{"id":10638,"date":"2026-09-03T09:34:13","date_gmt":"2026-09-03T13:34:13","guid":{"rendered":"https:\/\/hostingdiscussion.com\/news\/?p=10638"},"modified":"2026-09-03T09:34:13","modified_gmt":"2026-09-03T13:34:13","slug":"upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap","status":"publish","type":"post","link":"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/","title":{"rendered":"Upwind Security triples its valuation riding the Wiz-shaped gap"},"content":{"rendered":"<p dir=\"ltr\">Google&#8217;s $32 billion purchase of Wiz didn&#8217;t just remove a competitor from the cloud security market, it left a gap investors are now racing to fill, and <a href=\"https:\/\/www.upwind.io\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Upwind Security<\/a> appears to be the biggest beneficiary yet. The startup is closing a $300 million funding round that values it at $3.8 billion, more than double what it was worth just eight months ago.<\/p>\n<p dir=\"ltr\"><a href=\"https:\/\/www.bvp.com\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Bessemer Venture Partners<\/a> is leading the round, with existing backers joining in. This follows a $250 million raise back in January 2026 that initially put Upwind&#8217;s valuation at $1.5 billion, later adjusted to roughly $1.6 billion. Combined with this new round, the San Francisco company has now raised more than $680 million total since its founding.<\/p>\n<p dir=\"ltr\">Amiram Shachar started Upwind in 2022 along with several former Spot.io team members, building a cloud security platform focused on runtime protection, watching infrastructure in real time and flagging which threats actually deserve a security team&#8217;s attention rather than burying them in noise. That focus appears to be translating into real revenue growth. Annual recurring revenue sat below $20 million at the end of 2025, and by mid-2026, that number had climbed to somewhere between $50 million and $60 million. The company says it&#8217;s targeting $100 million in ARR by year&#8217;s end.<\/p>\n<p dir=\"ltr\">Upwind&#8217;s customer list already includes Siemens, Peloton, and Roku, a spread that touches industrial technology, consumer hardware, and streaming infrastructure all at once.<\/p>\n<p dir=\"ltr\">The <a href=\"https:\/\/hostingdiscussion.com\/news\/google-bets-big-on-cybersecurity-with-historic-32b-wiz-acquisition\/\">Wiz acquisition<\/a> explains a lot of what&#8217;s happening here. Removing one of the most visible independent cloud security companies from the market left a gap, and a wave of cybersecurity M&amp;A activity through late 2025 and early 2026 reinforced the idea that standalone cloud security firms make attractive acquisition targets. Investors, including Craft Ventures, Salesforce Ventures, and Stephen Curry&#8217;s investment fund, appear to be betting Upwind will become the next company in that category.<\/p>\n<p dir=\"ltr\">Tripling in valuation inside eight months is an aggressive trajectory by almost any standard. Whether <a href=\"https:\/\/hostingdiscussion.com\/news\/upwind-connects-its-cloud-security-platform-directly-into-ciscos-ai-operations-environment\/\">Upwind<\/a>&#8216;s growth can actually keep pace with that number, especially as AI workloads keep expanding the multi-cloud environments it protects, is something only the next few quarters will show.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Google&#8217;s $32 billion purchase of Wiz didn&#8217;t just remove a competitor from the cloud security market, it left a gap investors are now racing to fill, and Upwind Security appears to be the biggest beneficiary yet. The startup is closing a $300 million funding round that values it at $3.8 billion, more than double what [&hellip;]<\/p>\n","protected":false},"author":20624,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[7945,6098,7946,6913,2952],"class_list":["post-10638","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-bessemer-venture-partners","tag-cloud-security-startup","tag-cybersecurity-ma","tag-upwind-security","tag-wiz"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Upwind Security triples its valuation riding the Wiz-shaped gap - Web Hosting News<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Upwind Security triples its valuation riding the Wiz-shaped gap - Web Hosting News\" \/>\n<meta property=\"og:description\" content=\"Google&#8217;s $32 billion purchase of Wiz didn&#8217;t just remove a competitor from the cloud security market, it left a gap investors are now racing to fill, and Upwind Security appears to be the biggest beneficiary yet. The startup is closing a $300 million funding round that values it at $3.8 billion, more than double what [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/\" \/>\n<meta property=\"og:site_name\" content=\"Web Hosting News\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-03T13:34:13+00:00\" \/>\n<meta name=\"author\" content=\"Justine Juyad\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Justine Juyad\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/\",\"url\":\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/\",\"name\":\"Upwind Security triples its valuation riding the Wiz-shaped gap - Web Hosting News\",\"isPartOf\":{\"@id\":\"https:\/\/hostingdiscussion.com\/news\/#website\"},\"datePublished\":\"2026-09-03T13:34:13+00:00\",\"dateModified\":\"2026-09-03T13:34:13+00:00\",\"author\":{\"@id\":\"https:\/\/hostingdiscussion.com\/news\/#\/schema\/person\/3a1732732b90f8c57c2a0ec68d3c49e3\"},\"breadcrumb\":{\"@id\":\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/hostingdiscussion.com\/news\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Upwind Security triples its valuation riding the Wiz-shaped gap\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/hostingdiscussion.com\/news\/#website\",\"url\":\"https:\/\/hostingdiscussion.com\/news\/\",\"name\":\"Web Hosting News\",\"description\":\"Cloud and web hosting industry daily news\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/hostingdiscussion.com\/news\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/hostingdiscussion.com\/news\/#\/schema\/person\/3a1732732b90f8c57c2a0ec68d3c49e3\",\"name\":\"Justine Juyad\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/hostingdiscussion.com\/news\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/96df33d01870f85226adf8492251fbefe00bc349b10bb7679b094f3fa086999c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/96df33d01870f85226adf8492251fbefe00bc349b10bb7679b094f3fa086999c?s=96&d=mm&r=g\",\"caption\":\"Justine Juyad\"},\"description\":\"HostingDiscussion.com senior reporter\",\"sameAs\":[\"https:\/\/hostingdiscussion.com\/news\/\"],\"url\":\"https:\/\/hostingdiscussion.com\/news\/author\/justine-juyad\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Upwind Security triples its valuation riding the Wiz-shaped gap - Web Hosting News","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/hostingdiscussion.com\/news\/upwind-security-triples-its-valuation-riding-the-wiz-shaped-gap\/","og_locale":"en_US","og_type":"article","og_title":"Upwind Security triples its valuation riding the Wiz-shaped gap - Web Hosting News","og_description":"Google&#8217;s $32 billion purchase of Wiz didn&#8217;t just remove a competitor from the cloud security market, it left a gap investors are now racing to fill, and Upwind Security appears to be the biggest beneficiary yet. 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