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
Q2 		$925K Buy
63,189
+15,524
+33% +$211K ﹤0.01% 1788
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 $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

CAPTRUST Financial Advisors's SAIL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its SailPoint Inc (SAIL) stake by 33% in Q2 2026, buying an estimated $211K and bringing the position to 63,189 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

CAPTRUST Financial Advisors first reported a position in SAIL in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • CAPTRUST Financial Advisors held 63,189 shares of SailPoint Inc worth $925K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 15,524 SailPoint Inc shares in Q2 2026, an estimated $211K.
  • SailPoint Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1788 holding.
  • CAPTRUST Financial Advisors first reported a position in SailPoint Inc in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.