SailPoint, Inc. (SAIL)

In the past six months, SailPoint's stock price has experienced fluctuations. As of November 24, 2025, the stock price was $18.54 per share, representing a decline of 15.73% from its price of $22.00 per share on February 13, 2025. The highest end-of-day price for SailPoint stock in the past six months was $25.70 on February 18, 2025, while the lowest was $15.65 on April 21, 2025. As of October 31, 2025, the stock was down 4.87% over the preceding 30 days and down 1.45% over the past 12 months. Notably, several SailPoint executives engaged in insider selling activity in October 2025. SailPoint, which initially went public in 2017 and was taken private by Thoma Bravo in 2022, is currently making a "second shot at IPO success" in 2025.

There is no explicit information indicating significant demand seasonality for SailPoint's products and services in the provided search results. However, the company's strategic initiatives suggest a consistent and growing demand for identity security solutions. The expansion of its Managed Service Provider (MSP) program in March 2025 aims to deepen relationships with partners targeting the Small and Medium Business (SMB) market, making its Atlas platform available on an as-needed basis to onboard smaller customers and scale with their evolving needs. Furthermore, the launch of new SaaS instances in Brazil (June 2025) and the Middle East (April 2025) demonstrates continuous efforts to expand its global market reach and address increasing regional demand for identity security cloud services, particularly in highly regulated industries. The ongoing rise in cyber threats and the acceleration of digital transformation across industries also contribute to a sustained demand for robust identity security solutions like those offered by SailPoint.

SailPoint, Inc. is a leading provider of enterprise identity security, operating within the Technology and Communications sector, specifically in the identity governance industry. The company specializes in an identity governance platform that automates and streamlines access to critical data and applications for various enterprise identities. SailPoint's major products include Identity Security Cloud, Atlas, Connectivity and Integrations, IdentityIQ, and SecurityIQ software platforms. These offerings provide solutions aimed at mitigating cyber risk, securing remote work environments, accelerating employee onboarding and offboarding processes, and improving overall IT efficiency. SailPoint serves a diverse range of industries, including healthcare, financial services, government, manufacturing, higher education, utilities, and oil and gas.

SailPoint maintains an extensive global presence, serving customers in over 60 countries worldwide. While its primary customer base is concentrated in the United States, accounting for 68.99% of its customers, the company also has a significant presence in the United Kingdom (6.78%) and India (5.49%). SailPoint has offices across the Americas, Asia, Australia, and Europe. The company leverages Amazon Web Services (AWS) for its global infrastructure, with points of presence in the US-West and East Regions, Europe (Frankfurt and London), Asia Pacific (Tokyo and Sydney), and Canada (Montreal). In line with its global expansion initiatives, SailPoint launched new AWS-based SaaS instances in Brazil in June 2025 and in the Middle East in April 2025 to strengthen its presence in these regions.

In the past year, SailPoint has received significant industry recognition, bolstering its brand reputation. It was named a 2024 Gartner Peer Insights™ Customers' Choice for Identity Governance & Administration and a 2024 leader in Leadership Compass on Identity and Access Governance by KuppingerCole. Frost & Sullivan also recognized SailPoint as a Market leader in 2024 Global Identity Governance & Administration, and Gartner® ranked the company #1 by revenue in Identity Governance and Administration in 2024. The company's Navigate 2024 event was highly successful, exceeding attendance goals with 1,830 in-person attendees and generating extensive media coverage and social media engagement. In terms of cybersecurity, SailPoint has reported a similar number of cyber incidents this year compared to a benchmark "Reputation company" and demonstrates a stronger AI Cybersecurity Score. Customer feedback highlights positive experiences with SailPoint's user interface, efficiency, and alignment with cloud-first strategies.

SailPoint's ownership structure is predominantly institutional, with 99.47% held by institutional shareholders and 88.69% by SailPoint insiders, while retail investors hold 0.00%. Thoma Bravo UGP LLC is the largest individual shareholder, owning 86.20% of the company's shares. Major institutional owners include Thoma Bravo, L.P., Dragoneer Investment Group, LLC, Vanguard Group Inc, Voya Investment Management LLC, UBS Group AG, GW&K Investment Management, LLC, Lunate Capital Ltd, BlackRock, Inc., MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., and Alliancebernstein L.P. Other notable institutional investors include Norges Bank, Ameriprise Financial Inc., Raymond James Financial Inc., Longaeva L.P., Sei Investments Co., Franklin Resources Inc., Russell Investments Group Ltd., Mitsubishi UFJ Asset Management Co. Ltd., Essex Financial Services Inc., Hodges Capital Management Inc., JPMorgan Chase & Co., Oppenheimer Asset Management Inc., Gables Capital Management Inc., Alps Advisors Inc., Envestnet Asset Management Inc., and Principal Financial Group Inc.