30 names are moving together; 67% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ADSK | Autodesk, Inc. | Technology | +1.8% | Group member |
| BLKB | Blackbaud, Inc. | Technology | +4.8% | 1/9 observed active sessions |
| BL | BlackLine, Inc. | Technology | +3.3% | Group member |
| WK | Workiva Inc. | Technology | +4.5% | 2/9 observed active sessions |
| FDS | FactSet Research Systems Inc. | Financial Services | +6.5% | 2/9 observed active sessions |
| FVRR | Fiverr International Ltd. | Communication Services | +2.2% | 1/9 observed active sessions |
| GDDY | GoDaddy Inc. | Technology | +2.3% | 3/9 observed active sessions |
| DV | DoubleVerify Holdings, Inc. | Communication Services | +2.1% | Group member |
| NOW | ServiceNow, Inc. | Technology | +3.3% | 1/9 observed active sessions |
| PAYX | Paychex, Inc. | Technology | +3.0% | 2/9 observed active sessions |
| CSGP | CoStar Group, Inc. | Real Estate | +1.4% | Group member |
| ADP | Automatic Data Processing, Inc. | Technology | +3.8% | 1/9 observed active sessions |
| MORN | Morningstar, Inc. | Financial Services | +4.6% | 1/9 observed active sessions |
| PCTY | Paylocity Holding Corporation | Technology | +5.1% | 1/9 observed active sessions |
| QTWO | Q2 Holdings, Inc. | Technology | +1.8% | Group member |
| ADBE | Adobe Inc. | Technology | +3.1% | Group member |
| HRB | H&R Block, Inc. | Consumer Cyclical | +3.2% | Group member |
| RAMP | LiveRamp Holdings, Inc. | Technology | -0.1% | 2/9 observed active sessions |
| VRSN | VeriSign, Inc. | Technology | -0.0% | 1/9 observed active sessions |
| IT | Gartner, Inc. | Technology | +6.2% | 1/9 observed active sessions |
| JKHY | Jack Henry & Associates, Inc. | Technology | +0.3% | 2/9 observed active sessions |
| MANH | Manhattan Associates, Inc. | Technology | +2.4% | Group member |
| NABL | N-able, Inc. | Technology | +4.7% | 1/9 observed active sessions |
| PHR | Phreesia, Inc. | Healthcare | +2.9% | 1/9 observed active sessions |
Cohort
30 namesParticipation
67% this sessionObserved history
16 daily buildsFiling coverage
28/30 memberscredit / rates affecting interest expense
“Interest Income, Interest Expense, and Other Income (Expense), Net During the three months ended March 31, 2026, interest income decreased $0.6 million compared to the same quarter a year ago primarily due to lower interest rates.”
WK 10-Q
restructuring affecting expense
“32 Table of Contents General and administrative expenses increased during the three and six months ended May 29, 2026 as compared to the three and six months ended May 30, 2025 due to the following: Components of % Change 2026-2025 QTD Components of % Change 2026-2025 YTD Impairment of goodwill 19 % 10 % Loss contingency 8 12 Compensation costs 9 7 Software licenses 6 5 Various individually insignificant items 3 2 Total change 45 % 36 % During the six months ended May 29, 2026, we recorded a goodwill impairment charge related to our Publishing & Advertising reporting unit.”
ADBE 10-Q
product pipeline / R&D affecting expense
“Operating Expenses Three months ended March 31, 2026 2025 % Change (dollars in thousands) Operating expenses Research and development $ 52,913 $ 53,780 (1.6)% Sales and marketing 104,485 101,671 2.8% General and administrative 26,042 27,237 (4.4)% Total operating expenses $ 183,440 $ 182,688 0.4% 28 Table of Contents Research and Development Research and development expenses decreased $0.9 million during the three months ended March 31, 2026 compared to the same quarter a year ago due primarily to a $0.3 million decrease in cash-based compensation and benefits costs, a $0.3 million decrease in travel expense, and a $0.6 million decrease in internal event costs partially offset by $0.4 million of additional stock-based compensation and a $0.5 million increase in professional service fees.”
WK 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GDDYsupplier · Moving with the group now · 115 min observed
Filing receipt · MSFT / GDDY
“We offer fully-supported Microsoft 365 accounts that are easy to set up and use with our customers' domains.”
GDDY · supplier
GDDYsupplier · Not moving with the group now
Filing receipt · AMZN / GDDY
“We continue to migrate many of our non-hosting products and internal systems to Amazon Web Services.”
GDDY · supplier
ADPpartner · Current intraday read unavailable
Filing receipt · WDAY / ADP
“Our global partnerships with payroll providers, including Automatic Data Processing, Inc.”
ADP · partner
DVsupplier · Not moving with the group now
Filing receipt · CRTO / DV
“Criteo's AI powered contextual analysis engine is also integrated with DoubleVerify IQ Advanced Solutions, a solution providing page-level pre-bid classification to clie…”
DV · supplier
ITcustomer · Moving with the group now · 115 min observed
Filing receipt · CXM / IT
“Sprinklr is recognized by leading industry analysts, including Gartner, Forrester, and IDC, across various customer experience and enterprise software categories.”
IT · customer