Saia, Inc.
MX ˙ BMV ˙ US78709Y1055
SecurityMX:SAIA / Saia, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership807,731 shares
Latest Disclosed Value $ 283,740,476
Morgan Stanley reports 4.67% increase in ownership of SAIA / Saia, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 807,731 shares of Saia, Inc. (MX:SAIA) valued at $283,740,476 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 771,698 shares of Saia, Inc.. This represents a change in shares of 4.67% 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)
2026-05-15 2026-03-31 13F SAIA COM 78709Y105 807,731 36,033 4.67 283,740 12.61 0.0171
2026-05-27 2025-12-31 13F/A-1 SAIA COM 78709Y105 771,698 -115,016 -12.97 251,975 -5.08 0.0150
2026-02-13 2025-12-31 13F SAIA COM 78709Y105 771,698 -115,016 251,975 0.0150
2026-05-27 2025-09-30 13F/A-1 SAIA COM 78709Y105 886,714 695,188 362.97 265,447 405.84 0.0161
2025-11-14 2025-09-30 13F SAIA COM 78709Y105 886,714 695,188 265,447 0.0161
2025-08-15 2025-06-30 13F SAIA COM 78709Y105 191,526 -338,371 -63.86 52,477 -71.66 0.0034
2025-05-15 2025-03-31 13F SAIA COM 78709Y105 529,897 140,792 36.18 185,163 4.42 0.0132
2025-05-15 2024-12-31 13F/A-1 SAIA COM 78709Y105 389,105 165,319 73.87 177,328 81.22 0.0124
2025-02-14 2024-12-31 13F SAIA COM 78709Y105 389,105 165,319 177,328 0.0124
2025-05-14 2024-09-30 13F/A-2 SAIA COM 78709Y105 223,786 32,065 16.72 97,853 7.61 0.0071
2025-02-14 2024-09-30 13F/A-1 SAIA COM 78709Y105 223,786 32,065 97,853 0.0071
2024-11-14 2024-09-30 13F SAIA COM 78709Y105 223,786 32,065 97,853 0.0008
2025-05-14 2024-06-30 13F/A-2 SAIA COM 78709Y105 191,721 18,609 10.75 90,932 -10.21 0.0070
2024-10-17 2024-06-30 13F/A-1 SAIA COM 78709Y105 191,721 18,609 90,932 0.0070
2024-08-14 2024-06-30 13F SAIA COM 78709Y105 191,721 18,609 90,932 0.0070
2024-10-17 2024-03-31 13F/A-2 SAIA COM 78709Y105 173,112 53,227 44.40 101,271 92.76 0.0081
2024-08-16 2024-03-31 13F/A-1 SAIA COM 78709Y105 173,112 53,227 101,271 0.0010
2024-05-15 2024-03-31 13F SAIA COM 78709Y105 173,112 53,227 101,271 0.0081
2024-08-16 2023-12-31 13F/A-1 SAIA COM 78709Y105 119,885 -3,496 -2.83 52,536 6.81 0.0046
2024-02-13 2023-12-31 13F SAIA COM 78709Y105 119,885 -3,496 52,536 0.0046
2023-11-15 2023-09-30 13F SAIA COM 78709Y105 123,381 -227,250 -64.81 49,186 -59.03 0.0050
2023-08-14 2023-06-30 13F SAIA COM 78709Y105 350,631 34,591 10.95 120,060 39.62 0.0118
2023-05-15 2023-03-31 13F SAIA COM 78709Y105 316,040 -26,037 -7.61 85,988 19.88 0.0092
2023-02-14 2022-12-31 13F SAIA COM 78709Y105 342,077 39,673 13.12 71,727 24.83 0.0081
2022-11-14 2022-09-30 13F SAIA COM 78709Y105 302,404 55,153 22.31 57,458 23.61 0.0078
2022-10-27 2022-06-30 13F/A-1 SAIA COM 78709Y105 247,251 192,523 351.78 46,483 248.37 0.0060
2022-08-15 2022-06-30 13F SAIA COM 78709Y105 247,251 192,523 46,483 0.0012
2022-10-27 2022-03-31 13F/A-1 SAIA COM 78709Y105 54,728 -5,799 -9.58 13,343 -34.59 0.0018
2022-05-13 2022-03-31 13F SAIA COM 78709Y105 54,728 -5,799 13,343 0.0018
2022-02-14 2021-12-31 13F SAIA COM 78709Y105 60,527 6,239 11.49 20,400 57.86 0.0025
2021-11-15 2021-09-30 13F SAIA COM 78709Y105 54,288 -86,837 -61.53 12,923 -56.29 0.0017
2021-08-23 2021-06-30 13F/A-1 SAIA COM 78709Y105 141,125 71,539 102.81 29,563 84.24 0.0039
2021-08-16 2021-06-30 13F SAIA COM 78709Y105 141,125 71,539 29,563 0.0008
2021-05-17 2021-03-31 13F SAIA COM 78709Y105 69,586 -43,568 -38.50 16,046 -21.57 0.0024
