Private#7 of 27 in this industry1 market
Dragos
OT/ICS and cyber-physical security (asset discoverynetwork monitoringthreat detection) for utilitiesoil and gaswatermanufacturing; ICS threat intelligence and incident response
Part of Accenture
· Koch Disruptive Technologies, BlackRock-managed funds (Series D leads)
Majority stake bought by Accenture at a $3.25B price (announced 2026-06-18, closed by 2026-09-21); earlier $200M Series D at $1.7B (2021)
Hanover, Maryland, US
Revenue—not disclosed
Markets named in1across this research
Incumbent in1the one to displace
Rank in industry7 / 27by revenue
01
Where it competes
Every market in this research that names Dragos. Where it is the named incumbent it leads the list. The entry signal is the market’s, not the company’s — it says how open that market is to someone new.
| Market | Role | Share | Entry signal |
|---|---|---|---|
| OT and Industrial Cybersecurity — Asset Discovery and Threat Detection for Plants, Grids and Hospitals 2211 Electric power generation, transmission and distribution |
Incumbent | — | 16% entry signal |
02
Others in Electric power generation, transmission and distribution
Ranked by revenue. Companies that disclose none follow, ordered by how many markets name them.
| 1 | SAP Private | $21.7B |
| 2 | Itron NASDAQ:ITRI | $2.4B |
| 3 | Armis Private | — |
| 4 | Bidgely Private | — |
| 5 | Cisco NASDAQ:CSCO | — |
| 6 | Claroty Private | — |
| 7 | Dragos Private | — |
| 8 | Enervee Private | — |
| 9 | ForeScout Private | — |
| 10 | Fortinet NASDAQ:FTNT | — |
| 11 | Hansen Technologies ASX:HSN | — |
| 12 | Harris Private | — |
| 13 | Industrial Defender Private | — |
| 14 | iS5 Communications Private | — |
| 15 | Microsoft NASDAQ:MSFT | — |
| 16 | Minsait Private | — |
| 17 | NetRise Private | — |
| 18 | Nozomi Networks Private | — |
| 19 | Oracle Utilities (CC&B) Private | — |
| 20 | Palo Alto Networks NYSE:PANW | — |
| 21 | runZero Private | — |
| 22 | Shift5 Private | — |
| 23 | Tenable NASDAQ:TENB | — |
| 24 | TXOne Networks Private | — |
| 25 | Uplight Private | — |
And 2 more — see every company.
Company details are from the search.cos database (snapshot 2026-10-18); market roles, shares and sourced revenue are from the research records linked above. Filed under the industry it serves — a software vendor sits with the industry that buys from it. Ranks convert currencies at approximate rates to put companies in order; every figure shown is in the currency it was reported in.