Technology / Software - Infrastructure
Exclusive insider sentiment analysis for the Software - Infrastructure sector. Track real-time Director purchases and institutional money flow to identify high-conviction opportunities before the market reacts.
| Filing Date | Trade Date | Ticker | Company Name | Reporting Person | Relationship | Industry | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-03 20:40 | 2026-04-01 | DBX | DROPBOX, INC. | Houston Andrew | Director, Officer, 10% owner; Chief Executive Officer | Software - Infrastructure | SALE | $22.89 | 111,166 | $2,544,601 | 0 | -100.0% |
| 2026-04-03 20:22 | 2026-04-01 | MDB | MongoDB, Inc. | Cochran Hope F | Director | Software - Infrastructure | OPT+S | $249.33 | 1,566 | $390,451 | 24,093 | -6.1% |
| 2026-04-03 20:30 | 2026-04-01 | PANW | Palo Alto Networks Inc | Paul Josh D. | Officer; Chief Accounting Officer | Software - Infrastructure | SALE | $161.40 | 1,100 | $177,540 | 83,136 | -1.3% |
| 2026-04-03 20:30 | 2026-04-01 | PANW | Palo Alto Networks Inc | Golechha Dipak | Officer; EVP, Chief Financial Officer | Software - Infrastructure | SALE | $160.42 | 5,000 | $802,077 | 150,250 | -3.2% |
| 2026-04-04 01:02 | 2026-04-01 | CRWV | CoreWeave, Inc. | Intrator Michael N | Director, Officer, 10% owner; CEO and President | Software - Infrastructure | SALE | $78.77 | 444,017 | $34,974,997 | 0 | -100.0% |
| 2026-04-04 01:03 | 2026-04-01 | CRWV | CoreWeave, Inc. | Venturo Brian M | Director, Officer; Chief Strategy Officer | Software - Infrastructure | SALE | $79.64 | 1,401,924 | $111,648,947 | 0 | -100.0% |
| 2026-04-03 23:37 | 2026-04-02 | ARQQ | Arqit Quantum Inc. | Feenan Paul | Officer; Chief Revenue Officer | Software - Infrastructure | OPT+S | $13.32 | 1,632 | $21,738 | 17,963 | -8.3% |
| 2026-04-03 23:26 | 2026-04-02 | ARQQ | Arqit Quantum Inc. | Willcocks Patrick | Officer; General Counsel | Software - Infrastructure | OPT+S | $13.32 | 1,790 | $23,849 | 11,916 | -13.1% |
| 2026-04-03 23:28 | 2026-04-02 | ARQQ | Arqit Quantum Inc. | Wilder Ben Simon | Officer; Chief Operating Officer | Software - Infrastructure | OPT+S | $13.31 | 683 | $9,092 | 3,018 | -18.5% |
| 2026-04-03 23:30 | 2026-04-02 | ARQQ | Arqit Quantum Inc. | Ritchie Garth | Director | Software - Infrastructure | OPT+S | $13.25 | 512 | $6,782 | 28,800 | -1.7% |
| 2026-04-03 23:33 | 2026-04-02 | ARQQ | Arqit Quantum Inc. | Pointon Nicholas | Officer; Chief Financial Officer | Software - Infrastructure | OPT+S | $13.32 | 1,709 | $22,764 | 13,607 | -11.2% |
| 2026-04-03 21:48 | 2026-04-01 | EVCM | EverCommerce Inc. | Feierstein Matthew David | Officer; President | Software - Infrastructure | SALE | $11.47 | 20,000 | $229,388 | 2,170,606 | -0.9% |
| 2026-04-03 21:04 | 2026-04-01 | OKTA | Okta, Inc. | Kelleher Eric Robert | Officer; See Remarks | Software - Infrastructure | OPT+S | $80.00 | 2,409 | $192,720 | 15,470 | -13.5% |
| 2026-04-03 20:31 | 2026-04-02 | TOST | Toast, Inc. | Narang Aman | Director, Officer; CEO | Software - Infrastructure | OPT+S | $26.19 | 13,463 | $352,556 | 54,013 | -20.0% |
| 2026-04-03 20:32 | 2026-04-02 | TOST | Toast, Inc. | Gomez Elena | Officer; President, CFO | Software - Infrastructure | OPT+S | $26.19 | 8,929 | $233,824 | 173,064 | -4.9% |
| 2026-04-03 20:32 | 2026-04-02 | TOST | Toast, Inc. | Fredette Stephen | Director, Officer; President | Software - Infrastructure | OPT+S | $26.19 | 7,289 | $190,877 | 920,985 | -0.8% |
