SVB Wealth’s SailPoint Inc SAIL Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-855	Closed	-$16K	–	1707
2025 Q1	$16K	Buy	+855	New	+$18.6K	﹤0.01%	790

Other funds holding SAIL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $120M AUM 72.64% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SVB Wealth's SAIL Position: Q2 2025 in Review

SVB Wealth sold out of SailPoint Inc (SAIL) in Q2 2025, closing a stake of 855 shares — an estimated $16K sold.

SVB Wealth first reported a position in SAIL in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 150 funds tracked by Wall St. Rank hold SAIL as of Q2 2025.

SVB Wealth reported no remaining SailPoint Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 855 SailPoint Inc shares in Q2 2025, an estimated $16K.
SVB Wealth first reported a position in SailPoint Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's SailPoint Inc position peaked at $16K in Q1 2025.
150 funds tracked by Wall St. Rank held SailPoint Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.