STA
SAIL

Summit Trail Advisors’s SailPoint Inc SAIL Stock Holding History

Summit Trail Advisors’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 		$680K Buy
46,467
+15,219
+49% +$207K 0.01% 1134
2026
Q1 		$414K Buy
31,248
+9,393
+43% +$147K 0.01% 1222
2025
Q4 		$442K Buy
21,855
+10,192
+87% +$212K 0.01% 1111
2025
Q3 		$258K Buy
+11,663
New +$244K ﹤0.01% 1240

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

Summit Trail Advisors's SAIL Position: Q2 2026 in Review

Summit Trail Advisors increased its SailPoint Inc (SAIL) stake by 49% in Q2 2026, buying an estimated $207K and bringing the position to 46,467 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #1134.

Summit Trail Advisors first reported a position in SAIL in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold SAIL as of Q2 2026.

  • Summit Trail Advisors held 46,467 shares of SailPoint Inc worth $680K as of Q2 2026.
  • Summit Trail Advisors bought 15,219 SailPoint Inc shares in Q2 2026, an estimated $207K.
  • SailPoint Inc made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1134 holding.
  • Summit Trail Advisors first reported a position in SailPoint Inc in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.