NewEdge Advisors’s SailPoint Inc SAIL Stock Holding History

NewEdge Advisors’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	–	Sell	-197	Closed	-$2.61K	–	4423
2026 Q1	$2.61K	Buy	+197	New	+$3.08K	﹤0.01%	3751

Other funds holding SAIL

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NewEdge Advisors's SAIL Position: Q2 2026 in Review

NewEdge Advisors sold out of SailPoint Inc (SAIL) in Q2 2026, closing a stake of 197 shares — an estimated $2.61K sold.

NewEdge Advisors first reported a position in SAIL in Q1 2026 and held it in 1 quarter. The position peaked at $2.61K in Q1 2026. 171 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

NewEdge Advisors reported no remaining SailPoint Inc position as of Q2 2026 after selling out during the quarter.
NewEdge Advisors sold 197 SailPoint Inc shares in Q2 2026, an estimated $2.61K.
NewEdge Advisors first reported a position in SailPoint Inc in Q1 2026 and held it in 1 quarter.
NewEdge Advisors's SailPoint Inc position peaked at $2.61K in Q1 2026.
171 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.