Shellback Capital’s Saia SAIA Stock Holding History

Shellback 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 Q2	$10.1M	Buy	24,000 +10,160	+73%	+$4.46M	0.89%	42
2026 Q1	$4.86M	Buy	+13,840	New	+$5.05M	0.69%	47
2025 Q4	–	Sell	-25,000	Closed	-$7.48M	–	118
2025 Q3	$7.48M	Buy	+25,000	New	+$7.54M	0.47%	62
2025 Q2	–	Sell	-15,000	Closed	-$5.24M	–	129
2025 Q1	$5.24M	Buy	+15,000	New	+$6.52M	0.51%	54
2024 Q4	–	Sell	-18,200	Closed	-$7.96M	–	143
2024 Q3	$7.96M	Buy	18,200 +3,700	+26%	+$1.57M	0.64%	58
2024 Q2	$6.88M	Buy	+14,500	New	+$6.75M	0.5%	60
2024 Q1	–	Sell	-15,000	Closed	-$6.57M	–	142
2023 Q4	$6.57M	Sell	15,000 -40,000	-73%	-$16.2M	0.58%	57
2023 Q3	$21.9M	Sell	55,000 -15,103	-22%	-$6.09M	2.12%	10
2023 Q2	$24M	Buy	70,103 +37,603	+116%	+$10.9M	2.12%	13
2023 Q1	$8.84M	Buy	32,500 +27,500	+550%	+$7.34M	1%	35
2022 Q4	$1.05M	Sell	5,000 -10,000	-67%	-$2.18M	0.19%	68
2022 Q3	$2.85M	Sell	15,000 -35,700	-70%	-$7.57M	0.41%	59
2022 Q2	$9.53M	Buy	50,700 +10,700	+27%	+$2.15M	1.66%	23
2022 Q1	$9.75M	Buy	+40,000	New	+$11.1M	1.29%	25
2021 Q4	–	Sell	-10,692	Closed	-$2.54M	–	126
2021 Q3	$2.54M	Buy	+10,692	New	+$2.47M	0.15%	91

Other funds holding SAIA

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

Shellback Capital's SAIA Position: Q2 2026 in Review

Shellback Capital increased its Saia (SAIA) stake by 73% in Q2 2026, buying an estimated $4.46M and bringing the position to 24,000 shares worth $10.1M. The position accounts for 0.89% of the portfolio, ranked #42.

Shellback Capital first reported a position in SAIA in Q3 2021 and has held it in 15 quarters since. The position peaked at $24M in Q2 2023. 517 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Shellback Capital held 24,000 shares of Saia worth $10.1M as of Q2 2026.
Shellback Capital bought 10,160 Saia shares in Q2 2026, an estimated $4.46M.
Saia made up 0.89% of Shellback Capital's portfolio in Q2 2026, its #42 holding.
Shellback Capital first reported a position in Saia in Q3 2021 and has held it in 15 quarters since.
Shellback Capital's Saia position peaked at $24M in Q2 2023.
517 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Shellback Capital's 13F filing for Q2 2026, filed 14 Aug 2026.