S at a glance
SentinelOne Inc (S, SEC CIK 1583708) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 27, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), SentinelOne Inc (S) reported revenue of $1.0 billion (up 21.9% from FY2025) and a net loss of $450.7 million. Diluted EPS was -$1.37.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding SentinelOne Inc (S) shares worth $2.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Pinczuk Ana G. on October 6, 2026 of 16,042 shares at $25.33 per share.
- In the last 90 days, S insiders reported 0 open-market purchases ($0) and 18 open-market sales ($23.1M) on Form 4, a net sale of $23.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.0B
- +21.9% vs prior year
- Insiders · 90 days
- 0 buys · 18 sells
- Net −$23.1M
- 13F holders
- 31 funds
- $2.0B · +0 vs prior quarter
- Latest 8-K
- Aug 27, 2026
- Item 7.01 · Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Business Overview
- AI-powered Singularity Platform unifies autonomous threat prevention, detection, response, and exposure management across enterprise digital assets
- New emphasis on AI security from Prompt Security acquisition, plus AI-ready data pipelines from Observo AI acquisition in September 2025
- Strategic shift toward cybersecurity and data convergence, with cloud security, data, and Purple AI driving platform expansion
- Revenue $1,001.3 million, up 22% from $821.5 million; international revenue rose to 39% from 37%
- Net loss widened to $450.7 million from $288.4 million amid continued investment in platform and global growth
Risk Factors
- Israeli Tax Authority Assessment Agreement: $180.9 million fiscal 2026 tax expense, with installment payments carrying 7.0% annual interest
- Change-of-control exposure: unpaid ITA amounts plus interest, $255.1 million as of January 31, 2026, become immediately due
- Cloud infrastructure dependence: third-party hosting costs increased $23.5 million in fiscal 2026
- Persistent structural losses: $2.1 billion accumulated deficit and $450.7 million fiscal 2026 net loss
- Customer concentration risk: annual billings concentrated in fiscal fourth quarter enterprise buying and renewal cycles
Management Discussion & Analysis
- Revenue $1,001.3M, up 22% YoY from $821.5M
- Net loss $450.7M versus $288.4M, profitability figures not provided
- Customers with ARR above $100,000: 1,667 versus 1,411
- Revenue outside U.S. 39% versus 37%
- Risks: macroeconomic weakness, longer sales cycles, deal downsizing, geopolitical conflicts
AI summary of the S 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $292.0M, up 21% YoY from $242.2M, driven by new customers and expanded existing-customer licenses
- Gross margin 72% vs 75% YoY, with gross profit $210.4M vs $181.7M
- Non-GAAP operating income $30.5M vs $5.4M YoY, while GAAP operating margin was negative 31% vs negative 33%
- ARR $1.218B, up 22% YoY from $1.001B, with customers above $100,000 ARR rising to 1,715 from 1,513
- Restructuring charges $24.4M vs $3.9M, primarily from the May 2026 Plan, with completion expected by fiscal 2027 end
Risk Factors
- New AI risk: September 2025 acquisitions of Prompt and Observo expanded generative and agentic AI exposure
- Most materially updated market risk: larger enterprises showing declining usage, longer sales cycles, and deal downsizing
- Regulatory risk: AI-generated outputs could trigger intellectual-property, privacy, cybersecurity, or regulatory liability
- Competitive risk: rivals may integrate generative AI more successfully, weakening market acceptance and gross margins
- Financial risk: net loss $93.4 million and accumulated deficit $2.2 billion as of July 31, 2026
AI summary of the S 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Supplemental investor materials posted August 27, 2026, on SentinelOne’s investor relations website
- Potentially material updates may appear across SEC filings, press releases, webcasts, news pages and blog posts
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2027 results covered quarter ended July 31, 2026
- Press release and earnings presentation furnished as Exhibits 99.1 and 99.2
Item 5.07: Submission of Matters to a Vote of Security Holders
- 83.16% quorum, with 383,549,044 votes represented at the virtual annual meeting
