LPL Financial
SAIL

LPL Financial’s SailPoint Inc SAIL Stock Holding History

LPL Financial’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 		$349K Sell
26,333
-13,287
-34% -$207K ﹤0.01% 5084
2025
Q4 		$802K Buy
39,620
+8,514
+27% +$177K ﹤0.01% 4295
2025
Q3 		$687K Buy
31,106
+10,160
+49% +$213K ﹤0.01% 4364
2025
Q2 		$479K Buy
20,946
+10,095
+93% +$191K ﹤0.01% 4422
2025
Q1 		$203K Buy
+10,851
New +$236K ﹤0.01% 4859

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

LPL Financial's SAIL Position: Q1 2026 in Review

LPL Financial reduced its SailPoint Inc (SAIL) stake by 34% in Q1 2026, selling an estimated $207K and leaving 26,333 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #5084.

LPL Financial first reported a position in SAIL in Q1 2025 and has held it in 5 quarters since. The position peaked at $802K in Q4 2025. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • LPL Financial held 26,333 shares of SailPoint Inc worth $349K as of Q1 2026.
  • LPL Financial sold 13,287 SailPoint Inc shares in Q1 2026, an estimated $207K.
  • SailPoint Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5084 holding.
  • LPL Financial first reported a position in SailPoint Inc in Q1 2025 and has held it in 5 quarters since.
  • LPL Financial's SailPoint Inc position peaked at $802K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.