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, Q1 2026
Institutional positions in SailPoint, Inc. as of Mar 31, 2026. 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
- 219
- +20 vs. Q4 2025
- Shares held
- 555.4M
- +4.96M (+0.9%) vs. Q4 2025
- Total value
- $7.35B
- −$3.78B (−33.9%) vs. Q4 2025
- New holders
- 61
- 84 more added
- Sold out
- 41
- 53 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SailPoint, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Grove Partners LP | 1 | $13 | 0.00% | −499,999−100.0% | Reduced |
| Dunhill Financial, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $26 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $27 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 4 | $53 | 0.00% | −31−88.6% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $119 | 0.00% | +5+125.0% | Added |
| American Capital Advisory, LLC | 11 | $146 | 0.00% | +11 | New |
| Activest Wealth Management | 14 | $185 | 0.00% | +14 | New |
| Newbridge Financial Services Group, Inc. | 15 | $199 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $212 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 18 | $238 | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 21 | $278 | 0.00% | +19+950.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $278 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 28 | $371 | 0.00% | +28 | New |
| Umb Bank N A | 35 | $463 | 0.00% | +21+150.0% | Added |
| Sunbelt Securities, Inc. | 38 | $503 | 0.00% | +23+153.3% | Added |
| Richardson Capital Management LLC | 38 | $503 | 0.00% | +38 | New |
| Cornerstone Financial Management LLC | 42 | $556 | 0.00% | −16−27.6% | Reduced |
| MV Capital Management, Inc. | 53 | $702 | 0.00% | +52+5,200.0% | Added |
| DB Fitzpatrick & Co, Inc | 55 | $728 | 0.00% | +15+37.5% | Added |
| Bogart Wealth, LLC | 74 | $980 | 0.00% | +48+184.6% | Added |
| Huntington National Bank | 81 | $1.07K | 0.00% | +9+12.5% | Added |
| Atlantic Trust, LLC | 94 | $1.25K | 0.00% | +59+168.6% | Added |
| UMA Financial Services, Inc. | 99 | $1.31K | 0.00% | +99 | New |
| True Wealth Design, LLC | 148 | $1.96K | 0.00% | +148 | New |
| CVA Family Office, LLC | 154 | $2.04K | 0.00% | +54+54.0% | Added |
| Los Angeles Capital Management LLC | 176 | $2.33K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 197 | $2.61K | 0.00% | +197 | New |
| North Star Investment Management Corp. | 212 | $2.81K | 0.00% | +212 | New |
| Parallel Advisors, LLC | 216 | $2.86K | 0.00% | +216 | New |
| Marquette Asset Management, LLC | 337 | $4.46K | 0.00% | +123+57.5% | Added |
| Quent Capital, LLC | 343 | $4.54K | 0.00% | +291+559.6% | Added |
| Steward Partners Investment Advisory, LLC | 350 | $4.63K | 0.00% | +350 | New |
| GAMMA Investing LLC | 436 | $5.77K | 0.00% | +415+1,976.2% | Added |
| UBS Asset Management Americas Inc | 483 | $6.39K | 0.00% | +483 | New |
| Signaturefd, LLC | 500 | $6.62K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 596 | $7.89K | 0.00% | +495+490.1% | Added |
| Proffitt & Goodson Inc | 600 | $7.94K | 0.00% | +600 | New |
| Covestor Ltd | 586 | $8.00K | 0.01% | −64−9.8% | Reduced |
| Rockefeller Capital Management L.P. | 659 | $8.72K | 0.00% | +324+96.7% | Added |
| IFP Advisors, Inc | 681 | $9.02K | 0.00% | +668+5,138.5% | Added |
| Twin Tree Management, LP | 741 | $9.81K | 0.00% | +741 | New |
| Root Financial Partners, LLC | 751 | $9.94K | 0.00% | +751 | New |
| Allworth Financial LP | 762 | $10.1K | 0.00% | +643+540.3% | Added |
| Westside Investment Management, Inc. | 800 | $10.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 966 | $12.8K | 0.00% | +462+91.7% | Added |
| MetLife Investment Management | 985 | $13.0K | 0.00% | +1+0.1% | Added |
| United Community Bank | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,100 | $14.6K | 0.00% | +854+347.2% | Added |
