Among active 13F managers last quarter, 12 opened and 27 added, while 13 reduced; the largest holder to move was Wasatch Advisors LP (new position). Over the last 180 days, 7 insiders sold and none bought, a net -$14.4M in open-market trades.
39 adding vs 13 trimming; insiders net sold $14.4M.
212 tracked 13F filers disclose a position in SAIL as of the latest SEC 13F filings, a combined $7.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Thoma Bravo, L.P. | 479.8M | $6.4B | —Held | Q1 2026 | |
| 2 | Norges Bank | 11.6M | $234.7M | ▲+136% Added · +6.7M sh | Q4 2025 | |
| 3 | Dragoneer Investment Group, LLC | 8.0M | $105.9M | —Held | Q1 2026 | |
| 4 | Wasatch Advisors LP | 4.5M | $66.2M | ▲New +4.5M sh | Q2 2026 | |
| 5 | Keenan Capital, LLC | 4.3M | $56.7M | ▲26× Added · +4.1M sh | Q1 2026 | |
| 6 | Stephens Investment Management Group LLC | 4.2M | $60.8M | ▲+43% Added · +1.3M sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 3.7M | $48.9M | ▲+2.9% Added · +105K sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | 3.4M | $49.1M | ▲+9.4% Added · +289K sh | Q2 2026 | |
| 9 | Lunate Capital Ltd | 3.0M | $43.9M | —Held | Q2 2026 | |
| 10 | Millennium Management LLC | 2.8M | $37.7M | ▲Added Added · +2.8M sh | Q1 2026 | |
| 11 | Vanguard Capital Management LLC | 2.7M | $35.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | Voya Investment Management LLC | 2.6M | $34.5M | ▼−51% Reduced · −2.7M sh | Q1 2026 | |
| 13 | Mirae Asset Global Etfs Holdings Ltd. | 2.6M | $34.3M | ▲+7.0% Added · +170K sh | Q1 2026 | |
| 14 | NZS Capital, LLC | 2.3M | $30.6M | ▲+18% Added · +349K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 2.1M | $27.8M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 16 | UBS Group AG | 2.0M | $26.9M | ▼−48% Reduced · −1.9M sh | Q1 2026 | |
| 17 | Ameriprise Financial Inc | 1.8M | $24.2M | ▲+8.1% Added · +137K sh | Q1 2026 | |
| 18 | Bank Of America Corp | 1.8M | $23.4M | ▲+40% Added · +505K sh | Q1 2026 | |
| 19 | Artisan Partners Limited Partnership | 1.7M | $22.6M | ▼−1.9% Reduced · −33K sh | Q1 2026 | |
| 20 | Geode Capital Management, LLC | 1.6M | $23.9M | ▲+0.7% Added · +11K sh | Q2 2026 | |
| 21 | State Street Corp | 1.6M | $22.8M | ▲+20% Added · +255K sh | Q2 2026 | |
| 22 | Goldman Sachs Group Inc | 1.3M | $17.7M | ▲+82% Added · +604K sh | Q1 2026 | |
| 23 | ExodusPoint Capital Management, LP | 877K | $12.8M | ▲+74% Added · +372K sh | Q2 2026 | |
| 24 | Cypress Point Investment Management LP | 862K | $12.6M | ▲+63% Added · +334K sh | Q2 2026 | |
| 25 | Morgan Stanley | 858K | $11.4M | ▲+157% Added · +524K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 12 funds opened a new position in SAIL and 27 added to an existing one, while 13 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 103 funds | $234.4B |
| MICROSOFT CORPMSFT | 103 funds | $152.6B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $71.5B |
| AMAZON.COM INCAMZN | 99 funds | $113.3B |
| BROADCOM INCAVGO | 99 funds | $90.8B |
| ALPHABET INC-CL AGOOGL | 97 funds | $93.8B |
| ELI LILLY & COLLY | 97 funds | $44.1B |
| ADVANCED MICRO DEVICESAMD | 97 funds | $21.7B |
| APPLE INCAAPL | 96 funds | $173.0B |
| JPMORGAN CHASE & COJPM | 96 funds | $35.3B |
| COSTCO WHOLESALE CORPCOST | 96 funds | $20.3B |
| CHEVRON CORPCVX | 96 funds | $15.4B |
Ranked by how many of SAIL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | REZVAN MITRA | Chief Accounting Officer | Sell (S) | 1K | $24K |
| Jul 8, 2026 | Payne Abby | Chief People Officer | Sell (S) | 17K | $262K |
| Jul 8, 2026 | Gnanasambandam Chandrasekar | EVP Product & CTO | Sell (S) | 20K | $301K |
| Jul 8, 2026 | Mills Matt | President | Sell (S) | 34K | $529K |
| Jul 8, 2026 | Schmitt Christopher | General Counsel and Secretary | Sell (S) | 19K | $291K |
| Jul 8, 2026 | McClain Mark D. | Chief Executive Officer, Director | Sell (S) | 93K | $1.4M |
| Jul 8, 2026 | CAROLAN BRIAN | Chief Financial Officer | Sell (S) | 46K | $709K |
| Jul 8, 2026 | REZVAN MITRA | Chief Accounting Officer | Sell (S) | 4K | $60K |
| Jul 7, 2026 | Payne Abby | Chief People Officer | Sell (S) | 14K | $225K |
| Jul 7, 2026 | Payne Abby | Chief People Officer | Sell (S) | 8K | $126K |
| Jul 7, 2026 | Gnanasambandam Chandrasekar | EVP Product & CTO | Sell (S) | 10K | $155K |
| Jul 7, 2026 | Gnanasambandam Chandrasekar | EVP Product & CTO | Sell (S) | 5K | $87K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 55 | 22 | – |
Insiders Form 4 open-market | 0 | 7 | -$14.4M |
US House STOCK Act trades | 1 | 0 | +$8K |
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SAIL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAIL/capital-change-brief"
Use Arkolith's capital_change_brief for SAIL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SAIL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.