Creative Planning
SAIL

Creative Planning’s SailPoint Inc SAIL Stock Holding History

Creative Planning’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 		$205K Buy
+15,457
New +$241K ﹤0.01% 3719

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

Creative Planning's SAIL Position: Q1 2026 in Review

Creative Planning opened a new position in SailPoint Inc (SAIL) in Q1 2026: 15,457 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #3719 among its holdings.

217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Creative Planning held 15,457 shares of SailPoint Inc worth $205K as of Q1 2026.
  • SailPoint Inc was a new Creative Planning position in Q1 2026.
  • SailPoint Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3719 holding.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.