Theme
Enterprise Software '24: Cybersecurity Software☆
23 tickers$988.61B market cap
Group: Enterprise Software
CRWD+103.49%9.0%
PANW+97.39%9.0%
FTNT+115.00%7.0%
ZS-11.83%6.0%
CHKP-27.92%5.0%
NTSK+0.09%5.0%
RBRK+36.95%5.0%
4704.T—4.0%
NET+64.15%4.0%
OKTA+111.54%4.0%
QLYS+36.66%4.0%
S+49.97%4.0%
SAIL-0.20%4.0%
TENB+52.66%4.0%
VRNS+42.35%4.0%
AKAM+19.88%3.0%
CVLT+13.67%3.0%
FFIV+69.45%3.0%
GEN+9.29%3.0%
RPD-19.24%3.0%
YUBICO.ST—3.0%
FSECURE.HE—2.0%
RDWR+27.02%2.0%
As of Sep 18, 2026, 9:54 PM ET
Enterprise Software '24: Cybersecurity Software Constituents
CrowdStrike Holdings, Inc.CRWD | 9.0% | -3.28% | 13.54% | 12.00% | 10.88% | 103.49% | 156.43% | 156.77% | 89.77% | 255.87% | 261.32% | $241.99B |
Palo Alto Networks, Inc.PANW | 9.0% | -3.06% | 7.90% | -2.82% | 0.42% | 97.39% | 144.16% | 109.95% | 76.78% | 120.52% | 357.94% | $296.32B |
Fortinet, Inc.FTNT | 7.0% | -1.59% | 8.42% | 8.05% | 5.49% | 115.00% | 116.03% | 74.07% | 110.80% | 127.42% | 183.55% | $124.61B |
Zscaler, Inc.ZS | 6.0% | -0.08% | 22.46% | 6.79% | 11.18% | -11.83% | 34.91% | -4.22% | -31.88% | 17.08% | -28.42% | $31.91B |
Check Point Software Technologies Ltd.CHKP | 5.0% | -2.58% | 0.64% | 2.64% | -0.53% | -27.92% | -12.04% | -41.34% | -31.84% | -29.78% | 13.09% | $13.55B |
Netskope, Inc. Class A Common StockNTSK | 5.0% | 1.51% | 22.33% | 14.22% | 24.95% | 0.09% | 62.55% | -7.61% | -21.94% | -7.95% | -7.95% | $7.06B |
Rubrik, Inc.RBRK | 5.0% | -1.04% | 14.31% | 4.17% | 18.48% | 36.95% | 101.58% | 67.77% | 34.25% | 238.33% | 233.47% | $21.96B |
Cloudflare, Inc.NET | 4.0% | -3.03% | 13.83% | 7.39% | 13.35% | 64.15% | 87.95% | 170.70% | 44.75% | 314.39% | 146.25% | $114.86B |
Okta, Inc.OKTA | 4.0% | -4.18% | 9.14% | 27.10% | 9.91% | 111.54% | 152.30% | 73.58% | 95.43% | 146.81% | -29.35% | $30.30B |
Qualys, Inc.QLYS | 4.0% | -1.75% | 6.63% | -3.38% | 2.60% | 36.66% | 96.41% | 40.73% | 33.76% | 42.05% | 46.66% | $6.16B |
SailPoint, Inc.SAIL | 4.0% | -1.78% | 13.49% | 5.16% | 4.99% | -0.20% | 43.19% | 6.54% | -9.99% | -9.86% | -9.86% | $11.25B |
SentinelOne, Inc.S | 4.0% | -2.93% | 15.77% | 0.02% | 9.04% | 49.97% | 71.46% | 19.34% | 20.17% | -7.33% | -67.49% | $7.58B |
Tenable Holdings, Inc.TENB | 4.0% | -1.75% | 6.59% | -1.16% | 1.27% | 52.66% | 86.79% | 2.16% | 18.24% | -10.60% | -23.87% | $3.91B |
Trend Micro Incorporated4704.T | 4.0% | — | — | 0.00% | — | — | — | — | — | -31.35% | -26.45% | $5.49B |
Varonis Systems, Inc.VRNS | 4.0% | -0.52% | 2.71% | 6.79% | 10.25% | 42.35% | 102.12% | 12.34% | -18.79% | -11.19% | -30.86% | $5.46B |
Akamai Technologies, Inc.AKAM | 3.0% | -2.39% | -0.96% | -9.20% | -1.75% | 19.88% | 6.31% | 28.14% | 35.68% | 7.30% | -4.54% | $15.20B |
Commvault Systems, Inc.CVLT | 3.0% | -2.86% | 6.85% | -0.22% | 10.29% | 13.67% | 67.49% | -14.36% | -27.08% | -2.94% | 95.25% | $5.99B |
F5, Inc.FFIV | 3.0% | -0.60% | 11.01% | 9.89% | 9.30% | 69.45% | 59.40% | 58.59% | 30.36% | 102.29% | 111.18% | $24.37B |
Gen Digital Inc.GEN | 3.0% | -3.97% | -0.32% | 7.51% | -1.02% | 9.29% | 31.66% | 11.46% | 3.45% | 11.54% | 23.42% | $17.36B |
Rapid7, Inc.RPD | 3.0% | -3.55% | 17.35% | -2.50% | 2.21% | -19.24% | 97.35% | -55.27% | -39.17% | -64.62% | -90.06% | $800.0M |
Yubico ABYUBICO.ST | 3.0% | — | — | 0.00% | — | — | — | — | — | -54.33% | -17.83% | $833.0M |
F-Secure OyjFSECURE.HE | 2.0% | — | — | 0.00% | — | — | — | — | — | -0.10% | — | $388.4M |
Radware Ltd.RDWR | 2.0% | -4.94% | 9.32% | 8.86% | 9.56% | 27.02% | 32.18% | 37.96% | 15.08% | 36.06% | -18.40% | $1.26B |
| Average | 4.3% | -2.22% | 10.05% | 4.40% | 7.54% | 39.52% | 76.91% | 37.37% | 21.39% | 51.72% | 50.77% | $42.98B |
| Median | 4.0% | -2.49% | 9.23% | 4.17% | 9.17% | 36.81% | 79.13% | 23.74% | 19.20% | 7.30% | -6.24% | $11.25B |
| Std Dev | 1.8% | 1.52% | 6.56% | 7.35% | 6.67% | 42.44% | 45.17% | 57.64% | 44.11% | 101.16% | 115.01% | $77.10B |
| Min | 2.0% | -4.94% | -0.96% | -9.20% | -1.75% | -27.92% | -12.04% | -55.27% | -39.17% | -64.62% | -90.06% | $388.4M |
| Max | 9.0% | 1.51% | 22.46% | 27.10% | 24.95% | 115.00% | 156.43% | 170.70% | 110.80% | 314.39% | 357.94% | $296.32B |
| % Positive Tickers | 5.00% | 90.00% | 60.87% | 85.00% | 80.00% | 95.00% | 75.00% | 65.00% | 52.17% | 45.45% |
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About this theme
Enterprise Software '24: Cybersecurity Software tracks 23 publicly listed stocks in this theme. Sample tickers: CRWD, PANW, FTNT, ZS, CHKP, NTSK, RBRK, 4704.T, NET, OKTA, QLYS, S, and 11 more. Use the table below for the full list.