Viking Global Investors LP
· Exited
−$397M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
SA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Viking Global Investors LP
· Exited
−$397M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
|
Viking Global Investors LP | Exited· Q1 2026 | −$397M | −1.1M | −100.0% | Q1 2026 | |||||
|
Capital International Investors
· Reduced
−$356M
Change
−976K
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | −$356M | −976K | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Added
+$190M
Change
+522K
Date
Q1 2026
|
T. Rowe Price Associates | Added· Q1 2026 | +$190M | +522K | – | Q1 2026 | |||||
|
Norges
· Exited
−$146M
Change
−399K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$146M | −399K | −100.0% | Q1 2026 | |||||
|
Slate Path Capital LP
· New
+$112M
Change
+308K
Date
Q1 2026
|
Slate Path Capital LP | New· Q1 2026 | +$112M | +308K | – | Q1 2026 | |||||
|
Holocene Advisors, LP
· Added
+$98M
Change
+268K
Date
Q1 2026
|
Holocene Advisors, LP | Added· Q1 2026 | +$98M | +268K | – | Q1 2026 | |||||
|
Fil Ltd
· Reduced
−$88M
Change
−242K
Date
Q1 2026
|
Fil Ltd | Reduced· Q1 2026 | −$88M | −242K | – | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$85M
Change
−234K
Δ Own
−25.3%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$85M | −234K | −25.3% | Q1 2026 | |||||
|
Alliancebernstein L.P.
· Added
+$67M
Change
+185K
Date
Q1 2026
|
Alliancebernstein L.P. | Added· Q1 2026 | +$67M | +185K | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Reduced
−$66M
Change
−182K
Δ Own
−77.9%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Reduced· Q1 2026 | −$66M | −182K | −77.9% | Q1 2026 | |||||
|
Junto Capital Management LP
· Exited
−$64M
Change
−176K
Δ Own
−100.0%
Date
Q1 2026
|
Junto Capital Management LP | Exited· Q1 2026 | −$64M | −176K | −100.0% | Q1 2026 | |||||
|
Citadel Advisors LLC
· Added
+$63M
Change
+172K
Δ Own
+171.9%
Date
Q1 2026
|
Citadel Advisors LLC | Added· Q1 2026 | +$63M | +172K | +171.9% | Q1 2026 | |||||
|
William Blair Investment Management, LLC
· New
+$62M
Change
+170K
Date
Q1 2026
|
William Blair Investment Management, LLC | New· Q1 2026 | +$62M | +170K | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$56M
Change
−153K
Δ Own
−37.5%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$56M | −153K | −37.5% | Q1 2026 | |||||
|
Nomura Asset Management International Inc.
· Added
+$55M
Change
+152K
Date
Q1 2026
|
Nomura Asset Management International Inc. | Added· Q1 2026 | +$55M | +152K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Norwood Anthony R.
· Officer
Sell
−$137K
|
Norwood Anthony R. | Officer | Sell | $468.77 | −292 | −$137K | 5K | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Holzgrefe Frederick J. III
· Officer
2 operations
$0
|
Holzgrefe Frederick J. III | Officer | 2 operations | $431.42 | 0 | $0 | 10K | – | May 13, 2026 | May 15, 2026 | |||||||||
|
Holzgrefe Frederick J. III
· Officer
2 operations
0
|
Holzgrefe Frederick J. III | Officer | 2 operations | – | 0 | – | 10K | – | May 11, 2026 | May 13, 2026 | |||||||||
|
Ward Jeffrey C.
· Director
Grant (A)
642
|
Ward Jeffrey C. | Director | Grant (A) | – | 642 | – | 58K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Melville Randolph W.
· Director
Grant (A)
395
|
Melville Randolph W. | Director | Grant (A) | – | 395 | – | 23K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Henry Kevin A.
· Director
Grant (A)
623
|
Henry Kevin A. | Director | Grant (A) | – | 623 | – | 4K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Gainor John P. Jr
· Director
Grant (A)
395
|
Gainor John P. Jr | Director | Grant (A) | – | 395 | – | 19K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Epps Donna E.
· Director
Grant (A)
395
|
Epps Donna E. | Director | Grant (A) | – | 395 | – | 943 | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Ward Susan F.
· Director
Grant (A)
395
|
Ward Susan F. | Director | Grant (A) | – | 395 | – | 1K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Odell Richard D.
· Director
Grant (A)
395
|
Odell Richard D. | Director | Grant (A) | – | 395 | – | 3K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
James Donald R.
· Director
Grant (A)
395
|
James Donald R. | Director | Grant (A) | – | 395 | – | 2K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Eisnor Di-Ann
· Director
Grant (A)
660
|
Eisnor Di-Ann | Director | Grant (A) | – | 660 | – | 6K | – | May 4, 2026 | May 6, 2026 | |||||||||
|
Sugar Patrick D.
· Officer
Tax withholding or exercise payment (F)
-$75K
|
Sugar Patrick D. | Officer | Tax withholding or exercise payment (F) | $368.78 | -204 | -$75K | 9K | – | Mar 9, 2026 | Mar 11, 2026 | |||||||||
|
Eisnor Di-Ann
· Director
Sell
−$195K
|
Eisnor Di-Ann | Director | Sell | $389.88 | −500 | −$195K | 5K | – | Feb 17, 2026 | Feb 19, 2026 | |||||||||
|
Holzgrefe Frederick J. III
· Officer
Sell
−$1.9M
|
Holzgrefe Frederick J. III | Officer | Sell | $388.80 | −5K | −$1.9M | 23K | – | Feb 13, 2026 | Feb 17, 2026 | |||||||||
A
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A
A
432 reporting institutions disclosed SAIA position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.