Saia, Inc.
MX ˙ BMV ˙ US78709Y1055
SecurityMX:SAIA / Saia, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership2,676 shares
Latest Disclosed Value $ 940,029
Captrust Financial Advisors reports 16.40% increase in ownership of SAIA / Saia, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 2,676 shares of Saia, Inc. (MX:SAIA) valued at $940,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,299 shares of Saia, Inc.. This represents a change in shares of 16.40% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SAIA INC COM Stock 78709Y105 2,676 377 16.40 940 25.33 0.0016
2026-02-17 2025-12-31 13F SAIA INC COM Stock 78709Y105 2,299 94 4.26 751 13.64 0.0014
2025-11-19 2025-09-30 13F SAIA INC COM Stock 78709Y105 2,205 555 33.64 660 46.02 0.0013
2025-08-15 2025-06-30 13F SAIA INC COM Stock 78709Y105 1,650 378 29.72 452 1.80 0.0010
2025-05-15 2025-03-31 13F SAIA INC COM Stock 78709Y105 1,272 -114 -8.23 444 -29.64 0.0011
2025-02-14 2024-12-31 13F SAIA INC COM Stock 78709Y105 1,386 1,386 632 0.0018
2024-11-14 2024-09-30 13F SAIA INC COM Stock 78709Y105 0 -461 -100.00 0 -100.00
2024-08-15 2024-06-30 13F SAIA INC COM Stock 78709Y105 461 56 13.83 219 -7.63 0.0007
2024-05-15 2024-03-31 13F SAIA INC COM Stock 78709Y105 405 -1,620 -80.00 237 -73.39 0.0009
2024-02-14 2023-12-31 13F SAIA INC COM Stock 78709Y105 2,025 -705 -25.82 887 -18.47 0.0031
2023-11-15 2023-09-30 13F SAIA INC COM Stock 78709Y105 2,730 -386 -12.39 1,088 2.06 0.0042
2023-08-15 2023-06-30 13F SAIA INC COM Stock 78709Y105 3,116 -1,693 -35.20 1,067 -18.50 0.0042
2023-05-15 2023-03-31 13F SAIA INC COM Stock 78709Y105 4,809 -331 -6.44 1,308 21.45 0.0057
2023-02-15 2022-12-31 13F SAIA INC COM Stock 78709Y105 5,140 758 17.30 1,078 29.29 0.0054
2022-11-16 2022-09-30 13F SAIA INC COM Stock 78709Y105 4,382 233 5.62 833 6.79 0.0048
2022-08-23 2022-06-30 13F/A-1 SAIA INC COM Common Stock 78709Y105 4,149 -348 -7.74 780 -28.83 0.0050
2022-08-16 2022-06-30 13F SAIA INC COM COM 78709Y105 7,128 2,631 1,340 0.0097
2022-05-16 2022-03-31 13F SAIA COM 78709Y105 4,497 1,820 67.99 1,096 21.51 0.0071
2022-02-14 2021-12-31 13F SAIA INC COM Common Stock 78709Y105 2,677 522 24.22 902 75.83 0.0062
2021-11-16 2021-09-30 13F SAIA INC COM Common Stock 78709Y105 2,155 49 2.33 513 16.33 0.0043
2021-08-16 2021-06-30 13F SAIA INC COM Common Stock 78709Y105 2,106 52 2.53 441 -6.96 0.0041
2021-05-17 2021-03-31 13F SAIA INC COM Common Stock 78709Y105 2,054 2,004 4,008.00 474 5,166.67 0.0051
2021-02-16 2020-12-31 13F SAIA INC COM Common Stock 78709Y105 50 30 150.00 9 200.00 0.0001
2020-11-17 2020-09-30 13F SAIA INC COM Common Stock 78709Y105 20 20 3 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.