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Sailpoint Inc (SAIL)

CUSIP: 78781J109 | NYSE | Technology · Software - Infrastructure | Mid Cap | 422 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Thoma Bravo, L.P.479,842,514
97.5% of portfolio›$9.8B
Wasatch Advisors LP3,095,262
0.5% of portfolio›$63.0M
Thrivent Financial for Lutherans3,080,387
0.0% of portfolio›$62.7K
Lunate Capital Ltd3,000,000
8.6% of portfolio›$61.1M
Dimensional Fund Advisors LP1,725,215
0.0% of portfolio›$35.1M
Bank of New York Mellon Corp853,732
0.0% of portfolio›$17.4M
Covea Finance666,852
0.4% of portfolio›$13.6M
Allspring Global Investments Holdings, LLC264,481
0.0% of portfolio›$5.4M
Kornitzer Capital Management Inc259,970
0.1% of portfolio›$5.3M
Mitsubishi UFJ Asset Management Co., Ltd.202,283
0.0% of portfolio›$4.1M
Oppenheimer Asset Management Inc.178,853
0.0% of portfolio›$3.6M
Moody Aldrich Partners LLC177,154
0.7% of portfolio›$3.6M
OpenArc Corporate Advisory, LLC137,922
0.0% of portfolio›$2.8M
Mirae Asset Global Investments Co., Ltd.91,924
0.0% of portfolio›$1.9M
Citigroup Inc86,846
0.0% of portfolio›$1.8M
B. Metzler seel. Sohn & Co. AG74,994
0.0% of portfolio›$1.5M
Truist Financial Corp54,748
0.0% of portfolio›$1.1M
Dymon Asia Capital (Singapore) Pte. Ltd.50,000
0.0% of portfolio›$1.0M
US Bancorp \de\47,551
0.0% of portfolio›$968.1K
Outfitters Financial LLC41,175
0.6% of portfolio›$838.3K
Alps Advisors Inc40,401
0.0% of portfolio›$822.6K
AMI Asset Management Corp33,588
0.0% of portfolio›$683.9K
Prospera Financial Services Inc32,379
0.0% of portfolio›$681.9K
Imc-Chicago, LLC28,286
0.0% of portfolio›$575.9K
Caitong International Asset Management Co., Ltd26,553
0.1% of portfolio›$540.6K
Renaissance Capital LLC24,705
0.3% of portfolio›$503.0K
Inspire Investing, LLC24,685
0.0% of portfolio›$502.6K
Wealth Enhancement Advisory Services, LLC23,135
0.0% of portfolio›$463.2K
Cambridge Investment Research Advisors, Inc.21,807
0.0% of portfolio›$444
Machina Capital S.A.S.20,995
0.1% of portfolio›$427.5K
Park Avenue Securities LLC19,071
0.0% of portfolio›$388
Fifth Third Bancorp18,139
0.0% of portfolio›$369.3K
CIBC Asset Management Inc17,435
0.0% of portfolio›$355.0K
Provenance Wealth Advisors, LLC16,587
0.0% of portfolio›$337.7K
Princeton Capital Management LLC15,955
0.1% of portfolio›$324.8K
Oak Thistle LLC14,905
0.0% of portfolio›$303.5K
Verdence Capital Advisors LLC12,493
0.0% of portfolio›$254.4K
Lanark Financial, Inc.11,444
0.0% of portfolio›$233.0K
Modera Wealth Management, LLC11,000
0.0% of portfolio›$224.0K
Atria Investments, Inc10,651
0.0% of portfolio›$216.9K
Axxion S.A.9,200
0.0% of portfolio›$187.3K
Simplex Trading, LLC7,134
0.0% of portfolio›$145.2K
State of Wyoming5,089
0.0% of portfolio›$103.6K
FNY Investment Advisers, LLC5,000
0.0% of portfolio›$101
Covestor Ltd3,813
0.0% of portfolio›$78
EverSource Wealth Advisors, LLC3,193
0.0% of portfolio›$65.0K
Versant Capital Management, Inc3,046
0.0% of portfolio›$62.0K
Assetmark, Inc2,250
0.0% of portfolio›$45.8K
Sterling Capital Management LLC1,870
0.0% of portfolio›$38.1K
Essential Partners LLC1,724
0.0% of portfolio›$35.1K
Farther Finance Advisors, LLC1,274
0.0% of portfolio›$25.9K
Gamma Investing LLC962
0.0% of portfolio›$19.6K
Strs Ohio899
0.0% of portfolio›$18.3K
Westside Investment Management, Inc.800
0.0% of portfolio›$16.3K
SBI Securities Co., Ltd.607
0.0% of portfolio›$12.4K
Signaturefd, LLC500
0.0% of portfolio›$10.2K
Gables Capital Management Inc.500
0.0% of portfolio›$10.2K
Root Financial Partners, LLC416
0.0% of portfolio›$8.5K
Larson Financial Group LLC361
0.0% of portfolio›$7.4K
Ascentis Independent Advisors360
0.0% of portfolio›$7.3K
Parallel Advisors, LLC189
0.0% of portfolio›$3.8K
Owl Creek Wealth Partners LLC140
