U.S. Software Insider-Bought Value Plays

UiPath

Market Cap: US$5.2b

Provides an automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

Smith Micro Software

Market Cap: US$17.8m

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$5.3b

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

Appian

Market Cap: US$1.6b

Operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.

Atlassian

Market Cap: US$15.6b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Endava

Market Cap: US$226.2m

Provides technology services in North America, Europe, the United Kingdom, and internationally.

Expensify

Market Cap: US$73.2m

Provides a cloud-based expense management software platform in the United States and internationally.

Klaviyo

Market Cap: US$5.4b

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.

Porch Group

Market Cap: US$745.2m

Develops and sells software and data solutions, manages insurance services, and provides consumer services related to homeownership in the United States.

Vertex

Market Cap: US$1.8b

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

Oracle

Market Cap: US$396.5b

Offers products and services that address enterprise information technology environments worldwide.

Check Point Software Technologies

Market Cap: US$15.0b

Develops, markets, and supports a range of products and services for IT security worldwide.

Upland Software

Market Cap: US$18.9m

Provides an AI-powered knowledge and content management software under the Upland brand name in the United States, the United Kingdom, Canada, and internationally.

Bentley Systems

Market Cap: US$10.5b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Aurora Mobile

Market Cap: US$39.0m

Through its subsidiaries, provides a range of developer services and vertical applications in China and Japan.

Pegasystems

Market Cap: US$6.7b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Crexendo

Market Cap: US$190.0m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.

eGain

Market Cap: US$205.1m

Engages in the development, license, implementation, and support of its customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific.

GMTech

Market Cap: US$601.2k

Through its subsidiary, provides information technology consulting services in North America.

CI&T

Market Cap: US$599.2m

Provides strategy, design, and software engineering services in North America, Europe, Latin America, Asia Pacific, and worldwide.

CoreWeave

Market Cap: US$48.4b

Operates as a cloud infrastructure technology company in the United States.