DARTS places each company in one of five themes from what it says in its own SEC filings. 273 of the 1,485 classified companies sit in Data; 19 of those placements are high confidence. 63 also carry the Picks & Shovels tag for the AI build-out.
Sub-sectors
| Sub-sector | Companies | Share of companies | High confidence | Confirmed buying |
|---|---|---|---|---|
| Data Processing, Hosting & Cloud Services | 124 | 17 | 13 | |
| Analytics, BI & Data Platforms | 68 | 2 | 5 | |
| Market, Financial & Business Information | 47 | 0 | 7 | |
| Data Infrastructure & Storage | 19 | 0 | 2 | |
| Conglomerates & Diversified Holdings | 7 | 0 | 0 | |
| Health & Life-Science Data | 7 | 0 | 1 | |
| Not yet placed in a sub-sector | 1 | 0 | 0 |
Where insiders are buying
28 Data companies carry a Confirmed stamp: net insider buying strong enough to stamp, $315,523,954 bought in total. Open-market purchases and sales reported on SEC Form 4, filed Sep 4, 2026 to Nov 9, 2026.
| Company | Sub-sector | Insiders buying | Bought | Last buy |
|---|---|---|---|---|
| GPIGROUP 1 AUTOMOTIVE INC | Analytics, BI & Data Platforms | 1 | $203,211,172 | Oct 26, 2026 |
| COE51Talk Online Education Group | Data Infrastructure & Storage | 2 | $32,333,530 | Sep 25, 2026 |
| SIRISIRIUS XM HOLDINGS INC | Data Infrastructure & Storage | 1 | $26,894,245 | Nov 3, 2026 |
| ALMSALUMIS INC | Analytics, BI & Data Platforms | 1 | $10,726,255 | Sep 8, 2026 |
| GLXYGalaxy Digital Inc | Market, Financial & Business Information | 1 | $9,864,346 | Nov 5, 2026 |
| APLDApplied Digital Corp | Data Processing, Hosting & Cloud Services | 2 | $6,664,686 | Oct 16, 2026 |
| GPUSHyperscale Data, Inc | Data Processing, Hosting & Cloud Services | 4 | $6,272,588 | Sep 30, 2026 |
| VIPVulcan Infrastructure & Power Inc | Market, Financial & Business Information | 4 | $5,299,996 | Sep 10, 2026 |
| OPTUOptimum Communications, Inc | Market, Financial & Business Information | 1 | $3,618,372 | Oct 23, 2026 |
| DGICADONEGAL GROUP INC | Data Processing, Hosting & Cloud Services | 1 | $2,719,890 | Nov 6, 2026 |
| DGICBDONEGAL GROUP INC | Data Processing, Hosting & Cloud Services | 1 | $2,719,890 | Nov 6, 2026 |
| FGBIFirst Guaranty Bancshares, Inc | Market, Financial & Business Information | 3 | $1,102,025 | Nov 6, 2026 |
| ONMDOneMedNet Corp | Health & Life-Science Data | 2 | $1,089,999 | Oct 9, 2026 |
| TIPTTIPTREE INC | Analytics, BI & Data Platforms | 1 | $502,303 | Oct 23, 2026 |
| STCSTEWART INFORMATION SERVICES CORP | Data Processing, Hosting & Cloud Services | 5 | $460,970 | Oct 26, 2026 |
| HBANHUNTINGTON BANCSHARES INC /MD/ | Data Processing, Hosting & Cloud Services | 2 | $453,554 | Oct 27, 2026 |
| DYDYCOM INDUSTRIES INC | Data Processing, Hosting & Cloud Services | 2 | $350,463 | Sep 23, 2026 |
| ZONEZone Frontier Inc | Data Processing, Hosting & Cloud Services | 1 | $286,425 | Oct 16, 2026 |
| AIAIAIAI Holdings Corp | Data Processing, Hosting & Cloud Services | 1 | $150,000 | Sep 22, 2026 |
| DUOTDUOS TECHNOLOGIES GROUP, INC | Data Processing, Hosting & Cloud Services | 2 | $133,844 | Sep 22, 2026 |
Largest 20 by dollars bought. The other 8 are on the dashboard.
Where insiders are selling
75 companies carry a Distribution stamp: one-way insider selling, $2,176,493,662 sold in total. A Distribution stamp is a flag, not a short thesis; insiders sell for many reasons.
| Company | Sub-sector | Insiders selling | Sold | Last sale |
|---|---|---|---|---|
| ESTCElastic N.V | Analytics, BI & Data Platforms | 7 | $377,031,276 | Oct 12, 2026 |
| SNOWSnowflake Inc | Analytics, BI & Data Platforms | 8 | $348,741,148 | Nov 4, 2026 |
| THTarget Hospitality Corp | Data Processing, Hosting & Cloud Services | 1 | $202,400,000 | Oct 1, 2026 |
| WDAYWorkday, Inc | Data Processing, Hosting & Cloud Services | 5 | $169,886,378 | Oct 12, 2026 |
| NBISNebius Group N.V | Data Processing, Hosting & Cloud Services | 6 | $148,004,260 | Oct 29, 2026 |
| DDOGDatadog, Inc | Analytics, BI & Data Platforms | 9 | $110,898,041 | Oct 28, 2026 |
| HNGEHinge Health, Inc | Data Processing, Hosting & Cloud Services | 5 | $92,621,785 | Nov 5, 2026 |
| NETCloudflare, Inc | Data Processing, Hosting & Cloud Services | 3 | $74,811,012 | Oct 19, 2026 |
| IOTSamsara Inc | Data Processing, Hosting & Cloud Services | 6 | $69,709,309 | Nov 2, 2026 |
| PANWPalo Alto Networks Inc | Data Infrastructure & Storage | 6 | $40,092,567 | Nov 4, 2026 |
| DUOLDuolingo, Inc | Analytics, BI & Data Platforms | 3 | $38,823,128 | Nov 4, 2026 |
| HPEHewlett Packard Enterprise Co | Data Processing, Hosting & Cloud Services | 3 | $37,270,755 | Oct 21, 2026 |
| FTNTFortinet, Inc | Data Processing, Hosting & Cloud Services | 4 | $30,683,257 | Nov 2, 2026 |
| RDDTReddit, Inc | Data Processing, Hosting & Cloud Services | 3 | $27,383,420 | Nov 4, 2026 |
| SMCISuper Micro Computer, Inc | Data Infrastructure & Storage | 2 | $24,441,168 | Oct 7, 2026 |
Largest 15 by dollars sold. The other 60 are on the dashboard.
How to read this page
Theme and sub-sector placements come from each company's own filings. The insider stamps join on the company's SEC CIK from the nightly Form 4 tape. Form 4 filings lag trades by up to two business days. 153 of these 273 companies had any insider buying or selling in the window; the rest show no open-market trades.