24 names are moving together; 58% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | Technology | -2.1% | Group member |
| WDAY | Workday, Inc. | Technology | -3.5% | Group member |
| NOW | ServiceNow, Inc. | Technology | -5.8% | Group member |
| FRSH | Freshworks Inc. | Technology | -3.1% | Group member |
| PATH | UiPath, Inc. | Technology | +0.6% | Group member |
| VEEV | Veeva Systems Inc. | Healthcare | -1.9% | Group member |
| DOCU | DocuSign, Inc. | Technology | -1.0% | Group member |
| RNG | Ringcentral, Inc. | Technology | -1.8% | Group member |
| MNDY | monday.com Ltd. | Technology | -5.8% | Group member |
| TEAM | Atlassian Corporation | Technology | -7.3% | Group member |
| GTLB | GitLab Inc. | Technology | -1.5% | Group member |
| BRZE | Braze, Inc. | Technology | -1.6% | Group member |
| ADBE | Adobe Inc. | Technology | -4.3% | Group member |
| HUBS | HubSpot, Inc. | Technology | -3.5% | Group member |
| TTAN | ServiceTitan, Inc. | Technology | -0.3% | Group member |
| FIS | Fidelity National Information S | Technology | -3.2% | Group member |
| TWLO | Twilio Inc. | Technology | -0.3% | Group member |
| MSFT | Microsoft Corporation | Technology | -1.6% | Most structurally connected |
| PEGA | Pegasystems Inc. | Technology | -4.0% | Group member |
| DXC | DXC Technology Company | Technology | -5.7% | Group member |
| TTD | The Trade Desk, Inc. | Communication Services | -4.4% | Group member |
| FIG | Figma, Inc. | Technology | +0.8% | Group member |
| ZM | Zoom Communications, Inc. | Technology | -0.8% | Group member |
| INTU | Intuit Inc. | Technology | -2.5% | Group member |
Cohort
24 namesParticipation
58% this sessionObserved history
1 daily buildsFiling coverage
23/24 membersrestructuring affecting expense
“Operating expenses increased $3.1 billion or 7% driven by continued investments in research and development compute capacity, AI talent, and data to support product development across the portfolio, impairment and other related expenses in our Gaming business, and higher Copilot advertising expenses.”
MSFT 10-Q
product pipeline / R&D affecting expense
“Operating expenses increased $1.5 billion or 9% primarily driven by continued investments in research and development compute capacity, AI talent, and data to support product development across the portfolio.”
MSFT 10-Q
restructuring
“Our Level 3 assets and liabilities include investments in corporate notes and bonds, municipal securities, and goodwill and intangible assets, when they are recorded at fair value due to an impairment charge.”
MSFT 10-K
Breadth and sponsorship may keep weakening, leaving the move isolated.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.