http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 14 Aug 2026 21:25:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Q2+Holdings%2C+Inc.+++++++++For%3A+Aug+13++Filed+by%3A+Price+Jonathan/26933311.html si-local-file:///var/storage/secattach/20260814/26933311.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Q2+Holdings%2C+Inc.+++++++++For%3A+Aug+13++Filed+by%3A+Price+Jonathan/26933311.html Fri, 14 Aug 2026 21:25:00 -0400 O.03797196 QTWO http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Q2+Holdings%2C+Inc.+++++++++For%3A+Aug+13++Filed+by%3A+Price+Jonathan/26933311.html si-local-file:///var/storage/secattach/20260814/26933311.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Q2+Holdings%2C+Inc.+++++++++For%3A+Aug+13++Filed+by%3A+Price+Jonathan/26933311.html Fri, 14 Aug 2026 21:25:00 -0400 O.03797196 QTWO http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html <p>Truist analyst Terry Tillman on software M&A targets: "In Application Software, we have had 16 coverage names acquired since 2019, including 1 in 2026, 3 in each of 2025 and 2024, and 4 in 2023. We continue to see a bifurcated potential buyer universe across our coverage, with horizontal platforms generally offering appeal to both strategic and financial buyers given their broader TAMs, scale and potential for product/GTМ synergies, while many vertical software assets are more natural candidates for financial sponsors given their durable recurring revenue, mission-critical workflows and attractive cash generation, in our opinion. Importantly, the significant valuation compression http://www.streetinsider.com/Analyst+Comments/Is+Software+back+from+the+dead%3F+Truist+lists+M%26A+candidates+amid+Workday+rumors+/26925716.html Fri, 14 Aug 2026 09:18:18 -0400 CVLT DT ESTC FIVN FROG GTLB HUBS INTA KVYO NCNO PATH PCTY PD QLYS QTWO RPD RSKD TENB VRNS WK ZETA http://www.streetinsider.com/SEC+Filings/Form++144++++++++Q2+Holdings%2C+Inc.++++++++++++++++++++++Filed+by%3A+Price+Jonathan/26922365.html si-local-file:///var/storage/secattach/20260813/26922365.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Q2+Holdings%2C+Inc.++++++++++++++++++++++Filed+by%3A+Price+Jonathan/26922365.html Thu, 13 Aug 2026 16:51:00 -0400 O.03797196 QTWO http://www.streetinsider.com/SEC+Filings/Form++144++++++++Q2+Holdings%2C+Inc.++++++++++++++++++++++Filed+by%3A+Price+Jonathan/26922365.html si-local-file:///var/storage/secattach/20260813/26922365.html http://www.streetinsider.com/SEC+Filings/Form++144++++++++Q2+Holdings%2C+Inc.++++++++++++++++++++++Filed+by%3A+Price+Jonathan/26922365.html Thu, 13 Aug 2026 16:51:00 -0400 O.03797196 QTWO