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
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 $6.65B AUM 29.42% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $120M AUM 72.64% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Trail Advisors's SAIL Position: Q1 2026 in Review

Summit Trail Advisors increased its SailPoint Inc (SAIL) stake by 43% in Q1 2026, buying an estimated $147K and bringing the position to 31,248 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #1222.

Summit Trail Advisors first reported a position in SAIL in Q3 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 217 funds tracked by Wall St. Rank hold SAIL as of Q1 2026.

  • Summit Trail Advisors held 31,248 shares of SailPoint Inc worth $414K as of Q1 2026.
  • Summit Trail Advisors bought 9,393 SailPoint Inc shares in Q1 2026, an estimated $147K.
  • SailPoint Inc made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1222 holding.
  • Summit Trail Advisors first reported a position in SailPoint Inc in Q3 2025 and has held it in 3 quarters since.
  • Summit Trail Advisors's SailPoint Inc position peaked at $442K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held SailPoint Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.