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 ($56.3m this quarter). Holder counts are more reliable. Shares outstanding: 162.1m as of 2025-04-23, 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 ≈ $43.49. Options: 14 managers hold calls ($98.5m notional), 12 hold puts ($12.7m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2025 | 241 | 266 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $125.9m | $32.2m | 0.26 |
| Q3 2024 | $39.7m | $27.9m | 0.70 |
| Q4 2024 | $191.5m | $40.0m | 0.21 |
| Q1 2025 | $98.5m | $12.7m | 0.13 |
Biggest buyers
| Qube Research & Technologies Ltd | New | +1.7m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.6m |
| SG Americas Securities, LLC | Added | +1.1m |
| CITADEL ADVISORS LLC | Added | +962.6k |
| Cubist Systematic Strategies, LLC | New | +922.8k |
| JANE STREET GROUP, LLC | Added | +891.4k |
| Squarepoint Ops LLC | New | +817.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +746.8k |
| DIMENSIONAL FUND ADVISORS LP | Added | +638.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +629.2k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.8m |
| BlackRock, Inc. | Reduced | -2.1m |
| Interval Partners, LP | Sold out | -1.8m |
| Ceredex Value Advisors LLC | Sold out | -1.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.4m |
| Caisse de depot et placement du Quebec | Sold out | -1.2m |
| Allspring Global Investments Holdings, LLC | Reduced | -874.6k |
| NUANCE INVESTMENTS, LLC | Reduced | -787.3k |
| Balyasny Asset Management L.P. | Reduced | -653.5k |
| Junto Capital Management LP | Sold out | -647.7k |
Biggest calls
| Boundary Creek Advisors LP | Reduced | $43.5m1.0m shares |
| SIMPLEX TRADING, LLC | Added | $12.5m288.5k shares |
| CITADEL ADVISORS LLC | Reduced | $10.4m238.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.7m131.2k shares |
| Walleye Trading LLC | Added | $5.5m126.2k shares |
| Interval Partners, LP | New | $4.7m108.4k shares |
| PEAK6 LLC | Reduced | $4.0m93.1k shares |
| Schonfeld Strategic Advisors LLC | New | $3.1m71.5k shares |
| WOLVERINE TRADING, LLC | Added | $3.0m68.8k shares |
| Twin Tree Management, LP | Unchanged | $2.4m55.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $5.8m134.5k shares |
| PEAK6 LLC | Added | $1.1m24.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.0m23.6k shares |
| WOLVERINE TRADING, LLC | Added | $953.7k21.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $822.0k18.9k shares |
| GROUP ONE TRADING LLC | Added | $730.6k16.8k shares |
| IMC-Chicago, LLC | Reduced | $721.9k16.6k shares |
| Walleye Trading LLC | Reduced | $704.5k16.2k shares |
| Walleye Capital LLC | Reduced | $291.4k6.7k shares |
| TUDOR INVESTMENT CORP ET AL | New | $278.3k6.4k 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 Q1 2025
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2025 | 1 | $226.8k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-13 | COL DOUGLAS L Director | Bought | $226.8k5.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 14.9m $649.6m | Added +515.2k |
| BlackRock, Inc. 0.01% of their portfolio | 14.6m $636.7m | Reduced -2.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.09% of their portfolio | 11.2m $485.6m | Reduced -3.8m |
| FMR LLC 0.02% of their portfolio | 8.6m $373.3m | Added +488.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.37% of their portfolio | 8.3m $362.9m | Added +364.3k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 7.6m $331.8m | Added +638.4k |
| STATE STREET CORP 0.01% of their portfolio | 5.0m $218.5m | Reduced -616.1k |
| MORGAN STANLEY 0.01% of their portfolio | 4.3m $186.7m | Reduced -105.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.21% of their portfolio | 4.2m $182.0m | Added +629.2k |
| Allspring Global Investments Holdings, LLC 0.25% of their portfolio | 3.3m $145.6m | Reduced -874.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.8m $121.2m | Added +55.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 2.7m $117.3m | Reduced -1.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 2.2m $95.8m | Added +316.7k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.2m $94.4m | Added +962.6k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 2.1m $90.2m | Reduced -1.4m |
| Ensign Peak Advisors, Inc 0.14% of their portfolio | 1.7m $75.7m | Added +199.9k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 1.7m $72.6m | New |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.79% of their portfolio | 1.7m $72.5m | Reduced -37.0k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 1.6m $70.7m | Added +1.6m |
| Point72 Asset Management, L.P. 0.20% of their portfolio | 1.6m $71.0m | Reduced -176.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5m $65.5m | Added +179.6k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.51% of their portfolio | 1.4m $61.1m | Added +200.0k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 1.3m $58.4m | Added +3.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $57.9m | Reduced -139.7k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.3m $57.9m | Added +89.6k |
| NORGES BANK 0.01% of their portfolio | 1.3m $57.1m | Added +72.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $54.6m | Reduced -239.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $51.8m | Added +16.0k |
| SG Americas Securities, LLC 0.16% of their portfolio | 1.1m $48.0m | Added +1.1m |
| Cartenna Capital, LP 3.59% of their portfolio | 1.0m $44.6m | Added +237.9k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 984.1k $42.8m | Added +891.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 925.9k $40.3m | Added +91.1k |
