{
  "schema": "saas-tracker-v1",
  "updated": "2026-10-23T21:55:50.996Z",
  "basket": "rycode SaaS basket (our own, equal weight)",
  "cadence": "weekly, Friday close (prior trading day when Friday is a market holiday); filings after each earnings report",
  "asOfWeek": "2026-10-23",
  "firstWeek": "2025-10-10",
  "weeksStored": 55,
  "index": {
    "base": 100,
    "baseWeek": "2025-10-10",
    "latest": 122.26
  },
  "sources": {
    "prices": "Yahoo Finance daily closes (query1.finance.yahoo.com/v8/finance/chart)",
    "filings": "SEC EDGAR XBRL companyfacts (data.sec.gov/api/xbrl/companyfacts)"
  },
  "overall": {
    "count": 23,
    "medianGrowthPct": 21.3,
    "medianFcfMarginTtmPct": 28,
    "medianRuleOf40": 49.8,
    "medianSbcPct": 14.7,
    "median52wPct": 11.2,
    "totalMarketCap": 2038943839468,
    "marketCapMissing": []
  },
  "sectors": [
    {
      "id": "front-office",
      "label": "Front office",
      "note": "CRM, sales, service",
      "tickers": [
        "CRM",
        "HUBS"
      ],
      "count": 2,
      "medianGrowthPct": 15.3,
      "medianFcfMarginTtmPct": 28.8,
      "medianRuleOf40": 44.1,
      "medianSbcPct": 11.1,
      "median52wPct": -22.4,
      "totalMarketCap": 217525530720,
      "marketCapMissing": [],
      "index": 82.23
    },
    {
      "id": "back-office",
      "label": "Back office",
      "note": "IT and business workflow",
      "tickers": [
        "NOW"
      ],
      "count": 1,
      "medianGrowthPct": 24,
      "medianFcfMarginTtmPct": 31.1,
      "medianRuleOf40": 55.1,
      "medianSbcPct": 16.4,
      "median52wPct": -14.6,
      "totalMarketCap": 163943554960,
      "marketCapMissing": [],
      "index": 89.43
    },
    {
      "id": "hr-finance",
      "label": "HR and finance",
      "note": "payroll, HR, accounting, payments",
      "tickers": [
        "WDAY",
        "PAYC",
        "INTU",
        "BILL"
      ],
      "count": 4,
      "medianGrowthPct": 13.3,
      "medianFcfMarginTtmPct": 27.5,
      "medianRuleOf40": 39.8,
      "medianSbcPct": 11.9,
      "median52wPct": -7.2,
      "totalMarketCap": 163881054930,
      "marketCapMissing": [],
      "index": 95.93
    },
    {
      "id": "security",
      "label": "Security",
      "note": "endpoint, network, identity",
      "tickers": [
        "CRWD",
        "PANW",
        "ZS",
        "OKTA",
        "NET"
      ],
      "count": 5,
      "medianGrowthPct": 25.8,
      "medianFcfMarginTtmPct": 29.8,
      "medianRuleOf40": 50.3,
      "medianSbcPct": 23,
      "median52wPct": 75.3,
      "totalMarketCap": 760964240230,
      "marketCapMissing": [],
      "index": 172.86
    },
    {
      "id": "data-infra",
      "label": "Data and infrastructure",
      "note": "data platforms, monitoring, databases",
      "tickers": [
        "SNOW",
        "DDOG",
        "MDB"
      ],
      "count": 3,
      "medianGrowthPct": 35.1,
      "medianFcfMarginTtmPct": 23.7,
      "medianRuleOf40": 57.1,
      "medianSbcPct": 19.6,
      "median52wPct": 26.2,
      "totalMarketCap": 239594192848,
      "marketCapMissing": [],
      "index": 140.76
    },
    {
      "id": "dev-tools",
      "label": "Developer tools",
      "note": "code, planning, delivery",
      "tickers": [
        "TEAM",
        "GTLB"
      ],
      "count": 2,
      "medianGrowthPct": 24.5,
      "medianFcfMarginTtmPct": 20.2,
      "medianRuleOf40": 44.7,
      "medianSbcPct": 24.3,
      "median52wPct": 28,
      "totalMarketCap": 68892848490,
      "marketCapMissing": [],
      "index": 141.81
    },
    {
      "id": "collaboration",
      "label": "Collaboration",
      "note": "meetings, work management, e-signature",
      "tickers": [
        "ZM",
        "MNDY",
        "DOCU"
      ],
      "count": 3,
      "medianGrowthPct": 9.4,
      "medianFcfMarginTtmPct": 35.7,
      "medianRuleOf40": 43.7,
      "medianSbcPct": 14.1,
      "median52wPct": 13.6,
      "totalMarketCap": 49012150145,
      "marketCapMissing": [],
      "index": 100.51
    },
    {
      "id": "creative-vertical",
      "label": "Creative and vertical",
      "note": "design, life sciences, commerce",
