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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 500 | $7.32K | 0.00% | +157+45.8% | Added |
| UBS Asset Management Americas Inc | 483 | $7.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 338 | $4.95K | 0.00% | +244+259.6% | Added |
| The PNC Financial Services Group, Inc. | 293 | $4.29K | 0.00% | −807−73.4% | Reduced |
| Clearstead Advisors, LLC | 276 | $4.04K | 0.00% | +276 | New |
| Larson Financial Group LLC | 275 | $4.03K | 0.00% | −1,852−87.1% | Reduced |
| GAMMA Investing LLC | 257 | $3.76K | 0.00% | −179−41.1% | Reduced |
| Parallel Advisors, LLC | 189 | $2.77K | 0.00% | −27−12.5% | Reduced |
| Los Angeles Capital Management LLC | 176 | $2.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 160 | $2.34K | 0.00% | +160 | New |
| Bogart Wealth, LLC | 150 | $2.20K | 0.00% | +76+102.7% | Added |
| Massmutual Trust Co FSB | 143 | $2.09K | 0.00% | +143 | New |
| Owl Creek Wealth Partners LLC | 140 | $2.05K | 0.00% | +140 | New |
| UMA Financial Services, Inc. | 108 | $1.58K | 0.00% | +9+9.1% | Added |
| Huntington National Bank | 105 | $1.54K | 0.00% | +24+29.6% | Added |
| 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 |
| Quarry LP | 93 | $1.36K | 0.00% | +93 | New |
| Transamerica Financial Advisors, Inc. | 91 | $1.33K | 0.00% | +70+333.3% | Added |
| ZRC Wealth Management, LLC | 90 | $1.32K | 0.00% | +90 | New |
| Signature Equity Partners, LLC | 73 | $1.07K | 0.00% | +73 | New |
| Parkside Financial Bank & Trust | 60 | $879 | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 49 | $718 | 0.00% | +21+75.0% | Added |
| Bell Investment Advisors, Inc | 44 | $645 | 0.00% | +44 | New |
| Cornerstone Financial Management LLC | 42 | $615 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $586 | 0.00% | +40 | New |
| Ameritas Advisory Services, LLC | 39 | $571 | 0.00% | +39 | New |
| Umb Bank N A | 24 | $351 | 0.00% | −11−31.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $307 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $249 | 0.00% | −664−97.5% | Reduced |
| American Capital Advisory, LLC | 16 | $235 | 0.00% | +5+45.5% | Added |
| South State Corp. | 15 | $220 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 12 | $176 | 0.00% | −41−77.4% | Reduced |
| West Paces Advisors Inc. | 8 | $117 | 0.00% | +8 | New |
| JPL Wealth Management, LLC | 7 | $103 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $102 | 0.00% | −2−22.2% | Reduced |
| Atlantic Union Bankshares Corp | 4 | $59 | 0.00% | −962−99.6% | Reduced |
| AdvisorNet Financial, Inc | 4 | $59 | 0.00% | +4 | New |
| Activest Wealth Management | 1 | $15 | 0.00% | −13−92.9% | Reduced |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −8,000,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,848,360−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,706,651−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −304,294−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −161,816−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −119,161−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −78,937−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −77,867−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −71,032−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −33,920−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −29,710−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Disciplined Investors, L.L.C. | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −17,704−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −17,594−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,708−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −12,662−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −12,367−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −12,192−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,354−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,714−100.0% | Sold out |
| United Community Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −337−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |