EFS
SAIL

Essex Financial Services’s SailPoint Inc SAIL Stock Holding History

Essex Financial Services’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 		$161K Sell
12,192
-984
-7% -$15.4K 0.01% 771
2025
Q4 		$267K Buy
13,176
+19
+0.1% +$396 0.02% 648
2025
Q3 		$291K Buy
13,157
+947
+8% +$19.8K 0.02% 588
2025
Q2 		$279K Buy
+12,210
New +$231K 0.02% 571

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

Essex Financial Services's SAIL Position: Q1 2026 in Review

Essex Financial Services reduced its SailPoint Inc (SAIL) stake by 7.5% in Q1 2026, selling an estimated $15.4K and leaving 12,192 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #771.

Essex Financial Services first reported a position in SAIL in Q2 2025 and has held it in 4 quarters since. The position peaked at $291K in Q3 2025. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Essex Financial Services held 12,192 shares of SailPoint Inc worth $161K as of Q1 2026.
  • Essex Financial Services sold 984 SailPoint Inc shares in Q1 2026, an estimated $15.4K.
  • SailPoint Inc made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #771 holding.
  • Essex Financial Services first reported a position in SailPoint Inc in Q2 2025 and has held it in 4 quarters since.
  • Essex Financial Services's SailPoint Inc position peaked at $291K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.