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
Q2 		$170K Sell
11,579
-3,878
-25% -$52.8K ﹤0.01% 3927
2026
Q1 		$205K Buy
+15,457
New +$241K ﹤0.01% 3719

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

Creative Planning's SAIL Position: Q2 2026 in Review

Creative Planning reduced its SailPoint Inc (SAIL) stake by 25% in Q2 2026, selling an estimated $52.8K and leaving 11,579 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #3927.

Creative Planning first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $205K in Q1 2026. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Creative Planning held 11,579 shares of SailPoint Inc worth $170K as of Q2 2026.
  • Creative Planning sold 3,878 SailPoint Inc shares in Q2 2026, an estimated $52.8K.
  • SailPoint Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3927 holding.
  • Creative Planning first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's SailPoint Inc position peaked at $205K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.