Saia, Inc.
MX ˙ BMV ˙ US78709Y1055
SecurityMX:SAIA / Saia, Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership9,566 shares
Latest Disclosed Value $ 3,360,344
NewEdge Wealth, LLC reports 10.41% decrease in ownership of SAIA / Saia, Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 9,566 shares of Saia, Inc. (MX:SAIA) valued at $3,360,344 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 10,678 shares of Saia, Inc.. This represents a change in shares of -10.41% 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)
2026-05-13 2026-03-31 13F SAIA COM 78709Y105 9,566 -1,112 -10.41 3,360 -3.61 0.0400
2026-02-03 2025-12-31 13F SAIA COM 78709Y105 10,678 -831 -7.22 3,487 7.06 0.0394
2025-11-07 2025-09-30 13F SAIA COM 78709Y105 11,509 -901 -7.26 3,256 -7.71 0.0467
2025-08-11 2025-06-30 13F SAIA COM 78709Y105 12,410 3,702 42.51 3,528 15.98 0.0553
2025-05-09 2025-03-31 13F SAIA COM 78709Y105 8,708 -369 -4.07 3,043 -26.45 0.0551
2025-02-05 2024-12-31 13F SAIA COM 78709Y105 9,077 228 2.58 4,137 6.90 0.0717
2024-11-12 2024-09-30 13F SAIA COM 78709Y105 8,849 630 7.67 3,869 -0.74 0.0698
2024-08-02 2024-06-30 13F SAIA COM 78709Y105 8,219 142 1.76 3,898 18.91 0.0844
2024-05-06 2024-03-31 13F SAIA COM 78709Y105 8,077 642 8.63 3,279 0.61 0.0736
2024-01-29 2023-12-31 13F SAIA COM 78709Y105 7,435 657 9.69 3,258 20.58 0.0833
2023-11-08 2023-09-30 13F SAIA COM 78709Y105 6,778 578 9.32 2,702 27.33 0.0856
2023-08-09 2023-06-30 13F SAIA COM 78709Y105 6,200 202 3.37 2,123 30.10 0.0709
2023-05-08 2023-03-31 13F SAIA COM 78709Y105 5,998 5,998 1,632 0.0619
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.