SAIANasdaqTrucking (No Local)Fiscal year ends December 31
SAIA INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$331.00−4.00 (-1.19%)
Close on Oct 19, 2026
- Market cap
- $8.88B
- P/E (TTM)
- 31.9
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
28M of 27M shares
Institutional holders
517
105 new, 36 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 14 sales
Net sold $7.03M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,422,077 | 9.10% | 13G (passive) amendment | Mar 31, 2025 |
| T. Rowe Price Associates, Inc. | 2,325,979 | 8.70% | 13G (passive) amendment | Mar 31, 2026 |
| AllianceBernstein L.P. | 2,273,396 | 8.50% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 1,400,154 | 5.25% | 13G (passive) | Mar 31, 2026 |
| Shabet Rose Sharon | 1,337,356 | 5.02% | 13G (passive) | Sep 3, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SAIA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,545,731 | 9.54% | $1.07B | +156,628 | 0.02% |
| Alliancebernstein L.P. | 2,226,821 | 8.35% | $782.24M | −272,509 | 0.26% |
| Price T Rowe Associates Inc /Md/ | 2,137,033 | 8.01% | $900.03K | −183,647 | 0.09% |
| Vanguard Capital Management LLC | 1,203,860 | 4.51% | $507.02M | +8,171 | 0.01% |
| Vanguard Portfolio Management LLC | 1,106,068 | 4.15% | $465.83M | +8,848 | 0.02% |
| First Trust Advisors LP | 1,023,332 | 3.84% | $430.99M | +219,048 | 0.25% |
| State Street Corp | 854,398 | 3.20% | $359.86M | +28,397 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 813,962 | 3.05% | $342.81M | −172,859 | 1.06% |
| Invesco Ltd. | 802,608 | 3.01% | $338.03M | +112,886 | 0.03% |
| Morgan Stanley | 669,140 | 2.51% | $281.82M | −138,591 | 0.01% |
| Geode Capital Management, LLC | 518,243 | 1.94% | $218.32M | +4,853 | 0.01% |
| Capital World Investors | 501,422 | 1.88% | $211.18M | −53,930 | 0.02% |
| Capital Research Global Investors | 490,907 | 1.84% | $206.75M | +328,266 | 0.03% |
| Voya Investment Management LLC | 475,860 | 1.78% | $199.98M | +88,359 | 0.17% |
| Bessemer Group Inc | 441,628 | 1.66% | $186.00K | +1,792 | 0.26% |
| Norges Bank | 412,606 | 1.55% | $173.77M | New | 0.02% |
| Dimensional Fund Advisors LP | 393,972 | 1.48% | $165.94M | −61,014 | 0.03% |
| Goldman Sachs Group Inc | 357,231 | 1.34% | $150.45M | +178,842 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 350,138 | 1.31% | $147.47K | −97,516 | 0.10% |
| Wasatch Advisors LP | 342,773 | 1.29% | $144.36M | −366,107 | 0.94% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 517 | 28M | 100.0% | 105 / 190 | 156 / 36 | 4M | 4M |
| Q1 2026 | 455 | 28M | 100.0% | 84 / 173 | 139 / 52 | 6M | 5M |
| Q4 2025 | 430 | 29M | 100.0% | 79 / 135 | 164 / 66 | 3M | 4M |
| Q3 2025 | 425 | 30M | 100.0% | 67 / 154 | 150 / 62 | 5M | 4M |
| Q2 2025 | 426 | 29M | 100.0% | 82 / 146 | 150 / 105 | 5M | 7M |
| Q1 2025 | 453 | 31M | 100.0% | 56 / 173 | 176 / 76 | 4M | 3M |
| Q4 2024 | 481 | 30M | 100.0% | 72 / 175 | 175 / 40 | 3M | 4M |
| Q3 2024 | 456 | 31M | 100.0% | 66 / 165 | 169 / 65 | 7M | 3M |
| Q2 2024 | 460 | 30M | 100.0% | 59 / 186 | 165 / 96 | 5M | 3M |
| Q1 2024 | 502 | 29M | 100.0% | 102 / 151 | 191 / 40 | 3M | 3M |
| Q4 2023 | 444 | 29M | 100.0% | 75 / 157 | 158 / 56 | 3M | 2M |
