Saia, Inc.
MX ˙ BMV ˙ US78709Y1055
SecurityMX:SAIA / Saia, Inc.
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership1,371 shares
Latest Disclosed Value $ 481,604
Crossmark Global Holdings, Inc. reports 13.78% increase in ownership of SAIA / Saia, Inc.

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 1,371 shares of Saia, Inc. (MX:SAIA) valued at $481,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,205 shares of Saia, Inc.. This represents a change in shares of 13.78% 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)
2026-05-11 2026-03-31 13F SAIA COM 78709Y105 1,371 166 13.78 482 22.39 0.0070
2026-02-03 2025-12-31 13F SAIA COM 78709Y105 1,205 -87 -6.73 393 1.81 0.0056
2025-11-12 2025-09-30 13F SAIA COM 78709Y105 1,292 -349 -21.27 387 -14.03 0.0058
2025-08-08 2025-06-30 13F SAIA COM 78709Y105 1,641 31 1.93 450 -20.11 0.0073
2025-04-30 2025-03-31 13F SAIA COM 78709Y105 1,610 -176 -9.85 563 0.0099
2025-01-16 2024-12-31 13F SAIA COM 78709Y105 1,786 -93 -4.95 1 0.0148
2024-11-04 2024-09-30 13F SAIA COM 78709Y105 1,879 155 8.99 1 0.0147
2024-07-29 2024-06-30 13F SAIA COM 78709Y105 1,724 -268 -13.45 1 -100.00 0.0156
2024-05-13 2024-03-31 13F SAIA COM 78709Y105 1,992 43 2.21 1 0.0223
2024-02-13 2023-12-31 13F SAIA COM 78709Y105 1,949 -58 -2.89 1 0.0177
2023-11-08 2023-09-30 13F SAIA COM 78709Y105 2,007 8 0.40 1 0.0190
2023-07-31 2023-06-30 13F SAIA COM 78709Y105 1,999 -94 -4.49 1 0.0183
2023-05-12 2023-03-31 13F SAIA COM 78709Y105 2,093 108 5.44 1 0.0134
2023-01-19 2022-12-31 13F SAIA COM 78709Y105 1,985 -135 -6.37 0 -100.00 0.0104
2022-11-01 2022-09-30 13F SAIA COM 78709Y105 2,120 -30 -1.40 403 -0.49 0.0112
2022-07-29 2022-06-30 13F SAIA COM 78709Y105 2,150 -120 -5.29 405 -26.90 0.0105
2022-05-11 2022-03-31 13F SAIA COM 78709Y105 2,270 10 0.44 554 -27.30 0.0124
2022-01-10 2021-12-31 13F SAIA COM 78709Y105 2,260 -1,990 -46.82 762 -24.70 0.0165
2021-10-21 2021-09-30 13F/A-1 SAIA COM 78709Y105 4,250 -240 -5.35 1,012 7.55 0.0237
2021-07-21 2021-06-30 13F SAIA COM 78709Y105 4,490 -190 -4.06 941 -12.79 0.0221
2021-04-15 2021-03-31 13F SAIA COM 78709Y105 4,680 30 0.65 1,079 28.30 0.0267
2021-01-14 2020-12-31 13F SAIA COM 78709Y105 4,650 120 2.65 841 47.29 0.0213
2020-10-08 2020-09-30 13F SAIA COM 78709Y105 4,530 -120 -2.58 571 10.44 0.0160
2020-08-14 2020-06-30 13F SAIA COM 78709Y105 4,650 240 5.44 517 59.57 0.0151
2020-04-28 2020-03-31 13F SAIA COM 78709Y105 4,410 10 0.23 324 -20.98 0.0116
2020-02-06 2019-12-31 13F SAIA COM 78709Y105 4,400 2,240 103.70 410 102.97 0.0113
2019-10-09 2019-09-30 13F SAIA COM 78709Y105 2,160 2,160 202 0.0059
2019-01-31 2018-12-31 13F SAIA COM 78709Y105 0 -4,083 -100.00 0 -100.00
2018-11-08 2018-09-30 13F/A-1 SAIA COM 78709Y105 4,083 -80 -1.92 312 -7.42 0.0079
2018-11-06 2018-09-30 13F SAIA COM 78709Y105 4,163 0 337
2018-07-31 2018-06-30 13F SAIA COM 78709Y105 4,163 290 7.49 337 15.81 0.0090
2018-04-16 2018-03-31 13F SAIA COM 78709Y105 3,873 -933 -19.41 291 -14.41 0.0075
2018-02-05 2017-12-31 13F SAIA COM 78709Y105 4,806 53 1.12 340 14.09 0.0082
2017-10-27 2017-09-30 13F SAIA COM 78709Y105 4,753 0 0.00 298 0.00 0.0077
2017-10-25 2016-09-30 13F SAIA COM 78709Y105 4,753 4,753 298 0.0077
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.