Themes · Software

Narrative basket·№7 of the day·As of 2026-07-20

Software / SaaS/ №7

Subscription software — horizontal apps, vertical SaaS, dev/data platforms, and security. The broad software tape in one basket.

As of 2026-07-20, Software / SaaS ranks №7 among themes for that session with a composite score of 46/100 and median member RS of 42.

Composite: 46_/100
Median RS: 42
Breadth > 50dma: 88%
% at Highs: 0%
Accumulation: 26%
$-Vol Δ: -19%

Score history · last 7 sessionsLast 46·Range 0–46

Members_{66 tickers}

Ticker / whyRSTrendHighAccum$Vol

DDOGinfra/app observability leader

RS 96

50D

-24%$864.9M$1.1B

FROGartifact / software supply chain

RS 96

50D

ACCUM

-47%$167.6M$314.4M

PANWsecurity platform consolidator

RS 96

50D

-22%$1.9B$2.5B

FTNTnetwork security

RS 96

50D

-35%$605.4M$931.2M

OKTAidentity management

RS 95

50D

-31%$324.6M$471.5M

CRWDendpoint / XDR leader

RS 95

50D

-30%$1.5B$2.1B

TWLOcommunications APIs (CPaaS)

RS 93

50D

-22%$319.0M$411.1M

SNOWcloud data platform

RS 91

50D

-33%$1.0B$1.6B

VRNSdata security / DSPM

RS 88

50D

ACCUM

-46%$61.0M$112.4M

FIVNcontact-center CCaaS

RS 85

50D

-50%$27.4M$54.5M

RNGcloud phone / UCaaS

RS 84

50D

+6%$66.5M$62.5M

AGYShospitality POS / PMS

RS 72

50D

ACCUM

-31%$27.1M$39.3M

DBXcloud storage / collaboration

RS 71

50D

-28%$77.9M$108.5M

MDBdocument database; Atlas

RS 70

-36%$356.5M$557.0M

GTLBDevSecOps platform

RS 68

50D

+23%$174.8M$141.9M

IOTconnected-fleet IoT SaaS

RS 67

50D

+35%$263.7M$196.1M

BOXenterprise content cloud

RS 67

50D

ACCUM

+13%$84.0M$74.0M

ZMvideo conferencing / UCaaS

RS 64

-27%$235.2M$322.9M

PDincident response / on-call

RS 63

50D

-50%$9.5M$19.2M

DTAI-powered observability

RS 60

50D

-57%$103.8M$240.5M

FRSHSMB helpdesk + CRM

RS 58

50D

ACCUM

-7%$247.3M$265.8M

ADPpayroll/HCM incumbent

RS 56

50D

+6%$708.5M$670.7M

BRZEcustomer engagement messaging

RS 56

50D

+50%$84.0M$55.9M

PAYXSMB payroll; absorbed Paycor

RS 56

50D

-13%$341.3M$393.1M

APPNlow-code process automation

RS 53

50D

-19%$15.1M$18.7M

BILLSMB AP/AR automation

RS 52

50D

ACCUM

+19%$114.8M$96.6M

MANHwarehouse / supply-chain software

RS 51

50D

ACCUM

-14%$90.1M$104.3M

ESTCsearch + observability platform

RS 48

50D

-25%$84.9M$113.6M

PCTYmid-market payroll/HCM

RS 47

50D

-32%$62.8M$91.8M

TTANtrades / field-service software

RS 46

50D

ACCUM

+42%$188.5M$132.7M

TEAMJira/Confluence dev collaboration

RS 43

50D

-21%$272.3M$344.5M

PAYCsingle-database payroll/HCM

RS 42

50D

-32%$92.4M$135.7M

INTAlegal & professional-services SaaS

RS 42

50D

-52%$10.1M$21.3M

VEEVpharma CRM / quality cloud

RS 40

50D

ACCUM

-43%$245.8M$433.6M

DOCUe-signature / agreement cloud

RS 39

50D

-16%$153.6M$183.8M

APPFproperty management

RS 39

50D

+6%$64.3M$60.8M

TOSTrestaurant POS / payments

RS 37

50D

ACCUM

-36%$263.2M$410.3M

QTWOdigital banking for regional banks

RS 36

50D

ACCUM

-11%$37.9M$42.4M

SHOPe-commerce platform

RS 36

50D

-6%$928.7M$990.3M

WDAYHCM + finance suite

RS 34

50D

-40%$387.3M$640.6M

ASANwork management

RS 33

50D

-33%$27.1M$40.2M

GWREP&C insurance core systems

RS 33

50D

-29%$163.9M$232.2M

ALKTcredit-union digital banking

RS 32

50D

ACCUM

-58%$16.1M$38.0M

DUOLsubscription language learning

RS 32

50D

-41%$98.2M$165.7M

PLTRAIP enterprise data/AI platform

RS 31

50D

-26%$4.1B$5.6B

WKcompliance / reporting SaaS

RS 30

50D

-23%$38.0M$49.4M

NOWenterprise workflow / ITSM platform

RS 29

50D

0%$2.1B$2.1B

ADSKdesign/CAD subscriptions

RS 29

-31%$415.9M$603.7M

SPSCretail EDI network

RS 28

50D

-32%$32.3M$47.6M

CRMcloud CRM pioneer; Agentforce

RS 28

50D

-8%$2.3B$2.5B

ADBECreative Cloud subscription giant

RS 28

50D

-16%$1.2B$1.4B

NCNObank operating system

RS 27

50D

-49%$30.8M$60.9M

KVYOe-commerce marketing automation

RS 26

50D

-8%$77.1M$84.1M

ZSzero-trust SASE

RS 26

50D

-49%$244.5M$478.6M

BSYinfrastructure engineering software

RS 24

50D

ACCUM

-35%$68.4M$106.0M

PTCindustrial CAD/PLM software

RS 23

ACCUM

-25%$168.1M$224.2M

TYLstate & local govtech

RS 23

50D

ACCUM

-12%$216.8M$247.4M

HUBSSMB marketing/sales CRM

RS 22

50D

+91%$563.8M$295.4M

MNDYwork-OS project management

RS 21

+82%$139.8M$76.9M

PCORconstruction management

RS 21

50D

ACCUM

+6%$150.8M$142.0M

SAPGerman ERP giant; cloud transition

RS 20

+12%$450.7M$403.1M

PEGAlow-code BPM / decisioning

RS 16

+144%$176.8M$72.5M

DOCSphysician network / pharma marketing

RS 13

50D

ACCUM

+9%$79.0M$72.8M

WIXwebsite builder + commerce

RS 13

50D

-13%$54.5M$62.9M

INTUQuickBooks/TurboTax franchise

RS 12

-9%$1.3B$1.5B

NAVNNavan; travel & expense SaaS

RS --

50D

-36%$80.9M$126.9M

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Members66 tickers

Members66 tickers

Members_{66 tickers}

Members_{66 tickers}