CVLGNYSETrucking (No Local)Fiscal year ends December 31
COVENANT LOGISTICS GROUP, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$29.16−1.56 (-5.08%)
Close on Oct 19, 2026
- Market cap
- $775.34M
- P/E (TTM)
- 208.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.9%
15M of 25M shares
Institutional holders
184
31 new, 13 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $15.08M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 785,872 | 7.40% | 13G (passive) amendment | Dec 29, 2023 |
| David R. Parker and Jacqueline F. Parker | 7,852,085 | 30.40% | 13D (active) amendment | Feb 20, 2026 |
| BlackRock, Inc. | 1,265,960 | 5.80% | 13G (passive) amendment | Mar 31, 2025 |
| T. Rowe Price Investment Management, Inc. | 1,067,787 | 5.20% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CVLG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,031,091 | 8.00% | $89.73M | +53,642 | 0.00% |
| Dimensional Fund Advisors LP | 1,339,144 | 5.28% | $59.17M | −49,335 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 1,053,237 | 4.15% | $46.53K | −14,550 | 0.03% |
| American Century Companies Inc | 859,565 | 3.39% | $37.98M | +177,556 | 0.02% |
| First Eagle Investment Management, LLC | 717,864 | 2.83% | $31.72M | +469,710 | 0.03% |
| Vanguard Capital Management LLC | 677,352 | 2.67% | $29.93M | +13,591 | 0.00% |
| Patton Albertson Miller Group, LLC | 584,866 | 2.30% | $25.84M | +4,338 | 2.57% |
| Next Century Growth Investors LLC | 551,906 | 2.17% | $24.38M | +257,038 | 1.29% |
| State Street Corp | 443,667 | 1.75% | $19.60M | +15,164 | 0.00% |
| Geode Capital Management, LLC | 388,369 | 1.53% | $17.16M | +25,488 | 0.00% |
| Royce & Associates LP | 354,647 | 1.40% | $15.67M | +12,779 | 0.13% |
| Russell Investments Group, Ltd. | 329,390 | 1.30% | $14.55M | −67,444 | 0.01% |
| CSM Advisors, LLC | 310,221 | 1.22% | $13.70K | +10,500 | 0.29% |
| Charles Schwab Investment Management Inc | 258,440 | 1.02% | $11.42M | −33,233 | 0.00% |
| Algert Global LLC | 240,319 | 0.95% | $10.62M | −34,182 | 0.13% |
| Ranger Investment Management, L.P. | 236,658 | 0.93% | $10.46M | +63,948 | 0.66% |
| Bridgeway Capital Management, LLC | 232,696 | 0.92% | $10.28M | −28,659 | 0.18% |
| 4D Advisors, LLC | 225,000 | 0.89% | $9.94M | +90,000 | 3.82% |
| CastleKnight Management LP | 216,500 | 0.85% | $9.56M | +73,500 | 0.13% |
| Bank of New York Mellon Corp | 173,975 | 0.69% | $7.69M | +1,521 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 184 | 15M | 58.9% | 31 / 67 | 51 / 13 | 2M | 2M |
| Q1 2026 | 172 | 14M | 56.7% | 29 / 59 | 51 / 15 | 3M | 1M |
| Q4 2025 | 163 | 14M | 54.5% | 25 / 54 | 62 / 14 | 2M | 1M |
| Q3 2025 | 152 | 13M | 52.9% | 17 / 58 | 43 / 19 | 1M | 1M |
| Q2 2025 | 155 | 14M | 54.6% | 25 / 52 | 48 / 28 | 2M | 1M |
| Q1 2025 | 161 | 14M | 55.8% | 26 / 118 | 13 / 17 | 7M | 0M |
| Q4 2024 | 153 | 7M | 28.8% | 12 / 12 | 127 / 20 | 0M | 7M |
| Q3 2024 | 162 | 14M | 54.3% | 23 / 46 | 55 / 14 | 3M | 1M |
| Q2 2024 | 154 | 14M | 53.9% | 29 / 44 | 56 / 24 | 1M | 2M |
| Q1 2024 | 151 | 15M | 57.6% | 22 / 50 | 55 / 20 | 2M | 1M |
| Q4 2023 | 150 | 14M | 53.9% | 24 / 40 | 61 / 11 | 1M | 1M |
| Q3 2023 | 137 | 14M | 54.5% | 20 / 35 | 58 / 10 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CVLG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 677,079 | 2.67% | $26.88M | 0.10% | May 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 526,513 | 2.07% | $23.26M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 487,827 | 1.92% | $21.55M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 411,039 | 1.62% | $18.16M | 0.02% | Jun 30, 2026 |
| First Eagle Small Cap Opportunity Fund | 325,059 | 1.28% | $11.55M | 0.40% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 252,270 | 0.99% | $10.02M | 0.19% | May 29, 2026 |
