Carson Wealth (CWM LLC)
SAIL

Carson Wealth (CWM LLC)’s SailPoint Inc SAIL Stock Holding History

Carson Wealth (CWM 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
Q1 		$470K Buy
35,480
+32,824
+1,236% +$512K ﹤0.01% 2063
2025
Q4 		$54K Buy
2,656
+2,017
+316% +$42K ﹤0.01% 3558
2025
Q3 		$14K Buy
+639
New +$13.4K ﹤0.01% 4333

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 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 $875B AUM 40.91% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $506M AUM 7.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAIL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SailPoint Inc (SAIL) stake by 1,236% in Q1 2026, buying an estimated $512K and bringing the position to 35,480 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Carson Wealth (CWM LLC) first reported a position in SAIL in Q3 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 35,480 shares of SailPoint Inc worth $470K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 32,824 SailPoint Inc shares in Q1 2026, an estimated $512K.
  • SailPoint Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2063 holding.
  • Carson Wealth (CWM LLC) first reported a position in SailPoint Inc in Q3 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.