39 names are moving together; 64% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| TENB | Tenable Holdings, Inc. | Technology | +8.9% | Most structurally connected |
| APP | Applovin Corporation | Communication Services | +1.3% | Group member |
| CVS | CVS Health Corporation | Healthcare | +0.3% | Group member |
| FATE | Fate Therapeutics, Inc. | Healthcare | -1.2% | Group member |
| PSKY | Paramount Skydance Corporation | Communication Services | -4.5% | Group member |
| SNAP | Snap Inc. | Communication Services | +0.1% | Group member |
| MASK | 3 E Network Technology Group Lt | Technology | -3.9% | Group member |
| NET | Cloudflare, Inc. | Technology | +4.5% | Group member |
| AIOS | AIOS Tech Inc. | Technology | -1.6% | Group member |
| MITK | Mitek Systems, Inc. | Technology | +0.4% | Group member |
| FTNT | Fortinet, Inc. | Technology | +3.9% | Group member |
| RDDT | Reddit, Inc. | Communication Services | +1.1% | Group member |
| NAVN | Navan, Inc. | Technology | -1.3% | Group member |
| HKIT | Hitek Global Inc. | Technology | -1.3% | Group member |
| TDC | Teradata Corporation | Technology | -7.4% | Group member |
| GDYN | Grid Dynamics Holdings, Inc. | Technology | -1.4% | Group member |
| AI | C3.ai, Inc. | Technology | -0.2% | Group member |
| U | Unity Software Inc. | Technology | +3.5% | Group member |
| RERE | ATRenew Inc. | Consumer Cyclical | -1.8% | Group member |
| CLIK | CLICK HOLDINGS LIMITED | Consumer Cyclical | -1.4% | Group member |
| AFRM | Affirm Holdings, Inc. | Financial Services | +3.1% | Group member |
| LIF | Life360, Inc. | Technology | +1.4% | Group member |
| ARLO | Arlo Technologies, Inc. | Industrials | +0.7% | Group member |
| BULL | Webull Corporation | Technology | +3.4% | Group member |
Cohort
39 namesParticipation
64% this sessionObserved history
1 daily buildsFiling coverage
30/39 membersproduct pipeline / R&D affecting expense
“Research and Development Three Months Ended March 31, Change (dollars in thousands) 2026 2025 ($) (%) Research and development $ 55,761 $ 53,223 $ 2,538 5 % The increase in research and development expense was primarily due to: • a $2.6 million increase in personnel costs; and • a $1.0 million increase in allocated overhead; partially offset by • a $1.2 million decrease in acquisition-related expenses.”
TENB 10-Q
restructuring affecting expense
“cluded: • $6.9 million of discrete expenses primarily related to withholding taxes on sales to customers; • $6.2 million of income taxes in foreign jurisdictions in which we conduct business; • $3.3 million related to Base Erosion and Anti-Abuse Tax, or BEAT; and • $1.2 million of additional tax incurred related to the 2021 restructuring of Indegy; partially offset by • $0.2 million of deferred tax benefits related to the Alsid acquisition.”
TENB 10-K
credit / rates affecting interest expense
“Interest Income, Interest Expense and Other (Expense) Income, Net Three Months Ended March 31, Change (dollars in thousands) 2026 2025 ($) (%) Interest income $ 3,040 $ 4,927 $ (1,887) (38) % Interest expense (6,412) (7,011) (599) (9) % Other (expense) income, net (304) 474 (778) (164) % The $1.9 million decrease in interest income was due to decreased rates of return of short-term investments.”
TENB 10-Q
Cloud and AI Solutions can stay leader-led if PSKY and the next software names fail to join while TENB keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.