Cloud & SaaS— Companies & Signals
The Cloud & SaaS investment theme centers on companies providing software delivered over the internet, enabling scalable and flexible digital solutions for businesses. This sector is critical for driving digital transformation, offering recurring revenue models and significant growth potential as organizations increasingly rely on cloud-based infrastructure and applications. 432 public companies above the $50M floor. Last 90 days: 184 red 8-Ks, 0 insider cluster-buys, 75 running hot in the press.
432
Companies
184
Red 8-Ks · 90d
0
Insider clusters
75
🔥 Media-hot
Companies in Cloud & SaaS
Refine in search →| # | Ticker | Company | Sector | Mkt cap | 1D | 5D | Volume | Heat | Signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NTNX | Nutanix, Inc. | Technology | $13.3B | +2.7% | +9.6% | 5.1M | — | |
| 2 | DDOG | Datadog, Inc. | Technology | $81.8B | +3.7% | +12.3% | 5.3M | 🔥 | |
| 3 | DOCN | DigitalOcean Holdings, Inc. | Technology | $17.8B | +7.6% | -9.8% | 4.4M | — | |
| 4 | FSLY | Fastly, Inc. | Technology | $2.9B | +5.2% | +4.8% | 5.7M | — | red 8-K |
| 5 | NET | Cloudflare, Inc. | Technology | $81.1B | +2.8% | +11.6% | 3.6M | 🔥 | |
| 6 | ZENA | ZenaTech, Inc. | Technology | $122.0M | -0.6% | +14.0% | 2.4M | — | |
| 7 | SNOW | Snowflake Inc. | Technology | $80.7B | +1.1% | +11.1% | 8.4M | 🔥 | |
| 8 | BLZE | Backblaze, Inc. | Technology | $475.3M | +2.8% | +84.4% | 5.5M | ⚡ | |
| 9 | MANH | MANHATTAN ASSOCIATES INC | Technology | $8.5B | +0.2% | +7.3% | 670K | — | red 8-K |
| 10 | SCSC | SCANSOURCE, INC. | Industrials | $1.0B | +0.8% | +4.0% | 240K | — | red 8-K |
| 11 | P | Everpure, Inc. | Technology | $24.0B | +4.6% | -6.1% | 2.2M | ⚡ | |
| 12 | AVGO | Broadcom Inc. | Technology | $1817.7B | +2.0% | -5.0% | 25.2M | 🔥 | red 8-K |
| 13 | CWAN | Clearwater Analytics Holdings, Inc. | Technology | $7.2B | +0.0% | +1.3% | 24.7M | — | red 8-K |
| 14 | CIEN | CIENA CORP | Technology | $63.1B | -0.1% | +4.0% | 4.1M | 🔥 | |
| 15 | WIT | WIPRO LTD | Technology | $23.1B | -4.4% | -3.1% | 8.1M | ⚡ | |
| 16 | CXDO | Crexendo, Inc. | Communication Services | $234.7M | +3.3% | +6.6% | 532K | — | |
| 17 | ALKT | ALKAMI TECHNOLOGY, INC. | Technology | $1.6B | +3.5% | +16.5% | 3.9M | — | |
| 18 | FRSH | Freshworks Inc. | Technology | $2.6B | +3.6% | +14.3% | 54.6M | — | |
| 19 | DOX | AMDOCS LTD | Technology | $6.0B | -1.0% | -0.5% | 1.3M | — | |
| 20 | PAY | Paymentus Holdings, Inc. | Technology | $2.7B | +2.5% | +18.8% | 1.3M | — | red 8-K |
| 21 | FISV | FISERV INC | Technology | $28.7B | -1.3% | +3.5% | 7.1M | 🔥 | red 8-K |
| 22 | RBRK | Rubrik, Inc. | Technology | $14.0B | +5.8% | +8.5% | 3.3M | 🔥 | |
| 23 | CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $106.2B | -1.2% | -4.2% | 2.7M | 🔥 | red 8-K |
| 24 | ACIW | ACI WORLDWIDE, INC. | Technology | $4.6B | +0.5% | +15.3% | 1.3M | — | |
| 25 | UNIT | Uniti Group Inc. | Communication Services | $3.1B | +3.0% | +1.8% | 2.7M | — | red 8-K |
| 26 | ARLO | Arlo Technologies, Inc. | Technology | $1.4B | +4.2% | -1.3% | 1.5M | — | |
