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Privately Held Software Companies to Watch: February 2026

In our recent iteration of The Baird Disruptors, senior members of Baird's Technology & Services Equity Research team share their picks for leading privately held software companies to watch. This lineup includes companies from our analysts' respective coverage areas, including:

  • Security & Infrastructure Software
  • Human Capital Technology & Solutions
  • Software & SaaS 
  • Cloud Software
  • Vertical Software  

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Connect with Baird's Technology Equity Capital Markets team.

Macie House
+1-503-273-4937
mhouse@rwbaird.com

Renn Anderson
+1-503-273-4903
rkanderson@rwbaird.com

Kotryna Smith 
+1-414-298-5170
kpsmith@rwbaird.com