      "tickers": [
        "ADBE",
        "VEEV",
        "SHOP"
      ],
      "count": 3,
      "medianGrowthPct": 17.6,
      "medianFcfMarginTtmPct": 40.8,
      "medianRuleOf40": 53.7,
      "medianSbcPct": 8,
      "median52wPct": -2.5,
      "totalMarketCap": 375130267145,
      "marketCapMissing": [],
      "index": 100.86
    }
  ],
  "companies": [
    {
      "ticker": "CRM",
      "name": "Salesforce",
      "sector": "front-office",
      "cik": "0001108524",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 248.57,
      "closeDate": "2026-10-23",
      "marketCap": 203827400000,
      "sharesSource": "10-Q 0001108524-26-000190, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 3.3,
      "chg52wPct": -2.5,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-27",
        "accn": "0001108524-26-000190",
        "revenue": 11345000000,
        "revenueYearAgo": 10236000000,
        "growthPct": 10.8,
        "freeCashFlow": 1098000000,
        "fcfMarginPct": 9.7,
        "revenueTtm": 43938000000,
        "freeCashFlowTtm": 15154000000,
        "fcfMarginTtmPct": 34.5,
        "ruleOf40": 45.3,
        "sbc": 906000000,
        "sbcPct": 8,
        "rpo": 66300000000
      }
    },
    {
      "ticker": "HUBS",
      "name": "HubSpot",
      "sector": "front-office",
      "cik": "0001404655",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 270.88,
      "closeDate": "2026-10-23",
      "marketCap": 13698130720,
      "sharesSource": "10-Q 0001193125-26-335232, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 17.3,
      "chg52wPct": -42.3,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-08-05",
        "accn": "0001193125-26-335232",
        "revenue": 911740000,
        "revenueYearAgo": 760866000,
        "growthPct": 19.8,
        "freeCashFlow": 203103000,
        "fcfMarginPct": 22.3,
        "revenueTtm": 3448999000,
        "freeCashFlowTtm": 797496000,
        "fcfMarginTtmPct": 23.1,
        "ruleOf40": 42.9,
        "sbc": 128483000,
        "sbcPct": 14.1,
        "rpo": 1700000000
      }
    },
    {
      "ticker": "NOW",
      "name": "ServiceNow",
      "sector": "back-office",
      "cik": "0001373715",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 158.96,
      "closeDate": "2026-10-23",
      "marketCap": 163943554960,
      "sharesSource": "10-Q 0001373715-26-000076, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 12,
      "chg52wPct": -14.6,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-07-23",
        "accn": "0001373715-26-000076",
        "revenue": 3987000000,
        "revenueYearAgo": 3215000000,
        "growthPct": 24,
        "freeCashFlow": 473000000,
        "fcfMarginPct": 11.9,
        "revenueTtm": 14732000000,
        "freeCashFlowTtm": 4580000000,
        "fcfMarginTtmPct": 31.1,
        "ruleOf40": 55.1,
        "sbc": 652000000,
        "sbcPct": 16.4,
        "rpo": 29000000000
      }
    },
    {
      "ticker": "WDAY",
      "name": "Workday",
      "sector": "hr-finance",
      "cik": "0001327811",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 209.99,
      "closeDate": "2026-10-23",
      "marketCap": 51485558190,
      "sharesSource": "10-Q 0001327811-26-000044, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 10.1,
      "chg52wPct": -13.5,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-27",
        "accn": "0001327811-26-000044",
        "revenue": 2649000000,
        "revenueYearAgo": 2348000000,
        "growthPct": 12.8,
        "freeCashFlow": 460000000,
        "fcfMarginPct": 17.4,
        "revenueTtm": 10155000000,
        "freeCashFlowTtm": 2844000000,
        "fcfMarginTtmPct": 28,
        "ruleOf40": 40.8,
        "sbc": 462000000,
        "sbcPct": 17.4,
        "rpo": null
      }
    },
    {
      "ticker": "PAYC",
      "name": "Paycom",
      "sector": "hr-finance",
      "cik": "0001590955",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 274.59,
      "closeDate": "2026-10-23",
      "marketCap": 12586107240,
      "sharesSource": "10-Q 0001193125-26-338010, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 9.1,
