35 names are moving together; 17% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ALKT | Alkami Technology, Inc. | Technology | -3.6% | 2/7 observed active sessions |
| RDVT | Red Violet, Inc. | Technology | -0.7% | Group member |
| VIA | Via Transportation, Inc. | Technology | +2.1% | 1/7 observed active sessions |
| AMPL | Amplitude, Inc. | Technology | +3.6% | Group member |
| NCNO | nCino, Inc. | Technology | +0.6% | Group member |
| FIVN | Five9, Inc. | Technology | -0.9% | 1/7 observed active sessions |
| PATH | UiPath, Inc. | Technology | +0.6% | Group member |
| IOT | Samsara Inc. | Technology | +0.1% | Group member |
| CGNT | Cognyte Software Ltd. | Technology | +0.3% | Group member |
| GWRE | Guidewire Software, Inc. | Technology | +0.4% | 1/7 observed active sessions |
| CLBT | Cellebrite DI Ltd. | Technology | +0.3% | 1/7 observed active sessions |
| ESTC | Elastic N.V. | Technology | -0.2% | Group member |
| DOCU | DocuSign, Inc. | Technology | -1.0% | 1/7 observed active sessions |
| RNG | Ringcentral, Inc. | Technology | -1.8% | 1/7 observed active sessions |
| TEAM | Atlassian Corporation | Technology | -7.3% | 1/7 observed active sessions |
| BILL | BILL Holdings, Inc. | Technology | -3.4% | Group member |
| GTLB | GitLab Inc. | Technology | -1.5% | Group member |
| KVYO | Klaviyo, Inc. Series A | Technology | +0.3% | 1/7 observed active sessions |
| PCOR | Procore Technologies, Inc. | Technology | -2.3% | 1/7 observed active sessions |
| BRZE | Braze, Inc. | Technology | -1.6% | 1/7 observed active sessions |
| OKTA | Okta, Inc. | Technology | +10.8% | Group member |
| DT | Dynatrace, Inc. | Technology | +1.0% | 2/7 observed active sessions |
| AVPT | AvePoint, Inc. | Technology | +2.4% | 1/7 observed active sessions |
| MDB | MongoDB, Inc. | Technology | +1.9% | Group member |
Cohort
35 namesParticipation
17% this sessionObserved history
37 daily buildsFiling coverage
33/35 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 $1.2 million decrease in acquisition-related expenses.”
TENB 10-Q
credit / rates affecting interest expense
“Interest Income, Interest Expense and Other (Expense) Income, Net Three Months Ended March 31, Change (dollars in thousands) 2026 2025 ($) (%) 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
restructuring
“sfers resulting from the internal restructuring of legal entities as well as deferred income tax benefits recognized in connection with acquisitions, to calculate non-GAAP earnings per share.”
TENB 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
BRZEsupplier · Not moving with the group now
Filing receipt · AMZN / BRZE
“These systems include data storage partners such as Microsoft Azure, Amazon Web Services, and Google Cloud; Customer data platforms such as Segment, mParticle and Tealiu…”
BRZE · supplier
NCNOsupplier · Moving with the group now · 115 min observed
Filing receipt · CRM / NCNO
“Cost of subscription revenues consists of fees paid to Salesforce for access to the Salesforce Platform, including Salesforce’s hosting infrastructure and data center op…”
NCNO · supplier
FIVNcustomer · Current intraday read unavailable
Filing receipt · SCSC / FIVN
“Our key suppliers includ e AT&T, Avaya, Axis, Cisco, Comcast Business, Dell, Elo, Extreme, Five9, Fortinet, Hanwha, Honeywell, HP Poly, HPE/Aruba, Ingenico, Lumen, Micro…”
FIVN · customer
MSFTsupplier · Not moving with the group now
Filing receipt · PLTR / MSFT
“If AWS, Microsoft Azure, or other third parties increase pricing terms, terminate or seek to terminate our contractual relationship, establish more favorable relationshi…”
MSFT · supplier
TEAMpartner · Not moving with the group now
Filing receipt · DBX / TEAM
“We also integrate seamlessly with other products, integrating with partners including Microsoft, Zoom, Slack (now part of Salesforce), BetterCloud, Atlassian, Google and…”
TEAM · partner