Position in SAIL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,110,135
+$3,602,152 QoQ
Shares Held
349,053
+206.5% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#51
of 237 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SAIL Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. SAIL ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
This page
|
349,053 | $5,110,135 |
All Filings in SAIL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,110,135 | 349,053 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,507,983 | 113,896 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||