⚡ This company reported new earnings on 2026-10-21 (8-K release). The official 10-Q is pending — financials below may still reflect the prior quarter.
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
630
Institutions that reported holding it to the SEC
Net increase in holders
+124
Last quarter 506 → now 630
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

630 funds held KNX at the end of 2026Q2, up 124 from the quarter before. That is stronger buying than 98.1% 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 287.8x, 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=482 2022Q2: holders=476 2022Q3: holders=469 2022Q4: holders=486 2023Q1: holders=493 2023Q2: holders=486 2023Q3: holders=477 2023Q4: holders=484 2024Q1: holders=484 2024Q2: holders=441 2024Q3: holders=463 2024Q4: holders=474 2025Q1: holders=483 2025Q2: holders=445 2025Q3: holders=443 2025Q4: holders=459 2026Q1: holders=506 2026Q2: holders=630 -272 -136 +0 +136 +272 0331662 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% +2.4% —
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
241
Change in large funds
+38
Total value they hold
$12.7B
Funds buying for the first time
174
Funds that sold out entirely
50
Price change that quarter
+5.4%
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.

Fundamentals

PE (TTM)
287.8
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.