Shellback Capital’s Knight Transportation KNX Stock Holding History

Shellback Capital’s Portfolio KNX Stock Details KNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6M	Buy	175,000 +75,000	+75%	+$5.2M	1.19%	32
2026 Q1	$5.76M	Buy	+100,000	New	+$5.73M	0.82%	40
2025 Q2	–	Sell	-175,000	Closed	-$7.61M	–	120
2025 Q1	$7.61M	Buy	+175,000	New	+$9.02M	0.74%	46
2023 Q3	–	Sell	-60,000	Closed	-$3.33M	–	102
2023 Q2	$3.33M	Sell	60,000 -104,860	-64%	-$5.85M	0.29%	71
2023 Q1	$9.33M	Buy	164,860 +95,000	+136%	+$5.43M	1.05%	32
2022 Q4	$3.66M	Buy	+69,860	New	+$3.61M	0.66%	47
2021 Q3	–	Sell	-29,600	Closed	-$1.35M	–	125
2021 Q2	$1.35M	Sell	29,600 -250,400	-89%	-$12M	0.07%	110
2021 Q1	$13.5M	Sell	280,000 -91,982	-25%	-$4.03M	0.8%	52
2020 Q4	$15.6M	Buy	371,982 +21,982	+6%	+$896K	1.24%	29
2020 Q3	$14.2M	Buy	350,000 +25,000	+8%	+$1.1M	1.1%	38
2020 Q2	$13.6M	Buy	325,000 +50,000	+18%	+$1.91M	1.41%	26
2020 Q1	$9.02M	Buy	+275,000	New	+$9.73M	2%	18
2019 Q2	–	Sell	-240,000	Closed	-$7.84M	–	104
2019 Q1	$7.84M	Buy	+240,000	New	+$7.64M	0.93%	39

Other funds holding KNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Shellback Capital's KNX Position: Q2 2026 in Review

Shellback Capital increased its Knight Transportation (KNX) stake by 75% in Q2 2026, buying an estimated $5.2M and bringing the position to 175,000 shares worth $13.6M. The position accounts for 1.19% of the portfolio, ranked #32.

Shellback Capital first reported a position in KNX in Q1 2019 and has held it in 13 quarters since. The position peaked at $15.6M in Q4 2020. 630 funds tracked by Wall St. Rank hold KNX as of Q2 2026.

Shellback Capital held 175,000 shares of Knight Transportation worth $13.6M as of Q2 2026.
Shellback Capital bought 75,000 Knight Transportation shares in Q2 2026, an estimated $5.2M.
Knight Transportation made up 1.19% of Shellback Capital's portfolio in Q2 2026, its #32 holding.
Shellback Capital first reported a position in Knight Transportation in Q1 2019 and has held it in 13 quarters since.
Shellback Capital's Knight Transportation position peaked at $15.6M in Q4 2020.
630 funds tracked by Wall St. Rank held Knight Transportation as of Q2 2026.

Based on Shellback Capital's 13F filing for Q2 2026, filed 14 Aug 2026.