Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schneider National Inc (SNDR)

292 + Investors. Track Smart Money conviction in SNDR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — SNDR

Based on 295 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SNDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
295 hedge funds hold SNDR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

178 buying125 selling
Last quarter: 178 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 52 → 59 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 26% medium 21% new
157 out of 295 hedge funds have held SNDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

46 → 45 → 52 → 59 → 56 new funds/Q
New funds entering each quarter: 45 → 52 → 59 → 56. A growing number of institutions are discovering SNDR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

61% veterans 11% 1-2yr 28% new
Entry-cohort mix of 295 holders: 181 (61%) are 2+ year veterans, 32 entered 1–2 years ago, and 82 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 294 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SNDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SNDR

In 2026 Q1, 178 hedge funds were net buyers of SNDR (56 opened a new position, 122 added to an existing one), while 125 reduced or exited (80 trimmed, 45 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 46% of total institutional value in SNDR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 295.

Hedge Fund Ownership: SNDR

How many hedge funds hold SNDR — quarterly history vs. share price
Quarterly hedge fund ownership of SNDR vs. share price

Market Analysis: SNDR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SNDR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SNDR
2026 Q2 Stats Unlock in 2 days 292 + Investors

Track Smart Money conviction in SNDR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 292 283 3.18%
13F Shares 71M 69M 2.03%
Total Value $1.81B $1.83B -1.26%
New Positions 53 58 -5
Increased Positions 121 80 +41
Closed Positions 44 59 -15
Reduced Positions 81 124 -43
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SNDR

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Institutional Holders (2026 Q2)

292 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SNDR. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SNDR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blueprint Financial Advisors LLC 24.66% 6,075,390 $221.9M
2 Blueprint Investment Partners LLC 18.51% 6,075,390 $221.9M
3 Schmidt P J Investment Management Inc 4.62% 814,249 $29.7M
4 Hood River Capital Management LLC 0.51% 1,924,667 $70.3M
5 Lighthouse Investment Partners, LLC 0.33% 328,790 $12.0M
6 Occudo Quantitative Strategies LP 0.31% 161,285 $5.9M
7 Bayforest Capital Ltd 0.27% 8,017 $293K
8 Earnest Partners LLC 0.27% 2,032,381 $74.2M
9 Ceredex Value Advisors LLC 0.26% 253,400 $9.3M
10 Sagewood Asset Management LP 0.26% 31,273 $1.1M
11 Yorktown Management & Research Co Inc 0.22% 9,800 $358K
12 Edgestream Partners, L.P. 0.21% 196,826 $7.2M
13 Guidance Capital, Inc 0.19% 22,637 $871K
14 Park Capital Management, LLC / WI 0.18% 8,378 $306K
15 Axq Capital, LP 0.18% 45,125 $1.6M
16 Cherokee Insurance Co 0.16% 11,400 $416K
17 Campbell & CO Investment Adviser LLC 0.15% 79,237 $2.9M
18 Inscription Capital, LLC 0.10% 31,488 $1.2M
19 Inceptionr LLC 0.10% 10,735 $392K
20 Associated Banc-Corp 0.09% 107,094 $3.9M
21 Jacobs Levy Equity Management, Inc 0.09% 695,968 $25.4M
22 Quantinno Capital Management LP 0.09% 1,946,777 $71.1M
23 Polymer Capital Management (US) LLC 0.08% 17,482 $639K
24 Able Wealth Management LLC 0.08% 9,657 $353K
25 Baron Wealth Management LLC 0.07% 7,840 $286K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schneider National Inc (SNDR)

What does the Smart Money Trend signal show for SNDR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SNDR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SNDR?

Slight buying edge — 59% buying: Last quarter: 178 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SNDR holders?

Elite ownership — 46% AUM from top-100 funds: 46 of 294 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SNDR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SNDR?

53% of holders stayed for 2+ years: 157 out of 295 hedge funds have held SNDR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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