Latest revenue
$281.9M
as of 2025-10-31
Latest net income
$-36.0M
as of 2025-10-31
Net margin
-12.8%
as of 2025-10-31
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (227 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think SAIL is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $10.28B
- Enterprise value
- $9.93B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 1.50×
- Dividend yield
- 0.0%
- 52-wk high
- $24.95
- 52-wk low
- $10.30
- Beta
- —
- Shares out
- 563.8M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1. BUSINESS Overview SailPoint, Inc. (together with its consolidated subsidiaries, as appropriate, “SailPoint,” the “Company,” “our,” or “we”) delivers solutions to enable adaptive identity security for the enterprise. We do this via the SailPoint Platform that unifies identity data across systems and identity types, including employee identities, non-employee identities, machine identities, and AI agents for real-time governance. Our SaaS and customer-hosted offerings leverage intelligent analytics to provide organizations with critical visibility into which identities currently have access to which resources, which identities should have access to those resources, and how that access…
AI summary unavailable — showing raw filing excerpt
Generated from SAIL's filing dated 2026-03-19
Key risks
ITEM 1A. RISK FACTORS The nature of the business activities conducted by the Company subjects it to certain hazards and risks. A description of some of the material risk factors that make an investment in the Company speculative or risky is set forth below. Such description reflects the Company's beliefs and opinions as to factors that could materially harm the Company's business, financial condition, or results of operations and impair the Company's ability to implement business plans. References to past events are provided by way of example only and are not intended to be a complete listing or a representation as to whether or not such factors have occurred in the past or their likelihood…
AI summary unavailable — showing raw filing excerpt
Generated from SAIL's filing dated 2026-03-19
Profitability
Gross margin
64.5%
0.1%Operating margin
-28.7%
31.0%Net margin
-25.2%
31.2%Return on equity
-3.9%
169.8%Return on assets
-3.6%
16.6%Leverage
Debt / equity
0.11×
104.7%Long-term debt / equity
0.00×
100.0%Debt / assets
9.9%
94.4%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $294.6M | +22.7% | $-36.2M | +54.8% | -12.3% |
Q4 2025 2025-10-31 | $281.9M | +19.8% | $-36.0M | +39.5% | -12.8% |
Q3 2025 2025-07-31 | $264.4M | +33.1% | $-10.6M | +87.9% | -4.0% |
Q2 2025 2025-04-30 | $230.5M | +22.8% | $-187.3M | -110.0% | -81.3% |
Q1 2025 2025-01-31 | $240.1M | — | $-80.1M | — | -33.4% |
Q4 2024 2024-10-31 | $235.3M | — | $-59.4M | — | -25.3% |
Q3 2024 2024-07-31 | $198.6M | — | $-87.1M | — | -43.9% |
Q2 2024 2024-04-30 | $187.7M | — | $-89.2M | — | -47.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Prepackaged Software · SIC 7372
Your notes
Keep private notes on SAIL — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$36.4M
Net activity
−$36.4M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SAIL
Institutional value
$6.71B
Total shares held
510.3M
Distinct holders
134
-65 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | THOMA BRAVO, L.P. | 479.8M | $6.35B | +0 (+0.0%) | No change |
| 2 | BlackRock, Inc. | 3.7M | $48.9M | +104.5K (+2.9%) | Added |
| 3 | Lunate Capital Ltd | 3.0M | $39.7M | +0 (+0.0%) | No change |
| 4 | Stephens Investment Management Group LLC | 2.9M | $38.3M | +978.4K (+51.0%) | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | $35.3M | — | New |
| 6 | Voya Investment Management LLC | 2.6M | $34.5M | -2.7M (-51.0%) | Trimmed |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $27.8M | — | New |
| 8 | UBS Group AG | 2.0M | $26.9M | -1.9M (-48.0%) | Trimmed |
| 9 | Artisan Partners Limited Partnership | 1.7M | $22.6M | -33.5K (-1.9%) | Trimmed |
| 10 | Bank of New York Mellon Corp | 676.2K | $9.0M | -138.1K (-17.0%) | Trimmed |
| 11 | Ensign Peak Advisors, Inc | 544.0K | $7.2M | — | New |
| 12 | SEVEN GRAND MANAGERS, LLC | 500.0K | $6.6M | +0 (+0.0%) | No change |
| 13 | VANGUARD FIDUCIARY TRUST CO | 437.6K | $5.8M | — | New |
| 14 | NEW YORK STATE COMMON RETIREMENT FUND | 378.6K | $5.0M | -4.3K (-1.1%) | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 343.2K | $4.5M | +18.5K (+5.7%) | Added |
| 16 | JANE STREET GROUP, LLC | 304.3K | $4.0M | — | New |
| 17 | DIMENSIONAL FUND ADVISORS LP | 285.6K | $3.8M | — | New |
| 18 | BW Gestao de Investimentos Ltda. | 240.7K | $3.2M | — | New |
| 19 | Mitsubishi UFJ Asset Management Co., Ltd. | 202.3K | $2.7M | +0 (+0.0%) | No change |
| 20 | Universal- Beteiligungs- und Servicegesellschaft mbH | 157.8K | $2.1M | -9.2K (-5.5%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SAIL's latest filing finishes processing.
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