0.0% of portfolio›$2.9K
Pension & Wealth Management Advisors, Inc.122
0.0% of portfolio›$2.5K
Montag A & Associates Inc103
0.0% of portfolio›$2.1K
Elevation Wealth Partners, LLC90
0.0% of portfolio›$1.8K
Signature Equity Partners, LLC88
0.0% of portfolio›$1.8K
Silver Grove Financial Group, Inc.72
0.0% of portfolio›$1.5K
Bell Investment Advisors, Inc69
0.0% of portfolio›$1.4K
Fortitude Family Office, LLC63
0.0% of portfolio›$1.3K
DB Fitzpatrick & Co, Inc60
0.0% of portfolio›$1.2K
Parkside Financial Bank & Trust60
0.0% of portfolio›$1.2K
SJS Investment Consulting Inc.49
0.0% of portfolio›$998
Creative Capital Management Investments LLC47
0.0% of portfolio›$957
Physician Wealth Advisors, Inc.43
0.0% of portfolio›$876
Burk Holdings LLC42
0.0% of portfolio›$855
Pinnacle Wealth Planning Services, Inc.21
0.0% of portfolio›$428
DiNuzzo Private Wealth, Inc.19
0.0% of portfolio›$387
American Capital Advisory, LLC16
0.0% of portfolio›$326
IFP Advisors, Inc14
0.0% of portfolio›$285
MV Capital Management, Inc.12
0.0% of portfolio›$245
Bay Harbor Wealth Management, LLC7
0.0% of portfolio›$143
Nisa Investment Advisors, LLC4
0.0% of portfolio›$81
Gilpin Wealth Management, LLC3
0.0% of portfolio›$62
Signature Resources Capital Management, LLC1
0.0% of portfolio›$20
DecisionPoint Financial, LLC1
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Thoma Bravo, L.P.
479,842,514$9.8B97.5%ValueVery LowChicago, IL2026-10-26
Wasatch Advisors LP
3,095,262$63.0M0.5%GARPMediumSalt Lake City, UT2026-10-13
Thrivent Financial for Lutherans
3,080,387$62.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Lunate Capital Ltd
3,000,000$61.1M8.6%YieldMediumAl Maryah Island, Abu Dhabi, Canada2026-11-05
Dimensional Fund Advisors LP
1,725,215$35.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
853,732$17.4M0.0%CoreLowNew York, NY2026-11-05
Covea Finance
666,852$13.6M0.4%GrowthMediumParis, India2026-10-21
Allspring Global Investments Holdings, LLC
264,481$5.4M0.0%CoreMediumCharlotte, NC2026-11-04
Kornitzer Capital Management Inc
259,970$5.3M0.1%CoreLowShawnee Mission, KS2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
202,283$4.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
Oppenheimer Asset Management Inc.
178,853$3.6M0.0%CoreMediumNew York, NY2026-10-27
Moody Aldrich Partners LLC
177,154$3.6M0.7%ValueHighMarblehead, MA2026-10-27
OpenArc Corporate Advisory, LLC
137,922$2.8M0.0%GrowthLowAtlanta, GA2026-10-21
Mirae Asset Global Investments Co., Ltd.
91,924$1.9M0.0%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
86,846$1.8M0.0%CoreMediumNew York, NY2026-11-04
B. Metzler seel. Sohn & Co. AG
74,994$1.5M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Truist Financial Corp
54,748$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Dymon Asia Capital (Singapore) Pte. Ltd.
50,000$1.0M0.0%GARPVery HighSingapore, Turkey2026-11-04
US Bancorp \de\
47,551$968.1K0.0%IndexLowMinneapolis, MN2026-11-05
Outfitters Financial LLC
41,175$838.3K0.6%GARPLowBrunswick, ME2026-10-23
Alps Advisors Inc
40,401$822.6K0.0%YieldLowDenver, CO2026-11-03
AMI Asset Management Corp
33,588$683.9K0.0%GrowthMediumLos Angeles, CA2026-10-20
Prospera Financial Services Inc
32,379$681.9K0.0%CoreMediumDallas, TX2026-11-04
Imc-Chicago, LLC
28,286$575.9K0.0%GARPVery HighChicago, IL2026-11-05
Caitong International Asset Management Co., Ltd
26,553$540.6K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Renaissance Capital LLC
24,705$503.0K0.3%Agg GrowthHighStamford, CT2026-10-23
Inspire Investing, LLC
24,685$502.6K0.0%GARPHighMeridian, ID2026-10-22
Wealth Enhancement Advisory Services, LLC
23,135$463.2K0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
21,807$4440.0%ETFLowFairfield, IA2026-11-02
Machina Capital S.A.S.
