3 Sources

HG · SEC · TR intent

Sized count, not an analyst guess
Every number cites the tool that produced it. Web search backs HG, not the other way around.

Section	What you get
Sized base	"~3,840 companies in US mid-market software"
Buying activity	"Cloud-cost-mgmt intent up 38% over 90 days"
Incumbent framing	Three 10-K quotes that name pricing pressure

The Read

"Market is sized at the mid-thousands of accounts, buying intent is rising, and the three biggest incumbents all flagged pricing pressure in their last 10-K. Time to enter."