SAG
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SageView Advisory Group’s SailPoint Inc SAIL Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-26
Closed -$526 – 2583
2025
Q4 		$526 Buy
+26
New +$542 ﹤0.01% 2444

Other funds holding SAIL

TB
Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $506M AUM 7.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SageView Advisory Group's SAIL Position: Q1 2026 in Review

SageView Advisory Group sold out of SailPoint Inc (SAIL) in Q1 2026, closing a stake of 26 shares — an estimated $526 sold.

SageView Advisory Group first reported a position in SAIL in Q4 2025 and held it in 1 quarter. The position peaked at $526 in Q4 2025. 219 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • SageView Advisory Group reported no remaining SailPoint Inc position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 26 SailPoint Inc shares in Q1 2026, an estimated $526.
  • SageView Advisory Group first reported a position in SailPoint Inc in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's SailPoint Inc position peaked at $526 in Q4 2025.
  • 219 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.