Covestor
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Covestor’s SailPoint Inc SAIL Stock Holding History

Covestor’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
Q3 		$78K Buy
3,813
+2,184
+134% +$39.1K 0.05% 498
2026
Q2 		$24K Buy
1,629
+1,043
+178% +$14.2K 0.01% 1116
2026
Q1 		$8K Sell
586
-64
-10% -$999 0.01% 1628
2025
Q4 		$13K Buy
650
+2
+0.3% +$42 0.01% 1469
2025
Q3 		$14K Buy
+648
New +$13.6K 0.01% 1450

Other funds holding SAIL

Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

Covestor's SAIL Position: Q3 2026 in Review

Covestor increased its SailPoint Inc (SAIL) stake by 134% in Q3 2026, buying an estimated $39.1K and bringing the position to 3,813 shares worth $78K. The position accounts for 0.05% of the portfolio, ranked #498.

Covestor first reported a position in SAIL in Q3 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Covestor held 3,813 shares of SailPoint Inc worth $78K as of Q3 2026.
  • Covestor bought 2,184 SailPoint Inc shares in Q3 2026, an estimated $39.1K.
  • SailPoint Inc made up 0.05% of Covestor's portfolio in Q3 2026, its #498 holding.
  • Covestor first reported a position in SailPoint Inc in Q3 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.