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, Q2 2026
Institutional positions in SailPoint, Inc. as of Jun 30, 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
- 239
- +22 vs. Q1 2026
- Shares held
- 579.4M
- +24.1M (+4.3%) vs. Q1 2026
- Total value
- $8.48B
- +$1.13B (+15.4%) vs. Q1 2026
- New holders
- 65
- 104 more added
- Sold out
- 43
- 48 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding SailPoint, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $15 | 0.00% | −13−92.9% | Reduced |
| Atlantic Union Bankshares Corp | 4 | $59 | 0.00% | −962−99.6% | Reduced |
| AdvisorNet Financial, Inc | 4 | $59 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 7 | $102 | 0.00% | −2−22.2% | Reduced |
| JPL Wealth Management, LLC | 7 | $103 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 8 | $117 | 0.00% | +8 | New |
| MV Capital Management, Inc. | 12 | $176 | 0.00% | −41−77.4% | Reduced |
| South State Corp. | 15 | $220 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 16 | $235 | 0.00% | +5+45.5% | Added |
| IFP Advisors, Inc | 17 | $249 | 0.00% | −664−97.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $307 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 24 | $351 | 0.00% | −11−31.4% | Reduced |
| Ameritas Advisory Services, LLC | 39 | $571 | 0.00% | +39 | New |
| Silver Grove Financial Group, Inc. | 40 | $586 | 0.00% | +40 | New |
| Cornerstone Financial Management LLC | 42 | $615 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $645 | 0.00% | +44 | New |
| SJS Investment Consulting Inc. | 49 | $718 | 0.00% | +21+75.0% | Added |
| Parkside Financial Bank & Trust | 60 | $879 | 0.00% | +60 | New |
| Signature Equity Partners, LLC | 73 | $1.07K | 0.00% | +73 | New |
| ZRC Wealth Management, LLC | 90 | $1.32K | 0.00% | +90 | New |
| Transamerica Financial Advisors, Inc. | 91 | $1.33K | 0.00% | +70+333.3% | Added |
| Quarry LP | 93 | $1.36K | 0.00% | +93 | New |
| Rockefeller Capital Management L.P. | 100 | $1.46K | 0.00% | −559−84.8% | Reduced |
| DB Fitzpatrick & Co, Inc | 100 | $1.46K | 0.00% | +45+81.8% | Added |
| Huntington National Bank | 105 | $1.54K | 0.00% | +24+29.6% | Added |
| UMA Financial Services, Inc. | 108 | $1.58K | 0.00% | +9+9.1% | Added |
| Owl Creek Wealth Partners LLC | 140 | $2.05K | 0.00% | +140 | New |
| Massmutual Trust Co FSB | 143 | $2.09K | 0.00% | +143 | New |
| Bogart Wealth, LLC | 150 | $2.20K | 0.00% | +76+102.7% | Added |
| Zions Bancorporation, National Association | 160 | $2.34K | 0.00% | +160 | New |
| Los Angeles Capital Management LLC | 176 | $2.58K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 189 | $2.77K | 0.00% | −27−12.5% | Reduced |
| GAMMA Investing LLC | 257 | $3.76K | 0.00% | −179−41.1% | Reduced |
| Larson Financial Group LLC | 275 | $4.03K | 0.00% | −1,852−87.1% | Reduced |
| Clearstead Advisors, LLC | 276 | $4.04K | 0.00% | +276 | New |
| The PNC Financial Services Group, Inc. | 293 | $4.29K | 0.00% | −807−73.4% | Reduced |
| Atlantic Trust, LLC | 338 | $4.95K | 0.00% | +244+259.6% | Added |
| UBS Asset Management Americas Inc | 483 | $7.07K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 500 | $7.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 500 | $7.32K | 0.00% | +157+45.8% | Added |
| Aster Capital Management (DIFC) Ltd | 506 | $7.41K | 0.00% | +506 | New |
| Westside Investment Management, Inc. | 800 | $11.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 832 | $12.2K | 0.00% | −433−34.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 850 | $12.4K | 0.00% | +500+142.9% | Added |
| California State Teachers Retirement System | 852 | $12.5K | 0.00% | −2,437−74.1% | Reduced |
| MetLife Investment Management | 1,068 | $15.6K | 0.00% | +83+8.4% | Added |
| Global Retirement Partners, LLC | 1,148 | $16.8K | 0.00% | +1,148 | New |
| Allworth Financial LP | 1,378 | $20.2K | 0.00% | +616+80.8% | Added |
