Theme
Software '26: Seat-based Pricing☆
CRM-11.31%12.0%
ADBE-31.88%11.0%
TEAM+13.81%10.0%
WDAY-14.07%10.0%
GTLB+26.14%9.0%
MNDY-46.51%8.0%
ZS-11.69%8.0%
ASAN-37.75%7.0%
OKTA+144.51%7.0%
BOX+12.89%5.0%
DBX+18.99%5.0%
FRSH+4.90%4.0%
ZM+7.49%4.0%
As of Oct 2, 2026, 9:55 PM ET
Software '26: Seat-based Pricing Constituents
Salesforce, Inc.CRM | 12.0% | -0.84% | 0.72% | -8.55% | -0.73% | -11.31% | 20.62% | -13.34% | -1.64% | -16.23% | -14.13% | $192.21B |
Adobe Inc.ADBE | 11.0% | -1.49% | 0.07% | -14.78% | -1.18% | -31.88% | -9.14% | -38.20% | -32.17% | -52.82% | -58.84% | $94.48B |
Atlassian CorporationTEAM | 10.0% | -1.06% | -2.18% | -1.02% | -2.83% | 13.81% | 145.62% | -17.60% | 22.17% | 17.11% | -52.10% | $49.35B |
Workday, Inc.WDAY | 10.0% | -0.33% | -1.95% | -8.12% | -1.17% | -14.07% | 37.98% | -21.59% | -20.48% | -22.74% | -26.87% | $48.76B |
GitLab Inc.GTLB | 9.0% | -0.34% | -3.03% | -4.54% | -5.23% | 26.14% | 80.00% | -2.05% | 1.83% | 2.09% | -52.08% | $8.41B |
monday.com Ltd.MNDY | 8.0% | -1.88% | -7.09% | -16.43% | -1.72% | -46.51% | 8.65% | -70.40% | -56.70% | -71.45% | -76.33% | $3.33B |
Zscaler, Inc.ZS | 8.0% | -1.10% | -5.50% | 14.99% | -0.08% | -11.69% | 35.13% | -4.06% | -35.42% | 15.90% | -25.29% | $31.79B |
Asana, Inc.ASAN | 7.0% | -3.47% | -6.00% | -12.91% | -4.42% | -37.75% | 20.21% | -46.79% | -36.64% | -23.04% | -91.54% | $2.05B |
Okta, Inc.OKTA | 7.0% | -0.57% | 7.53% | 29.59% | -0.57% | 144.51% | 191.62% | 100.63% | 122.74% | 193.37% | -11.17% | $35.13B |
Box, Inc.BOX | 5.0% | -0.32% | 2.72% | -2.39% | -2.41% | 12.89% | 43.38% | 7.29% | 3.89% | 8.90% | 39.02% | $4.78B |
Dropbox, Inc.DBX | 5.0% | -0.53% | -2.42% | -4.12% | -2.93% | 18.99% | 32.37% | 20.42% | 10.82% | 32.78% | 15.15% | $8.63B |
Freshworks Inc.FRSH | 4.0% | -2.81% | 3.46% | -2.58% | -2.28% | 4.90% | 64.32% | -11.93% | 11.55% | 17.46% | -69.49% | $3.53B |
Zoom Communications, Inc.ZM | 4.0% | -0.98% | 1.98% | -3.24% | -1.12% | 7.49% | 25.44% | 23.60% | 12.78% | 38.19% | -65.28% | $27.24B |
| Theme return | — | -1.15% | -1.26% | -2.69% | -1.00% | 1.60% | 52.26% | -9.28% | -3.20% | 1.80% | -25.87% | — |
| Average | 7.7% | -1.21% | -0.90% | -2.62% | -2.05% | 5.81% | 53.55% | -5.69% | 0.21% | 10.73% | -37.61% | $39.21B |
| Median | 8.0% | -0.98% | -1.95% | -4.12% | -1.72% | 4.90% | 35.13% | -11.93% | 1.83% | 8.90% | -52.08% | $27.24B |
| Std Dev | 2.6% | 0.95% | 4.02% | 11.98% | 1.46% | 45.57% | 54.36% | 39.67% | 42.30% | 61.12% | 36.41% | $51.05B |
| Min | 4.0% | -3.47% | -7.09% | -16.43% | -5.23% | -46.51% | -9.14% | -70.40% | -56.70% | -71.45% | -91.54% | $2.05B |
| Max | 12.0% | -0.32% | 7.53% | 29.59% | -0.08% | 144.51% | 191.62% | 100.63% | 122.74% | 193.37% | 39.02% | $192.21B |
| % Positive Tickers | 0.00% | 46.15% | 15.38% | 0.00% | 53.85% | 92.31% | 30.77% | 53.85% | 61.54% | 15.38% |
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