| Q3 2023 | 431 | 28M | 100.0% | 79 / 131 | 170 / 34 | 2M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SAIA | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust RBA American Industrial Renaissance ETF | 964,038 | 3.61% | $406.01M | 3.53% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 912,801 | 3.42% | $384.44M | 0.31% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 846,262 | 3.17% | $356.41M | 0.02% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 767,744 | 2.88% | $323.34M | 0.34% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 611,263 | 2.29% | $257.44M | 0.14% | Jun 30, 2026 |
| Ab Large Cap Growth Fund Inc | 463,979 | 1.74% | $195.41M | 0.86% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 416,788 | 1.56% | $175.53M | 1.07% | Jun 30, 2026 |
| T. Rowe Price All-Cap Opportunities Fund | 389,560 | 1.46% | $164.07M | 1.12% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 373,843 | 1.40% | $157.45M | 1.79% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 352,481 | 1.32% | $148.45M | 0.32% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 305,898 | 1.15% | $128.83M | 0.13% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 304,511 | 1.14% | $105.86M | 0.95% | Jul 31, 2026 |
| Invesco Value Opportunities Fund | 232,998 | 0.87% | $81.00M | 0.89% | Jul 31, 2026 |
| Janus Henderson Triton Fund | 187,133 | 0.70% | $78.81M | 1.33% | Jun 30, 2026 |
| Neuberger Genesis Fund | 177,528 | 0.67% | $83.86M | 1.14% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Anthony R. Norwood | EVP & CHRO | 4,894 | 0.02% | May 21, 2026 |
| Frederick J. Holzgrefe Iii | President & CEO | 22,743 | 0.09% | May 15, 2026 |
| Patrick D. Sugar | EVP Operations | 8,917 | 0.03% | Mar 11, 2026 |
| Matthew J. Batteh | Chief Financial Officer | 4,594 | 0.02% | Feb 17, 2026 |
| Tarak Patel | EVP and CIO | 1,830 | 0.01% | Feb 17, 2026 |
| Raymond R. Ramu | Exec. VP & Chief Customer Off. | 5,148 | 0.02% | Feb 17, 2026 |
| Kelly W. Benton | VP & CAO | 3,157 | 0.01% | Feb 17, 2026 |
| Rohit Lal | EVP IT and CIO | 9,057 | 0.03% | Feb 11, 2025 |
| Kevin A. Henry | Director | – | – | May 6, 2026 |
| Di-Ann Eisnor | Director | 5,872 | 0.02% | May 6, 2026 |
| Richard D. Odell | Director | 3,303 | 0.01% | May 6, 2026 |
| Jeffrey C. Ward | Director | 7,079 | 0.03% | May 6, 2026 |
| Randolph W. Melville | Director | – | – | May 6, 2026 |
| John P. Gainor Jr | Director | 1,282 | 0.00% | May 6, 2026 |
| Donna E. Epps | Director | 1,852 | 0.01% | May 6, 2026 |
| Susan F. Ward | Director | 1,393 | 0.01% | May 6, 2026 |
| Donald R. James | Director | 2,083 | 0.01% | May 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Anthony R. Norwood EVP & CHRO | May 20, 2026 | Sale | −292 | $468.77 | $136.88K | 4,894 |
| Frederick J. Holzgrefe Iii President & CEO | May 13, 2026 | Other | +10,000 | $431.42 | $4.31M | 10,000 |
| Frederick J. Holzgrefe Iii President & CEO | May 13, 2026 | Other | −10,000 | $431.42 | $4.31M | 0 |
| Frederick J. Holzgrefe Iii President & CEO | May 11, 2026 | Gift | +10,000 | – | – | 10,000 |
| Frederick J. Holzgrefe Iii President & CEO | May 11, 2026 | Gift | −10,000 | – | – | 12,743 |
| Donald R. James Director | May 4, 2026 | Award | +395 | – | – | 2,083 |
| Di-Ann Eisnor Director | May 4, 2026 | Award | +660 | – | – | 5,872 |
| Susan F. Ward Director | May 4, 2026 | Award | +395 | – | – | 1,393 |
