HIM
SAIL

Herald Investment Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Herald Investment Management’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
2022
Q3 		– Sell
-155,000
Closed -$9.72M – 108
2022
Q2 		$9.72M Hold
155,000
– – 2.26% 10
2022
Q1 		$7.93M Hold
155,000
– – 1.44% 21
2021
Q4 		$7.49M Hold
155,000
– – 1.21% 22
2021
Q3 		$6.65M Hold
155,000
– – 1.09% 27
2021
Q2 		$7.91M Hold
155,000
– – 1.29% 23
2021
Q1 		$7.84M Hold
155,000
– – 1.36% 24
2020
Q4 		$8.26M Hold
155,000
– – 1.47% 22
2020
Q3 		$6.13M Hold
155,000
– – 1.32% 21
2020
Q2 		$4.1M Hold
155,000
– – 0.96% 31
2020
Q1 		$2.35M Hold
155,000
– – 0.71% 38
2019
Q4 		$3.66M Buy
155,000
+50,000
+48% +$1.09M 0.93% 34
2019
Q3 		$1.96M Hold
105,000
– – 0.58% 47
2019
Q2 		$2.1M Buy
+105,000
New +$2.38M 0.59% 50

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Herald Investment Management's SAIL Position: Q3 2022 in Review

Herald Investment Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 155,000 shares — an estimated $9.72M sold.

Herald Investment Management first reported a position in SAIL in Q2 2019 and held it in 13 quarters. The position peaked at $9.72M in Q2 2022. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Herald Investment Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Herald Investment Management sold 155,000 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $9.72M.
  • Herald Investment Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • Herald Investment Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $9.72M in Q2 2022.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Herald Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.