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
Q2 		$402K Buy
27,425
+1,092
+4% +$14.9K ﹤0.01% 5222
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 $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

LPL Financial's SAIL Position: Q2 2026 in Review

LPL Financial increased its SailPoint Inc (SAIL) stake by 4.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 27,425 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #5222.

LPL Financial first reported a position in SAIL in Q1 2025 and has held it in 6 quarters since. The position peaked at $802K in Q4 2025. 238 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • LPL Financial held 27,425 shares of SailPoint Inc worth $402K as of Q2 2026.
  • LPL Financial bought 1,092 SailPoint Inc shares in Q2 2026, an estimated $14.9K.
  • SailPoint Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5222 holding.
  • LPL Financial first reported a position in SailPoint Inc in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's SailPoint Inc position peaked at $802K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.