| S | 8-K | mixed | 6/10 | SentinelOne completed a $1.4375B private placement of 0.00% convertible senior notes due 2031, with an initial conversio | Oct 16, 2026 |
| VRNS | 8-K | bullish | 7/10 | Varonis Systems has entered into a definitive agreement to be acquired by Proofpoint, Inc., a Thoma Bravo portfolio comp | Oct 15, 2026 |
| TENB | 8-K | neutral | 4/10 | Tenable Holdings entered into a $400 million senior secured revolving credit facility on October 13, 2026, replacing its | Oct 13, 2026 |
| GEN | 8-K | neutral | 2/10 | Gen Digital Inc. appointed Talbott Roche, CEO of Blackhawk Network, to its Board of Directors effective October 6, 2026. | Oct 9, 2026 |
| TENB | 8-K | neutral | 3/10 | Tenable appointed Charles Bell, a senior Microsoft and AWS executive with deep in engineering and former AWS SVP, to its | Oct 6, 2026 |
| ZS | 8-K | neutral | 3/10 | Zscaler hosted its 2026 Investor Day and reaffirmed its previously provided guidance for Q1 and full fiscal year 2027. N | Oct 6, 2026 |
| OKTA | 8-K | neutral | 2/10 | Okta announced the resignation of director Emilie Choi (effective Sept 14, 2026) and the appointment of Helen Riley as a | Sep 18, 2026 |
| RPD | 8-K | neutral | 2/10 | Rapid7 disclosed the resignation of four directors (Michael Burns, Benjamin Holzman, Thomas Schodorf, Reeny Sondhi) effe | Aug 31, 2026 |
| NET | 8-K | neutral | 5/10 | Cloudflare issued $2.5 billion of 0% convertible senior notes due 2031, entered into capped call transactions costing $2 | Aug 13, 2026 |
| RPD | 8-K | bearish | 7/10 | Rapid7 reported Q2 2026 revenue of $210.9M (-1.5% YoY), missing the $208.2M consensus by 1.3%. Non-GAAP EPS of $0.44 bea | Aug 10, 2026 |
| QLYS | 8-K | bullish | 7/10 | Qualys reported Q2 2026 revenue of $182.2M (+11% YoY), GAAP EPS of $1.50, and non-GAAP EPS of $1.98, beating consensus e | Aug 4, 2026 |
| NET | 8-K | mixed | 5/10 | Cloudflare filed an 8-K reporting the results of its 2026 Annual Meeting, where stockholders approved all proposals incl | Jul 3, 2026 |
| OKTA | 8-K | neutral | 3/10 | Okta stockholders approved an amendment to the 2017 Equity Incentive Plan at the 2026 annual meeting. The amendment remo | Jun 23, 2026 |
| PANW | 8-K | bullish | 7/10 | Palo Alto Networks reported fiscal Q3 2026 revenue of $3.0B (+31% YoY, including $388M from CyberArk/Chronosphere), beat | Jun 5, 2026 |
| ZS | 8-K | mixed | 6/10 | Zscaler reported Q3 FY2026 results with revenue of $850.5M (+25% YoY), slightly below the $877.6M consensus, and non-GAA | Jun 5, 2026 |
| CRWD | 8-K | bullish | 7/10 | CrowdStrike reported a strong Q1 FY27 beat, with revenue of $1.39B (+26% YoY) and non-GAAP EPS of $1.10 (+50.7% YoY), bo | Jun 3, 2026 |
| VRNS | 8-K | neutral | 2/10 | Varonis Systems filed an 8-K reporting the results of its 2026 Annual Meeting of Stockholders held on June 1, 2026. Stoc | Jun 2, 2026 |
| RPD | 8-K | neutral | 5/10 | Rapid7 announced a CEO transition: board member Wael Mohamed becomes CEO effective June 1, 2026, succeeding Corey Thomas | Jun 1, 2026 |
| S | 8-K | bullish | 6/10 | SentinelOne reported Q1 FY27 revenue of $277M (+21% YoY) and non-GAAP diluted EPS of $0.04, beating consensus estimates | May 28, 2026 |
| OKTA | 8-K | bullish | 6/10 | Okta reported Q1 FY27 revenue of $765M (+11% YoY) and non-GAAP EPS of $0.91, beating consensus of $0.85 (+5.9%). Total R | May 28, 2026 |
| TENB | 8-K | neutral | 5/10 | Tenable hosted an Investor Day on May 21, 2026, presenting its long-term strategy centered on the Tenable One platform a | May 21, 2026 |
| GENVR | 8-K | bullish | 8/10 | Gen Digital reported record Q4 FY26 results with revenue of $1.283B (up 27% YoY) and non-GAAP EPS of $0.67 (up 14% YoY). | May 7, 2026 |
| VRNS | 8-K | bullish | 8/10 | Varonis delivered strong Q1 2026 results with total revenue up 27% YoY to $173.1M, driven by 82% SaaS revenue growth. Th | Apr 28, 2026 |
| PANW | 8-K | neutral | 4/10 | Palo Alto Networks extended the lease terms for its Santa Clara buildings (E, F, H, and G) through 2040, with rent abate | Apr 13, 2026 |
| CRWD | 8-K | neutral | 4/10 | CrowdStrike announced a $500 million increase to its share repurchase program, bringing the total authorization to $1.5 | Apr 6, 2026 |
| OKTA | 8-K | neutral | 3/10 | Okta, Inc. announced that director Jeff Epstein will resign from its Board of Directors, effective at the company's 2026 | Mar 23, 2026 |
| OKTA | 8-K | neutral | 3/10 | Analysis based on filing metadata only — document content was unavailable. The filing is an 8-K for Okta, Inc. (OKTA) re | Mar 11, 2026 |
| S | 8-K | neutral | 5/10 | SentinelOne appointed Sonalee Parekh as Chief Financial Officer effective March 24, 2026, replacing interim CFO Barry Pa | Mar 5, 2026 |
| OKTA | 8-K | bullish | 8/10 | Okta reported strong fiscal year 2026 results with 12% year-over-year revenue growth and improved profitability, driven | Mar 4, 2026 |