      "chg52wPct": 37.6,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-08-06",
        "accn": "0001193125-26-338010",
        "revenue": 531200000,
        "revenueYearAgo": 483600000,
        "growthPct": 9.8,
        "freeCashFlow": 190100000,
        "fcfMarginPct": 35.8,
        "revenueTtm": 2140700000,
        "freeCashFlowTtm": 575100000,
        "fcfMarginTtmPct": 26.9,
        "ruleOf40": 36.7,
        "sbc": 17500000,
        "sbcPct": 3.3,
        "rpo": null
      }
    },
    {
      "ticker": "INTU",
      "name": "Intuit",
      "sector": "hr-finance",
      "cik": "0000896878",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 343.39,
      "closeDate": "2026-10-23",
      "marketCap": 94775640000,
      "sharesSource": "10-Q 0000896878-26-000025, weighted average basic shares, quarter ended 2026-04-30",
      "chg1wPct": 5.6,
      "chg52wPct": -49.7,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-K",
        "filed": "2026-09-09",
        "accn": "0000896878-26-000037",
        "revenue": 4354000000,
        "revenueYearAgo": 3831000000,
        "growthPct": 13.7,
        "freeCashFlow": 1304000000,
        "fcfMarginPct": 29.9,
        "revenueTtm": 21448000000,
        "freeCashFlowTtm": 8663000000,
        "fcfMarginTtmPct": 40.4,
        "ruleOf40": 54.1,
        "sbc": 507000000,
        "sbcPct": 11.6,
        "rpo": null
      }
    },
    {
      "ticker": "BILL",
      "name": "Bill Holdings",
      "sector": "hr-finance",
      "cik": "0001786352",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 50.7,
      "closeDate": "2026-10-23",
      "marketCap": 5033749500,
      "sharesSource": "10-Q 0001628280-26-032387, weighted average basic shares, quarter ended 2026-03-31",
      "chg1wPct": 11.2,
      "chg52wPct": -1,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-K",
        "filed": "2026-08-20",
        "accn": "0001628280-26-058238",
        "revenue": 436186000,
        "revenueYearAgo": 383349000,
        "growthPct": 13.8,
        "freeCashFlow": 110611000,
        "fcfMarginPct": 25.4,
        "revenueTtm": 1653161000,
        "freeCashFlowTtm": 412498000,
        "fcfMarginTtmPct": 25,
        "ruleOf40": 38.8,
        "sbc": 52780000,
        "sbcPct": 12.1,
        "rpo": 55600000
      }
    },
    {
      "ticker": "CRWD",
      "name": "CrowdStrike",
      "sector": "security",
      "cik": "0001535527",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 257.57,
      "closeDate": "2026-10-23",
      "marketCap": 262579221360,
      "sharesSource": "10-Q 0001535527-26-000031, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 13.3,
      "chg52wPct": 95.4,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-27",
        "accn": "0001535527-26-000031",
        "revenue": 1470897000,
        "revenueYearAgo": 1168952000,
        "growthPct": 25.8,
        "freeCashFlow": 405855000,
        "fcfMarginPct": 27.6,
        "revenueTtm": 5396145000,
        "freeCashFlowTtm": 1608718000,
        "fcfMarginTtmPct": 29.8,
        "ruleOf40": 55.6,
        "sbc": 376914000,
        "sbcPct": 25.6,
        "rpo": 10700000000
      }
    },
    {
      "ticker": "PANW",
      "name": "Palo Alto Networks",
      "sector": "security",
      "cik": "0001327567",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 380.55,
      "closeDate": "2026-10-23",
      "marketCap": 304820550000,
      "sharesSource": "10-Q 0001327567-26-000015, weighted average basic shares, quarter ended 2026-04-30",
      "chg1wPct": 11.3,
      "chg52wPct": 75.3,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-K",
        "filed": "2026-09-10",
        "accn": "0001327567-26-000023",
        "revenue": 3410000000,
        "revenueYearAgo": 2536000000,
        "growthPct": 34.5,
        "freeCashFlow": 1254000000,
        "fcfMarginPct": 36.8,
        "revenueTtm": 11480000000,
        "freeCashFlowTtm": 4113000000,
        "fcfMarginTtmPct": 35.8,
        "ruleOf40": 70.3,
        "sbc": 460000000,
        "sbcPct": 13.5,
        "rpo": 21200000000
      }
    },
    {
      "ticker": "ZS",
      "name": "Zscaler",
      "sector": "security",
