Position in SAIL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,859,937
+$5,773,225 QoQ
Shares Held
741,799
+195.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#34
of 234 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in SAIL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $59,678,653 across 7 Software - Infrastructure names. SAIL ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
81,920 | $16,902,553 | |
| 2 | MSFT |
Microsoft Corp
|
29,435 | $10,979,843 | |
| 3 | SAIL |
SailPoint, Inc.
This page
|
741,799 | $10,859,937 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
85,048 | $9,922,550 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
60,405 | $9,485,397 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,634 | $1,239,266 | |
| 7 | AIOT |
Powerfleet, Inc.
|
75,485 | $289,107 |
All Filings in SAIL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,859,937 | 741,799 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $5,086,712 | 251,444 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,283,744 | 239,300 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||