U.S. Software Insider-Bought Value Plays

Pegasystems

Market Cap: US$5.3b

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.

Tuya

Market Cap: US$1.1b

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

Appian

Market Cap: US$1.9b

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.

Dropbox

Market Cap: US$6.9b

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

Zscaler

Market Cap: US$22.9b

Operates as a cloud security company worldwide.

FatPipe

Market Cap: US$69.6m

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.

Endava

Market Cap: US$150.6m

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

AppLovin

Market Cap: US$148.8b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Porch Group

Market Cap: US$1.5b

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$2.1b

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

CI&T

Market Cap: US$425.4m

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

Oracle

Market Cap: US$378.9b

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

Upland Software

Market Cap: US$14.7m

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

UiPath

Market Cap: US$6.1b

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.

LiveWorld

Market Cap: US$5.3m

A digital agency and software company, provides social media and technology solutions for pharmaceuticals, healthcare, and financial-travel service industries.

Similarweb

Market Cap: US$624.6m

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

Riskified

Market Cap: US$751.9m

Develops and offers an e-commerce risk intelligent platform that allows online merchants to create trusted relationships with consumers in the United States, Europe, the Middle East, Africa, the Asia-Pacific, and the Americas.

Atlassian

Market Cap: US$24.4b

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

Bentley Systems

Market Cap: US$9.9b

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

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.

eGain

Market Cap: US$187.5m

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.

Castellum

Market Cap: US$59.6m

Operates as a technology company in the United States and internationally.

Check Point Software Technologies

Market Cap: US$14.0b

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