SAIA INC SAIA
COM · Common Stock · CUSIP 78709Y105 · ISIN US78709Y1055
American Trucking Company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.8m this quarter). Holder counts are more reliable. Shares outstanding: 26.7m as of 2026-07-28, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $415.43. Options: 9 managers hold calls ($38.8m notional), 9 hold puts ($31.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 316 |
| Q4 2022 | 326 |
| Q1 2023 | 364 |
| Q2 2023 | 389 |
| Q3 2023 | 433 |
| Q4 2023 | 446 |
| Q1 2024 | 502 |
| Q2 2024 | 463 |
| Q3 2024 | 457 |
| Q4 2024 | 481 |
| Q1 2025 | 454 |
| Q2 2025 | 428 |
| Q3 2025 | 425 |
| Q4 2025 | 430 |
| Q1 2026 | 456 |
| Q2 2026 | 518 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 220 | 236 |
| Q4 2024 | 226 | 215 |
| Q1 2025 | 225 | 251 |
| Q2 2025 | 223 | 254 |
| Q3 2025 | 220 | 211 |
| Q4 2025 | 195 | 229 |
| Q1 2026 | 246 | 190 |
| Q2 2026 | 291 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $22.8m | $26.2m | 1.15 |
| Q4 2025 | $14.3m | $15.6m | 1.10 |
| Q1 2026 | $23.1m | $41.4m | 1.80 |
| Q2 2026 | $38.8m | $31.9m | 0.82 |
Biggest buyers
| Capital Research Global Investors | Added | +328.3k |
| Qube Research & Technologies Ltd | Added | +275.0k |
| FIRST TRUST ADVISORS LP | Added | +219.0k |
| GOLDMAN SACHS GROUP INC | Added | +178.8k |
| BlackRock, Inc. | Added | +156.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +156.2k |
| BRISTOL JOHN W & CO INC /NY/ | New | +140.8k |
| Freestone Grove Partners LP | Added | +137.8k |
| Alyeska Investment Group, L.P. | New | +133.4k |
| Invesco Ltd. | Added | +112.9k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -366.1k |
| Slate Path Capital LP | Sold out | -308.0k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -272.5k |
| CITADEL ADVISORS LLC | Reduced | -239.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -183.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -172.9k |
| FIL Ltd | Reduced | -162.1k |
| FMR LLC | Reduced | -160.6k |
| JPMORGAN CHASE & CO | Reduced | -148.3k |
| MORGAN STANLEY | Reduced | -138.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.2m26.7k shares |
| JPMORGAN CHASE & CO | New | $6.0m14.0k shares |
| JANE STREET GROUP, LLC | Added | $5.6m13.3k shares |
| IMC-Chicago, LLC | Reduced | $4.7m11.1k shares |
| CITADEL ADVISORS LLC | Reduced | $4.3m10.1k shares |
| GROUP ONE TRADING LLC | New | $3.8m9.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m4.6k shares |
| PEAK6 LLC | New | $842.3k2.0k shares |
| Walleye Trading LLC | Added | $421.2k1.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $11.0m26.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.7m23.0k shares |
| IMC-Chicago, LLC | Added | $5.8m13.7k shares |
| JANE STREET GROUP, LLC | Reduced | $4.0m9.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $926.6k2.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $294.8k700 shares |
| Walleye Trading LLC | Unchanged | $84.2k200 shares |
| Walleye Capital LLC | New | $84.2k200 shares |
| GROUP ONE TRADING LLC | New | $42.1k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 9.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution +2.1 pts · filed 2026-05-15 | 8.7% |
| ALLIANCEBERNSTEIN L.P. 13G · institution +2.2 pts · filed 2025-11-14 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), VIKING GLOBAL INVESTORS LP (4.1%, 2026-02-17), Capital International Investors (4.3%, 2026-02-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $3.3m | — |
| Q1 2025 | 0 | — | 6 | $5.6m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $117.1k | 4 | $798.1k | — |
| Q1 2026 | 0 | — | 6 | $6.2m | — |
| Q2 2026 | 0 | — | 1 | $136.9k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-20 | Norwood Anthony R EVP & CHRO | Sold | $136.9k292 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 2.5m $1.1bn | Added +156.6k |
| ALLIANCEBERNSTEIN L.P. 0.26% of their portfolio | 2.2m $782.2m | Reduced -272.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 2.1m $900.0m | Reduced -183.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.2m $507.0m | Added +8.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 1.1m $465.8m | Added +8.8k |
| FIRST TRUST ADVISORS LP 0.25% of their portfolio | 1.0m $431.0m | Added +219.0k |
| STATE STREET CORP 0.01% of their portfolio | 854.4k $359.9m | Added +28.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.06% of their portfolio | 814.0k $342.8m | Reduced -172.9k |
| Invesco Ltd. 0.03% of their portfolio | 802.6k $338.0m | Added +112.9k |
| MORGAN STANLEY 0.01% of their portfolio | 669.1k $281.8m | Reduced -138.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 518.2k $218.3m | Added +4.9k |
| Capital World Investors 0.02% of their portfolio | 501.4k $211.2m | Reduced -53.9k |
| Capital Research Global Investors 0.03% of their portfolio | 490.9k $206.8m | Added +328.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.17% of their portfolio | 475.9k $200.0m | Added +88.4k |
| BESSEMER GROUP INC 0.26% of their portfolio | 441.6k $186.0m | Added +1.8k |
| NORGES BANK 0.02% of their portfolio | 412.6k $173.8m | Not comparable |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 394.0k $165.9m | Reduced -61.0k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 357.2k $150.5m | Added +178.8k |
| T. Rowe Price Investment Management, Inc. 0.10% of their portfolio | 350.1k $147.5m | Reduced -97.5k |
| WASATCH ADVISORS LP 0.94% of their portfolio | 342.8k $144.4m | Reduced -366.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 342.1k $146.2m | Reduced -148.3k |
| Jupiter Topco LLC 0.06% of their portfolio | 334.7k $141.0m | First filing |
| Qube Research & Technologies Ltd 0.15% of their portfolio | 327.0k $137.7m | Added +275.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 294.8k $124.2m | Added +6.0k |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 291.7k $122.8m | Reduced -91.7k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 264.4k $110.2m | Added +156.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.17% of their portfolio | 262.6k $110.6m | Added +34.8k |
| Driehaus Capital Management LLC 0.64% of their portfolio | 262.0k $110.4m | Added +4.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.33% of their portfolio | 259.0k $109.1m | Added +88.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 241.6k $101.7m | Added +5.7k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 226.0k $95.2m | Added +47.6k |
| FIL Ltd 0.07% of their portfolio | 220.4k $92.8m | Reduced -162.1k |
| Holocene Advisors, LP 0.18% of their portfolio | 182.8k $77.0m | Reduced -114.6k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 169.0k $71.2m | Added +3.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 163.8k $69.0m | Reduced -7.8k |
| UBS Group AG 0.01% of their portfolio | 162.7k $68.5m | Added +41.0k |
| Stephens Investment Management Group LLC 0.73% of their portfolio | 161.4k $68.0m | Added +20.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.21% of their portfolio | 153.6k $64.7m | Reduced -2.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.59% of their portfolio | 151.5k $63.8m | Reduced -31.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 151.4k $63.8m | Added +32.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 148.0k $62.3m | Reduced -19.9k |
| BRISTOL JOHN W & CO INC /NY/ 0.88% of their portfolio | 140.8k $59.3m | New |
| Freestone Grove Partners LP 0.38% of their portfolio | 138.2k $58.2m | Added +137.8k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 133.4k $56.2m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 133.4k $56.2m | Added +32.2k |
| Capital International Investors 0.01% of their portfolio | 133.0k $56.0m | Reduced -6.8k |
| Interval Partners, LP 1.64% of their portfolio | 121.0k $51.0m | Added +94.7k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 113.8k $47.6m | Reduced -4.9k |
| ZWJ INVESTMENT COUNSEL INC 1.41% of their portfolio | 103.4k $43.5m | Reduced -1.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 99.9k $42.1m | Reduced -10.6k |
