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Sector Analysis

Services-Prepackaged Software

Standard Industrial Classification: SIC 7372

Industry Insider Sentiment Analysis

The Services-Prepackaged Software sector (SIC 7372) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2026-07-14 20:15 2026-07-13 RBRK Rubrik, Inc. Mhatre Ravi Director SELL $83.10 3,979 $330,655 0
2026-07-14 00:15 2026-07-09 CRWD CrowdStrike Holdings, Inc. Kurtz George Director, Officer SELL $192.81 20,000 $3,856,250 8,233,544
2026-07-13 23:02 2026-07-09 EVCM EverCommerce Inc. Feierstein Matthew David Officer SELL $10.03 1,971 $19,761 2,031,679
2026-07-13 22:12 2026-07-09 XYZ Block, Inc. Eisen Anthony Mathew Director SELL $77.80 18,000 $1,400,400 1,838,672
2026-07-13 21:08 2026-07-10 CYAB CYABRA, INC. Brahmy Dan Director, Officer BUY $0.44 53,650 $23,338 853,052
2026-07-13 20:54 2026-07-13 GWRE Guidewire Software, Inc. Rosenbaum Michael George Director, Officer SELL $138.47 1,200 $166,164 194,976
2026-07-13 20:34 2026-07-09 DDOG Datadog, Inc. Agarwal Amit Director SELL $267.41 20,000 $5,348,252 1,640
2026-07-13 20:04 2026-07-10 SPT Sprout Social, Inc. Howard Justyn Russell Director, Officer, 10% owner SELL $8.28 40,000 $331,360 7,417
2026-07-13 14:02 2026-07-10 GLBE Global-E Online Ltd. Debbi Nir Director, Officer SELL $39.02 150 $5,853 4,534,299
2026-07-10 23:37 2026-07-08 NTSK Netskope Inc Griffith William J.G. Director, 10% owner BUY $11.82 610,291 $7,216,081 610,291
2026-07-10 23:39 2026-07-08 NTSK Netskope Inc ICONIQ Strategic Partners VIII Holdings, L.P. 10% owner BUY $11.82 610,291 $7,216,020 610,291
2026-07-10 22:08 2026-07-08 BOX BOX INC Berkovitch Eli Officer SELL $28.95 1,800 $52,110 109,254
2026-07-10 22:11 2026-07-10 BOX BOX INC Smith Dylan C Officer SELL $29.05 17,000 $493,901 1,337,075
2026-07-10 21:00 2026-07-08 OKTA Okta, Inc. McKinnon Todd Director, Officer SELL $146.62 68,936 $10,107,672 38,484
2026-07-10 20:32 2026-07-09 BB BLACKBERRY Ltd Foote Tim Officer OPT+S $10.92 8,235 $89,926 73,535
2026-07-10 20:32 2026-07-09 BB BLACKBERRY Ltd Kurtz Philip S. Officer OPT+S $11.07 6,414 $71,003 125,158
2026-07-10 20:32 2026-07-09 BB BLACKBERRY Ltd Armstrong-Owen Jennifer Officer OPT+S $10.92 3,296 $35,992 106,091
2026-07-10 20:32 2026-07-08 BB BLACKBERRY Ltd GIAMATTEO JOHN JOSEPH Director, Officer OPT+S $11.19 277,012 $3,100,346 721,316
2026-07-10 20:37 2026-07-08 DDOG Datadog, Inc. Le-Quoc Alexis Director, Officer OPT+S $257.24 53,912 $13,868,382 509,805
2026-07-10 20:15 2026-07-08 FROG JFrog Ltd Shlomi Ben Haim Director, Officer SELL $94.37 15,000 $1,415,526 4,577,237
2026-07-10 20:05 2026-07-08 TTAN ServiceTitan, Inc. Deeter Byron B Director, 10% owner SELL $0.00 0 $0 0
2026-07-10 00:15 2026-07-07 CRWD CrowdStrike Holdings, Inc. Kurtz George Director, Officer SELL $193.23 20,000 $3,864,654 8,253,544
2026-07-10 00:22 2026-07-08 CRWV CoreWeave, Inc. Agrawal Nitin Officer SELL $82.98 3 $249 193,771
2026-07-10 00:23 2026-07-07 CRWV CoreWeave, Inc. Intrator Michael N Director, Officer, 10% owner SELL $83.37 369,489 $30,803,189 2,876,815
2026-07-10 00:11 2026-07-08 NTSK Netskope Inc Lightspeed Venture Partners IX, L.P. 10% owner SELL $12.21 229,696 $2,803,555 0
