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Root Financial Partners, LLC

Position in SAIA — Saia Inc

CIK 1977181 ENCINITAS, CA

Position in SAIA

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$22,130
+$12,008 QoQ
Shares Held
63
+103.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SAIA Over Time

Shares Held

Position Value (USD)

Position in Trucking

Industrials · as of Mar 31, 2026

Root Financial Partners, LLC holds $276,150 across 12 Trucking names. SAIA ranks #4 (8.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SAIA
Saia Inc
This page
63 $22,130

All Filings in SAIA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $22,130 63
2025-12-31 $10,122 31
2025-09-30 $12,573 42