Heading

Q2 2025TickerRevenueYOYGOperating IncomeNet Dollar RetentionOpearting MarginNew ARR EfficiencyRevenue/Burn
Mongo DBMDB$591.424%-$65.2----11%$2.749.07x
DropboxDBX$625.7-1%$168.0---27%no growthprofitable
ZuoraZUO---------------------
DocusignDOCU$800.69%$65.2---8%profitableprofitable
SmartSheetSMAR---------------------
ZscalerZS$2,673.023%-$128.4114%-5%$37.0820.82x
MomentivMNTV---------------------
PagerDutyPD$123.47%$3.5102%3%$1.07profitable
Zoom VideoZM$1,217.05%$321.0---26%profitableprofitable
FastlyFSLY$148.712%-$36.9104%-25%$0.444.03x
CrowdstrikeCRWD$1,168.021%-$112.9----10%$2.1610.35x
DynaTraceDT---------------------
Health CatalystHCAT$80.77%-$37.0----46%$0.222.18x
Ping IdentityPING---------------------
DataDogDDOG$826.728%-$35.5120%-4%$39.7223.29x
CloudflareNET$512.328%-$67.2114%-13%$2.417.62x
Sprout SocialSPT$111.813%-$12.3----11%$0.939.09x
Bill.comBILL$382.913%-$21.894%-6%$1.9717.56x
ZoominfoZI$306.75%$53.789%18%profitableprofitable
SnowflakeSNOW$1,144.032%-$340.0125%-30%$0.713.36x
Unity SoftwareU$440.9-2%-$118.7----27%no growth3.71x
Sumo LogicSUMO---------------------
JfrogFROG$127.223%-$25.9118%-20%$0.934.91x
PalantirPLTR$1,003.048%$269.3---27%profitableprofitable
AsanaASAN$196.99%-$49.496%-25%$0.333.99x
DattoMSP---------------------
PubMaticPUBM$71.06%-$5.4102%-8%$3.8213.15x
C3.aiAI$70.2-20%-$124.8----178%no growth0.56x
CertaraCERT$104.512%$9.5108%9%profitableprofitable
QualtricsXM---------------------
ON24ONTF$35.3-5%-$9.1----26%no growth3.88x
ViantDSP$77.818%$0.1---0%profitableprofitable
OloOLO$85.721%-$2.7114%-3%$3.4531.74x
DigitalOceanDOCN$218.714%$35.699%16%profitableprofitable
SEMrushSEMR$108.820%-$4.3105%-4%$102.5825.30x
UiPathPATH$361.714%-$20.1108%-6%$3.9418.00x
AlkamiALKT$112.037%-$15.8----14%$2.397.09x
DoubleVerifyDV$189.022%$13.5---7%profitableprofitable
SquareSpaceSQSP---------------------
ZipRecruiterZIP$112.2-9%-$6.6----6%no growth17.00x
ProcorePCOR$323.914%-$30.2----9%$0.9410.73x
SprinklrCXM$212.08%$16.2---8%profitableprofitable
Zeta GlobalZETA$308.036%-$5.1----2%$12.0060.39x
DoximityDOCS$145.915%$54.5118%37%profitableprofitable
ConfluentCFLT$270.821%-$96.4----36%$0.362.81x
SentinelOneS$242.122%-$80.6----33%$0.513.00x
EverCommerceEVCM$148.06%$15.897%11%$4.18profitable
CouchbaseBASE$57.512%-$25.4115%-44%$0.302.26x
KalturaKLTR$44.40%$2.7101%6%no growthprofitable
Blend LabsBLND$31.511%-$4.6----15%profitable6.85x
MeridianLinkMLNK$84.58%$5.2---6%profitableprofitable
Powerschool HoldingsPWSC---------------------
Fresh WorksFRSH$204.717%-$8.6106%-4%$1.5023.80x
Definitive HealthcareDH$60.7-5%-$4.1----7%no growth14.80x
ForgeRockFORG---------------------
AmplitudeAMPL$83.214%-$24.199%-29%$0.433.45x
GitlabGTLB$235.929%-$18.3121%-8%$2.1212.89x
EnfusionENFN---------------------
avidxchangeAVDX$110.55%-$12.4----11%$1.708.91x
InformaticaINFA$407.32%$0.0---0%profitable---
BackBlazeBLZE$36.216%-$7.0109%-19%$0.485.17x
ExpensifyEXFY$35.76%-$10.3----29%$0.903.47x
WeaveWEAV$58.416%-$10.196%-17%$1.165.78x
BrazeBRZE$180.124%-$38.7108%-21%$1.044.65x
UserTestingUSER---------------------
HashicorpHCP---------------------
SamsaraIOT$391.430%-$26.6----7%$2.9314.71x
KlaviyoKVYO$293.132%-$31.3108%-11%$2.759.36x
RubrikRBRK$309.851%-$94.4120%-30%$0.983.28x
WaystarWAY$270.615%$64.8115%24%---profitable
OnestreamOS$147.526%-$32.2----22%---4.58x
ServiceTitanTTAN$242.126%-$34.7110%-14%---6.98x
SailpointSAIL$264.333%-$40.7114%-15%---6.49x
FigmaFIG$249.641%$2.0129%1%---profitable
MEDIAN$200.815%-$11.3108%-8%$1.507.03x
Average$324.616%-$12.9109%-10%------