Which funds own SAIA
Saia Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $1.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $1.9bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 5
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| T. Rowe Price Associates Inc Long-only · $999bn book | $900m | 0.1% | 2,137,033 | +$85m-183,647 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $782m | 0.3% | 2,226,821 | -$34m-272,509 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $77m | 0.2% | 182,753 | -$28m-114,625 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $58m | 0.4% | 138,190 | +$58m+137,810 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $25m | 0.2% | 59,458 | +$5.0m+2,363 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $13m | 0.2% | 31,362 | opened31,362 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D. E. Shaw & Co. · Quantitative$18m held before
- Maverick Capital Ltd · Long/short equity$1.4m held before
Ownership through time
At least 14 of the 95 managers whose filings are on file listed SAIA in Q2 2026, against 4 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions; 4 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 4
- Q3 2013: 3
- Q4 2013: 1
- Q2 2014: 1
- Q2 2015: 1
- Q3 2015: 1
- Q4 2016: 1
- Q1 2017: 2
- Q2 2017: 1
- Q3 2017: 1
- Q4 2017: 1
- Q1 2018: 2
- Q2 2018: 2
- Q3 2018: 2
- Q4 2018: 3
- Q1 2019: 2
- Q2 2019: 3
- Q3 2019: 3
- Q4 2019: 3
- Q1 2020: 4
- Q2 2020: 4
- Q3 2020: 7
- Q4 2020: 6
- Q1 2021: 8
- Q2 2021: 8
- Q3 2021: 8
- Q4 2021: 12
- Q1 2022: 8
- Q2 2022: 9
- Q3 2022: 6
- Q4 2022: 9
- Q1 2023: 9
- Q2 2023: 17
- Q3 2023: 17
- Q4 2023: 14
- Q1 2024: 15
- Q2 2024: 12
- Q3 2024: 11
- Q4 2024: 14
- Q1 2025: 14
- Q2 2025: 13
- Q3 2025: 14
- Q4 2025: 11
- Q1 2026: 12
- Q2 2026: 14
- Q2 2013: $25m
- Q3 2013: $9.0m
- Q4 2013: $526k
- Q2 2014: $5.2m
- Q2 2015: $6.9m
- Q3 2015: $4.8m
- Q4 2016: $1.7m
- Q1 2017: $2.3m
- Q2 2017: $1.6m
- Q3 2017: $1.7m
- Q4 2017: $1.5m
- Q1 2018: $72m
- Q2 2018: $81m
- Q3 2018: $96m
- Q4 2018: $141m
- Q1 2019: $167m
- Q2 2019: $169m
- Q3 2019: $230m
- Q4 2019: $228m
- Q1 2020: $218m
- Q2 2020: $305m
- Q3 2020: $356m
- Q4 2020: $444m
- Q1 2021: $755m
- Q2 2021: $508m
- Q3 2021: $592m
- Q4 2021: $1.3bn
- Q1 2022: $839m
- Q2 2022: $1.1bn
- Q3 2022: $1.1bn
- Q4 2022: $1.4bn
- Q1 2023: $1.7bn
- Q2 2023: $2.7bn
- Q3 2023: $2.7bn
- Q4 2023: $2.8bn
- Q1 2024: $3.4bn
- Q2 2024: $2.9bn
- Q3 2024: $3.0bn
- Q4 2024: $3.3bn
- Q1 2025: $2.4bn
- Q2 2025: $2.0bn
- Q3 2025: $2.2bn
- Q4 2025: $2.5bn
- Q1 2026: $2.3bn
- Q2 2026: $2.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital Research Global Investors162,641 to 490,907 shares+$138m
- Schonfeld Strategic Advisors LLCnew: 51,847 shares+$22m
- Moore Capital Management LPnew: 31,362 shares+$13m
- Janus Henderson Group Ltd322,397 to 334,749 shares+$5.2m
- ExodusPoint Capital Management LP57,095 to 59,458 shares+$995k
Largest decreases, by shares
- AllianceBernstein LP2,499,330 to 2,226,821 shares-$96m
- T. Rowe Price Associates Inc2,320,680 to 2,137,033 shares-$77m
- Holocene Advisors LP297,378 to 182,753 shares-$48m
- Neuberger Berman Group LLC383,417 to 291,674 shares-$39m
- Capital World Investors555,352 to 501,422 shares-$23m
Left it
- Maverick Capital Ltdwas $1.4m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| T. Rowe Price Associates Inc | Q4 2021 | $1.3bn | $900m | |
| AllianceBernstein LP | Q1 2018 | $884m | $782m | |
| Capital World Investors | Q1 2020 | $391m | $211m | |
| Capital Research Global Investors | Q2 2022 | $626m | $207m | |
| Janus Henderson Group Ltd | Q4 2018 | $186m | $141m | |
| Neuberger Berman Group LLC | Q2 2025 | $135m | $123m | |
| Holocene Advisors LP | Q4 2022 | $104m | $77m | |
| Freestone Grove Partners LP | Q4 2024 | $58m | $58m | |
| Marshall Wace LLP | Q3 2020 | $39m | $39m | |
| ExodusPoint Capital Management LP | Q3 2019 | $25m | $25m | |
| Schonfeld Strategic Advisors LLC | Q2 2023 | $29m | $22m | |
| Moore Capital Management LP | Q2 2020 | $20m | $13m | |
| Walleye Capital LLC | Q1 2022 | $29m | $11m | |
| Caxton Associates LLP | Q2 2026 | $2.4m | $2.4m | |
| Artisan Partners LP | Q4 2022 | $470m | last listed Q1 2025 | |
| Viking Global Investors LP | Q2 2025 | $414m | last listed Q4 2025 | |
| Invesco Ltd | Q1 2021 | $413m | last listed Q4 2025 | |
| Balyasny Asset Management LLC | Q2 2019 | $170m | last listed Q1 2026 | |
| Citadel Advisors LLC | Q3 2023 | $149m | last listed Q4 2023 | |
| MFS Investment Management | Q3 2022 | $119m | last listed Q1 2025 | |
| Millennium Management LLC | Q2 2023 | $102m | last listed Q3 2024 | |
| Two Sigma Investments LP | Q2 2013 | $89m | last listed Q2 2025 | |
| Durable Capital Partners LP | Q3 2023 | $81m | last listed Q2 2024 | |
| Two Sigma Advisers LP | Q2 2013 | $80m | last listed Q2 2025 |
What SAIA is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around SAIA →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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