Global Software Insider-Bought Value Plays

Similarweb

Market Cap: US$727.2m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Infotel

Market Cap: €275.6m

Designs, develops, markets, and maintains software solutions in the areas of security, performance, and management in France, rest of Europe, and the United States.

Wavestone

Market Cap: €834.8m

Provides consulting services in France and internationally.

GFT Technologies

Market Cap: €585.4m

Provides digital transformation services.

Tuya

Market Cap: US$1.1b

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.

Credit Clear

Market Cap: AU$67.1m

Engages in the provision of debt resolution services and technology development and implementation of the digital engagement platform in Australia and New Zealand.

q.beyond

Market Cap: €84.7m

Engages in the cloud, applications, artificial intelligence (AI), and security businesses in Germany and internationally.

NTG Clarity Networks

Market Cap: CA$38.4m

Provides network, telecom, IT, and infrastructure solutions to medium and large network service providers in Canada, North America, Iraq, Saudi Arabia, Egypt, and Oman.

Smith Micro Software

Market Cap: US$16.7m

Develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa.

Dropbox

Market Cap: US$7.5b

Provides a content collaboration platform in the United States and internationally.

Lemonsoft Oyj

Market Cap: €77.6m

A software company, designs, develops, and delivers enterprise resource planning software solutions in Finland and internationally.

Nextedia

Market Cap: €12.3m

Provides cybersecurity, cloud and digital workspace, and customer experience solutions in France.

iomart Group

Market Cap: UK£16.9m

Engages in the provision of cloud and managed hosting services in the United Kingdom and internationally.

FatPipe

Market Cap: US$90.1m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

NowVertical Group

Market Cap: CA$16.6m

Operates as a big data, analytics, and vertical intelligence company in Canada, the United States of America, United Kingdom, Argentina, Brazil, Mexico, India, Colombia, and Egypt.

Klaviyo

Market Cap: US$5.2b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Hecto Innovation

Market Cap: ₩182.1b

Operates as an IT platform company in the field of information security primarily in Korea.

Netum Group Oyj

Market Cap: €12.5m

Operates as an IT services company in Finland.

Enea

Market Cap: SEK 1.2b

Provides software products for telecom and cybersecurity industries worldwide.

Vertex

Market Cap: US$2.2b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Glodon

Market Cap: CN¥14.6b

Provides digital building platform services to the construction industry in China.

Youzan Technology

Market Cap: HK$2.0b

An investment holding company, provides online and offline e-commerce solutions in the People’s Republic of China, Japan, and Canada.

Fabrica Holdings

Market Cap: JP¥11.1b

Engages in the business communication activities in Japan.

BASEInc

Market Cap: JP¥36.0b

Engages in the planning, development, and operation of web services in Japan.

NAGA Group

Market Cap: €72.6m

Develops and offers fintech products and services in Latin America, the Middle East, North Africa, and Southeast Asia.

Tecnotree Oyj

Market Cap: €161.2m

Provides telecommunication IT solutions for charging, billing, customer care, and messaging and content services in Europe, the Americas, the Middle East, Africa, and the Asia Pacific.

Oracle

Market Cap: US$421.9b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Bluebik Group

Market Cap: ฿4.2b

A service provider for software design and development, management strategic consulting, strategic project management, big data implementation and data analytics in Thailand and Laos.

Arribatec Group

Market Cap: NOK 409.6m

A software and consulting company, provides digital business solutions in Norway, Europe, the Americas, and internationally.

Excelsoft Technologies

Market Cap: ₹8.1b

A software as a service (SaaS) company, designs and develops technology-based solutions in the education and e-learning space.

Serko

Market Cap: NZ$198.6m

Provides online travel booking and expense management services in New Zealand, Australia, the United States, Europe, and internationally.

COSOL

Market Cap: AU$36.4m

COSOL Limited, together with its subsidiaries, pprovides information technology services, and primary focus on asset management and infrastructure systems in the Asia Pacific, North America, Europe, the Middle East, Africa, and internationally.

Startia HoldingsInc

Market Cap: JP¥28.2b

Engages in the IT business in Japan and internationally.

Text

Market Cap: zł1.3b

Develops and distributes online text communication software for businesses worldwide.

Solteq Oyj

Market Cap: €5.4m

An IT services and software solutions company, engages in the digitalization of business and industry-specific software in Finland, Sweden, Norway, Denmark, Poland, and the United Kingdom.

Siav

Market Cap: €26.0m

Offers software solutions and IT services for enterprise content management industry.