Farther Finance Advisors’s SailPoint Inc SAIL Stock Holding History

Farther Finance 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 Q3	$25.9K	Sell	1,274 -518	-29%	-$9.26K	﹤0.01%	3936
2026 Q2	$26.2K	Sell	1,792 -610	-25%	-$8.31K	﹤0.01%	3778
2026 Q1	$32.1K	Sell	2,402 -668	-22%	-$10.4K	﹤0.01%	3317
2025 Q4	$62.1K	Buy	3,070 +2,074	+208%	+$43.2K	﹤0.01%	2675
2025 Q3	$22K	Buy	+996	New	+$20.9K	﹤0.01%	2985

Other funds holding SAIL

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's SAIL Position: Q3 2026 in Review

Farther Finance Advisors reduced its SailPoint Inc (SAIL) stake by 29% in Q3 2026, selling an estimated $9.26K and leaving 1,274 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Farther Finance Advisors first reported a position in SAIL in Q3 2025 and has held it in 5 quarters since. The position peaked at $62.1K in Q4 2025. 5 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

Farther Finance Advisors held 1,274 shares of SailPoint Inc worth $25.9K as of Q3 2026.
Farther Finance Advisors sold 518 SailPoint Inc shares in Q3 2026, an estimated $9.26K.
SailPoint Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3936 holding.
Farther Finance Advisors first reported a position in SailPoint Inc in Q3 2025 and has held it in 5 quarters since.
Farther Finance Advisors's SailPoint Inc position peaked at $62.1K in Q4 2025.
5 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.