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Valley National Advisers’s SailPoint Inc SAIL Stock Holding History

Valley National Advisers’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
Q4 		– Sell
-200
Closed -$4K – 956
2025
Q3 		$4K Buy
+200
New +$4.19K ﹤0.01% 684

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
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Valley National Advisers's SAIL Position: Q4 2025 in Review

Valley National Advisers sold out of SailPoint Inc (SAIL) in Q4 2025, closing a stake of 200 shares — an estimated $4K sold.

Valley National Advisers first reported a position in SAIL in Q3 2025 and held it in 1 quarter. The position peaked at $4K in Q3 2025. 202 funds tracked by Wall St. Rank hold SAIL as of Q4 2025.

  • Valley National Advisers reported no remaining SailPoint Inc position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 200 SailPoint Inc shares in Q4 2025, an estimated $4K.
  • Valley National Advisers first reported a position in SailPoint Inc in Q3 2025 and held it in 1 quarter.
  • Valley National Advisers's SailPoint Inc position peaked at $4K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held SailPoint Inc as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.