PINNACLE ASSOCIATES LTD

Position in WERN — Werner Enterprises Inc

CIK 743127 NEW YORK, NY

Position in WERN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$8,646,205

+$2,344,348 QoQ

Shares Held

198,262

-7.5% QoQ

Ownership

0.331%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#48

of 268 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $10,261,410 across 3 Trucking names. WERN ranks #1 (84.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WERN	Werner Enterprises Inc This page	198,262	$8,646,205
2	XPO	XPO, Inc.	4,901	$1,006,126
3	ODFL	Old Dominion Freight Line, Inc.	2,812	$609,079

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,646,205	198,262	-7.5%	Shares	Sole	2026-08-03
2026-03-31	$6,301,857	214,276	-9.5%	Shares	Sole	2026-04-22
2025-12-31	$7,109,068	236,890	-4.6%	Shares	Sole	2026-02-05
2025-09-30	$6,536,940	248,364	-3.5%	Shares	Sole	2025-11-13
2025-06-30	$7,039,427	257,289	-27.6%	Shares	Sole	2025-08-04
2025-03-31	$10,407,330	355,199	-6.6%	Shares	Sole	2025-05-06
2024-12-31	$13,655,850	380,174	-17.4%	Shares	Sole	2025-02-14
2024-09-30	$17,768,881	460,453	+2.0%	Shares	Sole	2024-10-25
2024-06-30	$16,170,437	451,310	-1.6%	Shares	Sole	2024-07-30
2024-03-31	$17,944,226	458,697	-0.4%	Shares	Sole	2024-04-26
2023-12-31	$19,509,393	460,453	-1.6%	Shares	Sole	2024-01-19
2023-09-30	$18,235,221	468,170	-4.3%	Shares	Sole	2023-10-24
2023-06-30	$21,608,614	489,104	-3.6%	Shares	Sole	2023-07-27
2023-03-31	$23,091,224	507,611	-1.8%	Shares	Sole	2023-05-05
2022-12-31	$20,803,348	516,725	-2.5%	Shares	Sole	2023-02-01
2022-09-30	$19,918,036	529,735	-2.9%	Shares	Sole	2022-11-01
2022-06-30	$21,022,259	545,466	-0.1%	Shares	Sole	2022-08-02
2022-03-31	$22,385,180	545,980	-4.3%	Shares	Sole	2022-05-05
2021-12-31	$27,202,564	570,763	-0.5%	Shares	Sole	2022-02-02
2021-09-30	$25,403,675	573,835	-4.0%	Shares	Sole	2021-10-19
2021-06-30	$26,623,138	598,004	+13.0%	Shares	Sole	2021-08-02
2021-03-31	$24,969,958	529,361	+28.0%	Shares	Sole	2021-05-12
2020-12-31	$16,218,254	413,520	-6.3%	Shares	Sole	2021-01-26
2020-09-30	$18,540,138	441,537	-4.2%	Shares	Sole	2020-10-23
2020-06-30	$20,062,367	460,886	-1.8%	Shares	Sole	2020-08-14
2020-03-31	$17,024,106	469,501	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.