Creative Planning

Position in SAIA — Saia Inc

CIK 1540235 OVERLAND PARK, KS

Position in SAIA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,618,695

+$2,899,437 QoQ

Shares Held

13,341

+72.3% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#146

of 514 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $83,298,613 across 12 Trucking names. SAIA ranks #6 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODFL	Old Dominion Freight Line, Inc.	146,020	$31,627,931
2	KNX	Knight-Swift Transportation Holdings Inc.	129,748	$10,103,476
3	WERN	Werner Enterprises Inc	193,111	$8,421,569
4	MRTN	Marten Transport Ltd	419,369	$7,276,051
5	SNDR	Schneider National, Inc.	184,135	$6,726,451
6	SAIA	Saia Inc This page	13,341	$5,618,695
7	XPO	XPO, Inc.	16,221	$3,330,008
8	ARCB	Arcbest Corp /Tx/	22,988	$3,299,697

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,618,695	13,341	+72.3%	Shares	Defined	2026-08-13
2026-03-31	$2,719,258	7,741	+93.0%	Shares	Sole	2026-05-12
2025-12-31	$1,309,671	4,011	+57.4%	Shares	Sole	2026-02-17
2025-09-30	$762,768	2,548	+32.7%	Shares	Sole	2025-11-14
2025-06-30	$526,059	1,920	-39.0%	Shares	Sole	2025-08-08
2025-03-31	$1,100,355	3,149	+23.1%	Shares	Sole	2025-05-15
2024-12-31	$1,165,757	2,558	+4.1%	Shares	Defined	2025-02-14
2024-09-30	$1,074,347	2,457	-5.5%	Shares	Defined	2024-10-11
2024-06-30	$1,233,627	2,601	-1.3%	Shares	Defined	2024-08-15
2024-03-31	$1,542,060	2,636	+35.1%	Shares	Defined	2024-05-13
2023-12-31	$854,966	1,951	+8.9%	Shares	Defined	2024-02-14
2023-09-30	$714,380	1,792	+4.6%	Shares	Defined	2023-11-16
2023-06-30	$586,547	1,713	+45.8%	Shares	Sole	2023-07-21
2023-03-31	$319,694	1,175	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.