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Centene Corporation

CNC

Healthcare · 65.03 +1.4% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

Centene Corporation's move is spreading beyond its market group.

CNC accounts for 22.3% of the group's measured movement across 2.2 effective names. raw member direction is mixed; 2 of 3 session-normalized paths align to the upside. Capital-flow agreement is 1%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveAligned contributor#2 of 3 by movement share
Group movement share22.3%Absolute path energy—not portfolio weight
Relative path+0.63%aligned
Effective breadth2.2 / 3concentrated
Relative alignment2/3upside path · 1 counter-moving
Capital-flow agreement1%not yet clean
SEQUENCE READ

HUM moved materially before CNC. CNC crossed its material path threshold at 10:15 ET, 30 minutes after the first measured mover. UNH followed.

What changed
  • Revenue increased 5.1% versus the comparable filing period.
EVIDENCE COVERAGE

3 of 3 members in Healthcare Plans are active. 0 of 5 disclosed connections are confirming.

What would change this read
  • At least 2 of 3 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • CVS remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 1 of 3 members or fewer.

Watch this read

Who this business touches

The relationships behind CNC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MAGEFiling-linked namecustomerFeb 17, 2026 ▾

“Magellan's customers include health plans and other MCOs, employers, labor unions, various military and state and federal governmental agencies, and third-party administrators.”

Depended on by

EVHEvolent Health, InccustomerNov 7, 2025 ▾

“A portion of the Company’s revenue during the three months ended September 30, 2025 related to members on the ACA Health Exchanges, principally but not exclusively pursuant to our revenue agreements with Molina Healthcare, Inc.”

Filing peers

HUMCVSUNH

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CNC is currently a Early Follower in the organic co-movement group Healthcare Plans. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.