KAS
SAIL

Kestra Advisory Services’s SailPoint Inc SAIL Stock Holding History

Kestra Advisory 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 		– Sell
-2,074
Closed -$42K – 4560
2025
Q4 		$42K Buy
+2,074
New +$43.2K ﹤0.01% 4054

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

Kestra Advisory Services's SAIL Position: Q1 2026 in Review

Kestra Advisory Services sold out of SailPoint Inc (SAIL) in Q1 2026, closing a stake of 2,074 shares — an estimated $42K sold.

Kestra Advisory Services first reported a position in SAIL in Q4 2025 and held it in 1 quarter. The position peaked at $42K in Q4 2025. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Kestra Advisory Services reported no remaining SailPoint Inc position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,074 SailPoint Inc shares in Q1 2026, an estimated $42K.
  • Kestra Advisory Services first reported a position in SailPoint Inc in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's SailPoint Inc position peaked at $42K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.