Prospera Financial Services
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Prospera Financial Services’s SailPoint Inc SAIL Stock Holding History

Prospera Financial Services’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
Q3 		$682K Sell
32,379
-49,906
-61% -$892K 0.01% 967
2026
Q2 		$1.2M Buy
82,285
+29,983
+57% +$408K 0.02% 690
2026
Q1 		$692K Buy
+52,302
New +$816K 0.01% 873

Other funds holding SAIL

Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Prospera Financial Services's SAIL Position: Q3 2026 in Review

Prospera Financial Services reduced its SailPoint Inc (SAIL) stake by 61% in Q3 2026, selling an estimated $892K and leaving 32,379 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #967.

Prospera Financial Services first reported a position in SAIL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.2M in Q2 2026. 102 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Prospera Financial Services held 32,379 shares of SailPoint Inc worth $682K as of Q3 2026.
  • Prospera Financial Services sold 49,906 SailPoint Inc shares in Q3 2026, an estimated $892K.
  • SailPoint Inc made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #967 holding.
  • Prospera Financial Services first reported a position in SailPoint Inc in Q1 2026 and has held it in 3 quarters since.
  • Prospera Financial Services's SailPoint Inc position peaked at $1.2M in Q2 2026.
  • 102 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.