| STRS Ohio | 1,380 | $20.2K | 0.00% | −58−4.0% | Reduced |
| Wellington-Altus USA Inc. | 1,657 | $21.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,629 | $24.0K | 0.01% | +1,043+178.0% | Added |
| Essential Partners LLC | 1,770 | $25.9K | 0.01% | +185+11.7% | Added |
| Farther Finance Advisors, LLC | 1,792 | $26.2K | 0.00% | −610−25.4% | Reduced |
| Sterling Capital Management LLC | 1,969 | $28.8K | 0.00% | −53−2.6% | Reduced |
| Gables Capital Management Inc. | 2,000 | $29.3K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 2,000 | $29.3K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 2,000 | $29.3K | 0.00% | +2,000 | New |
| NBC Securities, Inc. | 2,159 | $31.6K | 0.00% | +2,159 | New |
| Rothschild Investment LLC | 2,599 | $38.0K | 0.00% | +772+42.3% | Added |
| EverSource Wealth Advisors, LLC | 2,843 | $41.6K | 0.00% | +1,231+76.4% | Added |
| Versant Capital Management, Inc | 2,994 | $43.8K | 0.00% | +243+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,422 | $50.1K | 0.00% | +3,422 | New |
| Natixis | 3,596 | $52.6K | 0.00% | +1,739+93.6% | Added |
| State of Wyoming | 3,815 | $55.9K | 0.01% | +3,815 | New |
| Tower Research Capital LLC (TRC) | 3,883 | $56.8K | 0.00% | +656+20.3% | Added |
| Federation des caisses Desjardins du Quebec | 4,613 | $67.5K | 0.00% | +564+13.9% | Added |
| Legal & General Group Plc | 6,456 | $93.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7,681 | $112.4K | 0.00% | −161−2.1% | Reduced |
| FNY Investment Advisers, LLC | 8,400 | $122.0K | 0.04% | +900+12.0% | Added |
| SRS Capital Advisors, Inc. | 8,777 | $128.5K | 0.00% | +5,653+181.0% | Added |
| Venturi Wealth Management, LLC | 10,000 | $146.4K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,168 | $148.9K | 0.00% | +10,168 | New |
| Landscape Capital Management, L.L.C. | 10,366 | $151.8K | 0.01% | +10,366 | New |
| Centiva Capital, LP | 10,558 | $154.6K | 0.01% | −8,052−43.3% | Reduced |
| Savvy Advisors, Inc. | 11,034 | $161.5K | 0.00% | +11,034 | New |
| Modera Wealth Management, LLC | 11,290 | $165.3K | 0.00% | +11,290 | New |
| Simplex Trading, LLC | 11,496 | $168.3K | 0.00% | +4,575+66.1% | Added |
| Fox Run Management, L.L.C. | 11,521 | $168.7K | 0.03% | +11,521 | New |
| Creative Planning | 11,579 | $169.5K | 0.00% | −3,878−25.1% | Reduced |
| Neuberger Berman Group LLC | 11,651 | $170.6K | 0.00% | −433−3.6% | Reduced |
| Park Avenue Securities LLC | 12,616 | $185.0K | 0.00% | +1,251+11.0% | Added |
| JustInvest LLC | 12,821 | $187.7K | 0.00% | +385+3.1% | Added |
| Prelude Capital Management, LLC | 13,719 | $200.8K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 14,227 | $208.3K | 0.00% | −32,165−69.3% | Reduced |
| DSM Capital Partners LLC | 14,425 | $211.2K | 0.00% | +14,425 | New |
| Buckland Partners Management Co LLC | 15,000 | $219.6K | 0.11% | +3,000+25.0% | Added |
| Vanguard Asset Management, Ltd | 16,007 | $234.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 16,269 | $238.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,500 | $241.6K | 0.00% | −362,102−95.6% | Reduced |
| CIBC Asset Management Inc | 17,435 | $255.2K | 0.00% | +17,435 | New |
| Handelsbanken Fonder AB | 18,000 | $264.0K | 0.00% | +2,200+13.9% | Added |
| Aigen Investment Management, LP | 18,126 | $265.4K | 0.07% | +18,126 | New |
| Public Employees Retirement System of Ohio | 18,655 | $273.1K | 0.00% | +1,155+6.6% | Added |
| Fiduciary Trust Co | 19,503 | $285.5K | 0.00% | +19,503 | New |
| one8zero8, LLC | 19,900 | $291.3K | 0.06% | −80,500−80.2% | Reduced |
| Cohen & Steers, Inc. | 20,000 | $293.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 20,479 | $299.8K | 0.00% | −600−2.8% | Reduced |
| SG Americas Securities, LLC | 20,495 | $300.0K | 0.00% | +20,495 | New |
| Amica Mutual Insurance Co | 20,709 | $303.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,734 | $318.2K | 0.00% | +10,661+96.3% | Added |