Two Point Capital Management
KNX icon

Two Point Capital Management’s Knight Transportation KNX Stock Holding History

Two Point Capital Management’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
Q3 		$6.77M Sell
106,484
-3,150
-3% -$222K 3.04% 11
2026
Q2 		$8.54M Sell
109,634
-3,589
-3% -$249K 3.44% 11
2026
Q1 		$6.52M Sell
113,223
-3,687
-3% -$211K 2.85% 15
2025
Q4 		$6.11M Sell
116,910
-3,197
-3% -$150K 2.48% 17
2025
Q3 		$4.75M Sell
120,107
-1,933
-2% -$83.7K 1.91% 21
2025
Q2 		$5.4M Buy
+122,040
New +$5.19M 2.3% 19
2024
Q4 		$8.85M Sell
160,099
-4,691
-3% -$255K 3.16% 15
2024
Q3 		$8.89M Sell
164,790
-374
-0.2% -$19.4K 3.24% 15
2024
Q2 		$8.24M Buy
165,164
+180
+0.1% +$8.81K 3.32% 14
2024
Q1 		$9.08M Sell
164,984
-4,938
-3% -$279K 3.73% 12
2023
Q4 		$9.8M Sell
169,922
-245
-0.1% -$12.8K 4.47% 9
2023
Q3 		$8.53M Buy
170,167
+707
+0.4% +$39.2K 4.7% 10
2023
Q2 		$9.42M Buy
169,460
+1,505
+0.9% +$84K 4.91% 8
2023
Q1 		$9.5M Buy
167,955
+131
+0.1% +$7.49K 5.59% 7
2022
Q4 		$8.8M Buy
+167,824
New +$8.68M 5.68% 7

Other funds holding KNX

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Two Point Capital Management's KNX Position: Q3 2026 in Review

Two Point Capital Management reduced its Knight Transportation (KNX) stake by 2.9% in Q3 2026, selling an estimated $222K and leaving 106,484 shares worth $6.77M. The position accounts for 3.04% of the portfolio, ranked #11.

Two Point Capital Management first reported a position in KNX in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.8M in Q4 2023. 128 funds tracked by Wall St. Rank hold KNX as of Q3 2026.

  • Two Point Capital Management held 106,484 shares of Knight Transportation worth $6.77M as of Q3 2026.
  • Two Point Capital Management sold 3,150 Knight Transportation shares in Q3 2026, an estimated $222K.
  • Knight Transportation made up 3.04% of Two Point Capital Management's portfolio in Q3 2026, its #11 holding.
  • Two Point Capital Management first reported a position in Knight Transportation in Q4 2022 and has held it in 15 quarters since.
  • Two Point Capital Management's Knight Transportation position peaked at $9.8M in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Knight Transportation as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.