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Confirmed

Cloud Software Solutions

7 names are moving together; 71% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
INTAIntapp, Inc.Technology-2.9%Group member
OTEXOpen Text CorporationTechnology-4.7%Group member
DBXDropbox, Inc.Technology+1.3%Group member
BILLBILL Holdings, Inc.Technology-3.4%Most structurally connected
AVPTAvePoint, Inc.Technology+2.4%Group member
GENGen Digital Inc.Technology+1.6%Group member
FROGJFrog Ltd.Technology-0.9%Group member

Why we believe this

Cohort

7 names

Participation

71% this session

Observed history

1 daily builds

Filing coverage

7/7 members

product pipeline / R&D affecting expense

Research and Development Expenses Research and development expenses decreased by $12.2 million during the three months ended March 31, 2026 as compared to the prior year period, primarily due to: • a $10.9 million decrease due to a higher number of initiatives subject to capitalization of internal-use software costs; and • a $2.7 million decrease in personnel-related expense, including stock-based compensation expense, primarily driven by the decrease from our RIFs executed during the current fiscal year; partially offset by • a $1.1 million increase in other costs, primarily from higher software licenses and subscriptions and an increase in shared overhead.

BILL 10-Q

restructuring affecting expense

The following table sets forth our Consolidated Statements of Operations data as a percentage of net revenues for the periods indicated: Fiscal Year 2026 2025 Net revenues 100 % 100 % Cost of revenues 22 20 Gross profit 78 80 Operating expenses: Sales and marketing 25 19 Research and development 8 8 General and administrative (2) 7 Amortization of intangible assets 4 4 Restructuring and other costs 1 0 Impairment of intangible assets — 0 Total operating expenses 36 39 Operating income (loss) 42 41 Interest expense (11) (15) Other income (expense), net (1) 0 Income (loss) before income taxes 30 26 Income tax expense (benefit) 11 10 Net income (loss) 19 % 16 % Note: The percentages may not add due to rounding.

GEN 10-K

demand / volume affecting revenue

The increase in SaaS revenue, which was driven by strong customer demand for our SaaS solutions, was partially offset by an expected decrease in term license and support revenues.

AVPT 10-Q

Cloud Software Solutions can stay leader-led if AVPT and the next software names fail to join while BILL keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.