      "cik": "0001713683",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 255.15,
      "closeDate": "2026-10-23",
      "marketCap": 41013066150,
      "sharesSource": "10-Q 0001713683-26-000096, weighted average basic shares, quarter ended 2026-04-30",
      "chg1wPct": 23,
      "chg52wPct": -21,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-K",
        "filed": "2026-09-03",
        "accn": "0001713683-26-000157",
        "revenue": 898185000,
        "revenueYearAgo": 719226000,
        "growthPct": 24.9,
        "freeCashFlow": 79448000,
        "fcfMarginPct": 8.8,
        "revenueTtm": 3352523000,
        "freeCashFlowTtm": 852350000,
        "fcfMarginTtmPct": 25.4,
        "ruleOf40": 50.3,
        "sbc": 211591000,
        "sbcPct": 23.6,
        "rpo": 7365400000
      }
    },
    {
      "ticker": "OKTA",
      "name": "Okta",
      "sector": "security",
      "cik": "0001660134",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 213.05,
      "closeDate": "2026-10-23",
      "marketCap": 37134188900,
      "sharesSource": "10-Q 0001660134-26-000069, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 13.8,
      "chg52wPct": 139.2,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-27",
        "accn": "0001660134-26-000069",
        "revenue": 805000000,
        "revenueYearAgo": 728000000,
        "growthPct": 10.6,
        "freeCashFlow": 233000000,
        "fcfMarginPct": 28.9,
        "revenueTtm": 3073000000,
        "freeCashFlowTtm": 979000000,
        "fcfMarginTtmPct": 31.9,
        "ruleOf40": 42.5,
        "sbc": 114000000,
        "sbcPct": 14.2,
        "rpo": 4858000000
      }
    },
    {
      "ticker": "NET",
      "name": "Cloudflare",
      "sector": "security",
      "cik": "0001477333",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 325.73,
      "closeDate": "2026-10-23",
      "marketCap": 115417213820,
      "sharesSource": "10-Q 0001477333-26-000054, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 9.9,
      "chg52wPct": 49.5,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-08-06",
        "accn": "0001477333-26-000054",
        "revenue": 696061000,
        "revenueYearAgo": 512316000,
        "growthPct": 35.9,
        "freeCashFlow": 67603000,
        "fcfMarginPct": 9.7,
        "revenueTtm": 2512350000,
        "freeCashFlowTtm": 348405000,
        "fcfMarginTtmPct": 13.9,
        "ruleOf40": 49.8,
        "sbc": 159872000,
        "sbcPct": 23,
        "rpo": 2732000000
      }
    },
    {
      "ticker": "SNOW",
      "name": "Snowflake",
      "sector": "data-infra",
      "cik": "0001640147",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 325.43,
      "closeDate": "2026-10-23",
      "marketCap": 113658705510,
      "sharesSource": "10-Q 0001640147-26-000037, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 6.1,
      "chg52wPct": 26.2,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-09-04",
        "accn": "0001640147-26-000037",
        "revenue": 1546793000,
        "revenueYearAgo": 1144969000,
        "growthPct": 35.1,
        "freeCashFlow": 83803000,
        "fcfMarginPct": 5.4,
        "revenueTtm": 5434647000,
        "freeCashFlowTtm": 1195274000,
        "fcfMarginTtmPct": 22,
        "ruleOf40": 57.1,
        "sbc": 423582000,
        "sbcPct": 27.4,
        "rpo": 9000000000
      }
    },
    {
      "ticker": "DDOG",
      "name": "Datadog",
      "sector": "data-infra",
      "cik": "0001561550",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 269.65,
      "closeDate": "2026-10-23",
      "marketCap": 96063621450,
      "sharesSource": "10-Q 0001628280-26-054458, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 9.1,
      "chg52wPct": 72.3,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-08-06",
        "accn": "0001628280-26-054458",
        "revenue": 1121454000,
        "revenueYearAgo": 826760000,
        "growthPct": 35.6,
        "freeCashFlow": 305984000,
        "fcfMarginPct": 27.3,
        "revenueTtm": 3966725000,
        "freeCashFlowTtm": 1182109000,
        "fcfMarginTtmPct": 29.8,
        "ruleOf40": 65.4,
        "sbc": 220252000,
        "sbcPct": 19.6,
