SailPoint (SAIL)
Governs workforce and machine access across enterprise systems through a SaaS-first identity security platform.
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Provides enterprise identity governance through Identity Security Cloud and its Atlas platform, combining access lifecycle controls with privileged access, threat detection, and coverage for non-employee and machine identities. SaaS-first delivery is expanding alongside legacy software, while acquired capabilities and Thoma Bravo’s majority voting control shape the business.
Provides enterprise identity governance through Identity Security Cloud, built on the Atlas platform, to determine who should access which systems, when access is appropriate, and the associated risk. The offering targets large enterprises and extends beyond workforce access to non-employees and machine identities.
Uses SaaS-first delivery while maintaining older software offerings. Capabilities include access lifecycle governance, privileged access, identity threat detection and response, SaaS-application discovery, healthcare identity governance, and credentials security. Operations are based in Austin, with employees spread across multiple countries.
Platform breadth has expanded partly through acquisitions. Execution depends on moving customers toward cloud services while supporting legacy software and integrating acquired technologies. Thoma Bravo’s majority voting control also gives the sponsor substantial influence over director elections and other corporate matters.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Scotiabank | Reiterate | Rating: —Target: $19 | Target: $22 |
| Sep 10, 2026 | BMO Capital | Reiterate | Rating: —Target: $19 | Target: $21 |
| Sep 10, 2026 | Roth Capital | Reiterate | Rating: —Target: $19 | Target: $21 |
| Sep 9, 2026 | Mizuho Securities | Target | Target: $18 | Target: $19 |
| Sep 4, 2026 | Jefferies | Reiterate | Rating: —Target: $26 | Target: $23 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $313.1M · Total debt $5.9M · Total assets $7.58B · Shareholders' equity $6.86B
- Revenue
- $308.8M
- Operating income
- −$59.0M
- Net income
- −$50.4M
No dividends on record.
| Institutions | ≈ 102.02% | 578.66M shares | |
|---|---|---|---|
| 257 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Adds to | 102.02% | ||
567.18M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.02%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Thoma Bravo, LLCInstitution | 84.60% | 479.84M | as of Jun 30, 2026 |
Norges BankInstitution | 2.30% | 13.06M | as of Jun 30, 2026 |
UBS Group AGInstitution | 0.81% | 4.58M | as of Jun 30, 2026 |
Wasatch Advisors LPInstitution | 0.80% | 4.52M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 0.78% | 4.44M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SailPoint | $21.20 | −0.75% | $11.53B | — | — | 9.9 | +16.8% |
| Microsoft | $498.00 | −0.01% | $3.72T | 27.9 | 25.4 | 11.2 | +17.8% |
| Okta | $197.10 | +0.24% | $31.78B | 115.3 | 48.2 | 10.3 | +10.6% |
| Palo Alto Networks | $374.21 | −0.10% | $302.98B | 844.9 | 89.5 | 26.4 | +34.5% |
| Oracle | $149.25 | +0.07% | $427.95B | 23.3 | 17.5 | 6.0 | +29.6% |
| IBM | $231.62 | +0.14% | $218.51B | 20.5 | 18.1 | 3.2 | +1.1% |
| Median | 27.9 | 25.4 | 10.3 | +17.8% |