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.

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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.

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

-- --
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 20 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) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (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 Stephens Investment Management Group LLC 0.53% 2,895,700 $38.3M
4 OUTFITTERS FINANCIAL LLC 0.40% 39,275 $520K
5 Maridea Wealth Management LLC 0.24% 126,075 $1.7M
6 Altrafin AG 0.24% 52,000 $688K
7 BW Gestao de Investimentos Ltda. 0.11% 240,664 $3.2M
8 FNY Investment Advisers, LLC 0.04% 7,500
9 AMI ASSET MANAGEMENT CORP 0.03% 35,884 $475K
10 NORDEN GROUP LLC 0.01% 10,262 $136K
11 Prospera Financial Services Inc 0.01% 52,302 $692K
12 Essex Financial Services, Inc. 0.01% 12,192 $161K
13 OPPENHEIMER ASSET MANAGEMENT INC. 0.01% 58,640 $776K
14 Venturi Wealth Management, LLC 0.01% 10,000 $132K
15 United Community Bank 0.00% 1,000 $13K
16 Versant Capital Management, Inc 0.00% 2,751 $36K
17 Blue Trust, Inc. 0.00% 21,197 $281K
18 Police & Firemen's Retirement System of New Jersey 0.00% 26,416 $350K
19 Merit Financial Group, LLC 0.00% 13,634 $181K
20 PARK AVENUE SECURITIES LLC 0.00% 11,365
21 TRUIST FINANCIAL CORP 0.00% 43,670 $578K
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 27,993 $364K
23 Handelsbanken Fonder AB 0.00% 15,800
24 Marquette Asset Management, LLC 0.00% 337 $4K
25 DB Fitzpatrick & Co, Inc 0.00% 55
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.