        "rpo": 3471400000
      }
    },
    {
      "ticker": "MDB",
      "name": "MongoDB",
      "sector": "data-infra",
      "cik": "0001441816",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 371.09,
      "closeDate": "2026-10-23",
      "marketCap": 29871865888,
      "sharesSource": "10-Q 0001628280-26-059830, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 9.9,
      "chg52wPct": 11.2,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-09-01",
        "accn": "0001628280-26-059830",
        "revenue": 771773000,
        "revenueYearAgo": 591402000,
        "growthPct": 30.5,
        "freeCashFlow": 139406000,
        "fcfMarginPct": 18.1,
        "revenueTtm": 2782770000,
        "freeCashFlowTtm": 659020000,
        "fcfMarginTtmPct": 23.7,
        "ruleOf40": 54.2,
        "sbc": 148939000,
        "sbcPct": 19.3,
        "rpo": 1519200000
      }
    },
    {
      "ticker": "TEAM",
      "name": "Atlassian",
      "sector": "dev-tools",
      "cik": "0001650372",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 227.61,
      "closeDate": "2026-10-23",
      "marketCap": 59398243650,
      "sharesSource": "10-Q 0001650372-26-000027, weighted average basic shares, quarter ended 2026-03-31",
      "chg1wPct": 9.5,
      "chg52wPct": 39.9,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-K",
        "filed": "2026-08-14",
        "accn": "0001650372-26-000036",
        "revenue": 1766469000,
        "revenueYearAgo": 1384344000,
        "growthPct": 27.6,
        "freeCashFlow": 474693000,
        "fcfMarginPct": 26.9,
        "revenueTtm": 6572308000,
        "freeCashFlowTtm": 1319076000,
        "fcfMarginTtmPct": 20.1,
        "ruleOf40": 47.7,
        "sbc": 394475000,
        "sbcPct": 22.3,
        "rpo": 4800000000
      }
    },
    {
      "ticker": "GTLB",
      "name": "GitLab",
      "sector": "dev-tools",
      "cik": "0001653482",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 56.28,
      "closeDate": "2026-10-23",
      "marketCap": 9494604840,
      "sharesSource": "10-Q 0001628280-26-059943, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 6.7,
      "chg52wPct": 16,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-09-02",
        "accn": "0001628280-26-059943",
        "revenue": 286254000,
        "revenueYearAgo": 235960000,
        "growthPct": 21.3,
        "freeCashFlow": -3305000,
        "fcfMarginPct": -1.2,
        "revenueTtm": 1055167000,
        "freeCashFlowTtm": 213673000,
        "fcfMarginTtmPct": 20.3,
        "ruleOf40": 41.6,
        "sbc": 75006000,
        "sbcPct": 26.2,
        "rpo": 1200000000
      }
    },
    {
      "ticker": "ZM",
      "name": "Zoom",
      "sector": "collaboration",
      "cik": "0001585521",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 95.77,
      "closeDate": "2026-10-23",
      "marketCap": 28049044623,
      "sharesSource": "10-Q 0001585521-26-000121, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 1.7,
      "chg52wPct": 13.6,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-26",
        "accn": "0001585521-26-000121",
        "revenue": 1277217000,
        "revenueYearAgo": 1217227000,
        "growthPct": 4.9,
        "freeCashFlow": 472398000,
        "fcfMarginPct": 37,
        "revenueTtm": 4993050000,
        "freeCashFlowTtm": 1925657000,
        "fcfMarginTtmPct": 38.6,
        "ruleOf40": 43.5,
        "sbc": 179784000,
        "sbcPct": 14.1,
        "rpo": 4535900000
      }
    },
    {
      "ticker": "MNDY",
      "name": "Monday.com",
      "sector": "collaboration",
      "cik": "0001845338",
      "foreignFiler": true,
      "week": "2026-10-23",
      "close": 106.53,
      "closeDate": "2026-10-23",
      "marketCap": 4655047482,
      "sharesSource": "earnings release 2026-08-10 (https://www.sec.gov/Archives/edgar/data/1845338/000117891326003971/exhibit_99-1.htm), weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": 17.9,
      "chg52wPct": -46,
      "quarter": {
        "end": "2026-06-30",
        "form": "release",
        "filed": "2026-08-10",
        "accn": "0001178913-26-003971",
        "revenue": 364621000,