2026-07-10 00:12 2026-07-08 NTSK Netskope Inc Lightspeed Venture Partners Select, L.P. 10% owner SELL $12.21 229,696 $2,803,555 0
2026-07-09 23:35 2026-07-07 APPF APPFOLIO INC DUCA MAURICE J 10% owner SELL $180.34 10,700 $1,929,626 147,900
2026-07-09 22:28 2026-07-07 EVCM EverCommerce Inc. Remer Eric Richard Director, Officer SELL $9.98 20,011 $199,734 5,679,451
2026-07-09 22:05 2026-07-09 GWRE Guidewire Software, Inc. King James Winston Officer SELL $130.64 1,684 $219,998 30,018
2026-07-09 21:07 2026-07-08 NAVN Navan, Inc. Lightspeed Venture Partners X, L.P. 10% owner SELL $25.36 8,983 $227,809 0
2026-07-09 21:09 2026-07-08 NAVN Navan, Inc. Lightspeed Venture Partners Select II, L.P. 10% owner SELL $25.36 8,983 $227,809 0
2026-07-09 20:46 2026-07-07 SAIL SailPoint, Inc. Mills Matt Officer SELL $15.90 77,797 $1,237,229 2,373,537
2026-07-09 20:47 2026-07-07 SAIL SailPoint, Inc. Gnanasambandam Chandrasekar Officer SELL $15.79 34,418 $543,553 934,508
2026-07-09 20:49 2026-07-07 SAIL SailPoint, Inc. Payne Abby Officer SELL $15.90 38,541 $612,929 891,965
2026-07-09 20:50 2026-07-07 SAIL SailPoint, Inc. REZVAN MITRA Officer SELL $15.79 6,835 $107,942 182,641
2026-07-09 20:53 2026-07-07 SAIL SailPoint, Inc. CAROLAN BRIAN Officer SELL $15.78 78,470 $1,237,982 1,707,742
2026-07-09 20:55 2026-07-07 SAIL SailPoint, Inc. McClain Mark D. Director, Officer SELL $15.90 211,454 $3,362,816 8,093,870
2026-07-09 20:41 2026-07-07 SAIL SailPoint, Inc. Schmitt Christopher Officer SELL $15.90 42,830 $681,138 1,312,721
2026-07-09 20:15 2026-07-07 FROG JFrog Ltd Landman Yoav Director, Officer SELL $99.00 700 $69,300 5,538,338
2026-07-09 20:16 2026-07-07 DBX DROPBOX, INC. Peacock Karen Director SELL $29.00 2,000 $58,000 24,366
2026-07-09 20:10 2026-07-08 CLBT Cellebrite DI Ltd. Barter David Officer SELL $16.38 41,734 $683,419 334,219
2026-07-08 23:01 2026-07-06 RBRK Rubrik, Inc. Nithrakashyap Arvind Director, Officer SELL $86.65 38,460 $3,332,421 303,611
2026-07-08 23:03 2026-07-06 SNOW Snowflake Inc. Speiser Michael L Director SELL $257.91 840 $216,642 26,876
2026-07-08 23:02 2026-07-06 SNOW Snowflake Inc. Speiser Michael L Director SELL $257.91 2,520 $649,926 26,876
2026-07-08 23:02 2026-07-06 SNOW Snowflake Inc. Speiser Michael L Director SELL $257.91 47,381 $12,219,868 415,120
2026-07-09 00:19 2026-07-06 EVCM EverCommerce Inc. Feierstein Matthew David Officer SELL $10.06 21,798 $219,279 2,033,650
2026-07-09 00:26 2026-07-06 CRWV CoreWeave, Inc. McBee Brannin Officer SELL $86.13 197,000 $16,967,512 0
2026-07-09 00:28 2026-07-06 CRWV CoreWeave, Inc. McBee Brannin Officer SELL $86.13 53,000 $4,564,858 51,500
2026-07-09 00:29 2026-07-06 CRWV CoreWeave, Inc. McVeety Kristen J Officer SELL $85.89 22 $1,890 121,696
2026-07-08 22:17 2026-07-06 XYZ Block, Inc. Eisen Anthony Mathew Director SELL $78.31 18,000 $1,409,521 1,856,672
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Services-Prepackaged Software sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (7372) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Services-Prepackaged Software

Every transaction in the Services-Prepackaged Software industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.