Heading

Q2 2026TickerRevenueYOYGOperating IncomeNet Dollar RetentionOperating MarginCash EfficiencyRevenue/Burn
Mongo DBMDB$77230%$46---6%profitableprofitable
DropboxDBX$6321%$165---26%profitableprofitable
ZuoraZUO---------------------
DocusignDOCU$8759%$118---13%profitableprofitable
SmartSheetSMAR---------------------
ZscalerZS$3,35225%-$133----4%$10.8425.20x
MomentivMNTV---------------------
PagerDutyPD$1241%$1098%8%profitableprofitable
Zoom VideoZM$1,2775%$314---25%profitableprofitable
FastlyFSLY$18324%-$14117%-8%$1.6712.71x
CrowdstrikeCRWD$1,47026%-$33----2%$10.1344.28x
DynaTraceDT---------------------
Health CatalystHCAT---------------------
Ping IdentityPING---------------------
DataDogDDOG$1,12136%$5120%0%profitableprofitable
CloudflareNET$69636%-$206120%-30%$2.073.38x
Sprout SocialSPT$12411%-$3----2%$1.7046.40x
Bill.comBILL$43713%-$34----8%$2.9412.72x
ZoominfoGTM$3101%-$62289%-200%$0.030.50x
SnowflakeSNOW$1,54735%-$263126%-17%$1.305.88x
Unity SoftwareU$54624%-$32----6%$0.6916.96x
Sumo LogicSUMO---------------------
JfrogFROG$16429%-$13121%-8%$2.1212.36x
PalantirPLTR$1,93593%$912---47%profitableprofitable
AsanaASAN---------------------
DattoMSP---------------------
PubMaticPUBM---------------------
C3.aiAI---------------------
CertaraCERT$93-11%$0102%0%no growth475.87x
QualtricsXM---------------------
ON24ONTF---------------------
ViantDSP$10434%-$4----4%profitable27.06x
OloOLO---------------------
DigitalOceanDOCN$28129%$29---10%profitableprofitable
SEMrushSEMR---------------------
UiPathPATH$41013%$32109%8%profitableprofitable
AlkamiALKT$13016%-$8----6%$5.0216.85x
DoubleVerifyDV$1943%$23---12%profitableprofitable
SquareSpaceSQSP---------------------
ZipRecruiterZIP---------------------
ProcorePCOR$37516%$4---1%$2.95profitable
SprinklrCXM$2141%$10---5%profitableprofitable
Zeta GlobalZETA$44344%$17---4%profitableprofitable
DoximityDOCS$1577%$34107%21%profitableprofitable
ConfluentCFLT---------------------
SentinelOneS$29221%-$91----31%$0.623.22x
EverCommerceEVCM$1523%$1794%11%profitableprofitable
CouchbaseBASE---------------------
KalturaKLTR---------------------
Blend LabsBLND$347%-$2----5%$0.5921.47x
MeridianLinkMLNK---------------------
Powerschool HoldingsPWSC---------------------
Fresh WorksFRSH$23716%$6104%3%profitableprofitable
Definitive HealthcareDH---------------------
ForgeRockFORG---------------------
AmplitudeAMPL$10121%-$35105%-35%$0.732.87x
GitlabGTLB$28621%-$57117%-20%$2.235.03x
EnfusionENFN---------------------
avidxchangeAVDX---------------------
InformaticaINFA---------------------
BackBlazeBLZE$4318%-$4103%-10%$1.5510.23x
ExpensifyEXFY---------------------
WeaveWEAV$6816%-$492%-6%$1.3115.40x
BrazeBRZE$22726%-$18110%-8%$1.7012.54x
UserTestingUSER---------------------
HashicorpHCP---------------------
SamsaraIOT$50830%$5---1%profitableprofitable
KlaviyoKVYO$37126%-$15109%-4%$12.1224.77x
RubrikRBRK$42738%-$72119%-17%$1.665.94x
WaystarWAY$32018%$76108%24%profitableprofitable
OnestreamOS---------------------
ServiceTitanTTAN$2930%-$28110%-9%no growth10.63x
SailpointSAIL$30917%-$59113%-19%$0.815.24x
FigmaFIG$37048%-$117136%-32%$0.313.16x
NetskopeNTSK$2210%-$90114%-41%---2.46x
MEDIAN$300.818%-$4.0110%-4%$1.6712.45x
Average$505.120%-$3.0110%-7%------