Optima Capital’s Saia SAIA Stock Holding History

Optima Capital’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$653	–	1066
2025 Q4	$653	Buy	+2	New	+$605	﹤0.01%	1055

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Optima Capital's SAIA Position: Q1 2026 in Review

Optima Capital sold out of Saia (SAIA) in Q1 2026, closing a stake of 2 shares — an estimated $653 sold.

Optima Capital first reported a position in SAIA in Q4 2025 and held it in 1 quarter. The position peaked at $653 in Q4 2025. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

Optima Capital reported no remaining Saia position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 Saia shares in Q1 2026, an estimated $653.
Optima Capital first reported a position in Saia in Q4 2025 and held it in 1 quarter.
Optima Capital's Saia position peaked at $653 in Q4 2025.
453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.