L3VLUP
ProSign in

SAIL in the 13F filings

Sailpoint Inc · CUSIP 78781J109

New listing in Q1 2025· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Quarter end
31 Mar 2025
the date the book describes
Filed
21 Jul 2025
latest of these filings; the earliest 14 May 2025
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 0 listed it in both
Shares listed
16,626,662
combined, among listed positions
Reported value
$312m
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +16,626,662.

Managers listing SAIL in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Dragoneer Investment Group LLC8,000,000$150m3.16%Newnew15 May 2025 (the filing on sec.gov)
Holocene Advisors LP1,575,325$30m0.09%Newnew15 May 2025 (the filing on sec.gov)
Point72 Asset Management LP1,265,709$24m0.05%Newnew21 Jul 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP1,065,717$20m0.06%Newnew14 May 2025 (the filing on sec.gov)
Soros Fund Management LLC1,034,730$19m0.29%Newnew15 May 2025 (the filing on sec.gov)
Viking Global Investors LP1,010,307$19m0.06%Newnew15 May 2025 (the filing on sec.gov)
Maverick Capital Ltd966,050$18m0.32%Newnew15 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP487,053$9.1m0.09%Newnew15 May 2025 (the filing on sec.gov)
Woodline Partners LP428,371$8.0m0.05%Newnew15 May 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP361,000$6.8m0.09%Newnew15 May 2025 (the filing on sec.gov)
Altimeter Capital Management LP250,000$4.7m0.09%Newnew15 May 2025 (the filing on sec.gov)
Steadfast Capital Management LP182,400$3.4m0.09%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (12)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q1 2025 to 4 in Q2 2026

Tracked managers listing it, at least.

051015Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SAIL by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202512$312m120
Q2 20257$286m26
Q3 20255$243m02
Q4 20258$268m139
Q1 20264$176m1413
Q2 20264$117m1610

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SAIL and GOOGL →SAIL and AMZN →SAIL and MSFT →Choose a stock to compare with SAIL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SAIL, latest filings →Back to the 13F Explorer →