$SAIL
What they do: Services-Prepackaged Software · Exchange: Nasdaq · Employees: 3,229
SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally. Its solutions enable organizations to establish, control, and automate policies that help define and maintain a robust security posture and achieve regulatory compliance; and address various types of systems and identities, including data and applications, employee identities, non-employee identities, and machine identities, as well as enable smarter access decisions, improve business processes, and provide deeper understanding of identity and access. The company offers Identity Security Cloud, a cloud-based identity security solution to discover, manage, and secure all enterprise identity types, as well as the data and cloud infrastructure; and IdentityIQ, a customer-hosted identity security solution. It also provides SailPoint platform, a security platform engineered to unify identity, data, and security intelligence in real time. It serves financial services, media, energy and utilities, technology, life sciences, and healthcare, as well as government agencies and public universities. The company was founded in 2005 and is headquartered in Austin, Texas. (via Yahoo Finance)
Earnings trend (from SEC filings)
| Quarter end | Revenue | Diluted EPS |
|---|---|---|
| 2024-10-31 | $235.3M | $-2.67 |
| 2025-04-30 | $230.5M | $-0.42 |
| 2025-07-31 | $264.4M | $-0.02 |
| 2025-10-31 | $281.9M | $-0.06 |
| 2026-04-30 | $280.1M | $-0.13 |
| 2026-07-31 | $308.8M | $-0.09 |
Institutional ownership (via Yahoo Finance, 13F-derived)
Insiders hold: 1.73% · Institutions hold: 102.41% across 332 filers
| Institution | Shares | Value | % held |
|---|---|---|---|
| Thoma Bravo, LP | 479,842,514 | $9.29B | 84.05% |
| NORGES BANK | 13,058,978 | $253.0M | 2.29% |
| UBS Group AG | 4,579,890 | $88.7M | 0.80% |
| Wasatch Advisors LP | 4,519,996 | $87.6M | 0.79% |
| Blackrock Inc. | 4,443,309 | $86.1M | 0.78% |
| Stephens Investment Management Group LLC | 4,154,901 | $80.5M | 0.73% |
| GW&K Investment Management, LLC | 4,017,925 | $77.8M | 0.70% |
| Mirae Asset Global ETFs Holdings Ltd. | 3,595,408 | $69.6M | 0.63% |
Charts (2)
Insider activity — every transaction, real date, real price
| Trade date | Filed | Name | Role | Action | Shares | Price | Value | Stock since |
|---|---|---|---|---|---|---|---|---|
| 2026-10-08 | 2026-10-09 | REZVAN MITRA | Chief Accounting Officer | SOLD | 1,168 | $20.00 | $23K | -3.2% |
| 2026-10-07 | 2026-10-08 | CAROLAN BRIAN | Chief Financial Officer | SOLD | 203 | $20.44 | $4K | -1.1% |
| 2026-10-07 | 2026-10-08 | CAROLAN BRIAN | Chief Financial Officer | SOLD | 52,619 | $19.71 | $1.0M | -1.1% |
| 2026-10-07 | 2026-10-08 | Gnanasambandam Chandrasekar | EVP Product & CTO | SOLD | 87 | $20.44 | $2K | -1.1% |
| 2026-10-07 | 2026-10-08 | Gnanasambandam Chandrasekar | EVP Product & CTO | SOLD | 22,522 | $19.71 | $444K | -1.1% |
| 2026-10-07 | 2026-10-08 | McClain Mark D. | Chief Executive Officer | SOLD | 443 | $20.44 | $9K | -1.1% |
| 2026-10-07 | 2026-10-08 | McClain Mark D. | Chief Executive Officer | SOLD | 114,913 | $19.71 | $2.3M | -1.1% |
| 2026-10-07 | 2026-10-08 | Mills Matt | President | SOLD | 163 | $20.44 | $3K | -1.1% |
| 2026-10-07 | 2026-10-08 | Mills Matt | President | SOLD | 42,279 | $19.71 | $833K | -1.1% |
| 2026-10-07 | 2026-10-08 | Payne Abby | Chief People Officer | SOLD | 81 | $20.44 | $2K | -1.1% |
| 2026-10-07 | 2026-10-08 | Payne Abby | Chief People Officer | SOLD | 20,946 | $19.71 | $413K | -1.1% |
| 2026-10-07 | 2026-10-08 | REZVAN MITRA | Chief Accounting Officer | SOLD | 17 | $20.44 | $347 | -1.1% |
| 2026-10-07 | 2026-10-08 | REZVAN MITRA | Chief Accounting Officer | SOLD | 4,474 | $19.71 | $88K | -1.1% |
| 2026-10-07 | 2026-10-08 | Schmitt Christopher | General Counsel and Secretary | SOLD | 90 | $20.44 | $2K | -1.1% |
| 2026-10-07 | 2026-10-08 | Schmitt Christopher | General Counsel and Secretary | SOLD | 23,277 | $19.71 | $459K | -1.1% |
| 2026-10-06 | 2026-10-08 | CAROLAN BRIAN | Chief Financial Officer | SOLD | 3,271 | $21.03 | $69K | -2.7% |
| 2026-10-06 | 2026-10-08 | CAROLAN BRIAN | Chief Financial Officer | SOLD | 25,268 | $20.27 | $512K | -2.7% |
| 2026-10-06 | 2026-10-08 | Gnanasambandam Chandrasekar | EVP Product & CTO | SOLD | 1,499 | $21.03 | $32K | -2.7% |
| 2026-10-06 | 2026-10-08 | Gnanasambandam Chandrasekar | EVP Product & CTO | SOLD | 11,579 | $20.27 | $235K | -2.7% |
| 2026-10-06 | 2026-10-08 | McClain Mark D. | Chief Executive Officer | SOLD | 11,907 | $21.03 | $250K | -2.7% |
| 2026-10-06 | 2026-10-08 | McClain Mark D. | Chief Executive Officer | SOLD | 91,986 | $20.27 | $1.9M | -2.7% |
| 2026-10-06 | 2026-10-08 | Mills Matt | President | SOLD | 4,381 | $21.03 | $92K | -2.7% |
| 2026-10-06 | 2026-10-08 | Mills Matt | President | SOLD | 33,842 | $20.27 | $686K | -2.7% |
| 2026-10-06 | 2026-10-08 | Payne Abby | Chief People Officer | SOLD | 2,170 | $21.03 | $46K | -2.7% |
| 2026-10-06 | 2026-10-08 | Payne Abby | Chief People Officer | SOLD | 16,766 | $20.27 | $340K | -2.7% |
| 2026-10-06 | 2026-10-08 | REZVAN MITRA | Chief Accounting Officer | SOLD | 298 | $21.03 | $6K | -2.7% |
| 2026-10-06 | 2026-10-08 | REZVAN MITRA | Chief Accounting Officer | SOLD | 2,298 | $20.27 | $47K | -2.7% |
| 2026-10-06 | 2026-10-08 | Schmitt Christopher | General Counsel and Secretary | SOLD | 2,412 | $21.03 | $51K | -2.7% |
| 2026-10-06 | 2026-10-08 | Schmitt Christopher | General Counsel and Secretary | SOLD | 18,631 | $20.27 | $378K | -2.7% |