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Saia, Inc.

SAIA Industrials
$409.6 $-5.86 (-1.41%)
Market Cap: $10.88 B
Gurus Holding
6
Popularity Rank
#1345
% of Shares Held
5.87%
Net Activity (Q3 2025)
+$158.32 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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $638.6 M.

Top institutional holders include Andreas Halvorsen and Chuck Royce.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $158.32 M net inflow during the quarter.

Recent activity highlights Chuck Royce who increased their stake by 517.4%. Conversely, Renaissance Technologies reduced exposure by 69.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$187.82 M
Total Buy Value
New Buys 2
Additions 2
-$29.5 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Saia, Inc. (SAIA)

Major holders include Andreas Halvorsen ($414.28 M), Chuck Royce ($23.65 M), Louis Moore Bacon ($20.33 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.56 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $158.32 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 $29.5 M.

Yes, 2 managers opened new positions in SAIA, and 2 increased their existing holdings. The total reported buy value was $187.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.08% Add 67.2% 1,383,888 $414.28 M Q3 2025
0.24% Add 517.4% 72,431 $23.65 M Q4 2025
0.28% New Buy 67,901 $20.33 M Q3 2025
0.01% Reduce -69.2% 28,098 $8.41 M Q3 2025
0.00% Add 40.7% 4,845 $1.42 M Q3 2025
0.00% New Buy 1,912 $572,376 Q3 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form