SailPoint, Inc.(SAIL)Stock Analysis
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Rank #1,685 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SAIL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for SailPoint, Inc. (SAIL), a Technology sector company. 13F Pro's AI-powered ranking engine scores SAIL at 49.0/100 on a 32-signal composite quality model, placing it at rank #1,685 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include profitability (20.0) and balance sheet strength (27.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 7.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), SailPoint, Inc. reports quarterly revenue of $308.8M, net income of $-50.4M, an operating margin of -19.1%. Top institutional holders of SAIL by reported 13-F value include Thoma Bravo, NORGES BANK, UBS Group AG, based on the most recent SEC filings. SAIL trades on the Nasdaq exchange and files with the SEC under CIK 2030781. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SAIL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SailPoint, Inc. directly from SEC EDGAR. SailPoint, Inc.'s 13F Pro composite quality score has ranged between 40 and 51 since 2026, currently 49.0 — a stable long-term trajectory across 27 quarterly and live scoring snapshots.
Revenue
Q2 2026
$308.8M
Net Income
Q2 2026
$-50.4M
Free Cash Flow
Q2 2026
$43.0M
Operating Margin
Q2 2026
-19.1%
ROIC
Q2 2026
-3.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+24.4% YoYNet Income
+14.5% YoYOperating Income
-62.9% YoYEPS (Diluted)
+95.8% YoYTotal Assets
+2.5% YoYTotal Debt
-100.0% YoYOp. Cash Flow
+166.3% YoYFree Cash Flow
+157.8% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 |
|---|---|---|---|---|
| Revenue | $1.07B +24.4% | $861.6M +23.2% | $699.6M | — |
| Net Income | $-270.1M +14.5% | $-315.8M +20.1% | $-395.4M | — |
| Operating Income | $-307.5M -62.9% | $-188.7M +43.3% | $-332.7M | — |
| EPS (Diluted) | $-0.54 +95.8% | $-12.91 -6.4% | $-12.13 | — |
| Total Assets | $7.60B +2.5% | $7.41B | — | — |
| Total Debt | $0.00 -100.0% | $1.02B | — | — |
| Operating Cash Flow | $70.6M +166.3% | $-106.4M +57.5% | $-250.4M | — |
| Free Cash Flow | $64.6M +157.8% | $-111.8M +55.8% | $-252.9M | — |
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Available Research
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Top Institutional Holders of SAIL
Thoma Bravo, LLC
$7.0B479,842,514 shNORGES BANK
$191.2M13,058,978 shUBS Group AG
$67.0M4,579,890 shWASATCH ADVISORS LP
$66.2M4,519,996 shBlackRock, Inc.
$65.1M4,443,309 shStephens Investment Management Group LLC
$60.8M4,154,901 shGW&K Investment Management, LLC
$58.8M4,017,925 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$52.6M3,595,408 shDRIEHAUS CAPITAL MANAGEMENT LLC
$52.3M3,574,494 shPoint72 Asset Management, L.P.
$49.1M3,352,955 sh
| Fund | Value | Shares |
|---|---|---|
| Thoma Bravo, LLC | $7.0B | 479,842,514 |
| NORGES BANK | $191.2M | 13,058,978 |
| UBS Group AG | $67.0M | 4,579,890 |
| WASATCH ADVISORS LP | $66.2M | 4,519,996 |
| BlackRock, Inc. | $65.1M | 4,443,309 |
| Stephens Investment Management Group LLC | $60.8M | 4,154,901 |
| GW&K Investment Management, LLC | $58.8M | 4,017,925 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $52.6M | 3,595,408 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | $52.3M | 3,574,494 |
| Point72 Asset Management, L.P. | $49.1M | 3,352,955 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is SAIL a good stock to buy?
13F Pro's AI-powered analysis of SailPoint, Inc. (SAIL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SAIL are available on the SAIL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SAIL is classified as a large company.
Which hedge funds own SAIL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SAIL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SailPoint, Inc.'s investment landscape.