| 27 | NTAP | NetApp, Inc. | Technology | $31.7B | +1.7% | -2.0% | 1.7M | 🔥 | |
| 28 | EGAN | EGAIN Corp | Technology | $203.7M | -1.2% | -12.6% | 153K | — | |
| 29 | CRNT | CERAGON NETWORKS LTD | Technology | $271.8M | +4.7% | -7.5% | 797K | — | |
| 30 | TBRG | TruBridge, Inc. | Technology | $391.8M | -0.1% | +0.3% | 410K | — | |
| 31 | CVLT | COMMVAULT SYSTEMS INC | Technology | $5.3B | +3.0% | +14.4% | 1.0M | — | red 8-K |
| 32 | OSPN | OneSpan Inc. | Technology | $531.3M | +1.1% | +7.4% | 489K | — | red 8-K |
| 33 | AUDC | AUDIOCODES LTD | Technology | $249.7M | +0.8% | +4.4% | 108K | — | |
| 34 | ADSK | Autodesk, Inc. | Technology | $41.9B | -0.5% | +4.0% | 2.6M | 🔥 | red 8-K |
| 35 | UIS | UNISYS CORP | Technology | $280.7M | +5.6% | +8.9% | 1.4M | — | |
| 36 | NXTT | Next Technology Holding Inc. | Technology | $137.3M | -2.6% | -19.1% | 137K | — | |
| 37 | TYL | TYLER TECHNOLOGIES INC | Technology | $12.3B | -1.2% | +5.6% | 688K | 🔥 | |
| 38 | ADTN | ADTRAN Holdings, Inc. | Technology | $1.2B | +1.7% | -11.8% | 2.0M | — | red 8-K |
| 39 | FATN | Fatpipe Inc/UT | Technology | $84.8M | +4.5% | +11.1% | 252K | — | |
| 40 | QTWO | Q2 Holdings, Inc. | Technology | $2.7B | -1.6% | +12.1% | 854K | — | |
| 41 | AI | C3.ai, Inc. | Technology | $1.6B | -0.3% | -8.6% | 4.7M | 🔥 | red 8-K |
| 42 | AVPT | AvePoint, Inc. | Technology | $2.3B | +1.6% | +11.0% | 3.1M | — | |
| 43 | SNX | TD SYNNEX CORP | Industrials | $22.6B | +1.4% | -4.7% | 1.1M | — | red 8-K |
| 44 | TRMB | TRIMBLE INC. | Healthcare | $11.8B | +0.1% | +3.1% | 3.1M | ⚡ | red 8-K |
| 45 | NNOX | Nano-X Imaging Ltd. | Healthcare | $122.5M | +11.0% | -25.3% | 6.4M | — | |
| 46 | PDFS | PDF SOLUTIONS INC | Technology | $2.7B | +4.6% | +1.5% | 672K | — | |
| 47 | LAES | SEALSQ Corp | Technology | $690.6M | +2.9% | +3.5% | 23.5M | — | |
| 48 | VTEX | VTEX | Technology | $617.2M | +4.2% | +17.6% | 1.3M | — | |
| 49 | S | SentinelOne, Inc. | Technology | $5.1B | +5.2% | +13.5% | 9.1M | — | |
| 50 | AMPL | Amplitude, Inc. | Technology | $913.7M | +2.0% | +17.0% | 2.2M | — | |
| 51 | FTNT | Fortinet, Inc. | Technology | $107.2B | +2.7% | +6.9% | 6.8M | 🔥 | |
| 52 | QLYS | QUALYS, INC. | Technology | $3.9B | +4.1% | +18.3% | 781K | — | red 8-K |
| 53 | VERI | Veritone, Inc. | Technology | $142.2M | -3.7% | -5.8% | 2.2M | ⚡ | red 8-K |
| 54 | RMNI | Rimini Street, Inc. | Technology | $385.0M | -1.9% | +4.2% | 1.7M | — | |
| 55 | AIOT | Powerfleet, Inc. | Technology | $566.1M | +0.5% | -3.8% | 1.9M | — | red 8-K |
| 56 | OKTA | Okta, Inc. | Technology | $20.2B | +5.7% | +13.3% | 3.1M | 🔥 | red 8-K |
| 57 | MXL | MAXLINEAR, INC | Technology | $7.6B | +12.3% | +12.5% | 5.5M | ⚡ | red 8-K |
| 58 | PCTY | Paylocity Holding Corp | Technology | $5.8B | -0.6% | +6.3% | 765K | — | |
| 59 | IDN | Intellicheck, Inc. | Technology | $82.8M | -1.6% | +3.6% | 271K | — | |
| 60 | IIIV | i3 Verticals, Inc. | Technology | $403.1M | -0.9% | +6.0% | 728K | — |
Membership is matched by keyword from companies’ SEC business descriptions (10-K Item 1) — deterministic, not AI inference. May not be exhaustive; not investment advice.