        "revenueYearAgo": 299014000,
        "growthPct": 21.9,
        "freeCashFlow": 51564000,
        "fcfMarginPct": 14.1,
        "revenueTtm": 1366619000,
        "freeCashFlowTtm": 297850000,
        "fcfMarginTtmPct": 21.8,
        "ruleOf40": 43.7,
        "sbc": 41218000,
        "sbcPct": 11.3,
        "rpo": 937000000,
        "source": "release",
        "sourceUrl": "https://www.sec.gov/Archives/edgar/data/1845338/000117891326003971/exhibit_99-1.htm"
      }
    },
    {
      "ticker": "DOCU",
      "name": "DocuSign",
      "sector": "collaboration",
      "cik": "0001261333",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 85.27,
      "closeDate": "2026-10-23",
      "marketCap": 16308058040,
      "sharesSource": "10-Q 0001261333-26-000099, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 14.2,
      "chg52wPct": 19.3,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-09-04",
        "accn": "0001261333-26-000099",
        "revenue": 875746000,
        "revenueYearAgo": 800636000,
        "growthPct": 9.4,
        "freeCashFlow": 295757000,
        "fcfMarginPct": 33.8,
        "revenueTtm": 3361191000,
        "freeCashFlowTtm": 1198291000,
        "fcfMarginTtmPct": 35.7,
        "ruleOf40": 45.1,
        "sbc": 148604000,
        "sbcPct": 17,
        "rpo": 2300000000
      }
    },
    {
      "ticker": "ADBE",
      "name": "Adobe",
      "sector": "creative-vertical",
      "cik": "0000796343",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 263.82,
      "closeDate": "2026-10-23",
      "marketCap": 104208900000,
      "sharesSource": "10-Q 0000796343-26-000156, weighted average basic shares, quarter ended 2026-08-28",
      "chg1wPct": 7.6,
      "chg52wPct": -25.4,
      "quarter": {
        "end": "2026-08-28",
        "form": "10-Q",
        "filed": "2026-09-22",
        "accn": "0000796343-26-000156",
        "revenue": 6760000000,
        "revenueYearAgo": 5988000000,
        "growthPct": 12.9,
        "freeCashFlow": 2438000000,
        "fcfMarginPct": 36.1,
        "revenueTtm": 25970000000,
        "freeCashFlowTtm": 10592000000,
        "fcfMarginTtmPct": 40.8,
        "ruleOf40": 53.7,
        "sbc": 539000000,
        "sbcPct": 8,
        "rpo": 22160000000
      }
    },
    {
      "ticker": "VEEV",
      "name": "Veeva Systems",
      "sector": "creative-vertical",
      "cik": "0001393052",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 323.04,
      "closeDate": "2026-10-23",
      "marketCap": 52443605760,
      "sharesSource": "10-Q 0001393052-26-000036, weighted average basic shares, quarter ended 2026-07-31",
      "chg1wPct": 4.1,
      "chg52wPct": 10.2,
      "quarter": {
        "end": "2026-07-31",
        "form": "10-Q",
        "filed": "2026-08-27",
        "accn": "0001393052-26-000036",
        "revenue": 927963000,
        "revenueYearAgo": 789081000,
        "growthPct": 17.6,
        "freeCashFlow": 230687000,
        "fcfMarginPct": 24.9,
        "revenueTtm": 3458098000,
        "freeCashFlowTtm": 1638768000,
        "fcfMarginTtmPct": 47.4,
        "ruleOf40": 65,
        "sbc": 136803000,
        "sbcPct": 14.7,
        "rpo": null
      }
    },
    {
      "ticker": "SHOP",
      "name": "Shopify",
      "sector": "creative-vertical",
      "cik": "0001594805",
      "foreignFiler": false,
      "week": "2026-10-23",
      "close": 168.68,
      "closeDate": "2026-10-23",
      "marketCap": 218477761385,
      "sharesSource": "10-Q 0001594805-26-000047, weighted average basic shares, quarter ended 2026-06-30",
      "chg1wPct": -0.5,
      "chg52wPct": -2.5,
      "quarter": {
        "end": "2026-06-30",
        "form": "10-Q",
        "filed": "2026-08-05",
        "accn": "0001594805-26-000047",
        "revenue": 3583000000,
        "revenueYearAgo": 2680000000,
        "growthPct": 33.7,
        "freeCashFlow": 654000000,
        "fcfMarginPct": 18.3,
        "revenueTtm": 13269000000,
        "freeCashFlowTtm": 2352000000,
        "fcfMarginTtmPct": 17.7,
        "ruleOf40": 51.4,
        "sbc": 128000000,
        "sbcPct": 3.6,
        "rpo": null
      }
    }
  ]
}
