Jones Financial Companies
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Jones Financial Companies’s SailPoint Inc SAIL Stock Holding History

Jones Financial Companies’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 		$930K Buy
70,588
+7,746
+12% +$106K ﹤0.01% 1933
2026
Q1 		$740K Buy
62,842
+62,450
+15,931% +$975K ﹤0.01% 1850
2025
Q4 		$7.93K Buy
392
+135
+53% +$2.81K ﹤0.01% 3323
2025
Q3 		$5.63K Buy
257
+253
+6,325% +$5.3K ﹤0.01% 3319
2025
Q2 		$91 Sell
4
-11
-73% -$208 ﹤0.01% 3953
2025
Q1 		$293 Buy
+15
New +$327 ﹤0.01% 3563

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

Jones Financial Companies's SAIL Position: Q2 2026 in Review

Jones Financial Companies increased its SailPoint Inc (SAIL) stake by 12% in Q2 2026, buying an estimated $106K and bringing the position to 70,588 shares worth $930K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Jones Financial Companies first reported a position in SAIL in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Jones Financial Companies held 70,588 shares of SailPoint Inc worth $930K as of Q2 2026.
  • Jones Financial Companies bought 7,746 SailPoint Inc shares in Q2 2026, an estimated $106K.
  • SailPoint Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1933 holding.
  • Jones Financial Companies first reported a position in SailPoint Inc in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.