| U.S. Small Cap Value Portfolio | 203,822 | 0.80% | $7.24M | 0.04% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 178,159 | 0.70% | $6.33M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 172,198 | 0.68% | $7.61M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 169,266 | 0.67% | $6.01M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 159,932 | 0.63% | $5.68M | 0.04% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 146,896 | 0.58% | $6.49M | 0.27% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 125,460 | 0.49% | $5.54M | 0.04% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 118,220 | 0.47% | $4.69M | 0.05% | May 31, 2026 |
| Royce Micro-Cap Fund | 100,582 | 0.40% | $4.44M | 1.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Ray Parker | Chairman and CEO, Director, 10% owner | 6,974,739 | 27.48% | May 1, 2026 |
| James S. Grant III | EVP and CFO | 50,608 | 0.20% | Jul 6, 2026 |
| Joey Ballard | EVP, Chief People & Safety Off | 16,185 | 0.06% | Jul 6, 2026 |
| Paul Bunn | President | 256,343 | 1.01% | Jul 6, 2026 |
| Dustin Koehl | EVP and COO | 4,953 | 0.02% | Jul 6, 2026 |
| Matisse Long | Chief Accounting Officer | 13,719 | 0.05% | Jul 3, 2025 |
| Joey B. Hogan | Director | 91,294 | 0.36% | May 27, 2026 |
| Wesley Miller Welborn | Director | 62,906 | 0.25% | May 19, 2026 |
| Benjamin Carson Sr | Director | 32,174 | 0.13% | May 15, 2026 |
| Bradley A. Moline | Director | 99,304 | 0.39% | May 15, 2026 |
| Herbert J. Schmidt | Director | 32,988 | 0.13% | May 15, 2026 |
| Rachel Parker-Hatchett | Director | 13,789 | 0.05% | May 15, 2026 |
| D. Michael Kramer | Director | 23,518 | 0.09% | May 15, 2026 |
| Tracy L. Rosser | Director | 17,906 | 0.07% | May 15, 2026 |
| Jacqueline F. Parker | 10% owner | 5,160,362 | 20.33% | May 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul Bunn President | Jul 1, 2026 | Option exercise | +7,230 | – | – | 210,047 |
| Paul Bunn President | Jul 1, 2026 | Option exercise | +7,050 | – | – | 205,943 |
| Paul Bunn President | Jul 1, 2026 | Tax withholding | −3,126 | $44.83 | $140.14K | 202,817 |
| Paul Bunn President | Jul 1, 2026 | Tax withholding | −3,206 | $44.83 | $143.72K | 206,841 |
| Joey Ballard EVP, Chief People & Safety Off | Jul 1, 2026 | Tax withholding | −1,138 | $44.83 | $51.02K | 16,185 |
| Joey Ballard EVP, Chief People & Safety Off | Jul 1, 2026 | Option exercise | +2,114 | – | – | 15,263 |
| Joey Ballard EVP, Chief People & Safety Off | Jul 1, 2026 | Tax withholding | −832 | $44.83 | $37.30K | 14,431 |
| Joey Ballard EVP, Chief People & Safety Off | Jul 1, 2026 | Option exercise | +2,892 | – | – | 17,323 |
| James S. Grant III EVP and CFO | Jul 1, 2026 | Tax withholding | −1,423 | $44.83 | $63.79K | 50,608 |
| James S. Grant III EVP and CFO | Jul 1, 2026 | Option exercise | +3,615 | – | – | 52,031 |
| James S. Grant III EVP and CFO | Jul 1, 2026 | Tax withholding | −1,387 | $44.83 | $62.18K | 48,416 |
| James S. Grant III EVP and CFO | Jul 1, 2026 | Option exercise | +3,524 | – | – | 49,803 |
| Dustin Koehl EVP and COO | Jul 1, 2026 | Option exercise | +2,820 | – | – | 4,953 |
| Dustin Koehl EVP and COO | Jul 1, 2026 | Tax withholding | −687 | $44.83 | $30.80K | 4,266 |
| Dustin Koehl EVP and COO | Jul 1, 2026 | Option exercise | +3,253 | – | – | 7,519 |
| Dustin Koehl EVP and COO | Jul 1, 2026 | Tax withholding | −793 | $44.83 | $35.55K | 6,726 |
| Joey Ballard EVP, Chief People & Safety Off | Jun 1, 2026 | Sale(10b5-1 plan) | −4,000 | $40.15 | $160.60K | 13,149 |
| James S. Grant III EVP and CFO | May 28, 2026 | Tax withholding | −10,430 | $39.55 | $412.51K | 46,279 |
| James S. Grant III EVP and CFO | May 28, 2026 | Option exercise | +17,764 | $7.89 | $140.16K | 56,709 |
| James S. Grant III EVP and CFO | May 28, 2026 | Option exercise | +18,030 | $7.89 | $142.26K | 38,945 |
| Joey B. Hogan Director | May 27, 2026 | Sale | −12,800 | $39.18 | $501.50K | 91,294 |
| Joey Ballard EVP, Chief People & Safety Off | May 26, 2026 | Sale(10b5-1 plan) | −3,718 | $38.00 | $141.28K | 17,149 |
