Public record / Tickers / SAIL

SAIL — SailPoint, Inc.†

Both disclosure regimes on one name: who in Congress filed about SAIL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming SAIL
Members · 12m
2
2 buys · 0 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
211
top-211 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-07-21 → filed 2026-09-04. Ranked over every SAIL row by the provable lower bound, never a point estimate.

2 members · 2 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SAIL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SAIL
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 07-21 +45d$1K–$15K
2026-08-10Josh Gottheimer D–NJ-5BUY JT (jointly owned)Traded 07-20 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in SAIL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing SAIL in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2
Josh Gottheimer D–NJ-51$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SAIL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Gilbert Ray Cisneros, Jr. D–CA-31, Josh Gottheimer D–NJ-5 $2K–$30K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Soros Fund Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SAILPOINT INC

Merged timeline of congressional filings and notable-manager moves on SAIL
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-08-10Josh Gottheimer CongressBUY$1K–$15K
2026-05-15Soros Fund Management 13FEXIT−425,000 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SAIL for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1THOMA BRAVO, L.P.$6.4B1
2Dragoneer Investment Group, LLC$106M1
3CITADEL ADVISORS LLC$66.9M1
4Keenan Capital, LLC$56.7M1
5BlackRock, Inc.$48.9M1
6Point72 Asset Management, L.P.$40.6M1
7Lunate Capital Ltd$39.7M1
8Stephens Investment Management Group LLC$38.3M1
9MILLENNIUM MANAGEMENT LLC$37.7M1
10VANGUARD CAPITAL MANAGEMENT LLC$35.3M1
11VOYA INVESTMENT MANAGEMENT LLC$34.5M1
12MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$34.3M1
13NZS Capital, LLC$30.6M1
14VANGUARD PORTFOLIO MANAGEMENT LLC$27.8M1
15UBS Group AG$26.9M1
16AMERIPRISE FINANCIAL INC$24.2M1
17BANK OF AMERICA CORP /DE/$23.4M1
18Artisan Partners Limited Partnership$22.6M1
19GEODE CAPITAL MANAGEMENT, LLC$21.5M1
20STATE STREET CORP$17.2M1
21MORGAN STANLEY$11.4M1
22AQR CAPITAL MANAGEMENT LLC$10.1M1
23BALYASNY ASSET MANAGEMENT L.P.$9.2M1
24Bank of New York Mellon Corp$9.0M1
25Ensign Peak Advisors, Inc$7.2M1
26CYPRESS POINT INVESTMENT MANAGEMENT LP$7.0M1
27Daventry Group, LP$6.8M1
28ExodusPoint Capital Management, LP$6.7M1
29SEVEN GRAND MANAGERS, LLC$6.6M1
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.2M1
31VANGUARD FIDUCIARY TRUST CO$5.8M1
32Woodline Partners LP$5.7M1
33RENAISSANCE TECHNOLOGIES LLC$5.2M1
34NEW YORK STATE COMMON RETIREMENT FUND$5.0M1
35Burkehill Global Management, LP$4.6M1
36ENVESTNET ASSET MANAGEMENT INC$4.5M1
37JANE STREET GROUP, LLC$4.0M1
38TFJ Management, LLC$3.9M1
39BAMCO INC /NY/$3.9M1
40DIMENSIONAL FUND ADVISORS LP$3.8M1
41NORTHERN TRUST CORP$3.7M1
42Quantinno Capital Management LP$3.3M1
43BW Gestao de Investimentos Ltda.$3.2M1
44Mitsubishi UFJ Asset Management Co., Ltd.$2.7M1
45RAYMOND JAMES FINANCIAL INC$2.5M1
46Squarepoint Ops LLC$2.1M1
47Universal- Beteiligungs- und Servicegesellschaft mbH$2.1M1
48Cerity Partners LLC$1.7M1
49Maridea Wealth Management LLC$1.7M1
50OpenArc Corporate Advisory, LLC$1.6M1
