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 ($19.7m this quarter). Holder counts are more reliable. Shares outstanding: 162.5m as of 2026-04-22, 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 ≈ $57.49. Options: 12 managers hold calls ($34.8m notional), 11 hold puts ($72.3m).
Trends to Q1 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 |
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 2024 | 212 | 258 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $36.5m | $46.1m | 1.26 |
| Q3 2025 | $38.9m | $58.1m | 1.50 |
| Q4 2025 | $102.2m | $62.9m | 0.62 |
| Q1 2026 | $34.8m | $72.3m | 2.08 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +1.7m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.6m |
| Invesco Ltd. | Added | +1.2m |
| Alyeska Investment Group, L.P. | New | +1.2m |
| Hood River Capital Management LLC | Added | +1.1m |
| AMERIPRISE FINANCIAL INC | Added | +1.1m |
| MILLENNIUM MANAGEMENT LLC | New | +1.0m |
| Driehaus Capital Management LLC | New | +964.9k |
| Jain Global LLC | New | +952.7k |
| STEADFAST CAPITAL MANAGEMENT LP | New | +950.4k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -7.0m |
| FMR LLC | Reduced | -6.7m |
| D1 Capital Partners L.P. | Reduced | -2.2m |
| Balyasny Asset Management L.P. | Sold out | -2.0m |
| GLENVIEW CAPITAL MANAGEMENT, LLC | Sold out | -1.5m |
| UBS Group AG | Reduced | -1.0m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -701.4k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -686.8k |
| Zurich Insurance Group Ltd/FI | Sold out | -583.3k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -500.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.2m212.2k shares |
| CITADEL ADVISORS LLC | Reduced | $5.4m94.2k shares |
| Walleye Trading LLC | Added | $3.0m51.6k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $2.9m49.5k shares |
| IMC-Chicago, LLC | Reduced | $2.5m43.7k shares |
| Graham Capital Management, L.P. | New | $2.2m37.7k shares |
| D. E. Shaw & Co., Inc. | New | $1.8m32.0k shares |
| JANE STREET GROUP, LLC | Reduced | $1.4m24.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m19.2k shares |
| SIMPLEX TRADING, LLC | New | $875.2k15.2k shares |
Biggest puts
| Walleye Trading LLC | Added | $22.8m395.8k shares |
| CITADEL ADVISORS LLC | Added | $15.7m272.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.9m153.8k shares |
| GROUP ONE TRADING LLC | Added | $7.8m134.8k shares |
| IMC-Chicago, LLC | Reduced | $4.6m80.1k shares |
| SIMPLEX TRADING, LLC | New | $3.2m56.2k shares |
| Polar Asset Management Partners Inc. | New | $2.9m50.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $2.8m49.3k shares |
| JANE STREET GROUP, LLC | Added | $2.2m38.5k shares |
| Walleye Capital LLC | Reduced | $1.2m20.1k 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 1 | $148.5k | — |
| Q4 2025 | 0 | — | 3 | $2.2m | — |
| Q1 2026 | 0 | — | 5 | $7.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-26 | Smith Joshua CFO - US Xpress | Sold | $351.5k5.8k shares |
| 2026-02-20 | KNIGHT KEVIN P Executive Chairman, director · Trust | Sold | $1.8m30.0k shares |
| 2026-02-18 | KNIGHT KEVIN P Executive Chairman, director · Trust | Sold | $2.3m38.9k shares |
| 2026-02-17 | KNIGHT KEVIN P Executive Chairman, director · Trust | Sold | $1.9m31.1k shares |
| 2026-02-10 | Harrington Timothy Sean Pres - US Xpress | Sold | $508.4k8.5k shares |
| 2026-02-04 | Fitzsimmons James L COO Swift Transportation | Sold | $324.1k5.9k shares |
| 2026-02-04 | Liu Michael K EVP - Operations | Sold | $75.7k1.2k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 14.9m $859.8m | Added +449.4k |
| FMR LLC 0.03% of their portfolio | 9.7m $558.9m | Reduced -6.7m |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 8.5m $487.0m | Added +60.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 7.0m $404.8m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 6.6m $380.4m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.23% of their portfolio | 6.3m $364.7m | Reduced -500.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 5.9m $342.3m | Reduced -7.0m |
