Position in WERN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,839,161
+$1,341,959 QoQ
Shares Held
88,034
+3.7% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 268 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $57,914,959 across 9 Trucking names. WERN ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
122,898 | $26,619,704 | |
| 2 | SAIA |
Saia Inc
|
30,985 | $13,049,641 | |
| 3 | XPO |
XPO, Inc.
|
39,190 | $8,045,314 | |
| 4 | KNX |
Knight-Swift Transportation Holdings Inc.
|
65,291 | $5,084,208 | |
| 5 | WERN |
Werner Enterprises Inc
This page
|
88,034 | $3,839,161 | |
| 6 | TFII |
TFI International Inc.
|
2,755 | $395,534 | |
| 7 | ARCB |
Arcbest Corp /Tx/
|
2,327 | $334,017 | |
| 8 | MRTN |
Marten Transport Ltd
|
16,875 | $292,780 |
All Filings in WERN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,839,161 | 88,034 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,497,202 | 84,910 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,357,675 | 78,563 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,045,510 | 77,717 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,022,778 | 73,932 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,918,680 | 65,484 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,876,315 | 52,236 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,105,430 | 54,559 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,595,226 | 184,070 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,298,342 | 186,563 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,411,613 | 174,926 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $6,889,475 | 176,880 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,040,979 | 182,005 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,317,617 | 182,845 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,330,258 | 182,073 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,894,936 | 183,376 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,850,097 | 177,740 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,418,704 | 180,944 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,613,447 | 180,727 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,869,079 | 177,752 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,103,930 | 182,029 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,205,837 | 195,163 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,806,747 | 173,553 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $525,126 | 12,506 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $526,887 | 12,104 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $398,424 | 10,988 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||