Root Financial Partners
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Root Financial Partners’s SailPoint Inc SAIL Stock Holding History

Root Financial Partners’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 		$8.47K Buy
+416
New +$7.44K ﹤0.01% 1994
2026
Q2 		– Sell
-751
Closed -$9.9K – 3404
2026
Q1 		$9.9K Buy
+751
New +$11.7K ﹤0.01% 1690

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Root Financial Partners's SAIL Position: Q3 2026 in Review

Root Financial Partners opened a new position in SailPoint Inc (SAIL) in Q3 2026: 416 shares worth $8.47K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAIL as recently as Q1 2026.

Root Financial Partners first reported a position in SAIL in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.9K in Q1 2026. 200 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

  • Root Financial Partners held 416 shares of SailPoint Inc worth $8.47K as of Q3 2026.
  • SailPoint Inc was a new Root Financial Partners position in Q3 2026.
  • SailPoint Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1994 holding.
  • Root Financial Partners first reported a position in SailPoint Inc in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's SailPoint Inc position peaked at $9.9K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.