SailPoint, Inc.
SAIL- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0002030781
In the last 90 days, SailPoint, Inc. insiders filed 0 open-market purchases and 8 sales; 239 institutions reported holding it in 13F filings for Q2 2026, worth $8.48B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in SailPoint, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 203
- +17 vs. Q3 2025
- Shares held
- 567.2M
- +13.7M (+2.5%) vs. Q3 2025
- Total value
- $11.5B
- −$751.9M (−6.2%) vs. Q3 2025
- New holders
- 48
- 75 more added
- Sold out
- 31
- 62 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SAIL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 239 | $8.48B |
| Q1 2026 | 219 | $7.35B |
| Q4 2025 | 203 | $11.5B |
| Q3 2025 | 189 | $12.2B |
| Q2 2025 | 150 | $12.6B |
| Q1 2025 | 142 | $10.4B |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SailPoint, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1 | $21 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $25 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 2 | $40 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 4 | $81 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 10 | $202 | 0.00% | +10 | New |
| IFP Advisors, Inc | 13 | $263 | 0.00% | +13 | New |
| Umb Bank N A | 14 | $283 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 15 | $303 | 0.00% | +15 | New |
| Newbridge Financial Services Group, Inc. | 15 | $303 | 0.00% | +15 | New |
| Central Trust Co | 16 | $324 | 0.00% | +16 | New |
| GAMMA Investing LLC | 21 | $425 | 0.00% | −93−81.6% | Reduced |
| Longaeva Partners L.P. | 24 | $486 | 0.00% | −241,811−100.0% | Reduced |
| Bogart Wealth, LLC | 26 | $526 | 0.00% | +1+4.0% | Added |
| SageView Advisory Group, LLC | 26 | $526 | 0.00% | +26 | New |
| Versant Capital Management, Inc | 30 | $607 | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 33 | $668 | 0.00% | +33 | New |
| Nisa Investment Advisors, LLC | 35 | $708 | 0.00% | +35 | New |
| Atlantic Trust, LLC | 35 | $709 | 0.00% | +34+3,400.0% | Added |
| DB Fitzpatrick & Co, Inc | 40 | $809 | 0.00% | +20+100.0% | Added |
| Quent Capital, LLC | 52 | $1.05K | 0.00% | +33+173.7% | Added |
| Optima Capital LLC | 52 | $1.05K | 0.00% | +52 | New |
| Cornerstone Financial Management LLC | 58 | $1.17K | 0.00% | +58 | New |
| Huntington National Bank | 72 | $1.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 101 | $2.04K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 106 | $2.14K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 115 | $2.33K | 0.00% | +20+21.1% | Added |
| Allworth Financial LP | 119 | $2.41K | 0.00% | +80+205.1% | Added |
| Rothschild Investment LLC | 130 | $2.63K | 0.00% | +124+2,066.7% | Added |
| Bessemer Group Inc | 165 | $3.00K | 0.00% | −422−71.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 155 | $3.14K | 0.00% | −1,265−89.1% | Reduced |
| Essential Partners LLC | 180 | $3.64K | 0.00% | +175+3,500.0% | Added |
| Los Angeles Capital Management LLC | 176 | $3.79K | 0.00% | +176 | New |
| EverSource Wealth Advisors, LLC | 195 | $3.94K | 0.00% | +184+1,672.7% | Added |
| Marquette Asset Management, LLC | 214 | $4.33K | 0.00% | +146+214.7% | Added |
| The PNC Financial Services Group, Inc. | 246 | $4.98K | 0.00% | −7,754−96.9% | Reduced |
| Anchor Investment Management, LLC | 250 | $5.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 264 | $5.34K | 0.00% | +145+121.8% | Added |
| Rockefeller Capital Management L.P. | 335 | $6.78K | 0.00% | −45,604−99.3% | Reduced |
| Assetmark, Inc | 349 | $7.06K | 0.00% | −1,100−75.9% | Reduced |
| Jones Financial Companies LLLP | 392 | $7.93K | 0.00% | +135+52.5% | Added |
| Ancora Advisors, LLC | 451 | $9.12K | 0.00% | +451 | New |
| Signaturefd, LLC | 500 | $10.1K | 0.00% | −300−37.5% | Reduced |
| Atlantic Union Bankshares Corp | 504 | $10.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 650 | $13.0K | 0.01% | +2+0.3% | Added |
| Westside Investment Management, Inc. | 800 | $15.9K | 0.00% | +800 | New |
| SBI Securities Co., Ltd. | 965 | $19.5K | 0.00% | +234+32.0% | Added |
