SAIA SAIA INC
Executive Summary
Three mega-passive funds (Fidelity, Invesco, Morgan Stanley) significantly increased SAIA positions in Q3 2025, adding $481M net. Two sellers include Norges Bank exiting a $103.6M stake and T. Rowe Price trimming. The buying is dominated by passive index rebalancing, limiting directional conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $377.2M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +83.6% | $143.3M | $71.9M |
| Invesco | DOUBLED | +1300.4% | $210.0M | $196.3M |
| Morgan Stanley | DOUBLED | +363% | $265.4M | $213.0M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | TRIM | -39.4% | $794.0K | -$268.4K |
| Norges Bank | EXIT | -100% | $103.6M | -$103.6M |
Actionable Insight
The passive buying suggests SAIA may have been added or rebalanced in indices, but the selling by a sovereign fund and active manager trim warrants caution. Monitor next 13F for continuation or reversal.
Key Facts
- Fidelity added 83.6%, Invesco DOUBLED (+1300%), Morgan Stanley DOUBLED (+363%) during Q3 2025.
- Norges Bank fully exited its $103.6M position; T. Rowe Price trimmed 39.4% of its stake.
- Net institutional buying of $481.1M vs selling of $103.9M, resulting in net accumulation of $377.2M.
Financial Impact
3 buyers accumulated $618.8M in current holdings (net change +$481.1M); 2 sellers reduced holdings by $103.9M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound.
- Passive rebalancing may reverse next quarter; Norges exit signals potential concern.
- Historical calibration shows low probability of up-move for similar institutional clusters at this score.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SAIA-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $463.60 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 2, 2026
12d ago
|
8-K
| $471.15 $464.49 | ▼ −1.41% | ▼ −0.69% | — |
|
Jun 2, 2026
12d ago
|
Press Release
| $471.15 $464.49 | ▲ +1.41% | ▲ +0.69% | — |
|
May 6, 2026
5w ago
|
8-K
| $448.94 $449.80 | ▲ +0.19% | ▼ −0.64% | — |
|
Apr 30, 2026
6w ago
|
8-K
| $448.82 $441.26 | ▼ −1.68% | ▼ −1.90% | — |
|
Mar 30, 2026
10w ago
|
Press Release
| $351.28 $354.88 | ▲ +1.02% | ▲ +0.28% | — |
|
Mar 3, 2026
14w ago
|
Press Release
| $414.06 $414.43 | ▼ −0.09% | ▲ +0.67% | — |
US Market Status
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