| SBI Securities Co., Ltd. | 1,265 | $16.7K | 0.00% | +300+31.1% | Added |
| STRS Ohio | 1,438 | $19.0K | 0.00% | −2−0.1% | Reduced |
| Essential Partners LLC | 1,585 | $21.0K | 0.01% | +1,405+780.6% | Added |
| EverSource Wealth Advisors, LLC | 1,612 | $21.3K | 0.00% | +1,417+726.7% | Added |
| Palladiem, LLC | 2,000 | $22.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,714 | $22.7K | 0.00% | +1,714 | New |
| Rothschild Investment LLC | 1,827 | $24.2K | 0.00% | +1,697+1,305.4% | Added |
| Wellington-Altus USA Inc. | 1,657 | $24.3K | 0.01% | +362+28.0% | Added |
| Natixis | 1,857 | $24.6K | 0.00% | +47+2.6% | Added |
| Advisory Services Network, LLC | 1,926 | $25.5K | 0.00% | +1,926 | New |
| Gables Capital Management Inc. | 2,000 | $26.5K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,022 | $26.8K | 0.00% | −1,535−43.2% | Reduced |
| Larson Financial Group LLC | 2,127 | $28.2K | 0.00% | +2,127 | New |
| Farther Finance Advisors, LLC | 2,402 | $32.1K | 0.00% | −668−21.8% | Reduced |
| Versant Capital Management, Inc | 2,751 | $36.4K | 0.00% | +2,721+9,070.0% | Added |
| SRS Capital Advisors, Inc. | 3,124 | $41.4K | 0.00% | +2,860+1,083.3% | Added |
| Tower Research Capital LLC (TRC) | 3,227 | $42.7K | 0.00% | −6,363−66.4% | Reduced |
| California State Teachers Retirement System | 3,289 | $43.5K | 0.00% | −453−12.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,049 | $53.6K | 0.00% | −3,822−48.6% | Reduced |
| Walleye Capital LLC | 4,552 | $60.3K | 0.00% | −328,990−98.6% | Reduced |
| Legal & General Group Plc | 6,456 | $84.7K | 0.00% | +200+3.2% | Added |
| Simplex Trading, LLC | 6,921 | $91.6K | 0.00% | −6,138−47.0% | Reduced |
| FNY Investment Advisers, LLC | 7,500 | $99.0K | 0.04% | +7,500 | New |
| Russell Investments Group, Ltd. | 7,842 | $103.8K | 0.00% | +2,441+45.2% | Added |
| Venturi Wealth Management, LLC | 10,000 | $132.4K | 0.01% | −169−1.7% | Reduced |
| Norden Group LLC | 10,262 | $135.9K | 0.01% | +10,262 | New |
| Janney Montgomery Scott LLC | 10,354 | $137.0K | 0.00% | +10,354 | New |
| Cetera Investment Advisers | 11,073 | $146.6K | 0.00% | +453+4.3% | Added |
| Park Avenue Securities LLC | 11,365 | $150.0K | 0.00% | +11,365 | New |
| nVerses Capital, LLC | 11,603 | $153.6K | 0.14% | +11,603 | New |
| Gsa Capital Partners LLP | 11,901 | $158.0K | 0.01% | +11,901 | New |
| Buckland Partners Management Co LLC | 12,000 | $158.9K | 0.10% | +12,000 | New |
| Neuberger Berman Group LLC | 12,084 | $160.0K | 0.00% | −1,102−8.4% | Reduced |
| Essex Financial Services, Inc. | 12,192 | $161.4K | 0.01% | −984−7.5% | Reduced |
| 9823 Capital, L.P. | 12,367 | $163.7K | 0.12% | +12,367 | New |
| JustInvest LLC | 12,436 | $164.7K | 0.00% | +12,436 | New |
| Regions Financial Corp | 12,662 | $167.6K | 0.00% | −179−1.4% | Reduced |
| Barclays PLC | 13,176 | $174.4K | 0.00% | −1,037,704−98.7% | Reduced |
| Merit Financial Group, LLC | 13,634 | $180.5K | 0.00% | +13,634 | New |
| Prelude Capital Management, LLC | 13,719 | $181.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 14,527 | $192.3K | 0.00% | +14,527 | New |
| Axq Capital, LP | 14,708 | $194.7K | 0.03% | −38,957−72.6% | Reduced |
| D. E. Shaw & Co., Inc. | 15,284 | $202.4K | 0.00% | +15,284 | New |
| Creative Planning | 15,457 | $204.7K | 0.00% | +15,457 | New |
| Handelsbanken Fonder AB | 15,800 | $209.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 16,007 | $211.9K | 0.00% | +16,007 | New |
| Loomis Sayles & Co L P | 16,269 | $215.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 16,414 | $217.3K | 0.00% | −52−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 17,500 | $231.7K | 0.00% | −596−3.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 17,594 | $232.9K | 0.00% | +6,922+64.9% | Added |
| Lazard Asset Management LLC | 17,704 | $234.4K | 0.00% | 00.0% | Unchanged |