SNOW+43.05%12.0%
DDOG+97.62%10.0%
MDB+52.73%9.0%
NET+39.27%8.0%
SHOP-1.22%8.0%
TOST-30.84%8.0%
TWLO+62.88%8.0%
DT-12.25%7.0%
ESTC-17.33%6.0%
FROG+90.34%5.0%
KVYO-39.94%5.0%
AMPL—4.0%
BRZE-4.89%4.0%
DOCN+356.49%3.0%
FSLY+256.29%3.0%
As of Aug 3, 2026, 6:14 AM ET
Software '26: Consumption-led Pricing Constituents
Snowflake Inc.SNOW | 12.0% | 1.85% | -1.62% | 7.93% | 0.00% | 33.70% | 74.15% | 90.55% | 43.05% | $101.65B |
Datadog, Inc.DDOG | 10.0% | 1.81% | -0.22% | 5.17% | 0.00% | 97.05% | 139.34% | 163.46% | 97.62% | $95.39B |
MongoDB, Inc.MDB | 9.0% | 1.62% | 3.56% | 9.70% | 0.00% | -19.59% | 2.74% | 87.29% | 52.73% | $27.14B |
Cloudflare, Inc.NET | 8.0% | 1.75% | -1.67% | 2.35% | 0.00% | 41.36% | 61.86% | 133.12% | 39.27% | $99.02B |
Shopify Inc.SHOP | 8.0% | 1.74% | -4.29% | -4.78% | 0.00% | -27.22% | -2.97% | 16.39% | -1.22% | $152.02B |
Toast, Inc.TOST | 8.0% | 0.57% | -1.77% | 6.26% | 0.00% | -9.12% | 18.16% | -9.56% | -30.84% | $18.72B |
Twilio Inc.TWLO | 8.0% | 2.02% | 3.36% | 0.58% | 0.00% | 38.74% | 63.15% | 96.64% | 62.88% | $29.95B |
Dynatrace, Inc.DT | 7.0% | -0.46% | 0.50% | 3.43% | 0.00% | 2.26% | 23.39% | -8.37% | -12.25% | $12.92B |
Elastic N.V.ESTC | 6.0% | 2.79% | 2.40% | 9.32% | 0.00% | -12.79% | 26.35% | -28.01% | -17.33% | $6.84B |
JFrog Ltd.FROG | 5.0% | 1.52% | 1.75% | -7.82% | 0.00% | 27.75% | 98.73% | 140.48% | 90.34% | $9.66B |
Klaviyo, Inc.KVYO | 5.0% | 1.54% | -2.62% | 2.00% | 0.00% | -45.03% | 2.53% | -43.10% | -39.94% | $5.34B |
Amplitude, Inc.AMPL | 4.0% | — | — | — | — | — | — | — | — | $1.18B |
Braze, Inc.BRZE | 4.0% | -1.18% | -0.56% | 2.64% | 0.00% | -27.33% | 31.23% | -31.35% | -4.89% | $2.81B |
DigitalOcean Holdings, Inc.DOCN | 3.0% | 2.98% | -2.27% | -13.89% | 0.00% | 144.18% | 109.60% | 233.90% | 356.49% | $12.26B |
Fastly, Inc.FSLY | 3.0% | 0.68% | 5.15% | 9.31% | 0.00% | 122.59% | 18.51% | 242.81% | 256.29% | $3.55B |
| Average | 6.7% | 1.37% | 0.12% | 2.30% | 0.00% | 26.18% | 47.63% | 77.45% | 63.73% | $38.56B |
| Median | 7.0% | 1.68% | -0.39% | 3.04% | 0.00% | 15.01% | 28.79% | 88.92% | 41.16% | $12.92B |
| Std Dev | 2.6% | 1.10% | 2.65% | 6.70% | 0.00% | 56.64% | 42.80% | 93.76% | 109.14% | $46.57B |
| Min | 3.0% | -1.18% | -4.29% | -13.89% | 0.00% | -45.03% | -2.97% | -43.10% | -39.94% | $1.18B |
| Max | 12.0% | 2.98% | 5.15% | 9.70% | 0.00% | 144.18% | 139.34% | 242.81% | 356.49% | $152.02B |
| % Positive Tickers | 85.71% | 42.86% | 78.57% | 0.00% | 57.14% | 92.86% | 64.29% | 57.14% |
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About this theme
Software '26: Consumption-led Pricing tracks 15 publicly listed stocks in this theme. Sample tickers: AMPL, BRZE, DDOG, DOCN, DT, ESTC, FROG, FSLY, KVYO, MDB, NET, SHOP, and 3 more. Use the table below for the full list.