Heading

Q3 2025TickerQuarterly RevenueYOYGOperating IncomeNet Dollar RetentionOperating MarginCash EfficiencyRevenue/BurnRule of 40Rule of 40 (Above Median Growth)
Mongo DBMDB$628.319%-$18.4----3%$2.5434.15x16%16%
DropboxDBX$634.4-1%$174.7---28%no growthprofitable27%---
ZuoraZUO---------------------------
DocusignDOCU$818.38%$85.3---10%profitableprofitable19%---
SmartSheetSMAR---------------------------
ZscalerZS$788.126%-$36.3115%-5%$2.7821.71x21%21%
MomentivMNTV---------------------------
PagerDutyPD$124.55%$8.0100%6%$2.26profitable12%---
Zoom VideoZM$1,229.04%$310.4------profitableprofitable------
FastlyFSLY$158.215%-$28.7106%-18%$0.625.51x-3%---
CrowdstrikeCRWD$1,234.022%-$69.4----6%$2.2917.78x17%17%
DynaTraceDT$493.818%$72.9111%15%profitable---33%33%
Health CatalystHCAT$76.30%-$17.5----23%no growth4.36x-23%---
Ping IdentityPING---------------------------
DataDogDDOG$885.628%-$5.8120%-1%$17.66152.69x28%28%
CloudflareNET$562.024%$37.4119%7%$4.52profitable30%30%
Sprout SocialSPT$115.513%-$9.1----8%$1.1112.69x5%---
Bill.comBILL$395.710%-$20.7----5%$1.6019.12x5%---
ZoominfoZI$318.05%$67.590%21%profitableprofitable26%---
SnowflakeSNOW$1,212.929%-$329.4125%-27%$0.723.68x2%2%
Unity SoftwareU$470.65%-$125.8----27%$0.193.74x-21%---
Sumo LogicSUMO---------------------------
JfrogFROG$136.925%-$21.5118%-16%$1.176.37x9%9%
PalantirPLTR$1,181.063%$393.2---33%profitableprofitable96%96%
AsanaASAN$201.010%-$69.996%-35%$0.302.88x-25%---
DattoMSP---------------------------
PubMaticPUBM$67.9-5%-$8.498%-12%no growth8.08x-18%---
C3.aiAI$75.1-20%-$112.1----149%no growth0.67x-169%---
CertaraCERT$104.611%$3.0104%3%profitableprofitable14%---
QualtricsXM---------------------------
ON24ONTF$34.6-5%-$7.9----23%no growth4.38x-28%---
ViantDSP$85.58%$4.2---5%profitableprofitable13%---
OloOLO---------------------------
DigitalOceanDOCN$229.616%$44.999%20%profitableprofitable35%35%
SEMrushSEMR$112.015%-$4.4105%-4%$8.5925.45x12%---
UiPathPATH$411.116%$13.0107%3%profitableprofitable19%19%
AlkamiALKT$112.931%-$12.8----11%$2.068.82x20%20%
DoubleVerifyDV$188.611%$21.1---11%profitableprofitable22%---
SquareSpaceSQSP---------------------------
ZipRecruiterZIP$114.9-3%-$5.0----4%no growth22.98x-7%---
ProcorePCOR$338.815%-$15.0----4%$1.1722.59x10%---
SprinklrCXM$219.010%$11.5---5%profitableprofitable15%---
Zeta GlobalZETA$337.126%$8.7---3%$48.13profitable28%28%
DoximityDOCS$168.524%$63.6118%38%profitableprofitable61%61%
ConfluentCFLT$298.519%-$83.3114%-28%$0.503.58x-9%-9%
SentinelOneS$258.923%-$73.3----28%$0.603.53x-5%-5%
EverCommerceEVCM$147.45%$15.997%11%$3.38profitable16%---
CouchbaseBASE---------------------------
KalturaKLTR$43.80%$1.597%3%no growthprofitable3%---
Blend LabsBLND$32.80%-$4.9----15%no growth6.69x-15%---
MeridianLinkMLNK---------------------------
Powerschool HoldingsPWSC---------------------------
Fresh WorksFRSH$215.116%-$7.4105%-3%$2.2729.07x12%---
Definitive HealthcareDH$60.0-5%-$8.6----14%no growth6.98x-19%---
ForgeRockFORG---------------------------
AmplitudeAMPL$88.517%-$23.0102%-26%$0.533.85x-9%-9%
GitlabGTLB$244.324%-$12.3119%-5%$3.4219.86x19%19%
EnfusionENFN---------------------------
avidxchangeAVDX---------------------------
InformaticaINFA---------------------------
BackBlazeBLZE$37.116%-$3.3106%-9%$0.5611.24x7%7%
ExpensifyEXFY$35.00%-$2.2----6%no growth15.91x-6%---
WeaveWEAV$61.317%-$8.994%-15%$1.226.89x3%3%
BrazeBRZE$190.826%-$37.5108%-20%$1.125.09x6%6%
UserTestingUSER---------------------------
HashicorpHCP---------------------------
SamsaraIOT$415.929%-$1.7---0%$6.79244.65x29%29%
KlaviyoKVYO$310.832%-$10.8109%-3%$3.0128.78x29%29%
RubrikRBRK$350.048%-$75.4120%-22%$1.734.64x27%27%
WaystarWAY$268.612%$60.2113%22%---profitable34%---
OnestreamOS$154.319%-$17.4----11%---8.87x8%8%
ServiceTitanTTAN$249.125%-$42.2110%-17%---5.90x8%8%
SailpointSAIL$281.920%-$41.6114%-15%---6.78x5%5%
FigmaFIG$274.138%-$1,136.0131%-414%---0.24x-376%-376%
NetskopeNTSK$184.133%-$446.9118%-243%---0.41x-209%-209%
MEDIAN$219.016%-$8.4109%-5%$1.736.93x11%17%
Average$324.016%-$27.3109%-18%-------3%-2%