SAIA
Saia, Inc. · Industrials · Trucking
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow -7.6% ·
net new positions -10.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 41.24K | $12.45M | +1 | n/a |
| Q2 2026 | 125 | +7 | 21.46M | $8.88B | +13 | −5 |
| Q1 2026 | 120 | +2 | 21.32M | $7.42B | +7 | −6 |
| Q4 2025 | 118 | 0 | 23.98M | $7.83B | +3 | −2 |
| Q3 2025 | 19 | -1 | 12.57M | $3.76B | +1 | −3 |
| Q2 2025 | 18 | +1 | 11.94M | $3.27B | +2 | −1 |
| Q1 2025 | 14 | 0 | 5.50M | $1.92B | +1 | −1 |
| Q4 2024 | 14 | 0 | 5.00M | $2.28B | +1 | −1 |
| Q3 2024 | 13 | 0 | 4.87M | $2.13B | +1 | −1 |
| Q2 2024 | 13 | n/a | 4.63M | $2.20B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 2.49M | -0.3% | $743.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 2.33M | -2.5% | $697.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×18 |
| 3 | T. Rowe Price ✦ | 1.76M | -39.4% | $525.42M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Viking Global Investors ✦ | 1.38M | +67.2% | $414.28M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 963.45K | n/a | $288.42M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 6 | Morgan Stanley ✦ | 886.71K | n/a | $265.45M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 7 | State Street Global Advisors ✦ (passive) | 814.78K | -1.4% | $243.91M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passive) | 497.71K | +3.1% | $149.02M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 478.81K | +83.7% | $143.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Capital World Investors ✦ | 407.26K | -3.7% | $121.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 214.25K | +16.4% | $64.14M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 194.08K | n/a | $58.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | PRIMECAP Management ✦ | 54.42K | +9.9% | $16.29M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 39.81K | -87.7% | $11.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 28.10K | -69.2% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 20.75K | -58.7% | $6.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 9.88K | -62.9% | $2.96M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | AQR Capital Management ✦ | 4.84K | +40.7% | $1.42M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 19 | Gotham Asset Management ✦ | 1.91K | New | $572,376 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $572,376 | 0.0% |
Exited
| Norges Bank | $103.60M | was 0.0% |
| Millennium Management | $35.31M | was 0.0% |
| Citadel Advisors | $28.86M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 450 holders, 27.44M shares, $8.36B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.