Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SAILPOINT INC (SAIL)

206 + Investors. Track Smart Money conviction in SAIL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — SAIL

Based on 198 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SAIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
198 hedge funds hold SAIL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +19700% more funds vs a year ago

fund count last 6Q
+197 new funds entered over the past year (+19700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

122 buying99 selling
Last quarter: 122 funds bought or added vs 99 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 136 → 49 → 61 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 28% medium ■ 33% new
Of the 198 current holders: 77 (39%) held >2 years, 55 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

0 → 136 → 49 → 61 → 48 new funds/Q
New funds entering each quarter: 136 → 49 → 61 → 48. SAIL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 0% 1-2yr ■ 42% new
Of 206 current holders: 119 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
28 of 198 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAIL

In 2025 Q4, 122 hedge funds were net buyers of SAIL (48 opened a new position, 74 added to an existing one), while 99 reduced or exited (67 trimmed, 32 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 198.

Hedge Fund Ownership: SAIL

How many hedge funds hold SAIL — quarterly history vs. share price
Quarterly hedge fund ownership of SAIL vs. share price

Market Analysis: SAIL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAIL

Technology Software - Infrastructure

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 2 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: SAIL
2026 Q1 Stats Unlock in 7 days 206 + Investors

Track Smart Money conviction in SAIL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 206 193 6.74%
13F Shares 567M 578M -1.9%
Total Value $11.46B $12.75B -10.06%
New Positions 48 61 -13
Increased Positions 92 79 +13
Closed Positions 34 24 +10
Reduced Positions 73 50 +23
Total Calls 6 6 -
Total Puts 5 5 -
PUT/CALL Ratio 0.83 0.83 Neutral

Statistics: SAIL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

206 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAIL. Verified SEC 13F-HR filings.

Top 25 institutional holders of SAIL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 THOMA BRAVO, L.P. 95.49% 479,842,514 $6.35B
2 Lunate Capital Ltd 33.00% 3,000,000 $39.7M
3 Persistent Asset Partners Ltd 0.59% 119,161 $1.6M
4 Stephens Investment Management Group LLC 0.53% 2,895,700 $38.3M
5 SEVEN GRAND MANAGERS, LLC 0.44% 500,000 $6.6M
6 OUTFITTERS FINANCIAL LLC 0.40% 39,275 $520K
7 one8zero8, LLC 0.30% 100,400 $1.3M
8 Maridea Wealth Management LLC 0.24% 126,075 $1.7M
9 Renaissance Capital LLC 0.24% 28,695 $328K
10 Altrafin AG 0.24% 52,000 $688K
11 Disciplined Investors, L.L.C. 0.15% 19,000 $252K
12 nVerses Capital, LLC 0.14% 11,603 $154K
13 PRINCETON CAPITAL MANAGEMENT LLC 0.13% 35,454 $469K
14 BW Gestao de Investimentos Ltda. 0.11% 240,664 $3.2M
15 PIER 88 INVESTMENT PARTNERS LLC 0.08% 24,400 $323K
16 Machina Capital S.A.S. 0.07% 26,193 $347K
17 FNY Investment Advisers, LLC 0.04% 7,500 —
18 Artisan Partners Limited Partnership 0.04% 1,706,651 $22.6M
19 VOYA INVESTMENT MANAGEMENT LLC 0.04% 2,609,119 $34.5M
20 AMI ASSET MANAGEMENT CORP 0.03% 35,884 $475K
21 AXQ CAPITAL, LP 0.03% 14,708 $195K
22 AMICA MUTUAL INSURANCE CO 0.02% 20,709 —
23 OpenArc Corporate Advisory, LLC 0.02% 121,307 $1.6M
24 PALLADIEM, LLC 0.02% 2,000 $22K
25 Ensign Peak Advisors, Inc 0.01% 543,980 $7.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SAILPOINT INC (SAIL)

What does the Smart Money Trend signal show for SAIL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SAIL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SAIL?

Slight buying edge — 55% buying: Last quarter: 122 funds bought or added vs 99 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SAIL holders?

Smaller funds dominant — 6% AUM from top-100: 28 of 198 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SAIL?

Mixed — 39% long-term, 33% new: Of the 198 current holders: 77 (39%) held >2 years, 55 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.