Saia

SAIA • NASDAQ

Saia is a trucking company in the industrials sector on NASDAQ, led by Frederick J. Holzgrefe, III, with a market cap of $9.2B. As of Q3 2025, 110% of shares are held by 416 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.33%.

President and Chief Executive OfficerFrederick J. Holzgrefe, III

Market Cap$9.2B

Trucking

Industrials

Employees14.0K

Websitesaia.com

Country

United States of America

Overview

Overview of institutional ownership in SAIA as of Q3 2025 with a market cap of $8.0B

All Institutions

Institutions: 416
Value Held: $8.8B
Shares Held: 29.4M
Avg Position: $21.2M
Median Position: $932.4K

Hedge Funds

Hedge Funds: 41
Value Held: $926.3M
Shares Held: 3.1M
Avg Position: $22.6M
Median Position: $4.4M

Ownership Breakdown

Institutional (non-HF)

98.75%

$7.9B

Hedge Funds

11.62%

$926.3M

Retail & Other

Based on market cap of $8.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SAIA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$744.0M 0.01% of portfolio	9.33% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$697.1M 0.01% of portfolio	8.74% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$680.6M 0.21% of portfolio	8.54% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$317.45B
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$525.4M 0.06% of portfolio	6.59% 1.8M shares	Q2 2014 Held for 11y 5m	$912.31B
C Capital International Investors Institution	-	$424.8M 0.07% of portfolio	5.33% 1.4M shares	Q4 2019 Held for 5y 11m	$615.90B
VIKING GLOBAL INVESTORS LP Hedge Fund•Long/Short	Ole Andreas Halvorsen CEO	$414.3M 1.08% of portfolio	5.20% 1.4M shares	Q2 2025 Held for 5 months	$38.5B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$362.7M 0.88% of portfolio	4.55% 1.2M shares	Q1 2023 Held for 2y 8m	$41.0B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$265.4M 0.02% of portfolio	3.33% 886.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$243.9M 0.01% of portfolio	3.06% 814.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$230.7M 1.24% of portfolio	2.89% 770.8K shares	Q3 2022 Held for 3y 2m	$18.6B

Net Capital Flow

Institutional buying and selling activity for SAIA in Q3 2025

Traded: +$269.8M
Buyers: 211
Sellers: 211
Total Bought: +$1.5B
Total Sold: −$1.3B
Avg Position: $18.4M

Biggest Buyers

Institution	Net Bought	Current Position
MORGAN STANLEY RIA/Wealth	+$208.1M +695.2K shares	$265.4M 886.7K shares
Invesco Ltd. ETF Provider	+$195.0M +651.3K shares	$210.0M 701.4K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	+$178.0M +594.7K shares	$680.6M 2.3M shares
VIKING GLOBAL INVESTORS LP Hedge Fund•Long/Short	+$166.5M +556.2K shares	$414.3M 1.4M shares
FIRST TRUST ADVISORS LP ETF Provider	+$97.7M +326.2K shares	$166.8M 557.1K shares
Cartenna Capital, LP Hedge Fund•Long/Short	+$94.3M +315.0K shares	$94.3M 315.0K shares
FMR LLC Institution	+$65.3M +218.1K shares	$143.3M 478.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$56.3M +188.1K shares	$56.3M 188.1K shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	+$28.9M +96.7K shares	$29.0M 96.9K shares
B BESSEMER GROUP INC Institution	+$27.2M +90.9K shares	$151.3M 505.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$341.9M −1.1M shares	$525.4M 1.8M shares
JPMORGAN CHASE & CO Institution	−$126.1M −421.1K shares	$144.2M 481.7K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$85.3M −284.8K shares	$11.9M 39.8K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$78.6M −262.7K shares	$8.3M 27.6K shares
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	−$42.1M −153.5K shares	Sold Off 0 shares
TimesSquare Capital Management, LLC Long Only Manager	−$35.6M −118.8K shares	$751.4K 2.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$35.3M −128.9K shares	Sold Off 0 shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$31.4M −104.8K shares	$11.2M 37.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$28.9M −105.3K shares	Sold Off 0 shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	−$26.9M −98.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SAIA in Q3 2025

New Positions: 29
New Value: $29.6M
Exited Positions: 62
Exited Value: $247.7M

New Positions

Institution	Position Value
Channing Capital Management, LLC Long Only Manager	$8.5M 28.3K shares
BANK OF NOVA SCOTIA / Institution	$6.2M 20.5K shares
R Roubaix Capital, LLC Hedge Fund•Long/Short	$3.2M 10.8K shares
F Fieldview Capital Management, LLC Hedge Fund•Long/Short	$2.9M 9.7K shares
Voleon Capital Management LP Hedge Fund•Quant	$1.8M 5.9K shares
Morningstar Investment Management LLC Long Only Manager	$1.6M 5.4K shares
W WILSON ASSET MANAGEMENT PTY LTD Institution	$1.5M 5.1K shares
O OSSIAM Institution	$1.2M 4.1K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$753.4K 1.9K shares
N Northwest & Ethical Investments L.P. Institution	$645.3K 2.2K shares