| MetLife Investment Management | 984 | $19.9K | 0.00% | −18−1.8% | Reduced |
| United Community Bank | 1,000 | $20.2K | 0.01% | +1,000 | New |
| Neo Ivy Capital Management | 1,262 | $25.5K | 0.00% | +478+61.0% | Added |
| Wellington-Altus USA Inc. | 1,295 | $26.2K | 0.02% | +1,295 | New |
| STRS Ohio | 1,440 | $29.1K | 0.00% | +2+0.1% | Added |
| Natixis | 1,810 | $36.6K | 0.00% | −994−35.4% | Reduced |
| Gables Capital Management Inc. | 2,000 | $40.5K | 0.02% | −1,000−33.3% | Reduced |
| Palladiem, LLC | 2,000 | $41.6K | 0.04% | +2,000 | New |
| Kestra Advisory Services, LLC | 2,074 | $42.0K | 0.00% | +2,074 | New |
| CWM, LLC | 2,656 | $54.0K | 0.00% | +2,017+315.6% | Added |
| Amalgamated Bank | 2,956 | $60.0K | 0.00% | −166−5.3% | Reduced |
| Farther Finance Advisors, LLC | 3,070 | $62.1K | 0.00% | +2,074+208.2% | Added |
| Sterling Capital Management LLC | 3,557 | $72.0K | 0.00% | −160−4.3% | Reduced |
| California State Teachers Retirement System | 3,742 | $75.7K | 0.00% | −63−1.7% | Reduced |
| Russell Investments Group, Ltd. | 5,401 | $109.3K | 0.00% | −1,661−23.5% | Reduced |
| Legal & General Group Plc | 6,256 | $126.6K | 0.00% | +56+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 7,871 | $159.2K | 0.00% | +1,528+24.1% | Added |
| Advisors Asset Management, Inc. | 7,927 | $160.4K | 0.00% | +7,927 | New |
| Tower Research Capital LLC (TRC) | 9,590 | $194.0K | 0.00% | +547+6.0% | Added |
| Sandia Investment Management LP | 9,837 | $199.0K | 0.50% | −10,163−50.8% | Reduced |
| Stephens Inc | 9,903 | $200.3K | 0.00% | +9,903 | New |
| Resources Investment Advisors, LLC. | 9,960 | $201.5K | 0.00% | −1,494−13.0% | Reduced |
| Amica Mutual Insurance Co | 10,031 | $203.0K | 0.02% | +10,031 | New |
| Venturi Wealth Management, LLC | 10,169 | $205.7K | 0.01% | +10,169 | New |
| Ieq Capital, LLC | 10,247 | $207.3K | 0.00% | −9,750−48.8% | Reduced |
| Cetera Investment Advisers | 10,620 | $214.8K | 0.00% | −1,565−12.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,672 | $215.9K | 0.00% | +10,672 | New |
| HighPoint Advisor Group LLC | 11,601 | $234.7K | 0.01% | −409−3.4% | Reduced |
| Disciplined Investors, L.L.C. | 12,000 | $242.8K | 0.16% | +12,000 | New |
| Regions Financial Corp | 12,841 | $259.8K | 0.00% | +680+5.6% | Added |
| FMR LLC | 12,938 | $261.7K | 0.00% | −174,862−93.1% | Reduced |
| Simplex Trading, LLC | 13,059 | $264.2K | 0.01% | +13,059 | New |
| Essex Financial Services, Inc. | 13,176 | $266.6K | 0.02% | +19+0.1% | Added |
| Neuberger Berman Group LLC | 13,186 | $266.8K | 0.00% | −234−1.7% | Reduced |
| Prelude Capital Management, LLC | 13,719 | $277.5K | 0.02% | −608−4.2% | Reduced |
| Northwest & Ethical Investments L.P. | 13,500 | $280.9K | 0.01% | +13,500 | New |
| Ronald Blue Trust, Inc. | 13,987 | $283.0K | 0.00% | −2,899−17.2% | Reduced |
| Comerica Bank | 14,713 | $297.6K | 0.00% | −2,162−12.8% | Reduced |
| Landscape Capital Management, L.L.C. | 15,633 | $316.3K | 0.02% | +15,633 | New |
| Handelsbanken Fonder AB | 15,800 | $320.0K | 0.00% | +15,800 | New |
| Loomis Sayles & Co L P | 16,269 | $329.1K | 0.00% | +13,219+433.4% | Added |
| GWN Securities Inc. | 16,319 | $330.1K | 0.07% | +16,319 | New |
| Deutsche Bank AG | 16,466 | $333.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 17,704 | $358.2K | 0.00% | +17,704 | New |
| State Board of Administration of Florida Retirement System | 17,883 | $361.8K | 0.00% | +6,860+62.2% | Added |
| Public Employees Retirement System of Ohio | 18,096 | $366.1K | 0.00% | −687−3.7% | Reduced |
| US Bancorp | 18,852 | $381.4K | 0.00% | −522−2.7% | Reduced |
| Cohen & Steers, Inc. | 20,000 | $405.0K | 0.00% | −10,000−33.3% | Reduced |
| BNP Paribas Arbitrage, SA | 20,213 | $408.9K | 0.00% | −16,930−45.6% | Reduced |
| Outfitter Financial LLC | 21,500 | $434.9K | 0.34% | +350+1.7% | Added |
| Summit Trail Advisors, LLC | 21,855 | $442.1K | 0.01% | +10,192+87.4% | Added |
| Treasurer of the State of North Carolina | 25,192 | $510.0K | 0.00% | −1,840−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 26,416 | $534.4K | 0.00% | +441+1.7% | Added |