CRM-22.55%12.0%
ADBE-24.97%11.0%
TEAM-38.91%10.0%
WDAY-25.51%10.0%
GTLB-17.37%9.0%
MNDY-64.62%8.0%
ZS-44.13%8.0%
ASAN-39.43%7.0%
OKTA+50.42%7.0%
BOX+0.03%5.0%
DBX+32.03%5.0%
FRSH-13.51%4.0%
ZM+37.54%4.0%
As of Aug 6, 2026, 4:25 AM ET
Software '26: Seat-based Pricing Constituents
Salesforce, Inc.CRM | 12.0% | 1.04% | 17.92% | 16.50% | 4.87% | -27.15% | -0.93% | -28.82% | -22.55% | $158.05B |
Adobe Inc.ADBE | 11.0% | 0.71% | 15.20% | 18.92% | 3.56% | -25.91% | -1.18% | -32.78% | -24.97% | $103.08B |
Atlassian CorporationTEAM | 10.0% | 2.73% | 30.43% | 32.54% | 12.18% | -30.11% | 50.83% | -49.40% | -38.91% | $29.77B |
Workday, Inc.WDAY | 10.0% | -0.38% | 26.08% | 23.66% | 6.42% | -20.55% | 27.57% | -27.51% | -25.51% | $44.70B |
GitLab Inc.GTLB | 9.0% | -0.88% | 15.60% | 10.08% | 4.78% | -3.65% | 37.49% | -25.18% | -17.37% | $6.11B |
monday.com Ltd.MNDY | 8.0% | -2.51% | 18.11% | 10.85% | 4.93% | -38.03% | 25.89% | -65.70% | -64.62% | $4.64B |
Zscaler, Inc.ZS | 8.0% | -0.96% | 13.58% | 7.47% | 6.91% | -28.13% | 9.97% | -21.92% | -44.13% | $26.14B |
Asana, Inc.ASAN | 7.0% | 1.37% | 29.45% | 23.16% | 6.73% | -35.23% | 25.07% | -44.64% | -39.43% | $2.11B |
Okta, Inc.OKTA | 7.0% | -0.53% | 6.17% | -1.05% | 3.60% | 70.05% | 102.81% | 39.53% | 50.42% | $24.43B |
Box, Inc.BOX | 5.0% | 0.76% | 10.31% | 12.87% | 1.43% | 6.99% | 35.88% | 1.68% | 0.03% | $4.43B |
Dropbox, Inc.DBX | 5.0% | 1.42% | 19.90% | 22.76% | 7.49% | 25.90% | 40.06% | 27.41% | 32.03% | $8.91B |
Freshworks Inc.FRSH | 4.0% | -4.32% | 12.17% | 13.27% | 1.45% | -5.96% | 47.31% | -21.04% | -13.51% | $3.18B |
Zoom Communications, Inc.ZM | 4.0% | -1.45% | 14.38% | 18.46% | 4.76% | 16.63% | 36.11% | 34.12% | 37.54% | $29.51B |
| Theme return | — | 0.02% | 18.48% | 14.74% | -0.27% | -14.97% | 27.42% | -24.08% | -20.46% | — |
| Average | 7.7% | -0.23% | 17.64% | 16.11% | 5.32% | -7.32% | 33.61% | -16.48% | -13.15% | $34.23B |
| Median | 8.0% | -0.38% | 15.60% | 16.50% | 4.87% | -20.55% | 35.88% | -25.18% | -22.55% | $24.43B |
| Std Dev | 2.6% | 1.80% | 6.97% | 8.26% | 2.70% | 29.71% | 25.53% | 31.52% | 33.04% | $44.36B |
| Min | 4.0% | -4.32% | 6.17% | -1.05% | 1.43% | -38.03% | -1.18% | -65.70% | -64.62% | $2.11B |
| Max | 12.0% | 2.73% | 30.43% | 32.54% | 12.18% | 70.05% | 102.81% | 39.53% | 50.42% | $158.05B |
| % Positive Tickers | 46.15% | 100.00% | 92.31% | 100.00% | 30.77% | 84.62% | 30.77% | 30.77% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Software '26: Seat-based Pricing tracks 13 publicly listed stocks in this theme. Sample tickers: ADBE, ASAN, BOX, CRM, DBX, FRSH, GTLB, MNDY, OKTA, TEAM, WDAY, ZM, and 1 more. Use the table below for the full list.