CT
SAIL

Clearstead Trust’s SailPoint Inc SAIL Stock Holding History

Clearstead Trust’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 		$4.95K Buy
338
+244
+260% +$3.32K ﹤0.01% 777
2026
Q1 		$1.25K Buy
94
+59
+169% +$921 ﹤0.01% 923
2025
Q4 		$709 Buy
35
+34
+3,400% +$709 ﹤0.01% 968
2025
Q3 		$23 Buy
+1
New +$21 ﹤0.01% 1511

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

Clearstead Trust's SAIL Position: Q2 2026 in Review

Clearstead Trust increased its SailPoint Inc (SAIL) stake by 260% in Q2 2026, buying an estimated $3.32K and bringing the position to 338 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Clearstead Trust first reported a position in SAIL in Q3 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Clearstead Trust held 338 shares of SailPoint Inc worth $4.95K as of Q2 2026.
  • Clearstead Trust bought 244 SailPoint Inc shares in Q2 2026, an estimated $3.32K.
  • SailPoint Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #777 holding.
  • Clearstead Trust first reported a position in SailPoint Inc in Q3 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.