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.

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 294 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
294 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 — +7% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

177 buying124 selling
Last quarter: 177 funds bought or added vs 124 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 — ~55 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 52 → 58 → 55. 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 294 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 → 58 → 55 new funds/Q
New funds entering each quarter: 45 → 52 → 58 → 55. A growing number of institutions are discovering SNDR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Of 294 current holders: 180 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
44 of 294 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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, 177 hedge funds were net buyers of SNDR (55 opened a new position, 122 added to an existing one), while 124 reduced or exited (80 trimmed, 44 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 35% of total institutional value in SNDR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 294.

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

-- --

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

Is It Too Late to Buy Schneider National Inc (SNDR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SNDR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SNDR
+40.4%
XLI
+11.0%

SNDR outperformed XLI by +29.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SNDR
+16.2%
XLI
+4.8%

Since the filing became public, SNDR outperformed XLI by +11.4% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

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
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 Q1)

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:
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 23.83% 6,100,413 $160.8M
2 Blueprint Investment Partners LLC 16.40% 6,100,413 $160.8M
3 Schmidt P J Investment Management Inc 3.70% 834,009 $22.0M
4 Goodman Financial Corp 2.48% 547,848 $14.4M
5 Deprince Race & Zollo Inc 1.08% 2,160,106 $56.9M
6 Hood River Capital Management LLC 0.46% 1,728,597 $45.6M
7 Sagewood Asset Management LP 0.24% 28,560 $753K
8 Earnest Partners LLC 0.23% 2,077,769 $54.8M
9 Oak Thistle LLC 0.19% 74,888 $2.0M
10 Guidance Capital, Inc 0.15% 22,447 $674K
11 Fieldview Capital Management, LLC 0.14% 18,657 $492K
12 Cherokee Insurance Co 0.11% 11,400 $301K
13 Occudo Quantitative Strategies LP 0.11% 62,827 $2.0M
14 Susquehanna Fundamental Investments, LLC 0.10% 104,455 $2.8M
15 Lighthouse Investment Partners, LLC 0.10% 107,817 $2.8M
16 Edgestream Partners, L.P. 0.10% 113,602 $3.0M
17 Inceptionr LLC 0.09% 14,603 $385K
18 Inscription Capital, LLC 0.09% 33,230 $876K
19 Quantinno Capital Management LP 0.09% 1,993,186 $52.5M
20 Axq Capital, LP 0.09% 25,707 $678K
21 Associated Banc-Corp 0.08% 114,955 $3.0M
22 Jacobs Levy Equity Management, Inc 0.07% 589,041 $15.5M
23 Kera Capital Partners, Inc. 0.06% 18,991 $501K
24 Impact Partnership Wealth, LLC 0.06% 18,530 $488K
25 Unison Advisors LLC 0.06% 28,187 $746K
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: 177 funds bought or added vs 124 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?

Strong quality — 35% AUM from major funds: 44 of 294 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SNDR?

53% of holders stayed for 2+ years: 157 out of 294 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.

Is it too late to buy Schneider National Inc (SNDR) following the 2026 Q1 hedge fund 13F filings?

As of today, SNDR has moved +16.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +11.4%. Since the quarter end (March 31, 2026), SNDR has gained +40.4% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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