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 ($13.6m this quarter). Holder counts are more reliable. Shares outstanding: 162.3m as of 2025-07-23, 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 ≈ $44.28. Options: 13 managers hold calls ($36.5m notional), 16 hold puts ($46.1m).
Trends to Q2 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 |
| Q2 2025 | 445 |
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 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 |
| Q2 2025 | 208 | 258 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $39.7m | $27.9m | 0.70 |
| Q4 2024 | $191.5m | $40.0m | 0.21 |
| Q1 2025 | $98.5m | $12.7m | 0.13 |
| Q2 2025 | $36.5m | $46.1m | 1.26 |
Biggest buyers
| FMR LLC | Added | +4.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.9m |
| Clean Energy Transition LLP | New | +1.2m |
| Jain Global LLC | New | +1.1m |
| Bank of New York Mellon Corp | Added | +904.9k |
| UBS Group AG | Added | +804.4k |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | +793.4k |
| Freestone Grove Partners LP | New | +792.2k |
| Junto Capital Management LP | New | +641.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +601.1k |
Biggest sellers
| SG Americas Securities, LLC | Reduced | -1.1m |
| Cartenna Capital, LP | Sold out | -1.0m |
| Cubist Systematic Strategies, LLC | Reduced | -902.6k |
| JANE STREET GROUP, LLC | Reduced | -787.1k |
| CITADEL ADVISORS LLC | Reduced | -667.2k |
| Qube Research & Technologies Ltd | Reduced | -633.3k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -458.6k |
| FRANKLIN RESOURCES INC | Reduced | -394.6k |
| Boundary Creek Advisors LP | Sold out | -358.8k |
| Walleye Capital LLC | Reduced | -352.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $14.4m326.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.4m281.0k shares |
| GROUP ONE TRADING LLC | Added | $2.9m66.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.7m38.2k shares |
| IMC-Chicago, LLC | Reduced | $1.2m26.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.0m23.2k shares |
| Walleye Trading LLC | Reduced | $659.0k14.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $657.3k14.6k shares |
| BANK OF AMERICA CORP /DE/ | New | $557.3k12.6k shares |
| Squarepoint Ops LLC | New | $433.5k9.8k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $15.2m343.6k shares |
| Walleye Trading LLC | Added | $6.0m135.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.2m94.9k shares |
| SIMPLEX TRADING, LLC | Added | $4.1m93.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $3.6m82.1k shares |
| Twin Tree Management, LP | New | $2.5m56.7k shares |
| IMC-Chicago, LLC | Added | $2.5m56.0k shares |
| D. E. Shaw & Co., Inc. | New | $2.1m48.1k shares |
| WOLVERINE TRADING, LLC | Added | $1.7m38.1k shares |
| Walleye Capital LLC | Added | $1.2m26.6k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2025 | 0 | — | 1 | $52.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-28 | Harrington Timothy Sean Pres - US Xpress | Sold | $52.8k1.2k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 14.9m $661.1m | Added +307.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.9m $658.9m | Reduced -39.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 14.0m $620.7m | Added +2.9m |
| FMR LLC 0.03% of their portfolio | 12.9m $570.1m | Added +4.3m |
| VICTORY CAPITAL MANAGEMENT INC 0.24% of their portfolio | 8.4m $372.4m | Added +75.4k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 8.1m $360.2m | Added +513.6k |
| STATE STREET CORP 0.01% of their portfolio | 4.9m $218.4m | Reduced -85.9k |
| MORGAN STANLEY 0.01% of their portfolio | 4.5m $198.2m | Added +187.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.18% of their portfolio | 3.9m $173.5m | Reduced -263.2k |
| Allspring Global Investments Holdings, LLC 0.28% of their portfolio | 3.6m $165.7m | Added +268.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.8m $122.8m | Reduced -11.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 2.6m $113.9m | Reduced -122.4k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 2.2m $99.4m | Added +601.1k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 2.2m $95.6m | Added +904.9k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 2.0m $90.6m | Reduced -27.0k |
| Ensign Peak Advisors, Inc 0.15% of their portfolio | 2.0m $90.5m | Added +305.1k |
| Point72 Asset Management, L.P. 0.20% of their portfolio | 1.9m $83.2m | Added +249.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.8m $80.0m | Reduced -394.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.71% of their portfolio | 1.7m $76.3m | Added +57.6k |
| UBS Group AG 0.02% of their portfolio | 1.7m $74.4m | Added +804.4k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.5m $66.5m | Reduced -667.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $60.6m | Reduced -134.2k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 1.4m $60.0m | Added +24.9k |
| NORGES BANK 0.01% of their portfolio | 1.3m $59.4m | Added +29.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $57.0m | Reduced -42.8k |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 1.3m $56.1m | Reduced -73.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $54.2m | Added +34.8k |
| Clean Energy Transition LLP 5.07% of their portfolio | 1.2m $51.8m | New |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.47% of their portfolio | 1.2m $51.7m | Reduced -234.2k |
| Invesco Ltd. 0.01% of their portfolio | 1.1m $48.1m | Added +398.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $47.8m | Added +154.0k |
| Jain Global LLC 0.73% of their portfolio | 1.1m $46.7m | New |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 1.0m $45.8m | Reduced -633.3k |
