For informational purposes only. This page aggregates publicly available SEC filing data and DilutionWatch risk signals for educational and research purposes only. Nothing here constitutes financial advice, a recommendation to buy or sell any security, or professional investment guidance. Richard Burke / Guerilla Finance Inc. is not a registered investment advisor. Always conduct your own due diligence, do your own research, and consult a licensed financial professional before making any investment decision. Full Disclaimer →
Sector Dilution Watchlist

Software, SaaS, and Cloud Dilution Risk

Software dilution risk varies widely: profitable platforms can buy back stock, while smaller cash-burning SaaS names may issue equity.

Quick answer: Software / SaaS dilution risk is monitored by tracking SEC filing signals, cash runway, shelf capacity, warrants, public float, market cap, debt, and the DilutionWatch risk score. This page currently tracks 94 matched names, including 15 high or critical risk profiles. Current leaders include DBGI, BTBT, CIFR, NUAI, DCX.
94 matched tickers 15 high or critical risk Average score: 29/100 Updated 2026-05-08
94tracked names matched by ticker list and company keywords
15high or critical dilution-risk profiles in current scoring
29/100average DilutionWatch score where scoring data exists

Why Software / SaaS Dilution Risk Matters

This page helps separate mature compounders from high-burn software issuers with financing risk.

How To Use This Software / SaaS Page

Use this as a research starting point. Check individual ticker pages for the live score, SEC filing context, float data, shelf capacity, cash runway, warrants, and other dilution signals before making any decision.

Software / SaaS Dilution Risk Signals To Watch

Software / SaaS pages are organized around search angles investors actually use: highest-risk names, SEC filing signals, shelf and ATM activity, cash runway pressure, warrant overhang, public float, and debt load. Each paragraph is written to stand alone so search engines and AI retrieval systems can cite the page cleanly.

SEC Filing Angle

Look for shelf registrations, prospectus supplements, registered direct offerings, PIPE deals, ATM programs, convertible notes, warrant exercises, and reverse split filings. These are often the filings that appear before dilution becomes visible in share-count history.

Balance Sheet Angle

Cash, debt, and market cap help explain whether a company can fund operations without issuing stock. Low cash relative to operating needs can raise dilution risk even before a new offering is announced.

Float and Warrant Angle

Small public floats can move sharply when new shares or warrant exercises enter the market. A high warrant-risk score or large float change can signal future supply pressure.

Ranking Angle

The ranked table puts the highest current DilutionWatch scores first. The table is not a recommendation; it is a research queue for users who want to investigate dilution risk faster.

Ranked Software / SaaS Watchlist

Ranked by DilutionWatch score, SEC signal count, and available market data. This is not a buy, sell, short, or hold list.