| 2026-04-03 20:33 | 2026-04-02 | TOST | Toast, Inc. | Elworthy Brian R | Officer; General Counsel | Software - Infrastructure | OPT+S | $26.19 | 3,664 | $95,949 | 243,642 | -1.5% |
| 2026-04-03 20:34 | 2026-04-02 | TOST | Toast, Inc. | Vassil Jonathan | Officer; Chief Revenue Officer | Software - Infrastructure | OPT+S | $26.19 | 6,438 | $168,592 | 146,618 | -4.2% |
| 2026-04-03 20:20 | 2026-04-01 | EXOD | Exodus Movement, Inc. | Knight Margaret | Director | Software - Infrastructure | SALE | $6.54 | 135 | $883 | 13,103 | -1.0% |
| 2026-04-03 19:09 | 2026-04-01 | IOT | Samsara Inc. | Phillips Dominic | Officer; SEE REMARKS | Software - Infrastructure | SALE | $31.81 | 20,139 | $640,674 | 462,801 | -4.2% |
| 2026-04-03 18:14 | 2026-04-01 | RPAY | Repay Holdings Corp | Forager Fund, L.P. | 10% owner | Software - Infrastructure | BUY | $2.54 | 950,000 | $2,408,345 | 10,192,937 | +10.3% |
| 2026-04-02 21:55 | 2026-04-01 | DAVA | Endava plc | Butcher Patrick | Director | Software - Infrastructure | OPT+S | $4.43 | 554 | $2,454 | 9,099 | -5.7% |
| 2026-04-02 21:55 | 2026-04-01 | DAVA | Endava plc | Hollister Kathryn A | Director | Software - Infrastructure | OPT+S | $4.42 | 264 | $1,167 | 13,151 | -2.0% |
| 2026-04-02 21:55 | 2026-04-01 | DAVA | Endava plc | Druskin Ben | Director | Software - Infrastructure | OPT+S | $4.43 | 486 | $2,153 | 54,367 | -0.9% |
| 2026-04-02 21:56 | 2026-03-31 | IOT | Samsara Inc. | Biswas Sanjit | Director, Officer, 10% owner; CHIEF EXECUTVE OFFICER | Software - Infrastructure | SALE | $31.58 | 263,900 | $8,333,487 | 1,139,056 | -18.8% |
| 2026-04-02 21:55 | 2026-03-31 | IOT | Samsara Inc. | Bicket John | Director, Officer, 10% owner; SEE REMARKS | Software - Infrastructure | SALE | $31.58 | 263,900 | $8,333,672 | 985,828 | -21.1% |
| 2026-04-02 20:47 | 2026-03-31 | DBX | DROPBOX, INC. | Schubach Sarah Elizabeth | Officer; Chief Accounting Officer | Software - Infrastructure | SALE | $22.60 | 1,416 | $32,002 | 82,073 | -1.7% |
| 2026-04-02 20:11 | 2026-03-31 | TWLO | TWILIO INC | Viggiano Aidan | Officer; Chief Financial Officer | Software - Infrastructure | SALE | $122.79 | 8,231 | $1,010,653 | 139,730 | -5.6% |
| 2026-04-02 20:09 | 2026-03-31 | TWLO | TWILIO INC | Shipchandler Khozema | Director, Officer; Chief Executive Officer | Software - Infrastructure | SALE | $122.81 | 12,624 | $1,550,337 | 251,257 | -4.8% |
| 2026-04-02 20:54 | 2026-04-01 | NET | Cloudflare, Inc. | Hawkins Mark J | Director | Software - Infrastructure | SALE | $209.60 | 133 | $27,877 | 10,322 | -1.3% |
| 2026-04-02 21:55 | 2026-04-01 | DAVA | Endava plc | PATTILLO DAVID ALEXANDER | Director | Software - Infrastructure | OPT+S | $4.43 | 538 | $2,383 | 32,332 | -1.6% |
| 2026-04-03 01:22 | 2026-03-31 | CRWV | CoreWeave, Inc. | Intrator Michael N | Director, Officer, 10% owner; CEO and President | Software - Infrastructure | OPT+S | $74.05 | 77,939 | $5,771,383 | 5,728,900 | -1.3% |
| 2026-04-03 01:24 | 2026-03-31 | CRWV | CoreWeave, Inc. | McBee Brannin | Officer; Chief Development Officer | Software - Infrastructure | OPT+S | $74.05 | 56,031 | $4,149,096 | 313,732 | -15.2% |
| 2026-04-03 01:26 | 2026-03-31 | CRWV | CoreWeave, Inc. | McVeety Kristen J | Officer; GC and Secretary | Software - Infrastructure | OPT+S | $74.05 | 11 | $815 | 120,098 | 0.0% |
| 2026-04-03 01:27 | 2026-03-31 | CRWV | CoreWeave, Inc. | Venturo Brian M | Director, Officer; Chief Strategy Officer | Software - Infrastructure | OPT+S | $74.05 | 65,005 | $4,813,620 | 285,327 | -18.6% |
