SailPoint, Inc. (SAIL) — Institutional Holders, Q2 2026 (page 3)
240 institutional investment managers reported a SAIL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 240. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SAIL 13F holders ranked 201–240 of 240
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Quent Capital#201 · 500 sh | 500 | $7.3K | <0.01% | +45.8% |
| 202 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#202 · 483 sh | 483 | $7.1K | 0.00% | 0.0% |
| 203 | Clearstead#203 · 338 sh | 338 | $4.9K | <0.01% | +259.6% |
| 204 | PNC FINANCIAL SERVICES GROUP#204 · 293 sh | 293 | $4.3K | 0.00% | -73.4% |
| 205 | Clearstead Advisors#205 · 276 sh | 276 | $4.0K | 0.00% | New |
| 206 | Larson Financial Group#206 · 275 sh | 275 | $4.0K | <0.01% | -87.1% |
| 207 | GAMMA Investing#207 · 257 sh | 257 | $3.8K | — | -41.1% |
| 208 | Parallel Advisors#208 · 189 sh | 189 | $2.8K | 0.00% | -12.5% |
| 209 | LOS ANGELES CAPITAL MANAGEMENT#209 · 176 sh | 176 | $2.6K | 0.00% | 0.0% |
| 210 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#210 · 160 sh | 160 | $2.3K | <0.01% | New |
| 211 | Bogart Wealth#211 · 150 sh | 150 | $2.2K | <0.01% | +102.7% |
| 212 | MassMutual Private Wealth & , FSB#212 · 143 sh | 143 | $2.1K | — | New |
| 213 | Owl Creek Wealth Partners#213 · 140 sh | 140 | $2.0K | — | New |
| 214 | Parkside Financial Bank#214 · 120 sh | 120 | $1.8K | <0.01% | New |
| 215 | HUNTINGTON NATIONAL BANK#215 · 106 sh | 106 | $1.6K | 0.00% | +29.3% |
| 216 | Physician Wealth Advisors#216 · 108 sh | 108 | $1.6K | — | +9.1% |
| 217 | Rockefeller Capital Management L.P.#217 · 100 sh | 100 | $1.5K | 0.00% | -84.8% |
| 218 | DB Fitzpatrick#218 · 100 sh | 100 | $1.5K | — | +81.8% |
| 219 | Quarry#219 · 93 sh | 93 | $1.4K | <0.01% | New |
| 220 | Transamerica Financial Advisors#220 · 91 sh | 91 | $1.3K | <0.01% | +333.3% |
| 221 | ZRC WEALTH MANAGEMENT#221 · 90 sh | 90 | $1.3K | — | New |
| 222 | Signature Equity Partners#222 · 73 sh | 73 | $1.1K | <0.01% | New |
| 223 | SJS Investment Consulting#223 · 49 sh | 49 | $718.00 | — | +75.0% |
| 224 | Bell Investment Advisors#224 · 44 sh | 44 | $645.00 | <0.01% | New |
| 225 | Cornerstone Financial Management#225 · 42 sh | 42 | $615.00 | <0.01% | 0.0% |
| 226 | Silver Grove Financial Group#226 · 40 sh | 40 | $586.00 | <0.01% | New |
| 227 | Ameritas Advisory Services#227 · 39 sh | 39 | $571.00 | 0.00% | New |
| 228 | UMB Bank, n.a.#228 · 24 sh | 24 | $351.00 | 0.00% | -31.4% |
| 229 | Pinnacle Wealth Planning Services#229 · 21 sh | 21 | $307.00 | 0.00% | 0.0% |
| 230 | IFP Advisors#230 · 17 sh | 17 | $249.00 | — | -97.5% |
| 231 | American Capital Advisory#231 · 16 sh | 16 | $235.00 | <0.01% | +45.5% |
| 232 | SouthState Bank#232 · 15 sh | 15 | $220.00 | 0.00% | New |
| 233 | MV CAPITAL MANAGEMENT#233 · 12 sh | 12 | $176.00 | 0.00% | -77.4% |
| 234 | WEST PACES ADVISORS#234 · 8 sh | 8 | $117.00 | — | New |
| 235 | JPL Wealth Management#235 · 7 sh | 7 | $103.00 | 0.00% | New |
| 236 | Principia Wealth Advisory#236 · 7 sh | 7 | $102.00 | <0.01% | -22.2% |
| 237 | AdvisorNet Financial#237 · 4 sh | 4 | $59.00 | — | New |
| 238 | Union Bankshares#238 · 4 sh | 4 | $59.00 | 0.00% | -99.6% |
| 239 | Activest Wealth Management#239 · 1 sh | 1 | $15.00 | — | -92.9% |
| 240 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#240 · 852 sh | 852 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.