2021-02-16 2020-12-31 13F SAIA COM 78709Y105 113,154 45,539 67.35 20,458 139.84 0.0032
2020-11-13 2020-09-30 13F SAIA COM 78709Y105 67,615 -4,866 -6.71 8,530 5.84 0.0016
2020-08-14 2020-06-30 13F SAIA COM 78709Y105 72,481 4,608 6.79 8,059 61.44 0.0018
2020-05-26 2020-03-31 13F/A-1 SAIA COM 78709Y105 67,873 -62,792 -48.06 4,992 -58.97 0.0014
2020-05-15 2020-03-31 13F SAIA COM 78709Y105 67,873 -62,792 4,992 383.4897
2020-02-14 2019-12-31 13F SAIA COM 78709Y105 130,665 38,089 41.14 12,167 40.27 0.0028
2019-11-14 2019-09-30 13F SAIA COM 78709Y105 92,576 -27,347 -22.80 8,674 11.85 0.0023
2019-08-14 2019-06-30 13F SAIA COM 78709Y105 119,923 26,170 27.91 7,755 35.39 0.0021
2019-05-15 2019-03-31 13F SAIA COM 78709Y105 93,753 -237,349 -71.68 5,728 -69.01 0.0016
2019-02-14 2018-12-31 13F SAIA COM 78709Y105 331,102 221,424 201.89 18,481 120.38 0.0055
2019-04-23 2018-09-30 13F/A-2 SAIA COM 78709Y105 109,678 50,162 84.28 8,386 74.27 0.0021
2018-11-20 2018-09-30 13F/A-1 SAIA COM 78709Y105 109,678 0 8,386 0.0021
2018-11-14 2018-09-30 13F SAIA COM 78709Y105 109,678 50,162 8,386
2019-04-23 2018-06-30 13F/A-1 SAIA COM 78709Y105 59,516 -72,758 -55.01 4,812 -51.59 0.0013
2018-08-14 2018-06-30 13F SAIA COM 78709Y105 59,516 -72,758 4,812
2019-04-23 2018-03-31 13F/A-1 SAIA COM 78709Y105 132,274 50,052 60.87 9,941 70.90 0.0028
2018-05-14 2018-03-31 13F SAIA COM 78709Y105 132,274 50,052 9,941
2019-04-23 2017-12-31 13F/A-1 SAIA COM 78709Y105 82,222 -52,807 -39.11 5,817 -31.23 0.0016
2018-02-14 2017-12-31 13F SAIA COM 78709Y105 82,222 -52,807 5,817
2017-11-14 2017-09-30 13F SAIA COM 78709Y105 135,029 47,054 53.49 8,459 87.44 0.0025
2017-08-11 2017-06-30 13F SAIA COM 78709Y105 87,975 26,407 42.89 4,513 65.49 0.0014
2017-05-22 2017-03-31 13F/A-1 SAIA COM 78709Y105 61,568 -26,634 -30.20 2,727 -29.97 0.0008
2017-05-12 2017-03-31 13F SAIA COM 78709Y105 61,568 2,727
2017-02-22 2016-12-31 13F/A-1 SAIA COM 78709Y105 88,202 79,127 871.92 3,894 1,331.62 0.0013
2017-02-13 2016-12-31 13F SAIA COM 78709Y105 88,202 3,894
2016-11-10 2016-09-30 13F SAIA COM 78709Y105 9,075 -35,043 -79.43 272 -75.50 0.0001
2016-08-12 2016-06-30 13F SAIA COM 78709Y105 44,118 -46,097 -51.10 1,110 -56.28 0.0004
2016-05-12 2016-03-31 13F SAIA COM 78709Y105 90,215 -13,191 -12.76 2,539 10.39 0.0010
2016-02-09 2015-12-31 13F SAIA COM 78709Y105 103,406 -24,933 -19.43 2,300 -42.11 0.0008
2016-02-08 2015-09-30 13F/A-1 SAIA COM 78709Y105 128,339 106,413 485.33 3,973 360.90 0.0015
2015-11-09 2015-09-30 13F SAIA COM 78709Y105 128,339 3,973
2015-08-12 2015-06-30 13F SAIA COM 78709Y105 21,926 -55,892 -71.82 862 -74.99 0.0003
2015-05-14 2015-03-31 13F SAIA COM 78709Y105 77,818 3,057 4.09 3,447 -16.70 0.0013
2015-02-13 2014-12-31 13F SAIA COM 78709Y105 74,761 5,595 8.09 4,138 20.68 0.0015
2014-12-16 2014-09-30 13F/A-1 SAIA COM 78709Y105 69,166 -13,310 -16.14 3,429 8.82 0.0013
2014-11-14 2014-09-30 13F SAIA COM 78709Y105 69,166 3,429
2014-05-13 2014-03-31 13F SAIA COM 78709Y105 82,476 -136,846 -62.40 3,151 -55.18 0.0013
2014-02-13 2013-12-31 13F SAIA COM 78709Y105 219,322 16,659 8.22 7,030 11.23 0.0030
2013-11-13 2013-09-30 13F SAIA INC COM ST COM 78709Y105 202,663 28,962 16.67 6,320 21.40 0.0030
2013-08-08 2013-06-30 13F SAIA INC COM ST COM 78709Y105 173,701 173,701 5,206 0.0026
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.