Essex Financial Services, Inc. SAIL — SAILPOINT INC

Ownership history in Essex Financial Services, Inc.  ·  4 quarters on record

AI Ownership Summary

Essex Financial Services, Inc. reported SAILPOINT INC (SAIL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows SAIL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essex Financial Services, Inc.'s position in SAILPOINT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAIL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SAIL stock page Essex Financial Services, Inc. fund profile Essex Financial Services, Inc. full holdings
How Essex Financial Services, Inc. held SAIL — position size vs. price
% of Fund (quarterly)    SAIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,192 -984 -7.5% 0.01% $161K 2026-04-24 $11.95
2025 Q4 ADDED — — — 13,176 +19 +0.1% 0.02% $267K 2026-02-10 $15.21
2025 Q3 ADDED — — — 13,157 +947 +7.8% 0.02% $291K 2025-11-07 $19.79
2025 Q2 INITIATED — — — 12,210 — — 0.02% $279K 2025-07-16 $20.60

🏢 Other funds also holding SAIL

As of 2026 Q1 — sorted by position size

THOMA BRAVO, L.P. 3Y 7Y 95.49% Lunate Capital Ltd 33.0% Keenan Capital, LLC 3Y 7Y 11.96% Daventry Group, LP 3Y 7.76% Dragoneer Investment Group, LLC 3Y 7Y 3.53% TFJ Management, LLC 2.75% CYPRESS POINT INVESTMENT MANAGEMENT LP 1.64% NZS Capital, LLC 3Y 1.02% Persistent Asset Partners Ltd 0.59% Stephens Investment Management Group LLC 3Y 7Y 0.53%

FAQ About Essex Financial Services, Inc. and SAIL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essex Financial Services, Inc. reported owning SAIL?

Essex Financial Services, Inc. reported SAIL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SAIL position in Essex Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for SAIL was 0.02% in 2025 Q2.

What is the latest reported SAIL position on this page?

The most recent filing on this page is 2026 Q1, when Essex Financial Services, Inc. reported 12,192 shares, equal to 0.01% of portfolio, with an estimated market value of $161K.

What does the chart on this SAIL ownership page compare?

The chart compares Essex Financial Services, Inc.'s quarterly SAIL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Essex Financial Services, Inc. time their SAIL position?

Based on 13F filing dates vs. subsequent SAIL price moves, Essex Financial Services, Inc. correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on SAIL relative to SPY over the holding period was -58.9%.

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