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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

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

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-21 +45d$1K–$15K
2026-08-10Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 07-20 +21d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing SAIL in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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. CongressPurchase$1K–$15K
2026-08-10Josh Gottheimer CongressPurchase$1K–$15K
2026-05-15Soros Fund Management 13Fexit−425,000 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
175VANGUARD GROUP INC$01
176COMMONWEALTH EQUITY SERVICES, LLC$01
177STEPHENS INC /AR/$01
178COMERICA BANK$01
179MAVERICK CAPITAL LTD$01
180SOROS FUND MANAGEMENT LLC$01
181NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$01
182GWN SECURITIES INC.$01
183Hodges Capital Management Inc.$01
184ASSETMARK, INC$01
185BROWN ADVISORY INC$01
186NORGES BANK$01
187Hudson Bay Capital Management LP$01
188Verition Fund Management LLC$01
189Quantbot Technologies LP$01
190Allianz Asset Management GmbH$01
191LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
192Schonfeld Strategic Advisors LLC$01
193ODDO BHF ASSET MANAGEMENT SAS$01
194OneDigital Investment Advisors LLC$01
195Main Management ETF Advisors, LLC$01
196Neo Ivy Capital Management$01
197Aperture Investors, LLC$01
198OCCUDO QUANTITATIVE STRATEGIES LP$01
199Ghisallo Capital Management LLC$01
200Kestra Advisory Services, LLC$01
201Sandia Investment Management LP$01
202Allspring Global Investments Holdings, LLC$01
203SageView Advisory Group, LLC$01
204Dunhill Financial, LLC$01
205OFI INVEST ASSET MANAGEMENT$01
206Nemes Rush Group LLC$01
207Lykos Global Management, LP$01
208Northwest & Ethical Investments L.P.$01
209Aster Capital Management (DIFC) Ltd$01
210Longaeva Partners L.P.$01
211OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 211 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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