31 names are moving together; 23% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| PCTY | Paylocity Holding Corporation | Technology | +0.8% | Group member |
| ADP | Automatic Data Processing, Inc. | Technology | +1.0% | Group member |
| TYL | Tyler Technologies, Inc. | Technology | -4.2% | Group member |
| VERX | Vertex, Inc. | Technology | +2.5% | Group member |
| EFX | Equifax, Inc. | Industrials | -1.9% | Group member |
| APPF | AppFolio, Inc. | Technology | +2.2% | Group member |
| PAY | Paymentus Holdings, Inc. | Technology | -2.2% | Group member |
| BSY | Bentley Systems, Incorporated | Technology | +0.6% | Group member |
| QTWO | Q2 Holdings, Inc. | Technology | +3.2% | Group member |
| PAYX | Paychex, Inc. | Technology | +0.5% | Group member |
| GDDY | GoDaddy Inc. | Technology | -16.6% | Most structurally connected |
| ADSK | Autodesk, Inc. | Technology | -0.3% | Group member |
| PAYC | Paycom Software, Inc. | Technology | +1.5% | Group member |
| TRU | TransUnion | Financial Services | -2.0% | Group member |
| DBX | Dropbox, Inc. | Technology | +1.4% | Group member |
| Z | Zillow Group, Inc. | Communication Services | +0.9% | Group member |
| OTEX | Open Text Corporation | Technology | -0.1% | Group member |
| ROP | Roper Technologies, Inc. | Technology | +0.7% | Group member |
| MANH | Manhattan Associates, Inc. | Technology | +0.1% | Group member |
| GEN | Gen Digital Inc. | Technology | +0.6% | Group member |
| JKHY | Jack Henry & Associates, Inc. | Technology | -0.1% | Group member |
| BLKB | Blackbaud, Inc. | Technology | +6.9% | Group member |
| CSGP | CoStar Group, Inc. | Real Estate | -2.4% | Group member |
| BILL | BILL Holdings, Inc. | Technology | -0.6% | Group member |
Cohort
31 namesParticipation
23% this sessionObserved history
1 daily buildsFiling coverage
30/31 memberscredit / rates affecting interest expense
“For the balance of our long-term debt which is not subject to interest rate swaps, the effect of a hypothetical 10% change in interest rate s would not have had a material impact on ou r interest expense .”
GDDY 10-Q
restructuring affecting expense
“Restructuring and other Year Ended December 31, 2025 to 2024 2024 to 2023 2025 2024 2023 $ change % change $ change % change Restructuring and other $ 11.1 $ 39.4 $ 90.8 $ (28.3) (71.8) % $ (51.4) (56.6) % The $28.3 million, or 71.8%, decrease in restructuring and other expenses for the year ended December 31, 2025 was attributable to an $8.0 million decrease in severance, employee benefits and equity-based compensation pursuant to restructuring activities.”
GDDY 10-K
product pipeline / R&D affecting expense
“EBIT Margin increased for the three months ended March 31, 2026 due to contributions from client funds interest revenues, lower amortization of client contracts and lists, and operating efficiencies related to research and development, service, and implementation expenses, partially offset by increased selling and marketing expenses.”
ADP 10-Q
Cloud-Based Software can stay leader-led if VERX and the next software names fail to join while GDDY keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.