SailPoint (SAIL) reported fiscal second-quarter 2027 revenue of $308.8 million, up 17% year over year, for the quarter ended July 31, 2026. The company recorded a GAAP net loss of $50.4 million, or $0.09 per basic and diluted share.
Total ARR rose 25% from a year earlier to $1.231 billion, while SaaS ARR increased 36% to $847 million. SailPoint reported $45.0 million in operating cash flow and $37 million in free cash flow.
- Subscription revenue increased 19% year over year to $295.2 million.
- GAAP operating loss was $59.0 million, compared with a $40.8 million loss a year earlier.
- AI-driven ARR exceeded $70 million, and AI-driven solutions represented more than 30% of net new ARR.
- Third-quarter fiscal 2027 revenue guidance is $326 million to $330 million; full-year guidance is $1.265 billion to $1.275 billion.
- SailPoint completed its acquisition of Entro Security during the quarter.
$SAIL Insider Trading Activity
$SAIL insiders have traded $SAIL stock on the open market 51 times in the past 6 months. Of those trades, 0 have been purchases and 51 have been sales.
Here’s a breakdown of recent trading of $SAIL stock by insiders over the last 6 months:
- MARK D. MCCLAIN (Chief Executive Officer) has made 0 purchases and 7 sales selling 438,918 shares for an estimated $6,144,646.
- MATT MILLS (President) has made 0 purchases and 7 sales selling 161,485 shares for an estimated $2,260,711.
- BRIAN CAROLAN (Chief Financial Officer) has made 0 purchases and 7 sales selling 162,886 shares for an estimated $2,253,479.
- CHRISTOPHER SCHMITT (General Counsel and Secretary) has made 0 purchases and 7 sales selling 88,904 shares for an estimated $1,244,611.
- ABBY PAYNE (Chief People Officer) has made 0 purchases and 7 sales selling 80,001 shares for an estimated $1,119,972.
- CHANDRASEKAR GNANASAMBANDAM (EVP Product & CTO) has made 0 purchases and 7 sales selling 71,442 shares for an estimated $989,884.
- MITRA REZVAN (Chief Accounting Officer) has made 0 purchases and 9 sales selling 22,372 shares for an estimated $364,678.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SAIL Hedge Fund Activity
We have seen 172 institutional investors add shares of $SAIL stock to their portfolio, and 121 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DRAGONEER INVESTMENT GROUP, LLC removed 8,000,000 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $117,120,000
- WASATCH ADVISORS LP added 4,519,996 shares (+inf%) to their portfolio in Q2 2026, for an estimated $66,172,741
- DRIEHAUS CAPITAL MANAGEMENT LLC added 3,574,494 shares (+inf%) to their portfolio in Q2 2026, for an estimated $52,330,592
- CITADEL ADVISORS LLC added 3,398,849 shares (+205.7%) to their portfolio in Q1 2026, for an estimated $45,000,760
- MILLENNIUM MANAGEMENT LLC removed 2,848,360 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $41,699,990
- UBS GROUP AG added 2,544,807 shares (+125.0%) to their portfolio in Q2 2026, for an estimated $37,255,974
- THRIVENT FINANCIAL FOR LUTHERANS added 1,775,173 shares (+inf%) to their portfolio in Q2 2026, for an estimated $25,988,532
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SAIL Congressional Stock Trading
Members of Congress have traded $SAIL stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SAIL stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 07/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
