168 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | THOMA BRAVO, L.P. | $6.4B | 479.8M | —Held | Q1 2026 | |
| 2 | NORGES BANK | $234.7M | 11.6M | ▲+136% Added · +6.7M sh | Q4 2025 | |
| 3 | Dragoneer Investment Group, LLC | $105.9M | 8.0M | —Held | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $66.9M | 5.1M | ▲+206% Added · +3.4M sh | Q1 2026 | |
| 5 | WASATCH ADVISORS LP | $66.2M | 4.5M | ▲New +4.5M sh | Q2 2026 | |
| 6 | Keenan Capital, LLC | $56.7M | 4.3M | ▲26× Added · +4.1M sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $48.9M | 3.7M | ▲+2.9% Added · +105K sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | $40.6M | 3.1M | ▲+184% Added · +2.0M sh | Q1 2026 | |
| 9 | Stephens Investment Management Group LLC | $38.3M | 2.9M | ▲+51% Added · +978K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $37.7M | 2.8M | ▲Added Added · +2.8M sh | Q1 2026 | |
| 11 | VANGUARD CAPITAL MANAGEMENT LLC | $35.3M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 12 | VOYA INVESTMENT MANAGEMENT LLC | $34.5M | 2.6M | ▼−51% Reduced · −2.7M sh | Q1 2026 | |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $34.3M | 2.6M | ▲+7.0% Added · +170K sh | Q1 2026 | |
| 14 | NZS Capital, LLC | $30.6M | 2.3M | ▲+18% Added · +349K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $27.8M | 2.1M | →First observed position No prior filed position | Q1 2026 | |
| 16 | UBS Group AG | $26.9M | 2.0M | ▼−48% Reduced · −1.9M sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $24.2M | 1.8M | ▲+8.1% Added · +137K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $23.4M | 1.8M | ▲+40% Added · +505K sh | Q1 2026 | |
| 19 | Artisan Partners Limited Partnership | $22.6M | 1.7M | ▼−1.9% Reduced · −33K sh | Q1 2026 | |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | $21.5M | 1.6M | ▲+4.4% Added · +68K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $17.7M | 1.3M | ▲+82% Added · +604K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $17.2M | 1.3M | ▲+6.4% Added · +78K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $11.4M | 858K | ▲+157% Added · +524K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $10.1M | 760K | ▲17× Added · +715K sh | Q1 2026 | |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | $9.2M | 695K | ▲+30% Added · +160K 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 19 added to an existing one, while 12 reduced and 0 exited entirely — 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 | 74 funds | $47.3B |
| MICROSOFT CORPMSFT | 74 funds | $30.7B |
| AMAZON.COM INCAMZN | 71 funds | $24.4B |
| ALPHABET INC-CL AGOOGL | 71 funds | $20.8B |
| ELI LILLY & COLLY | 71 funds | $8.1B |
| CAPITAL ONE FINANCIAL CORPCOF | 71 funds | $2.2B |
| APPLE INCAAPL | 70 funds | $36.4B |
| BROADCOM INCAVGO | 70 funds | $17.2B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $15.0B |
| WALMART INCWMT | 70 funds | $6.2B |
| COSTCO WHOLESALE CORPCOST | 70 funds | $5.3B |
| HOME DEPOT INCHD | 70 funds | $4.6B |
Ranked by how many of SAIL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Jul 7, 2026 | Mills Matt | President | Sell (S) | 28K | $454K |
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.