| 2026-04-03 01:19 | 2026-03-31 | CRWV | CoreWeave, Inc. | Agrawal Nitin | Officer; Chief Financial Officer | Software - Infrastructure | OPT+S | $74.05 | 16 | $1,185 | 189,906 | 0.0% |
| 2026-04-03 01:20 | 2026-03-31 | CRWV | CoreWeave, Inc. | Baker Jeff | Officer; Principal Accounting Officer | Software - Infrastructure | OPT+S | $74.05 | 16 | $1,185 | 36,789 | 0.0% |
| 2026-04-03 01:21 | 2026-03-31 | CRWV | CoreWeave, Inc. | Goldberg Chen | Officer; EVP, Product & Engineering | Software - Infrastructure | OPT+S | $74.05 | 16 | $1,185 | 58,703 | 0.0% |
| 2026-04-03 00:25 | 2026-04-01 | CORZ | Core Scientific, Inc./tx | DUCHENE TODD M | Officer; See remarks | Software - Infrastructure | SALE | $15.25 | 10,000 | $152,523 | 2,047,089 | -0.5% |
| 2026-04-03 00:04 | 2026-04-01 | RELY | Remitly Global, Inc. | Sharma Pankaj | Officer; Chief Business Officer | Software - Infrastructure | OPT+S | $15.26 | 10,000 | $152,600 | 665,878 | -1.5% |
| 2026-04-02 23:42 | 2026-04-01 | RBRK | Rubrik, Inc. | THOMPSON JOHN WENDELL | Director | Software - Infrastructure | OPT+S | $48.91 | 13,500 | $660,332 | 4,653 | -74.4% |
| 2026-04-02 22:42 | 2026-03-31 | LSAK | LESAKA TECHNOLOGIES INC | International Finance Corp | 10% owner | Software - Infrastructure | SALE | $5.00 | 61,398 | $307,027 | 5,659,218 | -1.1% |
| 2026-04-02 22:46 | 2026-04-01 | PGY | Pagaya Technologies Ltd. | Perros Evangelos | Officer; Chief Financial Officer | Software - Infrastructure | OPT+S | $11.34 | 13,004 | $147,465 | 122,174 | -9.6% |
| 2026-04-02 22:14 | 2026-03-31 | EVCM | EverCommerce Inc. | Remer Eric Richard | Director, Officer; Chief Executive Officer | Software - Infrastructure | SALE | $11.48 | 19,200 | $220,487 | 2,991,723 | -0.6% |
| 2026-04-02 22:06 | 2026-04-01 | WEX | WEX Inc. | Dearborn Joel Alan JR | Officer; COO, International | Software - Infrastructure | SALE | $152.14 | 3,500 | $532,489 | 26,372 | -11.7% |
| 2026-04-01 20:09 | 2026-03-30 | CRWV | CoreWeave, Inc. | McBee Brannin | Officer; Chief Development Officer | Software - Infrastructure | SALE | $69.22 | 22,915 | $1,586,245 | 0 | -100.0% |
| 2026-04-01 20:09 | 2026-03-30 | CRWV | CoreWeave, Inc. | McBee Brannin | Officer; Chief Development Officer | Software - Infrastructure | SALE | $69.22 | 143,750 | $9,950,921 | 0 | -100.0% |
| 2026-04-01 22:56 | 2026-03-31 | AI | C3.ai, Inc. | Ehikian Stephen Bradley | Officer; Chief Executive Officer | Software - Infrastructure | SALE | $8.22 | 52,194 | $429,092 | 721,485 | -6.7% |
| 2026-04-01 21:10 | 2026-03-31 | GTLB | Gitlab Inc. | Staples William | Director, Officer; Chief Executive Officer | Software - Infrastructure | BUY | $21.35 | 6,010 | $128,342 | 344,651 | +1.8% |
| 2026-04-01 21:00 | 2026-03-30 | RBRK | Rubrik, Inc. | MCLAUGHLIN MARK D | Director | Software - Infrastructure | BUY | $47.21 | 10,638 | $502,220 | 13,639 | +354.5% |
Strategic Analysis
Analyzing insider transactions within the Software - Infrastructure sector provides critical insights into institutional sentiment. When multiple executives across different companies in the same industry exhibit similar buying patterns (cluster buying), it often signals an upcoming sector-wide recovery or undervalued market conditions.
Regulatory Transparency
Our platform tracks SEC Form 4 filings in real-time. We differentiate between routine option exercises and open-market purchases to give you a clear view of "Skin in the Game". Understanding the roles of Directors vs. 10% Owners helps prioritize signals that carry the most predictive weight.
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.