BWL
SAIL icon

Bogart Wealth LLC’s SailPoint Inc SAIL Stock Holding History

Bogart Wealth 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
Q2 		$2.2K Buy
150
+76
+103% +$1.03K ﹤0.01% 1434
2026
Q1 		$980 Buy
74
+48
+185% +$749 ﹤0.01% 1453
2025
Q4 		$526 Buy
26
+1
+4% +$21 ﹤0.01% 1455
2025
Q3 		$552 Buy
+25
New +$524 ﹤0.01% 1392

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

Bogart Wealth LLC's SAIL Position: Q2 2026 in Review

Bogart Wealth LLC increased its SailPoint Inc (SAIL) stake by 103% in Q2 2026, buying an estimated $1.03K and bringing the position to 150 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Bogart Wealth LLC first reported a position in SAIL in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Bogart Wealth LLC held 150 shares of SailPoint Inc worth $2.2K as of Q2 2026.
  • Bogart Wealth LLC bought 76 SailPoint Inc shares in Q2 2026, an estimated $1.03K.
  • SailPoint Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1434 holding.
  • Bogart Wealth LLC first reported a position in SailPoint Inc in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.