| Squarepoint Ops LLC 0.10% of their portfolio | 1.0m $45.2m | Added +203.8k |
| BRANDES INVESTMENT PARTNERS, LP 0.36% of their portfolio | 902.7k $39.9m | Added +154.0k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.30% of their portfolio | 798.0k $35.3m | Added +793.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 794.3k $35.1m | Added +399.1k |
| Freestone Grove Partners LP 0.26% of their portfolio | 792.2k $35.0m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 765.2k $33.8m | Added +269.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 758.4k $33.5m | Added +135.8k |
| DEPRINCE RACE & ZOLLO INC 0.61% of their portfolio | 663.4k $29.3m | Added +126.0k |
| PRIMECAP MANAGEMENT CO/CA/ 0.02% of their portfolio | 648.9k $28.7m | Added +471.0k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 647.6k $28.6m | Reduced -134.1k |
| Junto Capital Management LP 0.60% of their portfolio | 641.9k $28.4m | New |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 603.6k $26.7m | Added +570.9k |
| COUNTRY TRUST BANK 0.57% of their portfolio | 572.0k $25.3m | Added +4.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 565.5k $25.0m | Reduced -149.5k |
| Triton Wealth Management, PLLC 10.32% of their portfolio | 531.1k $24.2m | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 518.9k $22.9m | Added +391.1k |
| Encompass Capital Advisors LLC 0.89% of their portfolio | 500.0k $22.1m | New |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 491.7k $21.7m | Added +173.0k |
| Nuveen, LLC 0.01% of their portfolio | 488.1k $21.6m | Added +1.0k |
| Ceredex Value Advisors LLC 0.46% of their portfolio | 486.0k $21.5m | New |
| NORRIS PERNE & FRENCH LLP/MI 1.46% of their portfolio | 474.1k $21.0m | Added +80 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 437.2k $19.3m | Reduced -689 |
| Hudson Bay Capital Management LP 0.13% of their portfolio | 430.6k $19.0m | Added +265.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 403.5k $17.8m | Reduced -127.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 376.2k $16.6m | Added +88.2k |
| Fiera Capital Corp 0.06% of their portfolio | 374.5k $16.6m | Reduced -426 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 367.2k $16.2m | Reduced -458.6k |
| STRS OHIO 0.06% of their portfolio | 364.8k $16.1m | Reduced -97.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.05% of their portfolio | 358.1k $15.8m | Added +165.0k |
| Legal & General Group Plc 0.00% of their portfolio | 324.2k $14.3m | Reduced -2.7k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 320.2k $14.2m | Reduced -234.8k |
| Swiss National Bank 0.01% of their portfolio | 309.6k $13.7m | Reduced -4.1k |
| NUANCE INVESTMENTS, LLC 1.05% of their portfolio | 304.8k $13.5m | Reduced -25.8k |
| Retirement Systems of Alabama 0.05% of their portfolio | 303.0k $13.4m | Reduced -80.3k |
| 12th Street Asset Management Company, LLC 2.11% of their portfolio | 277.9k $12.3m | Reduced -12.5k |
| TWINBEECH CAPITAL LP 0.28% of their portfolio | 275.0k $12.2m | Added +141.1k |
| BARCLAYS PLC 0.00% of their portfolio | 268.7k $11.9m | Reduced -22.3k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 268.4k $11.9m | Added +81.2k |
| Walleye Capital LLC 0.11% of their portfolio | 260.7k $11.5m | Reduced -352.2k |
| HARVEY INVESTMENT CO LLC 1.23% of their portfolio | 252.6k $11.2m | Reduced -32.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 249.8k $11.0m | Reduced -8.6k |
| Fortitude Family Office, LLC 3.62% of their portfolio | 247.3k $10.9m | Added +73 |
| STEPHENS INC /AR/ 0.14% of their portfolio | 235.2k $10.4m | Reduced -1.0k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.18% of their portfolio | 232.8k $10.3m | Added +16.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 218.8k $9.7m | Reduced -9.6k |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 215.6k $9.5m | New |
| WS MANAGEMENT LLLP 1.56% of their portfolio | 201.9k $8.9m | Unchanged |
| Engineers Gate Manager LP 0.11% of their portfolio | 201.6k $8.9m | Added +23.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 199.6k $8.8m | Reduced -135.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 197.0k $8.7m | Reduced -787.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 183.3k $8.1m | Reduced -2.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 182.6k $8.1m | Unchanged |
| COMERICA BANK 0.03% of their portfolio | 176.7k $7.8m | Added +41.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 174.1k $7.7m | Added +28.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 171.5k $7.6m | Unchanged |
| MARSHALL WACE, LLP 0.01% of their portfolio | 170.8k $7.6m | Reduced -93.8k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 170.0k $7.5m | Added +55.8k |
| TURTLE CREEK ASSET MANAGEMENT INC. 0.21% of their portfolio | 163.5k $7.2m | Reduced -9.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.19% of their portfolio | 159.0k $7.0m | Reduced -148.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 154.4k $6.8m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 153.7k $6.8m | Reduced -60.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 151.4k $6.7m | Reduced -12.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 151.3k $6.7m | Added +64.5k |
| Appian Way Asset Management LP 1.63% of their portfolio | 147.0k $6.5m | Added +74.2k |
| Mader & Shannon Wealth Management, Inc. 3.42% of their portfolio | 142.0k $6.3m | Added +735 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 136.6k $6.0m | Added +1.1k |
| Verition Fund Management LLC 0.03% of their portfolio | 136.4k $6.0m | Reduced -309.8k |