TickerCompanyRiskScoreMarket CapCashDebtPublic Float
DBGIDigital Brands Group, Inc.CRITICAL88/100$34.88M$1.93M$6.12M16.63M
BTBTBit Digital, Inc.HIGH72/100$597.64M$118.36M$134.17M320.37M
CIFRCipher Digital Inc.HIGH72/100$8.46B$715.20M$4.75B333.14M
NUAINew Era Energy & Digital, Inc.HIGH69/100$449.93M$1.20M$042.57M
DCXDigital Currency X Technology Inc.HIGH69/100$4.08M$3.94M$00
RCTRedCloud Holdings plcHIGH65/100$38.35M$869.1K$9.33M10.10M
SMSISmith Micro Software, Inc.HIGH65/100$21.71M$1.74M$3.78M18.75M
DYORInsight Digital Partners IIHIGH65/100$230.00M$3.2K$140.0K14.40M
ILAGIntelligent Living Application Group Inc.HIGH65/100$7.82M$645.9K$1.84M986.4K
YDKGYueda Digital HoldingHIGH65/100$4.88M$999.0K$05.45M
EDHLEverbright Digital Holding LimitedHIGH65/100$4.28M$3.2K$0541.2K
DGTEFDIGITAL ASSET TECHNOLOGIES INC.HIGH65/100$828.9K$66.7K$59.3K14.85M
CLDVFCloud3 Ventures Inc.HIGH65/100$355.1K$768$0N/A
DRCTDirect Digital Holdings, Inc.HIGH60/100$3.54M$728.0K$12.98M695.9K
MIGIBig Digital Energy IncHIGH52/100$25.84M$13.27M$28.48M3.59M
ANTAAntalpha Platform Holding CompaMEDIUM50/100$233.69M$7.85M$1.03B2.79M
RIOTRiot Platforms, Inc.MEDIUM50/100$9.12B$205.67M$877.19M348.45M
TDTHTrident Digital Tech Holdings LtdMEDIUM50/100$9.25M$287.9K$8.24MN/A
HKDAMTD Digital Inc.MEDIUM50/100$537.42M$55.10M$260.50M43.99M
APLDApplied Digital CorporationMEDIUM49/100$11.87B$1.73B$2.83B253.86M
CSAICloudastructure Inc.MEDIUM47/100$14.27M$8.45M$022.77M
SPSTSuperstar Platforms, Inc.MEDIUM44/100$16.41M$1.1K$2.98M0
EMPDEmpery Digital Inc.MEDIUM41/100$136.68M$11.01M$100.66M18.51M
GLXYGalaxy DigitalMEDIUM39/100$11.43B$1.53B$4.64B188.38M
ZKPULafayette Digital Acquisition Corp. IMEDIUM39/100$0N/A$101.1K29.07M
SKYXSKYX Platforms Corp.MEDIUM37/100$194.93M$8.05M$37.35M88.43M
DLR-PKDigital Realty Trust, Inc.MEDIUM36/100$0$2.46B$19.45B329.01M
KOYNCSLM Digital Asset Acquisition Corp III, LtdMEDIUM36/100$319.21M$3.11M$023.32M
CDAQFCompass Digital Acquisition Corp.MEDIUM36/100$55.94M$972$1.81M104.1K
VRSKVerisk Analytics, Inc.MEDIUM35/100$22.89B$525.20M$4.63B130.65M
PLTSPlatinum Analytics Cayman LimitedMEDIUM35/100$316.03M$2.61M$861.7K7.55M
NFSNNongfu Shop Digital New Retail Co., LTDMEDIUM34/100$37.8KN/A$121.3K67.92M
DTSQDT Cloud Star Acquisition CorporationMEDIUM32/100$40.99M$461$01.37M
YRDYiren Digital Ltd.MEDIUM30/100$176.48M$492.32M$5.85M29.30M
BGDEBig Digital Energy, Inc.MEDIUM28/100$37.25M$13.27M$28.48M3.59M
WIMIWiMi Hologram Cloud Inc.MEDIUM27/100$29.78M$496.52M$35.03M15.30M
BTCTBTC Digital Ltd.MEDIUM27/100$11.80M$7.58M$328.0K7.18M
ZKPLafayette Digital Acquisition Corp. IMEDIUM27/100$387.02MN/A$101.1K29.07M
CLOWCloudweb, Inc.MEDIUM27/100$617.6KN/A$429.8K2.22M
DOCNDigitalOcean Holdings, Inc.MEDIUM26/100$15.70B$741.36M$1.51B81.16M
GENGen Digital Inc.LOW25/100$12.23B$616.00M$8.47B461.37M
BLINBridgeline Digital, Inc.LOW24/100$12.73M$1.48M$723.0K10.17M
TTWOTake-Two Interactive Software, Inc.LOW23/100$41.39B$2.36B$3.51B184.31M
RDAGRepublic Digital Acquisition CompanyLOW23/100$384.56M$1.02M$024.73M
KCKingsoft Cloud Holdings LimitedLOW23/100$4.79B$884.55M$1.55BN/A
DLRDigital Realty Trust, Inc.LOW22/100$70.23B$2.46B$19.45B329.01M
IDCCInterDigital, Inc.LOW21/100$7.20B$1.08B$401.72M25.33M
CHKPCheck Point Software Technologies Ltd.LOW20/100$12.05B$2.77B$1.97B79.49M
MHHMastech Digital, Inc.LOW19/100$85.62M$36.53M$2.42M4.08M
DSYBig Tree Cloud Holdings LimitedLOW19/100$10.22M$859.8K$1.90MN/A
CFLTConfluent, Inc.LOW18/100$11.13B$2.05B$1.11B305.92M
UCLuCloudlink Group Inc.LOW18/100$43.43M$47.67M$9.00MN/A
DBMMDigital Brand Media & Marketing Group, Inc.LOW18/100$519.1K$63.3K$4.38M0
SKKYSkkynet Cloud Systems, Inc.LOW18/100$25.08M$1.39M$015.75M
CHOWChowChow Cloud International Holdings LimitedLOW18/100$14.85M$1.52M$646.1K10.10M
JPOTFJackpot Digital Inc.LOW18/100$10.63MN/AN/A0
NETCloudflare, Inc.LOW17/100$90.74B$4.10B$3.52B315.45M
CCLDCareCloud, Inc.LOW16/100$104.96M$3.12M$4.28M36.08M
PEWGrabAGun Digital Holdings Inc.LOW16/100$87.61M$110.39M$6.93M18.86M
SDMSmart Digital Group LimitedLOW16/100$58.69M$251.4K$189.9K13.52M

Data Freshness and Staleness Controls

This static page was regenerated from the DilutionWatch database on 2026-05-08. The nightly SEO build updates the visible date, structured-data dateModified field, and sector sitemap lastmod so Google sees the page as current when the underlying data refreshes.

Frequently Asked Questions

What is Software / SaaS dilution risk?

Software / SaaS dilution risk is the chance that companies in this group issue new shares, warrants, convertible securities, or ATM stock to fund operations. DilutionWatch tracks this risk with SEC filing signals, cash runway, market data, float data, and a dilution-risk score.

Which Software / SaaS stocks have the highest dilution risk right now?

The current highest-ranked Software / SaaS names on this page include DBGI, BTBT, CIFR, NUAI, DCX. The ranking changes when scores, cash, debt, float, and SEC-derived signals update.

How often is this Software / SaaS page updated?

This static page is regenerated from the DilutionWatch database by the SEO build job. The visible updated date and sitemap lastmod are refreshed when the generator runs.

Is this Software / SaaS list financial advice?

No. This sector page is for informational research only. It is not financial advice, not a recommendation, and not a substitute for your own due diligence.

Research Notes

Sector matching currently uses curated ticker seeds plus company-name keywords because the production ticker table does not yet store normalized sector and industry fields. That makes these pages useful immediately without spending API or model tokens, and they can become more precise when Yahoo sector/industry data is stored in the database.