SNOW+53.97%12.0%
DDOG+71.19%10.0%
MDB+16.08%9.0%
NET+49.29%8.0%
SHOP-11.58%8.0%
TOST-21.00%8.0%
TWLO+134.16%8.0%
DT+15.41%7.0%
ESTC-0.25%6.0%
FROG+91.70%5.0%
KVYO-48.50%5.0%
AMPL+15.93%4.0%
BRZE-19.30%4.0%
DOCN+239.55%3.0%
FSLY+184.26%3.0%
As of Sep 16, 2026, 9:53 PM ET
Software '26: Consumption-led Pricing Constituents
Snowflake Inc.SNOW | 12.0% | 2.49% | -1.39% | 1.09% | 3.97% | 51.58% | 97.43% | 116.04% | 53.97% | 193.35% | 2.32% | $114.73B |
Datadog, Inc.DDOG | 10.0% | 0.23% | 8.20% | -9.81% | 2.93% | 69.42% | 105.79% | 126.53% | 71.19% | 107.17% | 60.12% | $82.15B |
MongoDB, Inc.MDB | 9.0% | -0.35% | 3.05% | -17.45% | -12.48% | -9.46% | 15.69% | 110.89% | 16.08% | 29.75% | -26.16% | $30.27B |
Cloudflare, Inc.NET | 8.0% | -0.65% | 17.34% | 3.65% | 14.64% | 66.01% | 90.08% | 173.77% | 49.29% | 306.17% | 143.20% | $115.23B |
Shopify Inc.SHOP | 8.0% | 0.08% | -10.29% | -15.65% | -6.91% | -19.14% | 7.81% | 29.32% | -11.58% | 76.62% | -11.95% | $168.64B |
Toast, Inc.TOST | 8.0% | -2.26% | -7.01% | -9.15% | -6.01% | -11.10% | 15.60% | -11.52% | -21.00% | 17.12% | -50.22% | $18.05B |
Twilio Inc.TWLO | 8.0% | -1.35% | 2.63% | 0.38% | 4.57% | 68.10% | 97.67% | 138.24% | 134.16% | 296.15% | -30.92% | $36.26B |
Dynatrace, Inc.DT | 7.0% | 0.04% | 6.34% | 12.31% | 4.41% | 27.34% | 53.65% | 14.10% | 15.41% | 7.06% | -23.81% | $16.09B |
Elastic N.V.ESTC | 6.0% | -0.15% | -5.98% | -0.42% | -6.57% | 14.42% | 65.78% | -5.55% | -0.25% | 12.18% | -48.24% | $8.84B |
JFrog Ltd.FROG | 5.0% | -2.30% | 4.74% | -4.60% | -0.03% | 46.89% | 128.52% | 176.52% | 91.70% | 229.14% | 157.21% | $11.22B |
Klaviyo, Inc.KVYO | 5.0% | -4.42% | -8.89% | -8.30% | -17.85% | -47.78% | -2.61% | -45.95% | -48.50% | -49.72% | -50.46% | $4.86B |
Amplitude, Inc.AMPL | 4.0% | 0.75% | -1.61% | -1.69% | -7.38% | 10.62% | 75.48% | 25.34% | 15.93% | 52.03% | -75.42% | $1.79B |
Braze, Inc.BRZE | 4.0% | -2.16% | -21.37% | -13.14% | -23.34% | -26.71% | 32.33% | -30.77% | -19.30% | -29.15% | -73.37% | $2.80B |
DigitalOcean Holdings, Inc.DOCN | 3.0% | 5.01% | 9.68% | -5.05% | 13.26% | 156.36% | 120.05% | 250.55% | 239.55% | 205.73% | 42.91% | $14.47B |
Fastly, Inc.FSLY | 3.0% | -3.13% | 16.25% | -20.03% | 15.24% | 135.12% | 25.18% | 262.10% | 184.26% | 238.71% | -46.84% | $3.68B |
| Theme return | — | -0.39% | 0.88% | -2.03% | -1.12% | 35.07% | 70.70% | 90.71% | 46.42% | 123.55% | 34.59% | — |
| Average | 6.7% | -0.54% | 0.78% | -5.86% | -1.44% | 35.44% | 61.90% | 88.64% | 51.39% | 112.82% | -2.11% | $41.94B |
| Median | 7.0% | -0.35% | 2.63% | -5.05% | -0.03% | 27.34% | 65.78% | 110.89% | 16.08% | 76.62% | -26.16% | $16.09B |
| Std Dev | 2.6% | 2.23% | 10.09% | 8.46% | 11.13% | 56.08% | 42.38% | 96.88% | 78.56% | 116.75% | 70.06% | $50.68B |
| Min | 3.0% | -4.42% | -21.37% | -20.03% | -23.34% | -47.78% | -2.61% | -45.95% | -48.50% | -49.72% | -75.42% | $1.79B |
| Max | 12.0% | 5.01% | 17.34% | 12.31% | 15.24% | 156.36% | 128.52% | 262.10% | 239.55% | 306.17% | 157.21% | $168.64B |
| % Positive Tickers | 40.00% | 53.33% | 26.67% | 46.67% | 66.67% | 93.33% | 73.33% | 66.67% | 86.67% | 33.33% |
Default: Wgt ↓ · Click headers to sort · Shift+click secondary
About this theme
Software '26: Consumption-led Pricing tracks 15 publicly listed stocks in this theme. Sample tickers: SNOW, DDOG, MDB, NET, SHOP, TOST, TWLO, DT, ESTC, FROG, KVYO, AMPL, and 3 more. Use the table below for the full list.