51Persistent Asset Partners Ltd$1.6M1
52ROYAL BANK OF CANADA$1.5M1
53NewEdge Wealth, LLC$1.5M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.4M1
55STIFEL FINANCIAL CORP$1.4M1
56one8zero8, LLC$1.3M1
57Nuveen, LLC$1.2M1
58Invesco Ltd.$1.1M1
59IEQ CAPITAL, LLC$1.0M1
60Mariner, LLC$1.0M1
61SEI INVESTMENTS CO$945K1
62Clearbridge Investments, LLC$940K1
63Zurcher Kantonalbank (Zurich Cantonalbank)$868K1
64SUSQUEHANNA INTERNATIONAL GROUP, LLP$861K1
65STATE OF WISCONSIN INVESTMENT BOARD$789K1
66ALLIANCEBERNSTEIN L.P.$778K1
67OPPENHEIMER ASSET MANAGEMENT INC.$776K1
68Orion Porfolio Solutions, LLC$759K1
69FIRST TRUST ADVISORS LP$718K1
70Prospera Financial Services Inc$692K1
71Altrafin AG$688K1
72ALPS ADVISORS INC$669K1
73Vident Advisory, LLC$655K1
74RHUMBLINE ADVISERS$636K1
75Mirae Asset Global Investments Co., Ltd.$619K1
76Bleakley Financial Group, LLC$614K1
77OSAIC HOLDINGS, INC.$596K1
78CITIGROUP INC$588K1
79TRUIST FINANCIAL CORP$578K1
80OUTFITTERS FINANCIAL LLC$520K1
81WELLS FARGO & COMPANY/MN$517K1
82AMI ASSET MANAGEMENT CORP$475K1
83CWM, LLC$470K1
84PRINCETON CAPITAL MANAGEMENT LLC$469K1
85PICTON MAHONEY ASSET MANAGEMENT$449K1
86Summit Trail Advisors, LLC$414K1
87Blueshift Asset Management, LLC$393K1
88Vanguard Global Advisers, LLC$372K1
89WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$364K1
90LPL Financial LLC$349K1
91Machina Capital S.A.S.$347K1
92Savant Capital, LLC$340K1
93Aquatic Capital Management LLC$337K1
94Renaissance Capital LLC$328K1
95PIER 88 INVESTMENT PARTNERS LLC$323K1
96WINTON GROUP Ltd$316K1
97MERCER GLOBAL ADVISORS INC /ADV$303K1
98US BANCORP \DE\$300K1
99Blue Trust, Inc.$281K1
100STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$279K1
101IMC-Chicago, LLC$266K1
102Disciplined Investors, L.L.C.$252K1
103Centiva Capital, LP$246K1
104FMR LLC$241K1
105Advisors Asset Management, Inc.$241K1
106LAZARD ASSET MANAGEMENT LLC$234K1
107Sumitomo Mitsui Trust Group, Inc.$233K1
108PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$232K1
109DEUTSCHE BANK AG\$217K1
110VANGUARD ASSET MANAGEMENT, Ltd$212K1
111Creative Planning$205K1
112D. E. Shaw & Co., Inc.$202K1
113AXQ CAPITAL, LP$195K1
114FIFTH THIRD BANCORP$192K1
115PRELUDE CAPITAL MANAGEMENT, LLC$182K1
116Merit Financial Group, LLC$181K1
117BARCLAYS PLC$174K1
118REGIONS FINANCIAL CORP$168K1
119Vanguard Personalized Indexing Management, LLC$165K1
1209823 Capital, L.P.$164K1
121Essex Financial Services, Inc.$161K1
122Buckland Partners Management Co LLC$159K1
123nVerses Capital, LLC$154K1
124Cetera Investment Advisers$147K1
125NORDEN GROUP LLC$136K1
126SIMPLEX TRADING, LLC$91.6K1
127Legal & General Group Plc$84.7K1
128Walleye Capital LLC$60.3K1
129Federation des caisses Desjardins du Quebec$53.6K1
130Tower Research Capital LLC (TRC)$42.7K1
131Arax Advisory Partners$41.4K1
132Larson Financial Group LLC$28.2K1
133Sterling Capital Management LLC$26.8K1
134GABLES CAPITAL MANAGEMENT INC.$26.5K1
135NATIXIS$24.6K1
136Walleye Trading LLC$22.7K1
137SBI Securities Co., Ltd.$16.7K1
138MetLife Investment Management, LLC$13.0K1
139Atlantic Union Bankshares Corp$12.8K1
140Westside Investment Management, Inc.$10.5K1
141Allworth Financial LP$10.1K1
142Twin Tree Management, LP$9.8K1
143Rockefeller Capital Management L.P.$8.7K1
144PROFFITT & GOODSON INC$7.9K1
145MAI Capital Management$7.9K1
146SIGNATUREFD, LLC$6.6K1
147UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.4K1
148Steward Partners Investment Advisory, LLC$4.6K1
149Marquette Asset Management, LLC$4.5K1
150CVA Family Office, LLC$2.0K1
151True Wealth Design, LLC$2.0K1
152Physician Wealth Advisors, Inc.$1.3K1
153Clearstead Trust, LLC$1.2K1
154NATIXIS ADVISORS, LLC$8991
155DB Fitzpatrick & Co, Inc$7281
156MV CAPITAL MANAGEMENT, INC.$7021
157UMB Bank, n.a.$4631
158SJS Investment Consulting Inc.$3711
159Treasurer of the State of North Carolina$3411
160Transamerica Financial Advisors, LLC$2781
161Pinnacle Wealth Planning Services, Inc.$2781
162AMICA MUTUAL INSURANCE CO$2741
163COHEN & STEERS, INC.$2651
164Caitong International Asset Management Co., Ltd$2381
165CENTRAL TRUST Co$2121
166NFSG Corp$1991
167Activest Wealth Management$1851
168GSA CAPITAL PARTNERS LLP$1581
169PARK AVENUE SECURITIES LLC$1501
170American Capital Advisory, LLC$1461
171NISA INVESTMENT ADVISORS, LLC$531
172Quaker Wealth Management, LLC$271
173Freestone Grove Partners LP$131
174FRANKLIN RESOURCES INC— value not disclosed1
175VANGUARD GROUP INC— value not disclosed1
176COMMONWEALTH EQUITY SERVICES, LLC— value not disclosed1
177STEPHENS INC /AR/— value not disclosed1
178COMERICA BANK— value not disclosed1
179MAVERICK CAPITAL LTD— value not disclosed1
180SOROS FUND MANAGEMENT LLC— value not disclosed1
181NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO— value not disclosed1
182GWN SECURITIES INC.— value not disclosed1
183Hodges Capital Management Inc.— value not disclosed1
184ASSETMARK, INC— value not disclosed1
185BROWN ADVISORY INC— value not disclosed1
186NORGES BANK— value not disclosed1
187Hudson Bay Capital Management LP— value not disclosed1
188Verition Fund Management LLC— value not disclosed1
189Quantbot Technologies LP— value not disclosed1
190Allianz Asset Management GmbH— value not disclosed1
191LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
192Schonfeld Strategic Advisors LLC— value not disclosed1
193ODDO BHF ASSET MANAGEMENT SAS— value not disclosed1
194OneDigital Investment Advisors LLC— value not disclosed1
195Main Management ETF Advisors, LLC— value not disclosed1
196Neo Ivy Capital Management— value not disclosed1
197Aperture Investors, LLC— value not disclosed1
198OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
199Ghisallo Capital Management LLC— value not disclosed1
200Kestra Advisory Services, LLC— value not disclosed1
201Sandia Investment Management LP— value not disclosed1
202Allspring Global Investments Holdings, LLC— value not disclosed1
203SageView Advisory Group, LLC— value not disclosed1
204Dunhill Financial, LLC— value not disclosed1
205OFI INVEST ASSET MANAGEMENT— value not disclosed1
206Nemes Rush Group LLC— value not disclosed1
207Lykos Global Management, LP— value not disclosed1
208Northwest & Ethical Investments L.P.— value not disclosed1
209Aster Capital Management (DIFC) Ltd— value not disclosed1
210Longaeva Partners L.P.— value not disclosed1
211OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 173 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SAIL

RETAINED WINDOW · ACTIVE HITS
Signal hits naming SAIL
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for SAIL · financials and macro

Financials — as filed PLANNED

SAIL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SAIL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing