RIL
SAIL

Rothschild Investment LLC’s SailPoint Inc SAIL Stock Holding History

Rothschild Investment LLC’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 		$38K Buy
2,599
+772
+42% +$10.5K ﹤0.01% 1318
2026
Q1 		$24.2K Buy
1,827
+1,697
+1,305% +$26.5K ﹤0.01% 1342
2025
Q4 		$2.63K Buy
130
+124
+2,067% +$2.58K ﹤0.01% 2223
2025
Q3 		$132 Buy
+6
New +$126 ﹤0.01% 3044

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 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
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rothschild Investment LLC's SAIL Position: Q2 2026 in Review

Rothschild Investment LLC increased its SailPoint Inc (SAIL) stake by 42% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,599 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Rothschild Investment LLC first reported a position in SAIL in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Rothschild Investment LLC held 2,599 shares of SailPoint Inc worth $38K as of Q2 2026.
  • Rothschild Investment LLC bought 772 SailPoint Inc shares in Q2 2026, an estimated $10.5K.
  • SailPoint Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1318 holding.
  • Rothschild Investment LLC first reported a position in SailPoint Inc in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.