CRM-26.61%12.0%
ADBE-28.00%11.0%
TEAM-44.79%10.0%
WDAY-27.85%10.0%
GTLB-17.48%9.0%
MNDY-65.22%8.0%
ZS-46.05%8.0%
ASAN-40.61%7.0%
OKTA+49.20%7.0%
BOX-0.13%5.0%
DBX—5.0%
FRSH—4.0%
ZM+35.37%4.0%
As of Aug 3, 2026, 6:14 AM ET
Software '26: Seat-based Pricing Constituents
Salesforce, Inc.CRM | 12.0% | 2.46% | 1.83% | 8.21% | 0.00% | -30.53% | -5.53% | -32.12% | -26.61% | $150.71B |
Adobe Inc.ADBE | 11.0% | 1.99% | 1.01% | 10.24% | 0.00% | -28.45% | -4.57% | -35.09% | -28.00% | $99.54B |
Atlassian CorporationTEAM | 10.0% | 1.47% | 2.95% | 11.50% | 0.00% | -37.70% | 34.45% | -54.90% | -44.79% | $26.53B |
Workday, Inc.WDAY | 10.0% | 2.36% | 1.41% | 13.58% | 0.00% | -25.35% | 19.87% | -31.88% | -27.85% | $42.00B |
GitLab Inc.GTLB | 9.0% | 2.38% | 2.34% | 5.05% | 0.00% | -8.05% | 31.22% | -28.60% | -17.48% | $5.83B |
monday.com Ltd.MNDY | 8.0% | 1.84% | -1.15% | 19.65% | 0.00% | -40.94% | 19.98% | -67.31% | -65.22% | $4.42B |
Zscaler, Inc.ZS | 8.0% | 1.53% | 1.89% | 1.67% | 0.00% | -32.78% | 2.86% | -26.97% | -46.05% | $24.45B |
Asana, Inc.ASAN | 7.0% | 1.68% | 4.65% | 12.58% | 0.00% | -39.31% | 17.18% | -48.13% | -40.61% | $1.98B |
Okta, Inc.OKTA | 7.0% | 2.34% | 1.08% | 0.16% | 0.00% | 64.14% | 95.77% | 34.68% | 49.20% | $23.58B |
Box, Inc.BOX | 5.0% | -1.74% | 1.48% | 5.38% | 0.00% | 5.48% | 33.97% | 0.25% | -0.13% | $4.37B |
Dropbox, Inc.DBX | 5.0% | — | — | — | — | — | — | — | — | $8.29B |
Freshworks Inc.FRSH | 4.0% | — | — | — | — | — | — | — | — | $3.14B |
Zoom Communications, Inc.ZM | 4.0% | 1.66% | 4.06% | 7.02% | 0.00% | 11.33% | 29.93% | 28.03% | 35.37% | $28.17B |
| Average | 7.7% | 1.63% | 1.96% | 8.64% | 0.00% | -14.74% | 25.01% | -23.82% | -19.29% | $32.54B |
| Median | 8.0% | 1.84% | 1.83% | 8.21% | 0.00% | -28.45% | 19.98% | -31.88% | -27.85% | $23.58B |
| Std Dev | 2.6% | 1.12% | 1.50% | 5.38% | 0.00% | 30.22% | 26.37% | 30.80% | 33.28% | $42.45B |
| Min | 4.0% | -1.74% | -1.15% | 0.16% | 0.00% | -40.94% | -5.53% | -67.31% | -65.22% | $1.98B |
| Max | 12.0% | 2.46% | 4.65% | 19.65% | 0.00% | 64.14% | 95.77% | 34.68% | 49.20% | $150.71B |
| % Positive Tickers | 90.91% | 90.91% | 100.00% | 0.00% | 27.27% | 81.82% | 27.27% | 18.18% |
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About this theme
Software '26: Seat-based Pricing tracks 13 publicly listed stocks in this theme. Sample tickers: ADBE, ASAN, BOX, CRM, DBX, FRSH, GTLB, MNDY, OKTA, TEAM, WDAY, ZM, and 1 more. Use the table below for the full list.