Which hedge funds own SAIA? SAIA INC, Q2 2026 13F holders
55 tracked hedge funds disclosed a position in SAIA (SAIA INC) in their Q2 2026 13F filings, worth $925.4m in total. The largest holder by portfolio weight is Arvin Capital Management LP at 2.2% of its book. 22 opened a new position this quarter: Arvin Capital Management LP, Turas Capital Management LP, Carlson Capital, L.P., Lombard Odier Asset Management (USA) Corp. 14 exited: Slate Path Capital LP, J. Goldman & Co LP, MQS Management LLC.
- 55
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 22
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $169m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $159m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $925m
- Combined value Sum of the holders' reported positions in the security.
- 4.4%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Slate Path Capital LP | 1.6% | $108m |
| J. Goldman & Co LP | 0.3% | $7.4m |
| MQS Management LLC | 0.2% | $323k |
| Lecap Asset Management Ltd | 0.1% | $295k |
| Aquatic Capital Management LLC | 0.05% | $1.9m |
| Concentric Capital Strategies, LP | 0.05% | $586k |
| Quantitative Investment Management, LLC | 0.05% | $485k |
| Graham Capital Management, L.P. | 0.04% | $1.2m |
| Qsemble Capital Management, LP | 0.03% | $414k |
| Adage Capital Partners GP, L.L.C. | 0.03% | $17.9m |
| CastleKnight Management LP | 0.03% | $580k |
| Maverick Capital Ltd | 0.02% | $1.4m |
| D. E. Shaw & Co., Inc. | 0.01% | $18.2m |
| Voleon Capital Management LP | 0.0% | $221k |
Ownership over time
Who discovered SAIA first? Beta
The run: Q1 2020 → Q4 2021, +358%
| Brant Point Investment Management LLC | Q1 2019 | 1.2% | +4.7 pts |
| Scopus Asset Management, L.P. | Q2 2019 | 0.3% | +0.6 pts |
| Luminus Management LLC | Q1 2020 | 1.9% | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.