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375 reports analyzed by SecBot AI · browse by date or by stock
TickerTypeSentimentImpactSummaryDate
CHKPSC 13G/Aneutral2/10Gil Shwed, founder and CEO of Check Point Software Technologies, filed an amended Schedule 13G/A disclosing beneficial oOct 26, 2026
NETINST-CLUSTERneutral3/10Five institutional asset managers increased their Cloudflare positions by a net $32.5M in Q3 2026, while one trimmed by Oct 26, 2026
ZSINST-CLUSTERneutral3/10Five asset managers increased their Zscaler positions in Q3 2026, with two doubling their stakes, while one institution Oct 26, 2026
LAESPRESS-RELEASEneutral4/10SEALSQ signed a binding letter of intent to acquire satellite capacity and ground infrastructure from WISeSat.Space for Oct 26, 2026
CRWDCLUSTERbearish5/10CEO George Kurtz executed a massive open-market selling cluster totaling ~$4.6M over two days (Oct 21-22), with 20 separOct 23, 2026
FTNTINST-CLUSTERbullish4/10Six institutional asset managers accumulated $230.5M in Fortinet positions during Q3 2026, led by Robeco Institutional AOct 23, 2026
VRNSDEFA14Aneutral3/10Varonis Systems filed a DEFA14A to notify holders of its 1.00% convertible senior notes due 2029 that the pending mergerOct 22, 2026
CHKP144neutral2/10Nataly Kremer, an officer of Check Point Software Technologies, filed a Form 144 notice of intent to sell 3,185 ordinaryOct 22, 2026
CRWDCLUSTERneutral2/10Two CrowdStrike insiders — CEO George Kurtz and Director Johanna Flower — sold shares in a cluster totaling ~$336K in opOct 21, 2026
QLYSCLUSTERneutral2/10Two insiders at Qualys, including the CEO, sold a total of $112K in open-market transactions over a one-week window. TheOct 21, 2026
GENINST-CLUSTERneutral3/10A mixed institutional cluster in Gen Digital (GEN) shows two asset managers accumulating $8.6M (led by Artemis doubling Oct 21, 2026
QLYSINST-CLUSTERmixed3/10Institutional activity in QLYS during Q3 2026 shows a mixed picture: four smaller asset managers added or doubled positiOct 21, 2026
ZSANALYST-UPGRADEneutral1/10DA Davidson initiated coverage on Zscaler (ZS) with a Neutral rating and a $215 price target on October 21, 2026, represOct 21, 2026
OKTAINST-CLUSTERbullish4/10Three institutional asset managers increased their Okta positions by a net $82.6M in Q3 2026, led by Robeco doubling itsOct 20, 2026
PANWINST-CLUSTERbearish4/10Four institutional asset managers reduced their PANW holdings by a net $232.3M in Q3 2026, while one small advisor addedOct 20, 2026
NETCLUSTERbearish4/10Cloudflare CFO Thomas Seifert sold ~$3.74M in open-market shares on October 19, 2026, alongside a director sale of $586KOct 19, 2026
NET144neutral2/10CFO Thomas Seifert filed a Form 144 notice to sell 12,500 shares (~$3.7M) under a 10b5-1 plan, with three prior plan salOct 19, 2026
CRWD144bearish5/10CEO George Kurtz filed a Form 144 to sell 620,000 shares of CrowdStrike Class A common stock, valued at approximately $1Oct 19, 2026
VRNSDEFA14Aneutral3/10Varonis Systems filed this DEFA14A to distribute a Partner FAQ regarding its pending $6.3 billion acquisition by ProofpoOct 19, 2026
OKTAPTAB-TRIALneutral3/10The USPTO PTAB granted institution of post-grant review (PGR2026-00045) on a patent titled 'METHOD OF IMPLEMENTING A PHYOct 18, 2026
S8-Kmixed6/10SentinelOne completed a $1.4375B private placement of 0.00% convertible senior notes due 2031, with an initial conversioOct 16, 2026
VRNSDEFA14Abullish7/10Varonis Systems filed additional definitive proxy soliciting materials (DEFA14A) containing a CEO interview discussing tOct 16, 2026
LAES6-Kneutral2/10SEALSQ Corp filed a Form 6-K on October 16, 2026, designating several prior 6-K reports as incorporated by reference intOct 16, 2026
LAES6-Kbullish6/10SEALSQ Corp reported preliminary 9M 2026 revenue of $16.3 million, up 65% YoY from $9.9 million, and reaffirmed FY 2026 Oct 16, 2026
SINST-CLUSTERbullish4/10Three asset managers increased their SentinelOne positions in Q3 2026, adding a net $34.1M to aggregate holdings of $56.Oct 16, 2026
CRWDINST-CLUSTERbullish4/10Four institutional asset managers accumulated $328.4M net in CrowdStrike during Q3 2026, led by a massive new $93M positOct 16, 2026
NETCOURT-RULINGbearish7/10The Delaware Court of Chancery granted a preliminary injunction blocking Cloudflare's recapitalization that would have aOct 15, 2026
VRNSDEFA14Abullish7/10Varonis Systems filed this DEFA14A to distribute internal and external communications regarding its definitive agreementOct 15, 2026
VRNSDEFA14Abullish8/10Varonis Systems has entered into a definitive merger agreement to be acquired by Proofpoint, Inc. (a Thoma Bravo portfolOct 15, 2026
VRNS8-Kbullish7/10Varonis Systems has entered into a definitive agreement to be acquired by Proofpoint, Inc., a Thoma Bravo portfolio compOct 15, 2026
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