Exited Positions

Institution	Previous Position
SAMLYN CAPITAL, LLC Hedge Fund•Multi-Strategy	$42.1M 153.5K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$35.3M 128.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$28.9M 105.3K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$26.9M 98.1K shares
Q Qube Research & Technologies Ltd Institution	$11.6M 42.3K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$9.7M 35.4K shares
H HRT FINANCIAL LLC Institution	$7.6M 27.7K shares
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$7.5M 27.5K shares
S Soapstone Management L.P. Hedge Fund•Long/Short	$6.5M 23.8K shares
Engineers Gate Manager LP Hedge Fund•Quant	$6.5M 23.6K shares

Options Activity

Institutions with the largest Call and Put options positions in SAIA as of Q3 2025

Call Positions: 11
Call Value: $17.6M
Put Positions: 11
Put Value: $22.9M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$8.4M 280.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9M 97.0 contracts
C Cubist Systematic Strategies, LLC Institution	$1.7M 56.0 contracts
J JANE STREET GROUP, LLC Institution	$1.5M 50.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.4M 46.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.1M 37.0 contracts
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$598.7K 20.0 contracts
Walleye Trading LLC RIA/Wealth	$29.9K 1.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	- - contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$12.1M 404.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.1M 104.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.1M 72.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$2.1M 69.0 contracts
J JANE STREET GROUP, LLC Institution	$1.9M 65.0 contracts
C Cubist Systematic Strategies, LLC Institution	$778.3K 26.0 contracts
Walleye Trading LLC RIA/Wealth	$389.2K 13.0 contracts
D D. E. Shaw & Co., Inc. Institution	$359.2K 12.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$29.9K 1.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	- - contracts

Most Committed Institutions

Institutions with SAIA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Cartenna Capital, LP Hedge Fund•Long/Short	Sean Mcduffy President	4.92% $94.3M	1.18% 315.0K shares	Q3 2025 Held for 2 months	$1.9B
R Running Oak Capital LLC Institution	-	1.80% $16.1M	0.20% 53.6K shares	Q3 2024 Held for 1y 2m	$891.5M
L LRT Capital Management, LLC Institution	-	1.75% $2.6M	0.03% 8.8K shares	Q4 2021 Held for 3y 11m	$150.9M
Ranger Investment Management, L.P. Long Only Manager	Andrew Ferguson Hill President	1.69% $24.3M	0.30% 81.1K shares	Q1 2014 Held for 11y 8m	$1.4B
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	1.47% $3.2M	0.04% 10.8K shares	Q3 2025 Held for 2 months	$220.3M
Pier Capital, LLC Long Only Manager	Jan Eric Parsons Chairman	1.25% $8.0M	0.10% 26.6K shares	Q2 2025 Held for 5 months	$639.8M
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	1.24% $230.7M	2.89% 770.8K shares	Q3 2022 Held for 3y 2m	$18.6B
ZWJ INVESTMENT COUNSEL INC RIA/Wealth	Casey John Flanagan President	1.22% $34.5M	0.43% 115.1K shares	Q2 2022 Held for 3y 5m	$2.8B
Sagefield Capital LP Private Equity	Daniel Prawda Partner	1.21% $10.9M	0.14% 36.3K shares	Q1 2025 Held for 8 months	$894.3M
G Greenhouse Funds LLLP Hedge Fund•Long/Short	Charles Alan Morris Partner	1.21% $31.2M	0.39% 104.4K shares	Q1 2025 Held for 8 months	$2.6B

Hedge Fund Spotlight

Discover hedge funds investing in SAIA

BRANT POINT INVESTMENT MANAGEMENT LLC

Hedge Fund • Long/Short

Portfolio ManagerJohn J Buoncore

Portfolio Value: $450.4M
Positions: 100
Last Reported: Q3 2025

Sector Allocation

Position in Saia

Market Value: $4.6M
Shares Held: 15.4K
Portfolio Weight: 1.03%
Owned Since: 2016-Q3

Top Holding	Sector	Market Value	Weight
1 Amphenol APH	Hardware, Equipment & Parts Technology	$20.2M	4.49%
2 O'Reilly Automotive ORLY	Specialty Retail Consumer Cyclical	$15.4M	3.42%
3 Performance Food Group PFGC	Food Distribution Consumer Defensive	$13.2M	2.94%