| D1 Capital Partners L.P. 2.82% of their portfolio | 5.5m $316.2m | Reduced -2.2m |
| STATE STREET CORP 0.01% of their portfolio | 5.1m $292.9m | Added +139.2k |
| Slate Path Capital LP 3.95% of their portfolio | 4.6m $265.9m | Added +332.5k |
| Allspring Global Investments Holdings, LLC 0.41% of their portfolio | 4.3m $245.3m | Reduced -416.2k |
| Invesco Ltd. 0.02% of their portfolio | 3.7m $210.9m | Added +1.2m |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 3.4m $194.2m | Added +1.6m |
| MORGAN STANLEY 0.01% of their portfolio | 3.4m $195.2m | Reduced -215.8k |
| Ensign Peak Advisors, Inc 0.36% of their portfolio | 3.4m $195.0m | Added +448.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $170.9m | Added +97.7k |
| Hood River Capital Management LLC 1.55% of their portfolio | 2.7m $154.1m | Added +1.1m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% of their portfolio | 2.5m $141.1m | Reduced -701.4k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 2.2m $116.2m | Reduced -686.8k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 2.1m $120.3m | Added +1.1m |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.23% of their portfolio | 2.1m $120.1m | Added +132.0k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 2.1m $119.4m | Added +1.7m |
| Holocene Advisors, LP 0.25% of their portfolio | 1.8m $101.3m | Reduced -334.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.61% of their portfolio | 1.5m $85.5m | Added +71.2k |
| UBS Group AG 0.01% of their portfolio | 1.4m $81.9m | Reduced -1.0m |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 1.4m $79.3m | Added +239.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $77.7m | Reduced -37.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $77.3m | Added +45.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $75.7m | Added +28.6k |
| PZENA INVESTMENT MANAGEMENT LLC 0.24% of their portfolio | 1.3m $72.5m | Reduced -5.5k |
| FIL Ltd 0.05% of their portfolio | 1.2m $67.9m | Added +770.6k |
| Alyeska Investment Group, L.P. 0.19% of their portfolio | 1.2m $67.2m | New |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.2m $66.3m | Added +435.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $60.1m | Added +423.2k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.0m $59.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.0m $57.6m | First filing |
| Driehaus Capital Management LLC 0.41% of their portfolio | 964.9k $55.6m | New |
| Jain Global LLC 0.70% of their portfolio | 952.7k $54.9m | New |
| STEADFAST CAPITAL MANAGEMENT LP 2.06% of their portfolio | 950.4k $54.7m | New |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 943.3k $54.3m | Added +399.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 895.4k $51.6m | Added +795.9k |
| PRIMECAP MANAGEMENT CO/CA/ 0.04% of their portfolio | 869.7k $50.1m | Reduced -10.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 868.2k $50.0m | Reduced -105.7k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 842.6k $48.5m | Added +166.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 777.0k $44.7m | Reduced -25.9k |
| DEPRINCE RACE & ZOLLO INC 0.80% of their portfolio | 738.7k $42.5m | Reduced -2.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 595.6k $34.3m | Added +166.7k |
| Nuveen, LLC 0.01% of their portfolio | 556.5k $32.0m | Reduced -41.0k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 523.8k $30.2m | Added +138.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 505.5k $29.1m | Added +124.9k |
| Encompass Capital Advisors LLC 1.17% of their portfolio | 500.0k $28.8m | New |
| Fiera Capital Corp 0.10% of their portfolio | 490.4k $28.2m | Added +4.1k |
| 12th Street Asset Management Company, LLC 4.61% of their portfolio | 489.4k $28.2m | Added +305.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 438.2k $24.3m | Added +94.2k |
