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SAIA · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SAIA
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterSAIAKLAC
Q3 20207 holders, $356m15 holders, $4.0bn
Q4 20206 holders, $444m14 holders, $5.3bn
Q1 20218 holders, $755m18 holders, $7.4bn
Q2 20218 holders, $508m26 holders, $7.3bn
Q3 20218 holders, $592m25 holders, $7.3bn
Q4 202112 holders, $1.3bn25 holders, $9.0bn
Q1 20228 holders, $839m24 holders, $6.8bn
Q2 20229 holders, $1.1bn17 holders, $6.3bn
Q3 20226 holders, $1.1bn15 holders, $5.7bn
Q4 20229 holders, $1.4bn14 holders, $6.6bn
Q1 20239 holders, $1.7bn22 holders, $6.7bn
Q2 202317 holders, $2.7bn22 holders, $8.3bn
Q3 202317 holders, $2.7bn25 holders, $8.2bn
Q4 202314 holders, $2.8bn23 holders, $10.0bn
Q1 202415 holders, $3.4bn16 holders, $11.0bn
Q2 202412 holders, $2.9bn21 holders, $12.7bn
Q3 202411 holders, $3.0bn28 holders, $11.2bn
Q4 202414 holders, $3.3bn25 holders, $8.0bn
Q1 202514 holders, $2.4bn27 holders, $8.7bn
Q2 202513 holders, $2.0bn22 holders, $12.2bn
Q3 202514 holders, $2.2bn19 holders, $16.5bn
Q4 202511 holders, $2.5bn25 holders, $23.4bn
Q1 202612 holders, $2.3bn22 holders, $32.6bn
Q2 202614 holders, $2.6bn28 holders, $78.0bn
SAIA

Saia Inc

Holders
14
Reported value
$3.3bn
Buyers
9
Sellers
5

Breadth +4 among 94 comparable managers.

KLAC

Kla Corp

Holders
25
Reported value
$8.0bn
Buyers
11
Sellers
16

Breadth -5 among 94 comparable managers.

Who holds both, Q4 2024

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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