EWA
SAIL

EverSource Wealth Advisors’s SailPoint Inc SAIL Stock Holding History

EverSource Wealth Advisors’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 		$41.6K Buy
2,843
+1,231
+76% +$16.8K ﹤0.01% 1892
2026
Q1 		$21.3K Buy
1,612
+1,417
+727% +$22.1K ﹤0.01% 2465
2025
Q4 		$3.94K Buy
195
+184
+1,673% +$3.83K ﹤0.01% 3210
2025
Q3 		$243 Buy
+11
New +$230 ﹤0.01% 4073
2025
Q2 		– Sell
-69
Closed -$1.29K – 4386
2025
Q1 		$1.29K Buy
+69
New +$1.5K ﹤0.01% 3131

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

EverSource Wealth Advisors's SAIL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SailPoint Inc (SAIL) stake by 76% in Q2 2026, buying an estimated $16.8K and bringing the position to 2,843 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

EverSource Wealth Advisors first reported a position in SAIL in Q1 2025 and has held it in 5 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • EverSource Wealth Advisors held 2,843 shares of SailPoint Inc worth $41.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,231 SailPoint Inc shares in Q2 2026, an estimated $16.8K.
  • SailPoint Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1892 holding.
  • EverSource Wealth Advisors first reported a position in SailPoint Inc in Q1 2025 and has held it in 5 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.