13FPulse
KN

KNX KNIGHT-SWIFT TRANSPORTATION

2026Q2 · CUSIP 499049104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
619
Institutions that reported holding it to the SEC
Net increase in holders
+114
Last quarter 505 → now 619
How unusual is that
Top 5%
Stronger buying than 99% of US stocks
What the filings say, in one paragraph

619 funds held KNX at the end of 2026Q2, up 114 from the quarter before. That is stronger buying than 98.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $7.5B(YoY +1.1%), the P/E is 320.2x, return on equity is 0.5%. KNX has had 12 buying rushes in its history, and the price moved -4.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=2 2016Q1: holders=3 2016Q2: holders=3 2016Q3: holders=4 2016Q4: holders=3 2017Q1: holders=2 2017Q2: holders=2 2017Q3: holders=274 2017Q4: holders=316 2018Q1: holders=366 2018Q2: holders=359 2018Q3: holders=352 2018Q4: holders=315 2019Q1: holders=342 2019Q2: holders=322 2019Q3: holders=332 2019Q4: holders=349 2020Q1: holders=337 2020Q2: holders=389 2020Q3: holders=431 2020Q4: holders=412 2021Q1: holders=415 2021Q2: holders=411 2021Q3: holders=424 2021Q4: holders=498 2022Q1: holders=483 2022Q2: holders=476 2022Q3: holders=469 2022Q4: holders=485 2023Q1: holders=492 2023Q2: holders=485 2023Q3: holders=476 2023Q4: holders=483 2024Q1: holders=483 2024Q2: holders=440 2024Q3: holders=462 2024Q4: holders=473 2025Q1: holders=483 2025Q2: holders=445 2025Q3: holders=443 2025Q4: holders=459 2026Q1: holders=505 2026Q2: holders=619 -272 -136 +0 +136 +272 0325650 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 10%
2024Q3 Top 20% -7.0% -22.1%
2021Q4 Top 10% -18.8% +4.2%
2021Q3 Top 20% -8.3% -23.0%
2020Q3 Top 5% +4.2% +16.3%
2020Q2 Top 5% -6.4% -1.6%
2019Q3 Top 20% +7.2% +5.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
236
Change in large funds
+33
Total value they hold
$12.6B
Funds buying for the first time
171
Funds that sold out entirely
57
Price change that quarter
-2.7%
Funds holding puts (bearish)
13
Funds holding calls (bullish)
14

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
320.2
EPS (TTM)
$0.21
EPS YoY
-77.7%
Revenue (TTM)
$7.5B
Revenue YoY
+1.1%
Net margin
0.4%
ROE
0.5%
Debt ratio
40.9%
FCF (TTM)
Dividend (TTM)
$0.74
Quarterly Revenue & EPS
2022-06-30: EPS 1.35 2022-09-30: EPS 1.21 2022-12-31: EPS 0.92 2023-03-31: EPS 0.64 2023-06-30: EPS 0.39 2023-09-30: EPS 0.37 2023-12-31: EPS -0.06 2024-03-31: EPS -0.02 2024-06-30: EPS 0.13 2024-09-30: EPS 0.19 2024-12-31: EPS 0.43 2025-03-31: EPS 0.19 2025-06-30: EPS 0.21 2025-09-30: EPS 0.05 2025-12-31: EPS -0.04 2026-03-31: EPS -0.01 0B 1.0B 2.0B $B -0.07 0.71 1.49 20162017201820192020202120222023202420252026 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 48 12 178 344 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-109M22M152M 20162017201820192020202120222023202420252026
Latest quarter $33M (2019-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.