§ ROAD & RAIL
USD · Road & RailSAIA
SAIA INC
USDSector · Road & RailBeta · 2.09
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
304 increased/new, 161 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 37.0 | P/B | 3.37 |
| EPS (TTM) | 9.52 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.4M | 0.0% | +3% |
| ALLIANCEBERNSTEIN L.P. | 2.5M | 0.3% | +8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | n/a | n/a |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 987K | 1.0% | −10% |
| State Street | 826K | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for SAIA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER46.5% · 336 holders
QUALITY / COMPOUNDER28.9% · 30 holders
PASSIVE / INDEX18.0% · 10 holders
DEALER / BANK13.2% · 38 holders
TACTICAL / MACRO2.4% · 4 holders
INCOME / DEFENSIVE1.6% · 28 holders
SYSTEMATIC / QUANT0.7% · 7 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SAIA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SAIA yet.