| Cubist Systematic Strategies, LLC 0.53% of their portfolio | 922.8k $40.1m | New |
| UBS Group AG 0.01% of their portfolio | 876.9k $38.1m | Reduced -94.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 825.8k $35.9m | Reduced -107.5k |
| Squarepoint Ops LLC 0.09% of their portfolio | 817.5k $35.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 781.7k $34.0m | Added +746.8k |
| BRANDES INVESTMENT PARTNERS, LP 0.33% of their portfolio | 748.6k $32.6m | Added +39.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 715.0k $31.1m | Added +17.1k |
| Invesco Ltd. 0.01% of their portfolio | 689.6k $30.0m | Reduced -37.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 622.7k $27.1m | Reduced -358.9k |
| Walleye Capital LLC 0.30% of their portfolio | 612.9k $26.7m | Added +40.3k |
| COUNTRY TRUST BANK 0.62% of their portfolio | 567.8k $24.7m | Reduced -24.6k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 555.0k $24.1m | Reduced -113.2k |
| DEPRINCE RACE & ZOLLO INC 0.48% of their portfolio | 537.4k $23.4m | Added +38.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 530.9k $23.1m | Reduced -34.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 495.4k $21.5m | Reduced -3.9k |
| Nuveen, LLC 0.01% of their portfolio | 487.0k $21.2m | First filing |
| NORRIS PERNE & FRENCH LLP/MI 1.55% of their portfolio | 474.0k $20.6m | Added +115.6k |
| STRS OHIO 0.08% of their portfolio | 462.7k $20.1m | Added +6.2k |
| Verition Fund Management LLC 0.11% of their portfolio | 446.2k $19.4m | Reduced -124.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 437.9k $19.0m | Reduced -33.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 395.3k $17.2m | New |
| Retirement Systems of Alabama 0.06% of their portfolio | 383.2k $16.7m | Reduced -3.2k |
| Fiera Capital Corp 0.06% of their portfolio | 374.9k $16.3m | Reduced -4.9k |
| Boundary Creek Advisors LP 13.73% of their portfolio | 358.8k $15.6m | Reduced -78.9k |
| HEARTLAND ADVISORS INC 0.87% of their portfolio | 348.5k $15.2m | Added +775 |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 338.4k $14.7m | Added +328.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 335.5k $14.6m | New |
| NUANCE INVESTMENTS, LLC 0.94% of their portfolio | 330.6k $14.4m | Reduced -787.3k |
| Legal & General Group Plc 0.00% of their portfolio | 326.9k $14.2m | Reduced -143.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 318.7k $13.9m | Reduced -25.2k |
| Swiss National Bank 0.01% of their portfolio | 313.7k $13.6m | Reduced -143.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.22% of their portfolio | 307.7k $13.4m | Added +160.2k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 306.9k $13.4m | Reduced -2.4k |
| Jump Financial, LLC 0.20% of their portfolio | 305.8k $13.3m | New |
| BARCLAYS PLC 0.01% of their portfolio | 291.0k $12.7m | Reduced -29.5k |
| 12th Street Asset Management Company, LLC 2.15% of their portfolio | 290.5k $12.6m | Reduced -2.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 288.1k $12.5m | Reduced -77.0k |
| HARVEY INVESTMENT CO LLC 1.38% of their portfolio | 284.9k $12.4m | Reduced -25.1k |
| Man Group plc 0.04% of their portfolio | 273.4k $11.9m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 264.6k $11.5m | Added +20.9k |
| Trexquant Investment LP 0.13% of their portfolio | 263.8k $11.5m | New |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 262.4k $11.4m | Reduced -173.8k |
| Magnetar Financial LLC 0.15% of their portfolio | 262.2k $11.4m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 258.4k $11.2m | Added +46.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 252.4k $11.0m | Added +108.9k |
| Fortitude Family Office, LLC 3.84% of their portfolio | 247.2k $10.8m | Unchanged |
| ADAMS DIVERSIFIED EQUITY FUND, INC. 0.42% of their portfolio | 241.4k $10.5m | New |
| ExodusPoint Capital Management, LP 0.14% of their portfolio | 238.9k $10.4m | New |
| STEPHENS INC /AR/ 0.15% of their portfolio | 236.2k $10.3m | Added +2 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 228.4k $9.9m | Reduced -64.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.18% of their portfolio | 216.1k $9.4m | Added +5.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 214.4k $9.3m | Added +66.3k |
| WS MANAGEMENT LLLP 1.49% of their portfolio | 201.9k $8.8m | Reduced -1.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 193.1k $8.4m | Added +35.5k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 187.2k $8.1m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 186.2k $8.1m | Added +9.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 182.6k $7.9m | Reduced -8.3k |
| Corebridge Financial, Inc. 0.04% of their portfolio | 178.8k $7.8m | Reduced -4.4k |
| Engineers Gate Manager LP 0.13% of their portfolio | 178.1k $7.7m | New |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 177.8k $7.7m | Added +1.1k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.27% of their portfolio | 176.8k $7.7m | Added +29.8k |
| Shellback Capital, LP 0.74% of their portfolio | 175.0k $7.6m | New |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.21% of their portfolio | 173.3k $7.5m | Reduced -66.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 171.5k $7.5m | Reduced -100 |
| Eisler Capital Management Ltd. 0.22% of their portfolio | 165.5k $7.2m | New |
| Hudson Bay Capital Management LP 0.05% of their portfolio | 165.0k $7.2m | Reduced -87.7k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 163.4k $7.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 154.4k $6.7m | Reduced -37.9k |