13FPulse
S

S SENTINELONE INC -CLASS A

2026Q2 · CUSIP 81730H109 · Cybersecurity · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
478
Institutions that reported holding it to the SEC
Net increase in holders
+25
Last quarter 453 → now 478
How unusual is that
Top 20%
Stronger buying than 87% of US stocks
What the filings say, in one paragraph

478 funds held S at the end of 2026Q2, up 25 from the quarter before. That is stronger buying than 86.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.1B(YoY +21.1%), return on equity is -23.5%. S has had 14 buying rushes in its history, and the price moved +0.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Cybersecurity.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q4: holders=1 2021Q2: holders=151 2021Q3: holders=160 2021Q4: holders=213 2022Q1: holders=226 2022Q2: holders=239 2022Q3: holders=269 2022Q4: holders=283 2023Q1: holders=292 2023Q2: holders=305 2023Q3: holders=321 2023Q4: holders=352 2024Q1: holders=378 2024Q2: holders=370 2024Q3: holders=403 2024Q4: holders=458 2025Q1: holders=438 2025Q2: holders=449 2025Q3: holders=452 2025Q4: holders=435 2026Q1: holders=453 2026Q2: holders=478 -150 -75 +0 +75 +150 0251502 16Q421Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 20% +3.5%
2024Q4 Top 10% -24.0% -18.5%
2024Q3 Top 10% -13.5% -16.3%
2024Q1 Top 20% -7.0% +8.5%
2023Q4 Top 20% -25.9% -25.8%
2023Q3 Top 20% +39.6% +73.2%
2023Q2 Top 20% +14.6% +16.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
189
Change in large funds
+18
Total value they hold
$4.9B
Funds buying for the first time
99
Funds that sold out entirely
74
Price change that quarter
+12.2%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
21

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-1.02
EPS YoY
Revenue (TTM)
$1.1B
Revenue YoY
+21.1%
Net margin
-30.9%
ROE
-23.5%
Debt ratio
39.2%
FCF (TTM)
$57M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-31: EPS -0.26 2022-04-30: EPS -0.33 2022-07-31: EPS -0.35 2022-10-31: EPS -0.35 2023-01-31: EPS -0.33 2023-04-30: EPS -0.37 2023-07-31: EPS -0.31 2023-10-31: EPS -0.24 2024-01-31: EPS -0.23 2024-04-30: EPS -0.23 2024-07-31: EPS -0.22 2024-10-31: EPS -0.25 2025-01-31: EPS -0.22 2025-04-30: EPS -0.63 2025-07-31: EPS -0.22 2025-10-31: EPS -0.18 2026-01-31: EPS -0.34 2026-04-30: EPS -0.23 2026-07-31: EPS -0.27 0M 146M 292M $M -0.69 -0.35 0.00 202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-63M-6M52M 2020202120222023202420252026
Latest quarter $38M (2026-04-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.