SailPoint launches AI agent security suite, grows ARR 28% to $1.1B, completes IPO

Filed March 19, 2026 · Period ending January 31, 2026 · Compared to 10-K Mar 27, 2025 · ~1 min read

Key Changes

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  Launched Agent Identity Security and Harbor Pilot AI suite to govern autonomous AI systems, expanding into new attack surface as enterprises deploy AI agents at scale.

  Business: AI agent identity security verify on EDGAR →
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  ARR grew 28% to $1.1B with SaaS ARR up 38% to $746M; customer base expanded 9% to 3,235 organizations including 53% of Fortune 500.

  MD&A: ARR growth verify on EDGAR →
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  Completed IPO raising $1.25B net proceeds, fully repaid $1.04B Term Loan, and achieved positive operating cash flow of $70.6M despite $113.8M one-time equity vesting charge.

  MD&A: IPO completion verify on EDGAR →