- Ana G. Pinczuk and Mark J. Barrenechea elected as Class II directors through the 2029 annual meeting
AI summaries of S 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for S
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Pinczuk Ana G. | Sell | Oct 6, 2026 | 16,042 | $25.33 |
| PADGETT BARRY L. | Sell | Oct 6, 2026 | 15,460 | $25.33 |
| Parekh Sonalee Elizabeth | Sell | Oct 6, 2026 | 51,703 | $25.33 |
| Weingarten Tomer | M | Oct 5, 2026 | 500,000 | - |
| Weingarten Tomer | M | Oct 5, 2026 | 500,000 | - |
| Weingarten Tomer | Sell | Oct 5, 2026 | 527,368 | $25.26 |
| Weingarten Tomer | C | Oct 5, 2026 | 500,000 | - |
| Weingarten Tomer | C | Oct 5, 2026 | 500,000 | $9.74 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $821.5M | $1.0B |
| Gross Profit | - | $610.4M | $742.1M |
| Operating Income | - | -$329.4M | -$321.3M |
| Net Income | - | -$288.4M | -$450.7M |
| Gross Margin | - | 74.3% | 74.1% |
| Op. Margin | - | -40.1% | -32.1% |
| Net Margin | - | -35.1% | -45.0% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.4B | $2.4B |
| Equity | - | $1.7B | $1.4B |
| ROE | - | -17.3% | -31.4% |
| Per Share | |||
| EPS | - | $-0.92 | $-1.37 |
| Cash Flow | |||
| Operating CF | - | $33.7M | $76.6M |
| CapEx | $1.3M | $1.9M | $713K |
Source: XBRL data in SentinelOne Inc (S)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate S share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.97B |
| Q1 2026 | 31 | $1.49B |
| Q4 2025 | 30 | $1.46B |
| Q3 2025 | 31 | $1.73B |
| Q2 2025 | 34 | $1.61B |
| Q1 2025 | 28 | $1.13B |
| Q4 2024 | 24 | $1.29B |
| Q3 2024 | 21 | $548.0M |
- AQR Capital Management+3.56M (+18%)
- D.E. Shaw & Co+2.71M (+336%)
- Citadel Advisors LLC+983.7K (+45%)
- BlackRock+747.7K (+3%)
- Goldman Sachs Group+694.4K (+51%)
- Millennium Management−4.98M (-67%)
- Vanguard Portfolio Management LLC−2.17M (-10%)
- Bank of America Corp−1.03M (-41%)
- Morgan Stanley−505.5K (-15%)
- Vanguard Capital Management LLC−349.0K (-2%)
- Two Sigma Investments+59.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 230 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
S filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 10-Q | Aug 28, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
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S SEC filings: frequently asked questions
Are S insiders buying or selling?
In the last 90 days, SentinelOne Inc (S) officers, directors and 10% owners reported no open-market purchases and 18 open-market sales worth $23.1 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold S stock?
As of June 30, 2026, the largest SentinelOne Inc (S) holders among the 13F filers tracked by SignalX were AQR Capital Management ($395.9 million), BlackRock ($391.7 million), Vanguard Portfolio Management LLC ($331.0 million), Vanguard Capital Management LLC ($247.7 million), State Street Corp ($109.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was S's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), SentinelOne Inc (S) reported revenue of $1.0 billion (up 21.9% from FY2025) and a net loss of $450.7 million. Diluted EPS was -$1.37. The figures come from the XBRL data in the 10-K.
What are the main risks in S's latest 10-K?
In the 10-K filed March 19, 2026, SentinelOne Inc (S) flagged: Israeli Tax Authority Assessment Agreement: $180.9 million fiscal 2026 tax expense, with installment payments carrying 7.0% annual interest. Change-of-control exposure: unpaid ITA amounts plus interest, $255.1 million as of January 31, 2026, become immediately due. (AI summary of the Risk Factors section.)
What did S report in its latest 8-K?
SentinelOne Inc (S) filed an 8-K on August 27, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 2.02 (Results of Operations and Financial Condition). Supplemental investor materials posted August 27, 2026, on SentinelOne’s investor relations website.
What are the latest S SEC filings?
SentinelOne Inc (S) filed its latest 10-K annual report on March 19, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 27, 2026 and a Form 4 insider filing on October 6, 2026.
What is S's SEC CIK number?
SentinelOne Inc (S)'s SEC Central Index Key (CIK) is 1583708. EDGAR lists every S filing under that number.
Ask anything about S
The research agent reads S's filings, financials, insider trades and 13F holders, then answers with sources.