PWA
SAIL

Principia Wealth Advisory’s SailPoint Inc SAIL Stock Holding History

Principia Wealth Advisory’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 		$102 Sell
7
-2
-22% -$27 ﹤0.01% 1034
2026
Q1 		$119 Buy
9
+5
+125% +$78 ﹤0.01% 998
2025
Q4 		$81 Buy
+4
New +$83 ﹤0.01% 986

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

Principia Wealth Advisory's SAIL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its SailPoint Inc (SAIL) stake by 22% in Q2 2026, selling an estimated $27 and leaving 7 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Principia Wealth Advisory first reported a position in SAIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $119 in Q1 2026. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Principia Wealth Advisory held 7 shares of SailPoint Inc worth $102 as of Q2 2026.
  • Principia Wealth Advisory sold 2 SailPoint Inc shares in Q2 2026, an estimated $27.
  • SailPoint Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1034 holding.
  • Principia Wealth Advisory first reported a position in SailPoint Inc in Q4 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's SailPoint Inc position peaked at $119 in Q1 2026.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.