| Richard D. Odell Director | May 4, 2026 | Award | +395 | – | – | 3,303 |
| Patrick D. Sugar EVP Operations | Mar 9, 2026 | Tax withholding | −204 | $368.78 | $75.23K | 8,917 |
| Di-Ann Eisnor Director | Feb 17, 2026 | Sale | −500 | $389.88 | $194.94K | 5,212 |
| Matthew J. Batteh Chief Financial Officer | Feb 13, 2026 | Sale | −766 | $388.94 | $297.93K | 4,594 |
| Matthew J. Batteh Chief Financial Officer | Feb 13, 2026 | Sale | −150 | $389.50 | $58.43K | 4,444 |
| Patrick D. Sugar EVP Operations | Feb 13, 2026 | Sale | −2,706 | $386.74 | $1.05M | 9,121 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 13, 2026 | Sale | −4,775 | $388.80 | $1.86M | 22,743 |
| Kelly W. Benton VP & CAO | Feb 13, 2026 | Sale | −800 | $389.00 | $311.20K | 3,157 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 13, 2026 | Sale | −3,709 | $387.73 | $1.44M | 5,148 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 13, 2026 | Sale | −1,517 | $388.48 | $589.32K | 3,631 |
| Tarak Patel EVP and CIO | Feb 12, 2026 | Award | +425 | – | – | 1,830 |
| Anthony R. Norwood EVP & CHRO | Feb 12, 2026 | Award | +1,015 | – | – | 5,186 |
| Matthew J. Batteh Chief Financial Officer | Feb 12, 2026 | Award | +1,658 | – | – | 5,360 |
| Matthew J. Batteh Chief Financial Officer | Feb 12, 2026 | Option exercise | +1,110 | $100.20 | $111.22K | 6,470 |
| Matthew J. Batteh Chief Financial Officer | Feb 12, 2026 | Sale | −1,110 | $375.71 | $417.04K | 5,360 |
| Patrick D. Sugar EVP Operations | Feb 12, 2026 | Award | +2,085 | – | – | 11,827 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 12, 2026 | Award | +6,594 | – | – | 27,518 |
| Kelly W. Benton VP & CAO | Feb 12, 2026 | Award | +498 | – | – | 3,957 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 12, 2026 | Award | +2,299 | – | – | 8,857 |
| Anthony R. Norwood EVP & CHRO | Feb 9, 2026 | Tax withholding | −256 | $409.60 | $104.86K | 4,171 |
| Anthony R. Norwood EVP & CHRO | Feb 9, 2026 | Tax withholding | −49 | $409.60 | $20.07K | 4,427 |
| Anthony R. Norwood EVP & CHRO | Feb 9, 2026 | Award | +898 | – | – | 4,476 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 9, 2026 | Tax withholding | −194 | $409.60 | $79.46K | 6,558 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 9, 2026 | Tax withholding | −1,489 | $409.60 | $609.89K | 6,752 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 9, 2026 | Award | +3,602 | – | – | 8,241 |
| Kelly W. Benton VP & CAO | Feb 9, 2026 | Tax withholding | −44 | $409.60 | $18.02K | 3,663 |
| Kelly W. Benton VP & CAO | Feb 9, 2026 | Award | +689 | – | – | 3,707 |
| Kelly W. Benton VP & CAO | Feb 9, 2026 | Tax withholding | −204 | $409.60 | $83.56K | 3,459 |
| Patrick D. Sugar EVP Operations | Feb 9, 2026 | Tax withholding | −167 | $409.60 | $68.40K | 10,975 |
| Patrick D. Sugar EVP Operations | Feb 9, 2026 | Award | +3,101 | – | – | 11,142 |
| Patrick D. Sugar EVP Operations | Feb 9, 2026 | Tax withholding | −1,233 | $409.60 | $505.04K | 9,742 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 9, 2026 | Tax withholding | −698 | $409.60 | $285.90K | 24,760 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 9, 2026 | Tax withholding | −3,836 | $409.60 | $1.57M | 20,924 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 9, 2026 | Award | +8,611 | – | – | 25,458 |
| Matthew J. Batteh Chief Financial Officer | Feb 9, 2026 | Award | +757 | – | – | 3,967 |
