RFP
SAIL

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
Q2 		– Sell
-751
Closed -$9.94K – 3404
2026
Q1 		$9.94K Buy
+751
New +$11.7K ﹤0.01% 1690

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

Root Financial Partners's SAIL Position: Q2 2026 in Review

Root Financial Partners sold out of SailPoint Inc (SAIL) in Q2 2026, closing a stake of 751 shares — an estimated $9.94K sold.

Root Financial Partners first reported a position in SAIL in Q1 2026 and held it in 1 quarter. The position peaked at $9.94K in Q1 2026. 238 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Root Financial Partners reported no remaining SailPoint Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 751 SailPoint Inc shares in Q2 2026, an estimated $9.94K.
  • Root Financial Partners first reported a position in SailPoint Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SailPoint Inc position peaked at $9.94K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.