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SAIA in the 13F filings

Saia Inc · CUSIP 78709Y105

Sector · Industrials
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 10 listed it in both
Shares listed
8,608,798
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 20 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -304,766.

Managers listing SAIA in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
AllianceBernstein LP2,314,180$756m0.24%Added+40,78417 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,798,841$587m0.06%Added+43,69017 Feb 2026 (the filing on sec.gov)
Viking Global Investors LP1,088,582$355m0.94%Trimmed-295,30617 Feb 2026 (the filing on sec.gov)
Invesco Ltd923,912$302munder 0.1%Added+222,49419 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)408,711$133munder 0.1%Trimmed-70,09717 Feb 2026 (the filing on sec.gov)
Capital World Investors407,265$133munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd325,645$106munder 0.1%Trimmed-11,68717 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC283,559$93m0.07%Added+29,60227 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.233,820$76munder 0.1%Added+19,57317 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC192,160$63m0.08%Trimmed-67,39717 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors176,035$57munder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC99,876$33munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC90,000$29munder 0.1%Trimmed-91,95213 Feb 2026 (the filing on sec.gov)
Millennium Management LLC64,316$21munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP56,833$19m0.15%Added+35,28517 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP29,346$9.6munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC28,712$9.4munder 0.1%Trimmed-68,16413 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC22,538$7.4munder 0.1%Trimmed-5,56012 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP22,099$7.2munder 0.1%Trimmed-17,71117 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC11,596$3.8munder 0.1%Added+6,75117 Feb 2026 (the filing on sec.gov)
MFS Investment Management9,690$3.2munder 0.1%Added+34422 Jan 2026 (the filing on sec.gov)
Man Group PLC8,219$2.7munder 0.1%Trimmed-29,80117 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC6,522$2.1munder 0.1%Trimmed-8,04013 Feb 2026 (the filing on sec.gov)
Winton Group Ltd2,322$758kunder 0.1%Newnew11 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,153$703kunder 0.1%Trimmed-8,66417 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (8)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

0510152020182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SAIA by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$25mn.a.n.a.
Q3 20133$9.0mn.a.n.a.
Q4 20131$526kn.a.n.a.
Q2 20141$5.2mn.a.n.a.
Q2 20151$6.9mn.a.n.a.
Q3 20151$4.8mn.a.n.a.
Q4 20161$1.7mn.a.n.a.
Q1 20172$2.3mn.a.n.a.
Q2 20171$1.6mn.a.n.a.
Q3 20171$1.7mn.a.n.a.
Q4 20171$1.5mn.a.n.a.
Q1 20182$72mn.a.n.a.
Q2 20182$81mn.a.n.a.
Q3 20182$96mn.a.n.a.
Q4 20183$141mn.a.n.a.
Q1 20192$167mn.a.n.a.
Q2 20193$169mn.a.n.a.
Q3 20193$230mn.a.n.a.
Q4 20193$228mn.a.n.a.
Q1 20204$218mn.a.n.a.
Q2 20204$305mn.a.n.a.
Q3 20207$356mn.a.n.a.
Q4 20206$444mn.a.n.a.
Q1 20218$755mn.a.n.a.
Q2 20218$508mn.a.n.a.
Q3 20218$592mn.a.n.a.
Q4 202112$1.3bnn.a.n.a.
Q1 20228$839mn.a.n.a.
Q2 20229$1.1bnn.a.n.a.
Q3 20226$1.1bnn.a.n.a.
Q4 20229$1.4bnn.a.n.a.
Q1 20239$1.7bnn.a.n.a.
Q2 202317$2.7bnn.a.n.a.
Q3 202317$2.7bnn.a.n.a.
Q4 202314$2.8bn69
Q1 202415$3.4bn69
Q2 202412$2.9bn94
Q3 202411$3.0bn47
Q4 202414$3.3bn95
Q1 202514$2.4bn115
Q2 202513$2.0bn106
Q3 202514$2.2bn104
Q4 202511$2.5bn1420
Q1 202612$2.3bn1914
Q2 202614$2.6bn2115

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 →