SNOW+50.49%12.0%
DDOG+106.75%10.0%
MDB+59.60%9.0%
NET+35.82%8.0%
SHOP-6.88%8.0%
TOST-24.25%8.0%
TWLO+48.38%8.0%
DT+0.65%7.0%
ESTC-13.54%6.0%
FROG+101.14%5.0%
KVYO-45.20%5.0%
AMPL-18.09%4.0%
BRZE-3.92%4.0%
DOCN+241.27%3.0%
FSLY+299.23%3.0%
As of Aug 6, 2026, 4:25 AM ET
Software '26: Consumption-led Pricing Constituents
Snowflake Inc.SNOW | 12.0% | 0.02% | 18.20% | 20.89% | 8.03% | 44.44% | 88.14% | 105.86% | 50.49% | $109.82B |
Datadog, Inc.DDOG | 10.0% | -1.73% | 14.71% | 10.89% | 5.67% | 108.23% | 152.92% | 178.41% | 106.75% | $100.80B |
MongoDB, Inc.MDB | 9.0% | -0.97% | 26.20% | 5.15% | 11.52% | -10.32% | 14.58% | 108.87% | 59.60% | $30.27B |
Cloudflare, Inc.NET | 8.0% | -2.85% | 11.67% | 18.25% | 4.93% | 48.49% | 70.01% | 144.87% | 35.82% | $103.98B |
Shopify Inc.SHOP | 8.0% | 16.98% | 26.80% | 20.06% | 23.12% | -10.39% | 19.47% | 43.31% | -6.88% | $187.17B |
Toast, Inc.TOST | 8.0% | 2.93% | 19.83% | 18.05% | 7.84% | -2.00% | 27.43% | -2.47% | -24.25% | $20.18B |
Twilio Inc.TWLO | 8.0% | -0.43% | 0.92% | -7.59% | -2.09% | 35.84% | 59.74% | 92.53% | 48.38% | $29.33B |
Dynatrace, Inc.DT | 7.0% | 11.27% | 22.20% | 11.73% | 14.76% | 17.35% | 41.59% | 5.15% | 0.65% | $14.82B |
Elastic N.V.ESTC | 6.0% | -1.89% | 18.81% | 19.10% | 5.97% | -7.58% | 33.90% | -23.71% | -13.54% | $7.25B |
JFrog Ltd.FROG | 5.0% | -1.97% | 5.44% | -13.84% | 5.93% | 35.32% | 110.51% | 154.73% | 101.14% | $10.24B |
Klaviyo, Inc.KVYO | 5.0% | 1.18% | 17.99% | 13.82% | 8.46% | -40.41% | 11.14% | -38.32% | -45.20% | $5.78B |
Amplitude, Inc.AMPL | 4.0% | 1.32% | 23.58% | 12.35% | 12.73% | -13.56% | 37.12% | -2.05% | -18.09% | $1.33B |
Braze, Inc.BRZE | 4.0% | -0.72% | 20.50% | 8.57% | 5.22% | -23.53% | 38.07% | -27.77% | -3.92% | $2.95B |
DigitalOcean Holdings, Inc.DOCN | 3.0% | -3.44% | 0.74% | -5.26% | 5.92% | 158.65% | 122.01% | 253.68% | 241.27% | $12.99B |
Fastly, Inc.FSLY | 3.0% | 4.33% | 28.61% | 42.63% | 14.87% | 155.70% | 36.14% | 293.80% | 299.23% | $4.07B |
| Theme return | — | 1.76% | 17.25% | 12.79% | 8.44% | 30.07% | 64.39% | 83.65% | 49.89% | — |
| Average | 6.7% | 1.60% | 17.08% | 11.65% | 8.86% | 33.08% | 57.52% | 85.79% | 55.43% | $42.73B |
| Median | 7.0% | -0.43% | 18.81% | 12.35% | 7.84% | 17.35% | 38.07% | 92.53% | 35.82% | $14.82B |
| Std Dev | 2.6% | 5.41% | 8.57% | 13.21% | 5.67% | 60.29% | 41.29% | 101.11% | 95.30% | $53.83B |
| Min | 3.0% | -3.44% | 0.74% | -13.84% | -2.09% | -40.41% | 11.14% | -38.32% | -45.20% | $1.33B |
| Max | 12.0% | 16.98% | 28.61% | 42.63% | 23.12% | 158.65% | 152.92% | 293.80% | 299.23% | $187.17B |
| % Positive Tickers | 46.67% | 100.00% | 80.00% | 93.33% | 53.33% | 100.00% | 66.67% | 60.00% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Software '26: Consumption-led Pricing tracks 15 publicly listed stocks in this theme. Sample tickers: AMPL, BRZE, DDOG, DOCN, DT, ESTC, FROG, FSLY, KVYO, MDB, NET, SHOP, and 3 more. Use the table below for the full list.