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Saia, Inc.

SAIA Industrials
$460.67 $-5.8 (-1.24%)
Market Cap: $12.25 B
Gurus Holding
7
Popularity Rank
#1111
% of Shares Held
0.92%
Net Activity (Q1 2026)
-$312.55 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $112.53 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bearish. This is evidenced by a $312.55 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 833.6%. Conversely, Chuck Royce reduced exposure by 26.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$50.66 M
Total Buy Value
New Buys 2
Additions 2
-$363.21 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Saia, Inc. (SAIA)

Major holders include Cliff Asness ($37.6 M), Renaissance Technologies (RenTech) ($23.32 M), Chuck Royce ($18.75 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 244,273 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $312.55 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SAIA. The total reported sell value was $363.21 M.

Yes, 2 managers opened new positions in SAIA, and 2 increased their existing holdings. The total reported buy value was $50.66 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 833.6% 108,258 $37.6 M Q1 2026
0.04% Add 194.5% 66,378 $23.32 M Q1 2026
0.19% Reduce -26.3% 53,388 $18.75 M Q1 2026
0.01% Reduce -25.2% 7,652 $2.69 M Q1 2026
0.02% New Buy 4,030 $1.42 M Q1 2026
0.00% Reduce -11.8% 3,785 $1.33 M Q1 2026
0.00% New Buy 782 $274,701 Q1 2026
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