CRM-4.77%12.0%
ADBE-28.36%11.0%
TEAM+16.01%10.0%
WDAY-12.10%10.0%
GTLB+27.50%9.0%
MNDY-34.81%8.0%
ZS-14.51%8.0%
ASAN-30.20%7.0%
OKTA+119.53%7.0%
BOX+16.37%5.0%
DBX+31.42%5.0%
FRSH+4.61%4.0%
ZM+7.31%4.0%
As of Sep 16, 2026, 9:53 PM ET
Software '26: Seat-based Pricing Constituents
Salesforce, Inc.CRM | 12.0% | -2.00% | -2.69% | 28.57% | -2.26% | -4.77% | 29.51% | -6.95% | 5.60% | -2.06% | -3.08% | $205.19B |
Adobe Inc.ADBE | 11.0% | -2.82% | -5.92% | -5.03% | -12.35% | -28.36% | -4.45% | -35.00% | -28.91% | -51.97% | -62.34% | $99.57B |
Atlassian CorporationTEAM | 10.0% | 0.25% | -0.78% | 15.95% | 0.57% | 16.01% | 150.37% | -16.01% | 9.34% | 15.22% | -52.89% | $49.98B |
Workday, Inc.WDAY | 10.0% | -1.53% | -3.57% | -4.97% | -4.83% | -12.10% | 41.15% | -19.79% | -13.79% | -24.66% | -30.73% | $49.18B |
GitLab Inc.GTLB | 9.0% | -0.67% | -3.97% | 12.27% | 6.12% | 27.50% | 81.94% | -0.99% | -4.89% | -7.53% | -53.06% | $8.24B |
monday.com Ltd.MNDY | 8.0% | 0.01% | 5.63% | 9.91% | -0.33% | -34.81% | 32.43% | -63.92% | -50.82% | -64.25% | -75.60% | $3.98B |
Zscaler, Inc.ZS | 8.0% | -1.19% | 13.24% | 4.72% | 7.80% | -14.51% | 30.81% | -7.13% | -31.81% | 11.53% | -30.18% | $30.98B |
Asana, Inc.ASAN | 7.0% | 1.58% | 8.63% | 4.70% | -2.64% | -30.20% | 34.79% | -40.34% | -29.84% | -20.51% | -91.81% | $2.29B |
Okta, Inc.OKTA | 7.0% | -1.22% | 11.27% | 28.76% | 14.06% | 119.53% | 161.83% | 80.14% | 111.11% | 154.11% | -26.45% | $31.25B |
Box, Inc.BOX | 5.0% | -0.40% | -1.09% | 6.60% | -1.01% | 16.37% | 47.79% | 10.60% | 7.03% | 3.62% | 50.43% | $4.80B |
Dropbox, Inc.DBX | 5.0% | 0.29% | 4.90% | 6.14% | 6.64% | 31.42% | 46.20% | 33.00% | 13.57% | 51.69% | 21.51% | $9.61B |
Freshworks Inc.FRSH | 4.0% | 0.55% | 0.67% | 1.22% | -4.79% | 4.61% | 63.87% | -12.17% | 2.03% | 14.48% | -73.23% | $3.52B |
Zoom Communications, Inc.ZM | 4.0% | -1.21% | -8.62% | -12.61% | -2.43% | 7.31% | 25.23% | 23.39% | 8.68% | 35.97% | -66.95% | $26.96B |
| Theme return | — | -0.84% | 1.01% | 12.43% | -0.04% | 4.59% | 56.75% | -6.61% | -2.04% | 3.58% | -28.61% | — |
| Average | 7.7% | -0.64% | 1.36% | 7.40% | 0.35% | 7.54% | 57.04% | -4.24% | -0.21% | 8.89% | -38.03% | $40.43B |
| Median | 8.0% | -0.67% | -0.78% | 6.14% | -1.01% | 4.61% | 41.15% | -7.13% | 2.03% | 3.62% | -52.89% | $26.96B |
| Std Dev | 2.6% | 1.14% | 6.54% | 11.67% | 6.54% | 38.43% | 46.54% | 34.83% | 37.53% | 52.03% | 39.48% | $54.47B |
| Min | 4.0% | -2.82% | -8.62% | -12.61% | -12.35% | -34.81% | -4.45% | -63.92% | -50.82% | -64.25% | -91.81% | $2.29B |
| Max | 12.0% | 1.58% | 13.24% | 28.76% | 14.06% | 119.53% | 161.83% | 80.14% | 111.11% | 154.11% | 50.43% | $205.19B |
| % Positive Tickers | 38.46% | 46.15% | 76.92% | 38.46% | 53.85% | 92.31% | 30.77% | 53.85% | 53.85% | 15.38% |
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About this theme
Software '26: Seat-based Pricing tracks 13 publicly listed stocks in this theme. Sample tickers: CRM, ADBE, TEAM, WDAY, GTLB, MNDY, ZS, ASAN, OKTA, BOX, DBX, FRSH, and 1 more. Use the table below for the full list.