13FPulse
SN

SNDR SCHNEIDER NATIONAL INC-CL B

2026Q2 · CUSIP 80689H102 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
332
Institutions that reported holding it to the SEC
Net increase in holders
+39
Last quarter 293 → now 332
How unusual is that
Top 10%
Stronger buying than 93% of US stocks
What the filings say, in one paragraph

332 funds held SNDR at the end of 2026Q2, up 39 from the quarter before. That is stronger buying than 92.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $5.8B(YoY +6.3%), the P/E is 52.5x, return on equity is 3.6%. SNDR has had 9 buying rushes in its history, and the price moved +2.9% 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.

2017Q3: holders=113 2017Q4: holders=119 2018Q1: holders=139 2018Q2: holders=175 2018Q3: holders=186 2018Q4: holders=173 2019Q1: holders=180 2019Q2: holders=172 2019Q3: holders=163 2019Q4: holders=172 2020Q1: holders=162 2020Q2: holders=175 2020Q3: holders=201 2020Q4: holders=215 2021Q1: holders=200 2021Q2: holders=210 2021Q3: holders=203 2021Q4: holders=232 2022Q1: holders=239 2022Q2: holders=251 2022Q3: holders=243 2022Q4: holders=245 2023Q1: holders=244 2023Q2: holders=232 2023Q3: holders=250 2023Q4: holders=245 2024Q1: holders=253 2024Q2: holders=233 2024Q3: holders=245 2024Q4: holders=268 2025Q1: holders=278 2025Q2: holders=267 2025Q3: holders=288 2025Q4: holders=289 2026Q1: holders=293 2026Q2: holders=332 -39 -19.5 +0 +19.5 +39 101225349 17Q318Q319Q320Q321Q322Q323Q324Q325Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q3 Top 20% +35.9% +40.3%
2023Q3 Top 10% +6.3% +3.3%
2022Q2 Top 20% -13.8% +1.8%
2021Q4 Top 20% -11.7% -14.3%
2020Q3 Top 10% +0.4% +6.5%
2018Q2 Top 5% -7.0% -15.7%
2018Q1 Top 10% -4.9% -6.5%
2017Q3 Top 5% +13.7% +7.9%

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
158
Change in large funds
+28
Total value they hold
$2.5B
Funds buying for the first time
83
Funds that sold out entirely
44
Price change that quarter
+4.0%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
4

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)
52.5
EPS (TTM)
$0.64
EPS YoY
-9.9%
Revenue (TTM)
$5.8B
Revenue YoY
+6.3%
Net margin
1.9%
ROE
3.6%
Debt ratio
38.8%
FCF (TTM)
$312M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.62 2021-12-31: EPS 0.75 2022-03-31: EPS 0.52 2022-06-30: EPS 0.73 2022-09-30: EPS 0.70 2022-12-31: EPS 0.61 2023-03-31: EPS 0.55 2023-06-30: EPS 0.43 2023-09-30: EPS 0.20 2023-12-31: EPS 0.16 2024-03-31: EPS 0.10 2024-06-30: EPS 0.20 2024-09-30: EPS 0.17 2024-12-31: EPS 0.19 2025-03-31: EPS 0.15 2025-06-30: EPS 0.20 2025-09-30: EPS 0.11 2025-12-31: EPS 0.13 2026-03-31: EPS 0.12 2026-06-30: EPS 0.28 0B 0.9B 1.7B $B 0.00 0.41 0.83 2016201720182019202020212022202320242025202606/26 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 33 8 34 60 20222023202420252026

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
-95M25M146M 20162017201820192020202120222023202420252026
Latest quarter $52M (2026-03-31)

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

As of 2026-06-30 · 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.