Digital Trust Public Companies
Explore listed companies connected to the Digital Trust research universe, organized around the infrastructure layers and technologies that shape the thesis.
Trust becomes infrastructure.
The identity, security, observability, privacy and compliance systems that let institutions rely on digital operations.
38 mapped companies
Open a company profile for its role, evidence and connection to the broader Digital Trust system.
No sourced company relationships match this fund in this directory.
- ATENZero Trust Security
A10 Networks, Inc.
Digital Trust Zero Trust Security ADC/DDoS as a smaller-cap traffic-security toll vs F5
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - ACIWUnmapped
ACI Worldwide, Inc.
Digital Trust Payments & Financial Workflow real-time payments software as the rail banks must license
SignalWATCHLast reviewedOct 25, 2026Company research - AKAMZero Trust Security
Akamai Technologies, Inc.
Digital Trust Zero Trust Security CDN-to-security conversion; Guardicore / Zero Trust edge as the attach layer
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - TEAMEnterprise Workflow Intelligence
Atlassian Corporation
Atlassian's Jira, Confluence, and Bitbucket are the de facto standard for enterprise DevOps and collaboration. The cloud migration from server/data-center licenses creates a multi-year revenue tailwind. Atlassian's flyw…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - BRCompliance & GRC
Broadridge Financial Solutions, Inc.
Digital Trust Compliance & GRC proxy and regulatory communications as a mandated workflow every issuer pays
SignalWATCHLast reviewedOct 25, 2026Company research - CHKPZero Trust Security
Check Point Software Technologies Ltd.
Digital Trust Zero Trust Security firewall/endpoint platform with high switching cost and recurring subscription attach
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - CSCOConnectivity, RF & Positioning
Cisco Systems Inc
Cisco Systems (CSCO) — The Interconnect-Is-Compute Bet at 800G to 1.6T Investment Thesis Cisco Systems is the world's largest enterprise networking company, and its Physical AI thesis is a claim on the fastest-growing c…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 1 mapped fund - CWANPayments & Financial Workflow
Clearwater Analytics Holdings, Inc.
Investment compliance, accounting, and reporting SaaS for asset owners (insurers, governments, sovereign wealth funds). Audit-grade automated reconciliation and compliance monitoring = financial-oversight trust infrastr…
SignalPOOLLast reviewedOct 25, 2026Company research - NETZero Trust Security
Cloudflare, Inc.
Agentic-internet narrative is real, with 36% revenue growth and strong AI-related product momentum, but the setup is still research-only and the valuation/financing burden is heavy.
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 3 mapped funds - CPAYUnmapped
Corpay, Inc.
Digital Trust Payments & Financial Workflow fleet/corporate virtual-card network as a closed-loop payments toll
SignalWATCHLast reviewedOct 25, 2026Company research - CRWDZero Trust Security
CRWD
Investment Thesis CrowdStrike is the category leader in cloud-native endpoint security, and the Daily Picks machine holds it as a WATCH position in the Digital Trust universe. The thesis is built on a single insight: Fa…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 4 mapped funds - CYBRIdentity & Access
CyberArk Software Ltd.
Privileged access management / machine identity
SignalREMOVEDLast reviewedOct 25, 2026Company research - DDOGObservability & Trust Infrastructure
Datadog, Inc.
Cloud complexity is increasing exponentially with microservices, Kubernetes, and serverless. Datadog's single-pane observability platform is the standard for cloud-native monitoring. As more workloads move to cloud and…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 3 mapped funds - DTObservability & Trust Infrastructure
Dynatrace, Inc.
Dynatrace's Davis AI engine provides automated root-cause analysis that competitors cannot match. The platform's pure-play approach to observability with AI-driven automation creates switching costs through deep applica…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - ESTCObservability & Trust Infrastructure
Elastic N.V.
Elastic's Search AI platform sits at the intersection of search, observability, and security. The Elasticsearch stack is the de facto standard for log analysis and SIEM among mid-market enterprises. As security analytic…
SignalWATCHLast reviewedOct 25, 2026Company research - EFXData Governance & Privacy
Equifax Inc.
Digital Trust Data Governance & Privacy bureau identity/credit data as the KYC/underwriting toll complementary to FICO
SignalWATCHLast reviewedOct 25, 2026Company research - FFIVZero Trust Security
F5, Inc.
Digital Trust Zero Trust Security application delivery / API security as the last-meter traffic toll
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - FICOData Governance & Privacy
Fair Isaac Corporation
Digital Trust Data Governance & Privacy FICO score as the credit-decision toll every lender pays
SignalWATCHLast reviewedOct 25, 2026Company research - FISUnmapped
Fidelity National Information Services, Inc.
Digital Trust Payments & Financial Workflow core bank/merchant processing as the rails every transaction pays
SignalWATCHLast reviewedOct 25, 2026Company research - FISVUnmapped
Fiserv, Inc.
Digital Trust Payments & Financial Workflow Clover/issuer processing as the merchant-to-bank toll
SignalWATCHLast reviewedOct 25, 2026Company research - FTNTZero Trust Security
Fortinet, Inc.
Fortinet is the dominant network security appliance vendor with FortiGate as the ubiquitous SASE/ZTNA gateway. The installed base is massive (500K units), creating a high-margin services revenue stream. Fortinet's ASIC-…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 3 mapped funds - GENData Governance & Privacy
Gen Digital Inc.
Gen Digital (NortonLifeLock + Avast) is the global leader in consumer cybersecurity with 500M+ endpoints under management. As cyber threats move from enterprise to individuals (identity theft, ransomware on consumer dev…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - GWREEnterprise Workflow Intelligence
Guidewire Software, Inc.
Digital Trust Enterprise Workflow Intelligence P&C core as a decade-long conversion lock-in
SignalWATCHLast reviewedOct 25, 2026Company research - JKHYUnmapped
Jack Henry & Associates, Inc.
Digital Trust Payments & Financial Workflow community-bank core as a multi-year conversion lock-in
SignalWATCHLast reviewedOct 25, 2026Company research - OKTAIdentity & Access
Okta, Inc.
Every enterprise transaction starts with identity. Okta is the identity standard with the broadest integration network (7K+ pre-built connectors). As zero-trust mandates require every user and device to authenticate, Ok…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 2 mapped funds - OSPNIdentity & Access
OneSpan Inc.
Digital Trust Identity & Access authentication / e-sign as the identity gate before a transaction
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - PLTRDefense Software & Mission Systems
Palantir Technologies
Investment Thesis Palantir operates as a mission-critical software layer in US government and defense IT infrastructure, selling Gotham (intelligence platform for defense/US intelligence community) and Apollo (commercia…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 6 mapped funds - PANWZero Trust Security
Palo Alto Networks, Inc.
Palo Alto Networks is the zero-trust platform leader, combining network security (PAN-OS firewall), cloud security (Prisma Cloud), and AI-driven SOC operations (Cortex XSIAM). The platform consolidation strategy is work…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 3 mapped funds - QLYSCompliance & GRC
QLYS
A solid software bottleneck, but it is in a research-only universe and does not belong in the active capital shortlist despite a real compliance/security role.
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - SZero Trust Security
SentinelOne, Inc.
SentinelOne's Singularity XDR platform uses pure AI models for endpoint protection, detection, and response. The agent-based approach with Purple AI for autonomous remediation creates a differentiated product from signa…
SignalHOLDLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - NOWEnterprise Workflow Intelligence
ServiceNow, Inc.
ServiceNow is the enterprise workflow OS, and its AI-powered ITSM platform has unmatched switching costs. Every major global enterprise runs ServiceNow for IT, and the expansion into employee workflows, customer service…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - SNOWData Governance & Privacy
Snowflake Inc.
Snowflake's Data Cloud is the centralized platform for governed, audited, and shared enterprise data. As enterprises move from batch ETL to real-time AI/ML workloads, Snowflake's compute-storage separation architecture…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - SSNCCompliance & GRC
SS&C Technologies Holdings, Inc.
Digital Trust Compliance & GRC fund accounting / regulatory books as switching-cost software for asset managers
SignalWATCHLast reviewedOct 25, 2026Company research - PATHEnterprise Workflow Intelligence
UiPath, Inc.
UiPath is a credible automation fabric, but in this process it is research-only and should be treated as a watch item rather than a capital allocation candidate.
SignalHOLDLast reviewedOct 25, 2026Company research - VRNSData Governance & Privacy
VRNS
Data Security Posture Management (DSPM) leader — detects insider threats, ransomware, and data exposure across hybrid cloud environments with AI-driven behavioral analytics
SignalBENCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - WDAYCompliance & GRC
Workday, Inc.
Workday is the cloud standard for HCM and finance with embedded compliance, audit controls, and SOX certification. The finance module is still early in its adoption cycle relative to HCM, providing a multi-year expansio…
SignalWATCHLast reviewedOct 25, 2026Company research ↗Held by 1 mapped fund - WKCompliance & GRC
Workiva Inc.
Digital Trust Compliance & GRC SEC/SOX/ESG reporting workflow lock-in; switching cost is re-engineering the close
SignalWATCHLast reviewedOct 25, 2026Company research - ZSZero Trust Security
Zscaler, Inc.
Zscaler invented the zero-trust SASE category and remains the pure-play leader with ZIA (Internet Access) and ZPA (Private Access). As enterprises eliminate legacy VPNs and adopt zero-trust network access, Zscaler's clo…
SignalHOLDLast reviewedOct 26, 2026Company research ↗Held by 3 mapped funds