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SAIL · Technology · Software - Infrastructure · Market cap $6.92B

2 funds in our archive have pitched SailPoint — most recently Artisan Global Discovery Strategy in December 2025.

Company profile

SailPoint, Inc. provides solutions to enable various identity security for the enterprise in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its solutions 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 SaaS-based cloud solution to manage and secure access to critical data and applications for enterprise identities; and IdentityIQ, a customer-hosted identity security solution. The company was founded in 2005 and is based in Austin, Texas.

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Summarize with Warren AI
1
Reported positions
0
Bought
1
Sold
3
Letters

Position history

Between Q3 2025 and Q1 2026, 1 fund letter reported a position in SailPoint1 trimmed or exited.

Fund letters reporting a position in SailPoint, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261010
Q4 20250001
Q3 20250001

Fund activity · 1 position · 1 move

  • ExitedBrown Advisory U.S. Small-Cap Blend UCITS Fund
    March 2026
    We exited SailPoint, Inc. (SAIL) as it held up in relatively better than the broader software complex which created more attractive relative risk/reward opportunities.
    Read the letterSailPoint

Fund coverage · 2 theses

  • Artisan Global Discovery Strategy
    December 2025

    SailPoint provides identity security solutions with cloud and AI tailwinds and governance strengths positioning it for emerging agentic security trends.

    Read the full thesis
  • NZS Capital
    September 2025

    SailPoint is well-positioned to capitalize on the expanding market for identity governance as AI agents become increasingly prevalent, creating significant opportunities for growth in managing both human and machine identities.

    Read the full thesis

Read every full thesis on SailPoint

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