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Gulfstream DARTS / Theme

Technology: 754 public companies

Embedded software. Companies whose own SEC filings describe software, internet platforms, payments, devices, IT services, media and telecom.

754Companies
143High-confidence placements
60Confirmed insider buying
146Distribution stamps
1Also Picks & Shovels

DARTS places each company in one of five themes from what it says in its own SEC filings. 754 of the 1,485 classified companies sit in Technology; 143 of those placements are high confidence. 1 also carries the Picks & Shovels tag for the AI build-out.

Sub-sectors

Sub-sectorCompaniesShare of companiesHigh confidenceConfirmed buying
Software & SaaS228869
Fintech & Payments143515
E-Commerce, Marketplaces & Internet Platforms87812
IT Services & Consulting86258
Media, Broadcasting & Streaming6467
Telecom & Network Services41101
Hardware, Devices & Components3734
Retail & Consumer Brands3601
Mobility, Delivery & Logistics Platforms2603
Conglomerates & Diversified Holdings600

Where insiders are buying

60 Technology companies carry a Confirmed stamp: net insider buying strong enough to stamp, $875,102,068 bought in total. Open-market purchases and sales reported on SEC Form 4, filed Sep 4, 2026 to Nov 9, 2026.

CompanySub-sectorInsiders buyingBoughtLast buy
RSGREPUBLIC SERVICES, INCE-Commerce, Marketplaces & Internet Platforms1$453,600,324Sep 11, 2026
GMEGameStop CorpE-Commerce, Marketplaces & Internet Platforms5$99,178,946Oct 13, 2026
QVCGQVC Group, IncE-Commerce, Marketplaces & Internet Platforms1$59,230,392Oct 9, 2026
BORRBorr Drilling LtdMobility, Delivery & Logistics Platforms3$49,667,975Oct 15, 2026
COURCoursera, IncSoftware & SaaS1$42,805,916Nov 5, 2026
LRNStride, IncFintech & Payments2$39,585,246Nov 5, 2026
GRABGrab Holdings LtdMobility, Delivery & Logistics Platforms2$30,743,149Sep 21, 2026
UBERUber Technologies, IncMobility, Delivery & Logistics Platforms2$15,314,015Sep 10, 2026
CVCapsoVision, IncMedia, Broadcasting & Streaming2$14,999,994Sep 18, 2026
LILALiberty Latin America LtdMedia, Broadcasting & Streaming2$11,394,097Sep 30, 2026
LILAKLiberty Latin America LtdMedia, Broadcasting & Streaming2$11,394,097Sep 30, 2026
NYAXNayax LtdSoftware & SaaS2$9,095,841Sep 30, 2026
TENXTENAX THERAPEUTICS, INCIT Services & Consulting4$3,200,414Oct 21, 2026
LBTYALiberty Global LtdMedia, Broadcasting & Streaming2$3,026,150Nov 4, 2026
LBTYBLiberty Global LtdMedia, Broadcasting & Streaming2$3,026,150Nov 4, 2026
LBTYKLiberty Global LtdMedia, Broadcasting & Streaming2$3,026,150Nov 4, 2026
BWMXBETTERWARE DE MEXICO, S.A.P.I. DE C.VE-Commerce, Marketplaces & Internet Platforms3$2,293,811Sep 16, 2026
AMRAlpha Metallurgical Resources, IncFintech & Payments1$2,258,289Sep 8, 2026
PEDPEDEVCO CORPFintech & Payments1$1,911,910Oct 8, 2026
NPBNORTHPOINTE BANCSHARES INCIT Services & Consulting4$1,819,350Oct 28, 2026

Largest 20 by dollars bought. The other 40 are on the dashboard.

Where insiders are selling

146 companies carry a Distribution stamp: one-way insider selling, $4,419,798,849 sold in total. A Distribution stamp is a flag, not a short thesis; insiders sell for many reasons.

CompanySub-sectorInsiders sellingSoldLast sale
INGMIngram Micro Holding CorpHardware, Devices & Components1$736,182,275Nov 4, 2026
CRWDCrowdStrike Holdings, IncSoftware & SaaS9$425,316,654Nov 5, 2026
CHYMChime Financial, IncFintech & Payments7$374,868,300Nov 6, 2026
ANETArista Networks, IncHardware, Devices & Components5$334,679,249Nov 5, 2026
AURAurora Innovation, IncIT Services & Consulting1$182,238,436Sep 15, 2026
CRWVCoreWeave, IncSoftware & SaaS9$154,782,322Nov 5, 2026
HOODRobinhood Markets, IncFintech & Payments7$123,524,980Nov 3, 2026
GTLBGitlab IncSoftware & SaaS2$109,656,709Oct 19, 2026
BEKEKE Holdings IncMobility, Delivery & Logistics Platforms2$102,646,759Sep 25, 2026
AAPLApple IncMedia, Broadcasting & Streaming6$95,293,307Nov 3, 2026
MAXMediaAlpha, IncMobility, Delivery & Logistics Platforms5$92,841,914Nov 4, 2026
AMALAmalgamated Financial CorpFintech & Payments8$87,528,442Nov 5, 2026
TWSTTwist Bioscience CorpE-Commerce, Marketplaces & Internet Platforms6$80,101,025Nov 3, 2026
SESea LtdE-Commerce, Marketplaces & Internet Platforms5$65,827,659Nov 5, 2026
WWayfair IncE-Commerce, Marketplaces & Internet Platforms4$59,833,260Nov 5, 2026

Largest 15 by dollars sold. The other 131 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. 359 of these 754 companies had any insider buying or selling in the window; the rest show no open-market trades.

Open the Technology board on the live dashboard