SAIA — SAIA INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SAIA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 1 selling last quarter
8
Macro Tailwind
Macro conditions are mixed for this sector
46
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their SAIA position last quarter, 0 bought and 1 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 46/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors reported holding SAIA at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 10/21/2026.

About SAIA INC (SAIA)

SAIA INC (SAIA) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $414M. Across recent filings, tracked investors recorded 3 new positions, 2 increased, 2 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SAIA

56
/100
Mixed Activity
Added / Increased5
Reduced2
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track SAIA

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SAIA Ownership Composition

How SAIA INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
94% of tracked value
Institutions
4
tracked investors
Total Reported
$139.7M
combined 13F value
Types2
  • Multi-Strategy / Quant93.7%
  • Macro6.3%
Multi-Strategy / Quant(3)
93.7%
Macro(1)
6.3%

Tracked investors currently reporting SAIA

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    68.1K
    Value
    $28.7M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    226.7K
    Value
    $95.5M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    20.9K
    Value
    $8.8M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    15.9K
    Value
    $6.7M
    % Portfolio
    0.01%

Previously held SAIA

These investors reported SAIA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors1.1M$355.4MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold SAIA?
4 tracked institutional investors disclosed a position in SAIA (SAIA INC) in their most recent 13F filing.
Who is the largest institutional holder of SAIA?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in SAIA, valued at $414M.
Did institutional ownership of SAIA increase or decrease?
Across recent 13F filings, tracked investors recorded 3 new positions, 2 increased, 2 reduced, and 2 fully exited SAIA.
Where does this SAIA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.