MWM
SAIL

Modera Wealth Management’s SailPoint Inc SAIL Stock Holding History

Modera Wealth 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
2026
Q2 		$165K Buy
+11,290
New +$154K ﹤0.01% 635

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

Modera Wealth Management's SAIL Position: Q2 2026 in Review

Modera Wealth Management opened a new position in SailPoint Inc (SAIL) in Q2 2026: 11,290 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

236 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Modera Wealth Management held 11,290 shares of SailPoint Inc worth $165K as of Q2 2026.
  • SailPoint Inc was a new Modera Wealth Management position in Q2 2026.
  • SailPoint Inc made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #635 holding.
  • 236 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.