et placement du Quebec | Reduced | -226.7k |
Biggest calls
| Boundary Creek Advisors LP | New | $56.3m1.1m shares |
| MILLENNIUM MANAGEMENT LLC | New | $41.1m775.1k shares |
| CITADEL ADVISORS LLC | Added | $31.7m598.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $22.0m415.0k shares |
| JPMORGAN CHASE & CO | Added | $11.2m210.8k shares |
| GROUP ONE TRADING LLC | Added | $6.6m124.6k shares |
| PEAK6 LLC | First filing | $5.5m103.3k shares |
| SIMPLEX TRADING, LLC | Added | $3.2m60.2k shares |
| BANK OF MONTREAL /CAN/ | New | $3.1m58.7k shares |
| Twin Tree Management, LP | New | $2.9m55.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $18.4m346.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.3m81.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.1m78.0k shares |
| Walleye Trading LLC | Added | $2.1m40.5k shares |
| Walleye Capital LLC | Reduced | $1.9m35.1k shares |
| IMC-Chicago, LLC | Reduced | $1.8m33.9k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m27.6k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.3m25.4k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.1m20.9k shares |
| PEAK6 LLC | First filing | $1.1m20.3k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 4 | $4.4m | — |
| Q4 2024 | 0 | — | 2 | $1.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-14 | Vander Ploeg David Director · Trust | Sold | $28.6k500 shares |
| 2024-11-13 | KNIGHT KEVIN P Executive Chairman, director | Sold | $1.7m29.8k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 16.7m $885.6m | Added +393.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.15% of their portfolio | 14.9m $792.2m | Reduced -4.6m |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.4m $764.9m | Reduced -556.9k |
| FMR LLC 0.03% of their portfolio | 8.1m $429.4m | Reduced -206.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.42% of their portfolio | 8.0m $423.3m | Added +506.5k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 7.0m $370.8m | Added +505.5k |
| STATE STREET CORP 0.01% of their portfolio | 5.6m $299.1m | Added +30.9k |
| MORGAN STANLEY 0.02% of their portfolio | 4.4m $233.4m | Added +104.4k |
| Allspring Global Investments Holdings, LLC 0.36% of their portfolio | 4.2m $221.5m | Added +125.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.20% of their portfolio | 3.6m $188.6m | Added +63.2k |
| MILLENNIUM MANAGEMENT LLC 0.16% of their portfolio | 3.5m $185.9m | Added +2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.7m $144.6m | Reduced -9.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 2.7m $143.2m | Reduced -74.8k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.9m $100.0m | Added +507.4k |
| Point72 Asset Management, L.P. 0.26% of their portfolio | 1.8m $96.0m | New |
| Interval Partners, LP 2.38% of their portfolio | 1.8m $93.1m | Added +1.3m |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.86% of their portfolio | 1.7m $90.4m | Added +180.0k |
| Ensign Peak Advisors, Inc 0.15% of their portfolio | 1.5m $81.8m | Added +58.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.5m $79.3m | Reduced -44.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $78.0m | Added +322.5k |
| Ceredex Value Advisors LLC 1.54% of their portfolio | 1.4m $76.1m | Added +535.5k |
| Thrivent Financial for Lutherans 0.14% of their portfolio | 1.3m $71.0m | Added +235 |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $70.3m | Reduced -1.2m |
| NORGES BANK 0.01% of their portfolio | 1.2m $65.8m | Reduced -146.5k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.2m $65.8m | Added +92.3k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.2m $64.1m | Reduced -23.4k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.61% of their portfolio | 1.2m $63.9m | Reduced -321.3k |
| Caisse de depot et placement du Quebec 0.13% of their portfolio | 1.2m $62.9m | Reduced -226.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $62.3m | Added +28.4k |
| NUANCE INVESTMENTS, LLC 2.39% of their portfolio | 1.1m $59.3m | Added +188.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 981.6k $52.1m | Reduced -55.2k |
| UBS Group AG 0.01% of their portfolio | 971.0k $51.5m | Added +719.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 933.4k $49.5m | Added +280.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 834.8k $44.3m | Added +64.5k |
| Cartenna Capital, LP 3.08% of their portfolio | 787.1k $41.7m | Added +387.1k |
| Triton Wealth Management, PLLC 23.44% of their portfolio | 780.9k $45.5m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 727.2k $38.6m | Added +11.0k |
| BRANDES INVESTMENT PARTNERS, LP 0.42% of their portfolio | 708.7k $37.6m | Added +48.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 697.9k $37.0m | Added +22.7k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 686.3k $36.4m | Reduced -3.1m |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 668.2k $35.4m | Added +94.3k |
