| WDAY | Workday, Inc. Software - Application | US / NASDAQ | Technology | $128 | 31.9B | 49.4x | +8.2% | -49.0% | Sell$95.27 · -25.5% |
| ZS | Zscaler, Inc. Software - Infrastructure | US / NASDAQ | Technology | $152 | 24.5B | n/a | -3.6% | -34.9% | Hold$165 · +8.3% |
| MDB | MongoDB, Inc. Software - Infrastructure | US / NASDAQ | Technology | $299 | 24.1B | n/a | -2.5% | +71.8% | Hold$275 · -8.0% |
| TEAM | Atlassian Corporation Software - Application | US / NASDAQ | Technology | $91.60 | 23.2B | n/a | -19.3% | -55.5% | Strong Buy$282 · +207.3% |
| SMCI | Super Micro Computer, Inc. Computer Hardware | US / NASDAQ | Technology | $35.37 | 21.2B | 18.5x | +17.9% | +8.9% | Strong Buy$71.39 · +101.8% |
| OKTA | Okta, Inc. Software - Infrastructure | US / NASDAQ | Technology | $83.90 | 14.8B | 64.0x | +3.5% | -28.9% | Sell$39.30 · -53.2% |
| U | Unity Software Inc. Software - Application | US / NYSE | Technology | $28.16 | 12.3B | n/a | -20.1% | +36.3% | Hold$30.19 · +7.2% |
| HUBS | HubSpot, Inc. Software - Application | US / NYSE | Technology | $197 | 10.1B | 104.9x | +5.0% | -69.3% | Sell$47.87 · -75.7% |
| DOCU | DocuSign, Inc. Software - Application | US / NASDAQ | Technology | $47.90 | 9.3B | 32.4x | +15.8% | -41.8% | Sell$28.60 · -40.3% |
| PATH | UiPath, Inc. Software - Infrastructure | US / NYSE | Technology | $10.79 | 5.7B | 20.8x | +14.4% | -10.8% | Hold$10.98 · +1.8% |
| ESTC | Elastic N.V. Software - Application | US / NYSE | Technology | $52.25 | 5.4B | n/a | -10.2% | -38.2% | Strong Buy$118 · +126.2% |
| SOUN | SoundHound AI, Inc. Software - Application | US / NASDAQ | Technology | $8.88 | 3.8B | n/a | -39.4% | -3.2% | Sell$4.81 · -43.1% |
| MNDY | monday.com Ltd. Software - Application | US / NASDAQ | Technology | $72.07 | 3.7B | 32.2x | +10.4% | -73.9% | Strong Buy$142 · +82.5% |
| AI | C3.ai, Inc. Software - Infrastructure | US / NYSE | Technology | $9.87 | 1.4B | n/a | -55.0% | -55.7% | Strong Buy$13.14 · +33.1% |
