Superior Planning, LLC’s SailPoint Inc SAIL Stock Holding History

Superior Planning, LLC’s Portfolio SAIL Stock Details SAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.5K	Buy	+762	New	+$13.6K	0.01%	778

Other funds holding SAIL

Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Superior Planning, LLC's SAIL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SailPoint Inc (SAIL) in Q3 2026: 762 shares worth $15.5K. The stake represents 0.01% of the portfolio and ranks #778 among its holdings.

163 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

Superior Planning, LLC held 762 shares of SailPoint Inc worth $15.5K as of Q3 2026.
SailPoint Inc was a new Superior Planning, LLC position in Q3 2026.
SailPoint Inc made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #778 holding.
163 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.