| Matthew J. Batteh Chief Financial Officer | Feb 9, 2026 | Tax withholding | −224 | $409.60 | $91.75K | 3,743 |
| Matthew J. Batteh Chief Financial Officer | Feb 9, 2026 | Tax withholding | −41 | $409.60 | $16.79K | 3,702 |
| Anthony R. Norwood EVP & CHRO | Feb 6, 2026 | Tax withholding | −36 | $415.46 | $14.96K | 3,578 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 6, 2026 | Tax withholding | −111 | $415.46 | $46.12K | 4,639 |
| Kelly W. Benton VP & CAO | Feb 6, 2026 | Tax withholding | −35 | $415.46 | $14.54K | 3,018 |
| Patrick D. Sugar EVP Operations | Feb 6, 2026 | Tax withholding | −95 | $415.46 | $39.47K | 8,041 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 6, 2026 | Tax withholding | −358 | $415.46 | $148.73K | 16,847 |
| Matthew J. Batteh Chief Financial Officer | Feb 6, 2026 | Tax withholding | −25 | $415.46 | $10.39K | 3,210 |
| Anthony R. Norwood EVP & CHRO | Feb 5, 2026 | Tax withholding | −61 | $404.75 | $24.69K | 3,614 |
| Raymond R. Ramu Exec. VP & Chief Customer Off. | Feb 5, 2026 | Tax withholding | −152 | $404.75 | $61.52K | 4,750 |
| Patrick D. Sugar EVP Operations | Feb 5, 2026 | Tax withholding | −137 | $404.75 | $55.45K | 8,136 |
| Kelly W. Benton VP & CAO | Feb 5, 2026 | Tax withholding | −38 | $404.75 | $15.38K | 3,053 |
| Frederick J. Holzgrefe Iii President & CEO | Feb 5, 2026 | Tax withholding | −440 | $404.75 | $178.09K | 17,205 |
| Matthew J. Batteh Chief Financial Officer | Feb 5, 2026 | Tax withholding | −91 | $404.75 | $36.83K | 3,235 |
| Di-Ann Eisnor Director | Dec 8, 2025 | Sale | −297 | $336.73 | $100.01K | 5,712 |
| Kelly W. Benton VP & CAO | Dec 2, 2025 | Sale | −1,000 | $314.43 | $314.43K | 3,091 |
| Donna E. Epps Director | Nov 26, 2025 | Buy | +422 | $277.60 | $117.15K | 1,852 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Norwood Anthony Officer | May 20, 2026 | 292 | $136.88K | May 20, 2026 | Restricted Stock |
| Di-Ann Eisnor Director | Feb 17, 2026 | 500 | $194.94K | Feb 17, 2026 | Compensation |
| Benton Kelly Officer | Feb 13, 2026 | 800 | $311.20K | Feb 13, 2026 | Restricted Stock |
| Batteh Matthew Officer | Feb 13, 2026 | 916 | $356.35K | Feb 13, 2026 | Restricted Stock |
| Ramu Raymond Officer | Feb 13, 2026 | 5,226 | $2.03M | Feb 13, 2026 | Restricted Stock |
| Sugar Patrick Officer | Feb 13, 2026 | 2,706 | $1.05M | Feb 13, 2026 | Restricted Stock |
| J. Holzgrefe Frederick Officer | Feb 13, 2026 | 4,775 | $1.86M | Feb 13, 2026 | Restricted stock vesting under a registered plan |
| Batteh Matthew Officer | Feb 12, 2026 | 1,110 | $417.04K | Feb 12, 2026 | Stock Option Exercise |
| Di-Ann Eisnor Director | Dec 8, 2025 | 297 | $100.01K | Dec 8, 2025 | Compensation |
| Benton Kelly Officer | Dec 2, 2025 | 1,000 | $314.43K | Dec 2, 2025 | Restricted Stock |
| E. Epps Donna Director | Dec 1, 2025 | 422 | $117.08K | Nov 26, 2025 | Restricted Stock Vesting |
| R. Ramu Raymond Officer | Nov 18, 2025 | 1,000 | $266.57K | Nov 18, 2025 | Restricted Stock |
| R. Ramu Raymond Officer | Feb 24, 2025 | 1,980 | $823.29K | Feb 24, 2025 | Stock Option Exercise |
| W. Benton Kelly Officer | Feb 18, 2025 | 460 | $230.00K | Feb 18, 2025 | Stock Option Exercise |
| J. Batteh Matthew Officer | Feb 18, 2025 | 700 | $350.06K | Feb 18, 2025 | Restricted Stock |