- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 16 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 12 listed it in both
- Shares listed
- 6,466,880
- combined, among listed positions
- Reported value
- $2.8bn
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SAIA in Q4 2023
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 920,258 shares now+519,819
- Durable Capital Partners LPexisting position · 149,527 shares now+74,436
- Invesco Ltdexisting position · 773,193 shares now+67,474
- Artisan Partners LPexisting position · 817,411 shares now+15,317
- Woodline Partners LPnew position · 2,307 shares now+2,307
Reductions
- Capital World Investorsexisting position · 830,310 shares now-150,420
- T. Rowe Price Associates Incexisting position · 1,969,271 shares now-81,082
- AllianceBernstein LPexisting position · 360,867 shares now-79,562
- Holocene Advisors LPexisting position · 10,731 shares now-40,626
- Tudor Investment Corpexisting position · 30,545 shares now-39,083
New positions and exits
New (1)
- Woodline Partners LP$1.0m
Exited (1)
- Moore Capital Management LPwas $5.4m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 4 | $25m | n.a. | n.a. |
| Q3 2013 | 3 | $9.0m | n.a. | n.a. |
| Q4 2013 | 1 | $526k | n.a. | n.a. |
| Q2 2014 | 1 | $5.2m | n.a. | n.a. |
| Q2 2015 | 1 | $6.9m | n.a. | n.a. |
| Q3 2015 | 1 | $4.8m | n.a. | n.a. |
| Q4 2016 | 1 | $1.7m | n.a. | n.a. |
| Q1 2017 | 2 | $2.3m | n.a. | n.a. |
| Q2 2017 | 1 | $1.6m | n.a. | n.a. |
| Q3 2017 | 1 | $1.7m | n.a. | n.a. |
| Q4 2017 | 1 | $1.5m | n.a. | n.a. |
| Q1 2018 | 2 | $72m | n.a. | n.a. |
| Q2 2018 | 2 | $81m | n.a. | n.a. |
| Q3 2018 | 2 | $96m | n.a. | n.a. |
| Q4 2018 | 3 | $141m | n.a. | n.a. |
| Q1 2019 | 2 | $167m | n.a. | n.a. |
| Q2 2019 | 3 | $169m | n.a. | n.a. |
| Q3 2019 | 3 | $230m | n.a. | n.a. |
| Q4 2019 | 3 | $228m | n.a. | n.a. |
| Q1 2020 | 4 | $218m | n.a. | n.a. |
| Q2 2020 | 4 | $305m | n.a. | n.a. |
| Q3 2020 | 7 | $356m | n.a. | n.a. |
| Q4 2020 | 6 | $444m | n.a. | n.a. |
| Q1 2021 | 8 | $755m | n.a. | n.a. |
| Q2 2021 | 8 | $508m | n.a. | n.a. |
| Q3 2021 | 8 | $592m | n.a. | n.a. |
| Q4 2021 | 12 | $1.3bn | n.a. | n.a. |
| Q1 2022 | 8 | $839m | n.a. | n.a. |
| Q2 2022 | 9 | $1.1bn | n.a. | n.a. |
| Q3 2022 | 6 | $1.1bn | n.a. | n.a. |
| Q4 2022 | 9 | $1.4bn | n.a. | n.a. |
| Q1 2023 | 9 | $1.7bn | n.a. | n.a. |
| Q2 2023 | 17 | $2.7bn | n.a. | n.a. |
| Q3 2023 | 17 | $2.7bn | n.a. | n.a. |
| Q4 2023 | 14 | $2.8bn | 6 | 9 |
| Q1 2024 | 15 | $3.4bn | 6 | 9 |
| Q2 2024 | 12 | $2.9bn | 9 | 4 |
| Q3 2024 | 11 | $3.0bn | 4 | 7 |
| Q4 2024 | 14 | $3.3bn | 9 | 5 |
| Q1 2025 | 14 | $2.4bn | 11 | 5 |
| Q2 2025 | 13 | $2.0bn | 10 | 6 |
| Q3 2025 | 14 | $2.2bn | 10 | 4 |
| Q4 2025 | 11 | $2.5bn | 14 | 20 |
| Q1 2026 | 12 | $2.3bn | 19 | 14 |
| Q2 2026 | 14 | $2.6bn | 21 | 15 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SAIA and KLAC →SAIA and GE →SAIA and LRCX →Choose a stock to compare with SAIA →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SAIA, latest filings →Back to the 13F Explorer →