Select Equity Group’s Saia SAIA Stock Holding History

Select Equity Group’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
2025 Q4	–	Sell	-23,693	Closed	-$7.09M	–	202
2025 Q3	$7.09M	Buy	+23,693	New	+$7.15M	0.03%	145
2025 Q2	–	Sell	-480,498	Closed	-$168M	–	171
2025 Q1	$168M	Buy	480,498 +179,444	+60%	+$78M	0.72%	44
2024 Q4	$137M	Buy	+301,054	New	+$149M	0.55%	49
2022 Q3	–	Sell	-767,389	Closed	-$144M	–	183
2022 Q2	$144M	Sell	767,389 -309,397	-29%	-$62.2M	0.46%	57
2022 Q1	$263M	Sell	1,076,786 -22,169	-2%	-$6.14M	0.85%	39
2021 Q4	$370M	Sell	1,098,955 -185,308	-14%	-$57.5M	1.01%	32
2021 Q3	$306M	Buy	1,284,263 +16,679	+1%	+$3.86M	1.03%	34
2021 Q2	$266M	Buy	1,267,584 +3,441	+0.3%	+$780K	0.91%	37
2021 Q1	$291M	Buy	1,264,143 +428,541	+51%	+$87.3M	1.06%	31
2020 Q4	$151M	Buy	835,602 +765,562	+1,093%	+$126M	0.62%	42
2020 Q3	$8.83M	Buy	+70,040	New	+$8.93M	0.04%	107

Other funds holding SAIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group's SAIA Position: Q4 2025 in Review

Select Equity Group sold out of Saia (SAIA) in Q4 2025, closing a stake of 23,693 shares — an estimated $7.09M sold.

Select Equity Group first reported a position in SAIA in Q3 2020 and held it in 11 quarters. The position peaked at $370M in Q4 2021. 429 funds tracked by Wall St. Rank hold SAIA as of Q4 2025.

Select Equity Group reported no remaining Saia position as of Q4 2025 after selling out during the quarter.
Select Equity Group sold 23,693 Saia shares in Q4 2025, an estimated $7.09M.
Select Equity Group first reported a position in Saia in Q3 2020 and held it in 11 quarters.
Select Equity Group's Saia position peaked at $370M in Q4 2021.
429 funds tracked by Wall St. Rank held Saia as of Q4 2025.

Based on Select Equity Group's 13F filing for Q4 2025, filed 17 Feb 2026.