| Paul Bunn President | May 22, 2026 | Option exercise | +9,416 | $10.62 | $100.00K | 218,893 |
| Paul Bunn President | May 22, 2026 | Option exercise | +9,416 | $10.62 | $100.00K | 209,477 |
| Paul Bunn President | May 22, 2026 | Option exercise | +32,682 | $7.89 | $257.86K | 187,379 |
| Paul Bunn President | May 22, 2026 | Option exercise | +12,682 | $7.89 | $100.06K | 200,061 |
| Paul Bunn President | May 22, 2026 | Tax withholding | −20,000 | $37.41 | $748.20K | 198,893 |
| Paul Bunn President | May 22, 2026 | Option exercise | +64,196 | $7.89 | $506.51K | 218,893 |
| Joey Ballard EVP, Chief People & Safety Off | May 22, 2026 | Sale(10b5-1 plan) | −4,282 | $37.40 | $160.15K | 20,867 |
| Wesley Miller Welborn Director | May 19, 2026 | Gift | −4,338 | – | – | 62,906 |
| Herbert J. Schmidt Director | May 13, 2026 | Award | +4,382 | – | – | 32,988 |
| Tracy L. Rosser Director | May 13, 2026 | Award | +4,382 | – | – | 17,906 |
| Joey B. Hogan Director | May 13, 2026 | Award | +4,382 | – | – | 8,720 |
| Benjamin Carson Sr Director | May 13, 2026 | Award | +4,382 | – | – | 32,174 |
| Bradley A. Moline Director | May 13, 2026 | Award | +4,382 | – | – | 97,304 |
| D. Michael Kramer Director | May 13, 2026 | Award | +4,382 | – | – | 23,118 |
| Rachel Parker-Hatchett Director | May 13, 2026 | Award | +4,382 | – | – | 12,998 |
| Wesley Miller Welborn Director | May 13, 2026 | Award | +4,382 | – | – | 67,244 |
| D. Michael Kramer Director | Apr 29, 2026 | Gift | −3,350 | – | – | 18,736 |
| D. Michael Kramer Director | Apr 29, 2026 | Sale | −2,650 | $34.72 | $92.01K | 22,086 |
| Jacqueline F. Parker 10% owner | Apr 29, 2026 | Option exercise | +155,916 | $10.62 | $1.66M | 383,788 |
| Jacqueline F. Parker 10% owner | Apr 29, 2026 | Gift | −70,000 | – | – | 1,977,544 |
| Jacqueline F. Parker 10% owner | Apr 29, 2026 | Tax withholding | −95,760 | $34.84 | $3.34M | 297,444 |
| Jacqueline F. Parker 10% owner | Apr 29, 2026 | Option exercise | +9,416 | $10.62 | $100.00K | 393,204 |
| Joey B. Hogan Director | Apr 28, 2026 | Sale | −14,700 | $34.76 | $510.97K | 104,094 |
| James S. Grant III EVP and CFO | Apr 20, 2026 | Sale(10b5-1 plan) | −22,388 | $30.75 | $688.43K | 20,915 |
| James S. Grant III EVP and CFO | Mar 6, 2026 | Returned to company | −5,516 | – | – | 43,303 |
| Joey Ballard EVP, Chief People & Safety Off | Mar 6, 2026 | Returned to company | −5,516 | – | – | 25,149 |
| Joey B. Hogan Director | Feb 27, 2026 | Gift | −2,600 | – | – | 118,794 |
| Jacqueline F. Parker 10% owner | Feb 20, 2026 | Sale | −12,452 | $29.47 | $366.96K | 2,065,492 |
| Jacqueline F. Parker 10% owner | Feb 20, 2026 | Sale | −17,948 | $28.98 | $520.13K | 2,047,544 |
| Jacqueline F. Parker 10% owner | Feb 19, 2026 | Sale | −55,000 | $29.38 | $1.62M | 2,077,944 |
| Jacqueline F. Parker 10% owner | Feb 18, 2026 | Sale | −65,000 | $29.34 | $1.91M | 2,132,944 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 17, 2026 | Sale | −3,667 | $28.85 | $105.79K | 2,197,944 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 17, 2026 | Sale | −96,333 | $29.70 | $2.86M | 2,201,611 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 13, 2026 | Sale | −15,000 | $28.46 | $426.90K | 2,297,944 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 12, 2026 | Sale | −16,230 | $29.36 | $476.51K | 2,316,714 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 12, 2026 | Sale | −2,770 | $27.76 | $76.90K | 2,313,944 |
| David Ray Parker Chairman and CEO, Director, 10% owner | Feb 12, 2026 | Sale | −1,000 | $27.02 | $27.02K | 2,312,944 |
| Jacqueline F. Parker 10% owner | Feb 11, 2026 | Sale | −10,707 | $29.23 | $312.97K | 2,332,944 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David Ray Parker Officer, Director, 10% Stockholder | Feb 9, 2026 | 500,000 | $12.30M | Feb 9, 2026 | Restricted Stock Vesting |
| David Ray Parker Officer, Director, 10% Stockholder | Feb 16, 2024 | 300,000 | $16.39M | Feb 16, 2024 | Founder Shares |