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Saia, Inc.

SAIA Industrials
$351.28 +$15.27 (4.54%)
Market Cap: $9.34 B
Gurus Holding
6
Popularity Rank
#1567
% of Shares Held
4.54%
Net Activity (Q4 2025)
-$92.43 M

Guru Ownership Trend

Guru Analysis for Saia, Inc. (SAIA)

Saia, Inc. (SAIA), a key player in the Industrials sector, continues to attract institutional attention.

As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $424.93 M.

Top institutional holders include Andreas Halvorsen and Chuck Royce.

Institutional sentiment is currently Bearish. This is evidenced by a $92.43 M net outflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 517.4%. Conversely, Andreas Halvorsen reduced exposure by 21.3%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$26.14 M
Total Buy Value
New Buys 1
Additions 3
-$118.57 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Saia, Inc. (SAIA)

Major holders include Andreas Halvorsen ($355.44 M), Chuck Royce ($23.65 M), Renaissance Technologies (RenTech) ($7.36 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.21 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $92.43 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SAIA. The total reported sell value was $118.57 M.

Yes, 1 managers opened new positions in SAIA, and 3 increased their existing holdings. The total reported buy value was $26.14 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.94% Reduce -21.3% 1,088,582 $355.44 M Q4 2025
0.24% Add 517.4% 72,431 $23.65 M Q4 2025
0.01% Reduce -19.8% 22,538 $7.36 M Q4 2025
0.00% Add 139.3% 11,596 $3.79 M Q4 2025
0.01% New Buy 10,225 $3.34 M Q4 2025
0.01% Add 124.3% 4,289 $1.4 M Q4 2025
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