| FMR LLC 0.00% of their portfolio | 94.7k $39.9m | Reduced -160.6k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 92.2k $38.8m | Added +17.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 91.9k $38.7m | Reduced -20.3k |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 86.5k $36.4m | Added +52.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.23% of their portfolio | 84.5k $35.6m | Reduced -1.4k |
| Life Cycle Investment Partners Ltd 0.16% of their portfolio | 82.8k $34.9m | Reduced -12.0k |
| LONDON CO OF VIRGINIA 0.20% of their portfolio | 81.5k $34.3m | Reduced -5.3k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 80.3k $33.8m | New |
| Pembroke Management, LTD 2.36% of their portfolio | 79.2k $33.4m | Added +53.2k |
| CRAMER ROSENTHAL MCGLYNN LLC 1.68% of their portfolio | 78.8k $33.2m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 76.8k $32.3m | Reduced -2.2k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.68% of their portfolio | 75.4k $31.8m | Added +34.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 71.5k $30.1m | Reduced -460 |
| SEI INVESTMENTS CO 0.03% of their portfolio | 67.9k $28.6m | Reduced -15.2k |
| FRED ALGER MANAGEMENT, LLC 0.09% of their portfolio | 66.8k $28.1m | Added +5.5k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 66.5k $28.0m | Reduced -44.4k |
| Ranger Investment Management, L.P. 1.72% of their portfolio | 64.7k $27.2m | Reduced -15.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 63.7k $26.8m | Added +8.1k |
| Nuveen, LLC 0.01% of their portfolio | 63.0k $26.5m | Added +5.7k |
| BARCLAYS PLC 0.01% of their portfolio | 61.9k $26.1m | Added +16.8k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 61.4k $25.9m | New |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 61.0k $26.0m | Reduced -556 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 60.5k $25.5m | Added +1.1k |
| ExodusPoint Capital Management, LP 0.23% of their portfolio | 59.5k $25.0m | Added +2.4k |
| PRIMECAP MANAGEMENT CO/CA/ 0.01% of their portfolio | 54.4k $22.9m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 53.0k $22.3m | Added +49.0k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 52.8k $22.2m | Reduced -2.1k |
| Swiss National Bank 0.01% of their portfolio | 52.2k $22.0m | Reduced -520 |
| Schonfeld Strategic Advisors LLC 0.12% of their portfolio | 51.8k $21.8m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 49.3k $20.8m | Added +3.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 45.2k $19.0m | Added +3.2k |
| DF DENT & CO INC 0.36% of their portfolio | 45.1k $19.0m | Reduced -19.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 44.1k $18.6m | Added +34.8k |
| Retirement Systems of Alabama 0.06% of their portfolio | 44.1k $18.6m | Reduced -5.1k |
| SG Americas Securities, LLC 0.01% of their portfolio | 43.4k $18.3m | Added +34.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 42.8k $18.0m | Reduced -13.0k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 41.3k $17.4m | Added +8.4k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 40.2k $16.9m | Reduced -13.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% of their portfolio | 36.7k $15.5m | Reduced -121.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 36.5k $15.4m | Reduced -99 |
| Legal & General Group Plc 0.00% of their portfolio | 35.3k $14.9m | Added +456 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 35.2k $14.8m | Reduced -29.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 32.9k $13.9m | Added +10.8k |
| Granite Investment Partners, LLC 0.70% of their portfolio | 32.2k $13.6m | Added +5.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 31.9k $13.4m | Reduced -239.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 31.6k $13.3m | Added +7.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 31.5k $13.3m | Added +4.5k |
| MOORE CAPITAL MANAGEMENT, LP 0.30% of their portfolio | 31.4k $13.2m | New |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 31.0k $13.0m | Reduced -4.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 30.2k $12.7m | Reduced -742 |