CAPTRUST Financial Advisors
SAIL

CAPTRUST Financial Advisors’s SailPoint Inc SAIL Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$631K Buy
47,665
+19,721
+71% +$308K ﹤0.01% 1881
2025
Q4 		$565K Buy
27,944
+2,953
+12% +$61.5K ﹤0.01% 1822
2025
Q3 		$552K Buy
24,991
+3,653
+17% +$76.5K ﹤0.01% 1747
2025
Q2 		$488K Buy
21,338
+5,637
+36% +$106K ﹤0.01% 1745
2025
Q1 		$294K Buy
+15,701
New +$342K ﹤0.01% 1957

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $120M AUM 72.64% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAPTRUST Financial Advisors's SAIL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its SailPoint Inc (SAIL) stake by 71% in Q1 2026, buying an estimated $308K and bringing the position to 47,665 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

CAPTRUST Financial Advisors first reported a position in SAIL in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • CAPTRUST Financial Advisors held 47,665 shares of SailPoint Inc worth $631K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 19,721 SailPoint Inc shares in Q1 2026, an estimated $308K.
  • SailPoint Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1881 holding.
  • CAPTRUST Financial Advisors first reported a position in SailPoint Inc in Q1 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.