WINTON GROUP Ltd Has $951,000 Stock Holdings in SailPoint, Inc. $SAIL

Posted by Stanley Muller on Sep 14th, 2026

WINTON GROUP Ltd increased its position in SailPoint, Inc. (NASDAQ:SAIL – Free Report) by 171.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 64,954 shares of the company’s stock after purchasing an additional 41,054 shares during the quarter. WINTON GROUP Ltd’s holdings in SailPoint were worth $951,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of SAIL. State of Wyoming bought a new position in SailPoint during the second quarter worth about $45,000. Palladiem LLC bought a new stake in SailPoint in the fourth quarter valued at approximately $42,000. Gables Capital Management Inc. acquired a new stake in shares of SailPoint in the second quarter valued at approximately $29,000. Kestra Advisory Services LLC acquired a new stake in shares of SailPoint in the fourth quarter valued at approximately $42,000. Finally, Northwestern Mutual Wealth Management Co. bought a new position in shares of SailPoint during the 2nd quarter worth approximately $50,000.

Insider Activity at SailPoint

In other news, EVP Chandrasekar Gnanasambandam sold 19,540 shares of the business’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $15.42, for a total value of $301,306.80. Following the completion of the sale, the executive vice president owned 934,508 shares of the company’s stock, valued at approximately $14,410,113.36. The trade was a 2.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Mark McClain sold 93,260 shares of the company’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $15.42, for a total transaction of $1,438,069.20. Following the completion of the transaction, the chief executive officer owned 8,093,870 shares in the company, valued at $124,807,475.40. This trade represents a 1.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 491,559 shares of company stock valued at $7,809,391. 1.70% of the stock is currently owned by insiders.

SailPoint News Summary

Here are the key news stories impacting SailPoint this week:

Positive Sentiment: SailPoint reported fiscal second-quarter results that exceeded expectations, with adjusted earnings of $0.09 per share versus a $0.08 consensus estimate and revenue of $308.8 million, up 17% year over year. Annual recurring revenue rose 25% to $1.231 billion, while SaaS ARR increased 36%. SailPoint Q2 ARR rises 25% to $1.23 billion as AI-driven ARR tops $70 million
Positive Sentiment: AI-related ARR surpassed $70 million, providing evidence that SailPoint’s AI and “agentic fabric” initiatives are beginning to contribute to growth. Investors are also focused on management’s fiscal 2029 goal of at least $2.1 billion in ARR, which implies substantial expansion from current levels. SailPoint outlines FY2029 targets including at least $2.1 billion ARR
Positive Sentiment: BTIG Research initiated or reiterated a “Buy” rating, and Barclays raised its price target from $21 to $22 while maintaining an “Overweight” rating. Barclays’ target indicates meaningful potential upside from recent trading levels. SailPoint earns Buy rating from BTIG Research
Neutral Sentiment: Unusually high options activity may increase short-term volatility, but it does not establish a clear bullish or bearish direction. Reported short-interest data showed no meaningful short position, limiting its usefulness as a trading signal. SailPoint target of unusually high options trading
Negative Sentiment: DA Davidson and Rosenblatt Securities reaffirmed “Neutral” ratings with $17 price targets, slightly below recent trading levels. These cautious views contrast with Barclays’ bullish outlook and may help explain why the shares have recently decreased despite strong operating results.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reissued a “neutral” rating and set a $19.00 target price on shares of SailPoint in a report on Wednesday, June 10th. BTIG Research reaffirmed a “buy” rating and set a $21.00 price objective on shares of SailPoint in a research report on Wednesday, September 9th. Wells Fargo & Company upped their price objective on shares of SailPoint from $19.00 to $22.00 and gave the company an “overweight” rating in a report on Monday, August 17th. Bank of America reissued a “neutral” rating and issued a $16.00 price objective on shares of SailPoint in a research report on Friday, June 12th. Finally, Scotiabank raised their target price on shares of SailPoint from $19.00 to $22.00 and gave the stock an “outperform” rating in a research note on Thursday. Nineteen equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, SailPoint has an average rating of “Moderate Buy” and an average price target of $21.12.

Check Out Our Latest Report on SAIL

SailPoint Stock Performance

SailPoint stock opened at $17.24 on Monday. The company has a market capitalization of $9.84 billion, a price-to-earnings ratio of -50.70, a PEG ratio of 1.91 and a beta of 2.17. SailPoint, Inc. has a 12 month low of $10.30 and a 12 month high of $24.00. The stock’s 50 day moving average is $17.30 and its 200-day moving average is $15.02.

SailPoint (NASDAQ:SAIL – Get Free Report) last released its quarterly earnings results on Wednesday, September 9th. The company reported $0.09 earnings per share for the quarter, topping the consensus estimate of $0.08 by $0.01. The business had revenue of $308.81 million during the quarter. SailPoint had a positive return on equity of 2.44% and a negative net margin of 16.92%.The business’s revenue for the quarter was up 17.0% on a year-over-year basis. During the same period in the previous year, the business posted ($0.02) earnings per share. SailPoint has set its FY 2027 guidance at 0.300-0.340 EPS and its Q3 2027 guidance at 0.070-0.080 EPS. As a group, equities research analysts predict that SailPoint, Inc. will post 0.33 earnings per share for the current fiscal year.

About SailPoint

(Free Report)

SailPoint Technologies, Inc (NASDAQ: SAIL) is a cybersecurity company focused on identity security. Its software helps organizations manage and protect digital identities, control access to applications and data, and enforce policies governing employee, contractor, customer, and machine access across enterprise environments.

The company’s offerings include SailPoint Identity Security Cloud, a cloud-based platform designed to provide identity governance, access reviews, lifecycle management, and automated provisioning.