| NORRIS PERNE & FRENCH LLP/MI 1.22% of their portfolio | 436.5k $25.1m | Reduced -7.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 435.6k $25.1m | Added +7.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 414.8k $23.9m | Added +30.6k |
| Ceredex Value Advisors LLC 0.71% of their portfolio | 393.6k $22.7m | Reduced -278.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 371.6k $21.4m | Reduced -49.7k |
| Maple Rock Capital Partners Inc. 0.69% of their portfolio | 366.1k $21.1m | New |
| 1832 Asset Management L.P. 0.03% of their portfolio | 365.8k $21.1m | Reduced -1.6k |
| COMMERCE BANK 0.10% of their portfolio | 354.8k $20.4m | Added +348.6k |
| STRS OHIO 0.08% of their portfolio | 354.2k $20.4m | Reduced -94.3k |
| Swiss National Bank 0.01% of their portfolio | 321.2k $18.5m | Added +1.2k |
| Verition Fund Management LLC 0.18% of their portfolio | 320.6k $18.5m | Added +128.1k |
| Quantinno Capital Management LP 0.03% of their portfolio | 312.3k $18.0m | Added +29.7k |
| Retirement Systems of Alabama 0.06% of their portfolio | 303.9k $17.5m | Added +4.2k |
| MetLife Investment Management, LLC 0.09% of their portfolio | 295.6k $17.0m | Reduced -15.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 291.9k $16.8m | Added +8.7k |
| Aristotle Capital Boston, LLC 1.02% of their portfolio | 285.5k $16.5m | Reduced -40.7k |
| ALGERT GLOBAL LLC 0.22% of their portfolio | 255.4k $14.7m | Added +185.1k |
| Squarepoint Ops LLC 0.03% of their portfolio | 244.6k $14.1m | Added +212.6k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 243.7k $14.1m | Reduced -113.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 243.1k $14.0m | Reduced -7.1k |
| STEPHENS INC /AR/ 0.17% of their portfolio | 237.1k $13.6m | Added +1.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 230.2k $13.3m | Added +214.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 230.2k $13.3m | Reduced -1.1k |
| Legal & General Group Plc 0.00% of their portfolio | 228.8k $13.2m | Reduced -29.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 220.1k $12.7m | Reduced -141.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 210.6k $12.1m | Added +1.6k |
| WS MANAGEMENT LLLP 1.55% of their portfolio | 206.1k $11.9m | Added +4.2k |
| HARVEY INVESTMENT CO LLC 1.29% of their portfolio | 203.4k $11.7m | Reduced -6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 192.6k $11.1m | Added +38.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 190.2k $11.0m | Added +25.3k |
| Horizon Investments, LLC 0.12% of their portfolio | 189.1k $10.9m | Added +39.5k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 186.7k $10.7m | Added +18.3k |
| KR Capital LP 2.06% of their portfolio | 178.5k $10.3m | First filing |
| Baird Financial Group, Inc. 0.02% of their portfolio | 168.8k $9.7m | Added +110.3k |
| Mader & Shannon Wealth Management, Inc. 4.50% of their portfolio | 168.7k $9.7m | Added +25.8k |
| Covalis Capital LLP 0.59% of their portfolio | 165.7k $9.5m | New |
| BARCLAYS PLC 0.00% of their portfolio | 165.6k $9.5m | Reduced -91.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 164.5k $9.5m | Reduced -292.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 164.1k $9.5m | Reduced -5.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 163.2k $9.4m | Added +129.2k |
| Lighthouse Investment Partners, LLC 0.34% of their portfolio | 158.2k $9.1m | Reduced -106.7k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.66% of their portfolio | 157.5k $9.1m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.34% of their portfolio | 157.3k $9.1m | Reduced -6.5k |
| GREAT LAKES ADVISORS, LLC 0.07% of their portfolio | 150.9k $8.7m | Added +125.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 146.7k $8.4m | Added +125.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 146.2k $8.4m | First filing |