Advisors Asset Management
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Advisors Asset Management’s SailPoint Inc SAIL Stock Holding History

Advisors Asset Management’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 		$907K Buy
38,942
+11,698
+43% +$209K 0.01% 927
2026
Q2 		$399K Buy
27,244
+9,068
+50% +$124K 0.01% 1034
2026
Q1 		$241K Buy
18,176
+10,249
+129% +$160K ﹤0.01% 1115
2025
Q4 		$160K Buy
+7,927
New +$165K ﹤0.01% 1156

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GW&K Investment Management
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Advisors Asset Management's SAIL Position: Q3 2026 in Review

Advisors Asset Management increased its SailPoint Inc (SAIL) stake by 43% in Q3 2026, buying an estimated $209K and bringing the position to 38,942 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #927.

Advisors Asset Management first reported a position in SAIL in Q4 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Advisors Asset Management held 38,942 shares of SailPoint Inc worth $907K as of Q3 2026.
  • Advisors Asset Management bought 11,698 SailPoint Inc shares in Q3 2026, an estimated $209K.
  • SailPoint Inc made up 0.01% of Advisors Asset Management's portfolio in Q3 2026, its #927 holding.
  • Advisors Asset Management first reported a position in SailPoint Inc in Q4 2025 and has held it in 4 quarters since.
  • 191 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Advisors Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.