20,995$427.5K0.1%ValueVery HighParis, India2026-11-05
Park Avenue Securities LLC
19,071$3880.0%ETFMediumNew York, NY2026-10-26
Fifth Third Bancorp
18,139$369.3K0.0%IndexVery LowCincinnati, OH2026-11-05
CIBC Asset Management Inc
17,435$355.0K0.0%GARPLowToronto, South Africa2026-11-05
Provenance Wealth Advisors, LLC
16,587$337.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Princeton Capital Management LLC
15,955$324.8K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Oak Thistle LLC
14,905$303.5K0.0%ValueVery HighNew York, NY2026-10-21
Verdence Capital Advisors LLC
12,493$254.4K0.0%CoreMediumHunt Valley, MD2026-10-26
Lanark Financial, Inc.
11,444$233.0K0.0%CoreMediumBirmingham, AL2026-10-26
Modera Wealth Management, LLC
11,000$224.0K0.0%ETFVery LowWestwood, NJ2026-10-28
Atria Investments, Inc
10,651$216.9K0.0%CoreMediumCharlotte, NC2026-10-15
Axxion S.A.
9,200$187.3K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Simplex Trading, LLC
7,134$145.2K0.0%CoreVery HighChicago, IL2026-11-04
State of Wyoming
5,089$103.6K0.0%ValueHighCheyenne, WY2026-10-28
FNY Investment Advisers, LLC
5,000$1010.0%GrowthVery HighNew York, NY2026-10-16
Covestor Ltd
3,813$780.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
3,193$65.0K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
3,046$62.0K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
2,250$45.8K0.0%ETFLowConcord, CA2026-10-21
Sterling Capital Management LLC
1,870$38.1K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
1,724$35.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
1,274$25.9K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
962$19.6K0.0%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
899$18.3K0.0%CoreMediumColumbus, OH2026-10-30
Westside Investment Management, Inc.
800$16.3K0.0%GrowthLowSanta Monica, CA2026-11-02
SBI Securities Co., Ltd.
607$12.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
500$10.2K0.0%IndexLowAtlanta, GA2026-10-23
Gables Capital Management Inc.
500$10.2K0.0%GrowthVery LowMiami, FL2026-11-04
Root Financial Partners, LLC
416$8.5K0.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
361$7.4K0.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Independent Advisors
360$7.3K0.0%ETFLowDallas, TX2026-11-03
Parallel Advisors, LLC
189$3.8K0.0%IndexLowSan Francisco, CA2026-11-03
Owl Creek Wealth Partners LLC
140$2.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Pension & Wealth Management Advisors, Inc.
122$2.5K0.0%ETFLowWaltham, MA2026-10-16
Montag A & Associates Inc
103$2.1K0.0%CoreLowAtlanta, GA2026-10-29
Elevation Wealth Partners, LLC
90$1.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Signature Equity Partners, LLC
88$1.8K0.0%GrowthMediumColumbus, OH2026-10-29
Silver Grove Financial Group, Inc.
72$1.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Bell Investment Advisors, Inc
69$1.4K0.0%ETFVery LowOrinda, CA2026-10-29
Fortitude Family Office, LLC
63$1.3K0.0%ETFMediumScottsdale, AZ2026-10-14
DB Fitzpatrick & Co, Inc
60$1.2K0.0%CoreMediumBoise, ID2026-10-19
Parkside Financial Bank & Trust
60$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
49$9980.0%ETFVery LowSylvania, OH2026-10-26
Creative Capital Management Investments LLC
47$9570.0%ETFLowSan Diego, CA2026-10-28
Physician Wealth Advisors, Inc.
43$8760.0%ETFMediumMidvale, UT2026-10-20
Burk Holdings LLC
42$8550.0%ETFVery LowTulsa, OK2026-11-05
Pinnacle Wealth Planning Services, Inc.
21$4280.0%GARPLowMansfield, OH2026-10-27
DiNuzzo Private Wealth, Inc.
19$3870.0%ETFLowBeaver, PA2026-10-16
American Capital Advisory, LLC
16$3260.0%ETFLowKetchum, ID2026-10-28
IFP Advisors, Inc
14$2850.0%GrowthLowTampa, FL2026-10-16
MV Capital Management, Inc.
12$2450.0%ETFLowBethesda, MD2026-10-29
Bay Harbor Wealth Management, LLC
7$1430.0%ETFMediumHunt Valley, MD2026-11-03
Nisa Investment Advisors, LLC
4$810.0%IndexVery LowSt. Louis, MO2026-10-20
Gilpin Wealth Management, LLC
3$620.0%GrowthLowDenver, CO2026-10-09
Signature Resources Capital Management, LLC
1$200.0%ETFLowNewport Beach, CA2026-10-16
DecisionPoint Financial, LLC
1$210.0%ETFVery LowMesa, AZ2026-10-27