Truist Financial’s SailPoint Inc SAIL Stock Holding History

Truist Financial’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 Q3	$1.11M	Buy	54,748 +10,247	+23%	+$183K	﹤0.01%	1704
2026 Q2	$651K	Buy	44,501 +831	+2%	+$11.3K	﹤0.01%	2036
2026 Q1	$578K	Buy	43,670 +1,694	+4%	+$26.4K	﹤0.01%	2001
2025 Q4	$849K	Sell	41,976 -137,122	-77%	-$2.86M	﹤0.01%	1757
2025 Q3	$3.95M	Buy	179,098 +60,536	+51%	+$1.27M	0.01%	1004
2025 Q2	$2.71M	Sell	118,562 -276	-0.2%	-$5.21K	﹤0.01%	1139
2025 Q1	$2.23M	Buy	+118,838	New	+$2.59M	﹤0.01%	1175

Other funds holding SAIL

Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Truist Financial's SAIL Position: Q3 2026 in Review

Truist Financial increased its SailPoint Inc (SAIL) stake by 23% in Q3 2026, buying an estimated $183K and bringing the position to 54,748 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Truist Financial first reported a position in SAIL in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.95M in Q3 2025. 131 funds tracked by Wall St. Rank hold SAIL as of Q3 2026.

Truist Financial held 54,748 shares of SailPoint Inc worth $1.11M as of Q3 2026.
Truist Financial bought 10,247 SailPoint Inc shares in Q3 2026, an estimated $183K.
SailPoint Inc made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1704 holding.
Truist Financial first reported a position in SailPoint Inc in Q1 2025 and has held it in 7 quarters since.
Truist Financial's SailPoint Inc position peaked at $3.95M in Q3 2025.
131 funds tracked by Wall St. Rank held SailPoint Inc as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.