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Allworth Financial’s SailPoint Inc SAIL Stock Holding History

Allworth Financial’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
Q2 		$20.2K Buy
1,378
+616
+81% +$8.39K ﹤0.01% 3196
2026
Q1 		$10.1K Buy
762
+643
+540% +$10K ﹤0.01% 3499
2025
Q4 		$2.41K Buy
119
+80
+205% +$1.67K ﹤0.01% 4047
2025
Q3 		$862 Sell
39
-31
-44% -$649 ﹤0.01% 4297
2025
Q2 		$1.6K Buy
+70
New +$1.32K ﹤0.01% 3802

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Allworth Financial's SAIL Position: Q2 2026 in Review

Allworth Financial increased its SailPoint Inc (SAIL) stake by 81% in Q2 2026, buying an estimated $8.39K and bringing the position to 1,378 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Allworth Financial first reported a position in SAIL in Q2 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Allworth Financial held 1,378 shares of SailPoint Inc worth $20.2K as of Q2 2026.
  • Allworth Financial bought 616 SailPoint Inc shares in Q2 2026, an estimated $8.39K.
  • SailPoint Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3196 holding.
  • Allworth Financial first reported a position in SailPoint Inc in Q2 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.