| Junto Capital Management LP 0.68% of their portfolio | 647.7k $34.4m | New |
| COUNTRY TRUST BANK 0.79% of their portfolio | 592.4k $31.4m | Reduced -7.5k |
| Walleye Capital LLC 0.29% of their portfolio | 572.5k $30.4m | Added +420.1k |
| Verition Fund Management LLC 0.15% of their portfolio | 570.5k $30.3m | Added +460.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 564.9k $30.0m | Reduced -113.5k |
| DEPRINCE RACE & ZOLLO INC 0.52% of their portfolio | 499.3k $26.5m | Reduced -31.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 499.3k $26.5m | Added +540 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 471.7k $25.0m | Added +9.4k |
| Legal & General Group Plc 0.01% of their portfolio | 470.2k $24.9m | Reduced -8.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 469.3k $24.9m | Added +57.3k |
| Swiss National Bank 0.02% of their portfolio | 457.2k $24.2m | Reduced -22.5k |
| STRS OHIO 0.10% of their portfolio | 456.5k $24.2m | Reduced -17.0k |
| Boundary Creek Advisors LP 14.92% of their portfolio | 437.7k $23.2m | Added +174.2k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 436.3k $23.1m | Reduced -7.6k |
| Retirement Systems of Alabama 0.08% of their portfolio | 386.4k $20.5m | Added +7.2k |
| Fiera Capital Corp 0.06% of their portfolio | 379.8k $20.1m | Reduced -11.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 365.0k $19.4m | Added +25.8k |
| NORRIS PERNE & FRENCH LLP/MI 1.37% of their portfolio | 358.4k $19.0m | Reduced -1.8k |
| HEARTLAND ADVISORS INC 1.00% of their portfolio | 347.7k $18.4m | Reduced -52.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 343.9k $18.2m | Reduced -88.4k |
| Schonfeld Strategic Advisors LLC 0.11% of their portfolio | 337.6k $17.9m | Added +133.5k |
| BARCLAYS PLC 0.01% of their portfolio | 320.5k $17.0m | Added +91.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 311.3k $16.5m | Added +6.1k |
| HARVEY INVESTMENT CO LLC 1.90% of their portfolio | 310.0k $16.4m | Reduced -10.7k |
| SIB LLC 8.66% of their portfolio | 309.8k $16.4m | Reduced -3.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 309.2k $16.3m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 304.1k $16.1m | Reduced -9.6k |
| Freestone Grove Partners LP 0.19% of their portfolio | 297.3k $15.8m | First filing |
| 12th Street Asset Management Company, LLC 2.56% of their portfolio | 292.9k $15.5m | Added +423 |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 292.9k $15.5m | Added +49.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 284.9k $15.1m | First filing |
| Hudson Bay Capital Management LP 0.08% of their portfolio | 252.7k $13.4m | Added +104.9k |
| Fortitude Family Office, LLC 4.68% of their portfolio | 247.2k $13.1m | Reduced -249.1k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 243.7k $12.9m | Added +83.7k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.33% of their portfolio | 240.1k $12.7m | Reduced -19.8k |
| STEPHENS INC /AR/ 0.18% of their portfolio | 236.2k $12.5m | Added +2.9k |
| Amundi 0.00% of their portfolio | 235.9k $12.7m | Reduced -146.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 212.3k $11.3m | Added +9.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.20% of their portfolio | 210.4k $11.2m | Reduced -19.7k |
| Candlestick Capital Management LP 0.39% of their portfolio | 205.9k $10.9m | Reduced -427.0k |
| WS MANAGEMENT LLLP 1.66% of their portfolio | 203.1k $10.8m | Added +3.1k |
| One Fin Capital Management LP 4.59% of their portfolio | 200.0k $10.6m | Added +35.0k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.10% of their portfolio | 195.8k $10.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 192.2k $10.2m | Reduced -8.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 190.9k $10.1m | Added +1.8k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 183.1k $9.7m | Reduced -8.2k |
| Crestline Management, L.P. 0.34% of their portfolio | 181.6k $9.6m | Added +115.9k |
| Ararat Capital Management LP 3.77% of their portfolio | 178.0k $9.4m | Reduced -136.0k |
| ArrowMark Colorado Holdings LLC 0.13% of their portfolio | 177.8k $9.4m | Reduced -965 |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 177.1k $9.4m | Added +2.8k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 176.7k $9.4m | Reduced -500 |
| RIPOSTE CAPITAL LLC 4.91% of their portfolio | 175.0k $9.3m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 171.6k $9.1m | Reduced -100 |
| NEXT CENTURY GROWTH INVESTORS LLC 0.68% of their portfolio | 170.5k $9.0m | Added +46.5k |
| COMERICA BANK 0.04% of their portfolio | 167.5k $8.9m | Added +35.0k |
| MOORE CAPITAL MANAGEMENT, LP 0.16% of their portfolio | 165.4k $8.8m | Added +23.2k |
| Two Point Capital Management, Inc. 3.16% of their portfolio | 160.1k $8.9m | Reduced -4.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 157.6k $8.4m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 153.0k $8.1m | Reduced -29.1k |