| CHKP | SC 13G/A | neutral | 2/10 | 🔒Gil Shwed, founder and CEO of Check Point Software Technologies, filed an amended Schedule 13G/A disclosing beneficial o | Oct 26, 2026 |
| NET | INST-CLUSTER | neutral | 3/10 | 🔒Five institutional asset managers increased their Cloudflare positions by a net $32.5M in Q3 2026, while one trimmed by | Oct 26, 2026 |
| ZS | INST-CLUSTER | neutral | 3/10 | 🔒Five asset managers increased their Zscaler positions in Q3 2026, with two doubling their stakes, while one institution | Oct 26, 2026 |
| LAES | PRESS-RELEASE | neutral | 4/10 | 🔒SEALSQ signed a binding letter of intent to acquire satellite capacity and ground infrastructure from WISeSat.Space for | Oct 26, 2026 |
| CRWD | CLUSTER | bearish | 5/10 | CEO George Kurtz executed a massive open-market selling cluster totaling ~$4.6M over two days (Oct 21-22), with 20 separ | Oct 23, 2026 |
| FTNT | INST-CLUSTER | bullish | 4/10 | Six institutional asset managers accumulated $230.5M in Fortinet positions during Q3 2026, led by Robeco Institutional A | Oct 23, 2026 |
| VRNS | DEFA14A | neutral | 3/10 | Varonis Systems filed a DEFA14A to notify holders of its 1.00% convertible senior notes due 2029 that the pending merger | Oct 22, 2026 |
| CHKP | 144 | neutral | 2/10 | Nataly Kremer, an officer of Check Point Software Technologies, filed a Form 144 notice of intent to sell 3,185 ordinary | Oct 22, 2026 |
| CRWD | CLUSTER | neutral | 2/10 | Two CrowdStrike insiders — CEO George Kurtz and Director Johanna Flower — sold shares in a cluster totaling ~$336K in op | Oct 21, 2026 |
| QLYS | CLUSTER | neutral | 2/10 | Two insiders at Qualys, including the CEO, sold a total of $112K in open-market transactions over a one-week window. The | Oct 21, 2026 |
| GEN | INST-CLUSTER | neutral | 3/10 | A mixed institutional cluster in Gen Digital (GEN) shows two asset managers accumulating $8.6M (led by Artemis doubling | Oct 21, 2026 |
| QLYS | INST-CLUSTER | mixed | 3/10 | Institutional activity in QLYS during Q3 2026 shows a mixed picture: four smaller asset managers added or doubled positi | Oct 21, 2026 |
| ZS | ANALYST-UPGRADE | neutral | 1/10 | DA Davidson initiated coverage on Zscaler (ZS) with a Neutral rating and a $215 price target on October 21, 2026, repres | Oct 21, 2026 |
| OKTA | INST-CLUSTER | bullish | 4/10 | Three institutional asset managers increased their Okta positions by a net $82.6M in Q3 2026, led by Robeco doubling its | Oct 20, 2026 |
| PANW | INST-CLUSTER | bearish | 4/10 | Four institutional asset managers reduced their PANW holdings by a net $232.3M in Q3 2026, while one small advisor added | Oct 20, 2026 |
| NET | CLUSTER | bearish | 4/10 | Cloudflare CFO Thomas Seifert sold ~$3.74M in open-market shares on October 19, 2026, alongside a director sale of $586K | Oct 19, 2026 |
| NET | 144 | neutral | 2/10 | CFO Thomas Seifert filed a Form 144 notice to sell 12,500 shares (~$3.7M) under a 10b5-1 plan, with three prior plan sal | Oct 19, 2026 |
| CRWD | 144 | bearish | 5/10 | CEO George Kurtz filed a Form 144 to sell 620,000 shares of CrowdStrike Class A common stock, valued at approximately $1 | Oct 19, 2026 |
| VRNS | DEFA14A | neutral | 3/10 | Varonis Systems filed this DEFA14A to distribute a Partner FAQ regarding its pending $6.3 billion acquisition by Proofpo | Oct 19, 2026 |
| OKTA | PTAB-TRIAL | neutral | 3/10 | The USPTO PTAB granted institution of post-grant review (PGR2026-00045) on a patent titled 'METHOD OF IMPLEMENTING A PHY | Oct 18, 2026 |
| 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 | DEFA14A | bullish | 7/10 | Varonis Systems filed additional definitive proxy soliciting materials (DEFA14A) containing a CEO interview discussing t | Oct 16, 2026 |
| LAES | 6-K | neutral | 2/10 | SEALSQ Corp filed a Form 6-K on October 16, 2026, designating several prior 6-K reports as incorporated by reference int | Oct 16, 2026 |
| LAES | 6-K | bullish | 6/10 | SEALSQ Corp reported preliminary 9M 2026 revenue of $16.3 million, up 65% YoY from $9.9 million, and reaffirmed FY 2026 | Oct 16, 2026 |
| S | INST-CLUSTER | bullish | 4/10 | Three asset managers increased their SentinelOne positions in Q3 2026, adding a net $34.1M to aggregate holdings of $56. | Oct 16, 2026 |
| CRWD | INST-CLUSTER | bullish | 4/10 | Four institutional asset managers accumulated $328.4M net in CrowdStrike during Q3 2026, led by a massive new $93M posit | Oct 16, 2026 |
| NET | COURT-RULING | bearish | 7/10 | The Delaware Court of Chancery granted a preliminary injunction blocking Cloudflare's recapitalization that would have a | Oct 15, 2026 |
| VRNS | DEFA14A | bullish | 7/10 | Varonis Systems filed this DEFA14A to distribute internal and external communications regarding its definitive agreement | Oct 15, 2026 |
| VRNS | DEFA14A | bullish | 8/10 | Varonis Systems has entered into a definitive merger agreement to be acquired by Proofpoint, Inc. (a Thoma Bravo portfol | Oct 15, 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 |