27 names are moving together; 59% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| FLUT | Flutter Entertainment plc | Consumer Cyclical | +1.6% | Group member |
| MGNI | Magnite, Inc. | Communication Services | +0.4% | Group member |
| YEXT | Yext, Inc. | Technology | +2.4% | 2/14 observed active sessions |
| GTM | ZoomInfo Technologies Inc. | Technology | +5.0% | Group member |
| CLVT | Clarivate Plc | Technology | +2.7% | 1/14 observed active sessions |
| DKNG | DraftKings Inc. | Consumer Cyclical | -0.1% | Group member |
| OTEX | Open Text Corporation | Technology | +2.4% | Group member |
| PYPL | PayPal Holdings, Inc. | Financial Services | +2.9% | Group member |
| GEN | Gen Digital Inc. | Technology | +1.0% | Group member |
| NDAQ | Nasdaq, Inc. | Financial Services | +1.3% | Group member |
| CVLT | Commvault Systems, Inc. | Technology | -1.4% | 3/14 observed active sessions |
| PAYS | Paysign, Inc. | Technology | +0.4% | Group member |
| LSPD | Lightspeed Commerce Inc. Subord | Technology | +0.8% | Group member |
| GLBE | Global-E Online Ltd. | Consumer Cyclical | +0.4% | 1/14 observed active sessions |
| GRND | Grindr Inc. | Technology | -0.1% | Group member |
| PINS | Pinterest, Inc. | Communication Services | +0.4% | Group member |
| PAR | PAR Technology Corporation | Technology | +1.8% | Group member |
| BSY | Bentley Systems, Incorporated | Technology | +0.3% | 1/14 observed active sessions |
| GENI | Genius Sports Limited | Communication Services | +7.1% | Group member |
| TTD | The Trade Desk, Inc. | Communication Services | +1.4% | 2/14 observed active sessions |
| MTCH | Match Group, Inc. | Communication Services | -0.8% | Group member |
| IBM | International Business Machines | Technology | +0.9% | Group member |
| PLTK | Playtika Holding Corp. | Communication Services | +7.4% | Group member |
| SRAD | Sportradar Group AG | Technology | +1.0% | Group member |
Cohort
27 namesParticipation
59% this sessionObserved history
38 daily buildsFiling coverage
22/27 membersrestructuring affecting expense
“The benefit of the internal legal entity restructuring was partially offset by an increase in the effective tax rate impact of the GILTI inclusion due to the mandatory capitalization of research and development expenses for U.S.”
BSY 10-K
credit / rates affecting interest expense
“32 Table of Contents Interest Expense, Net Three Months Ended March 31, 2026 2025 Change Interest expense $ (8,689) $ (4,408) 97.1 % Interest income 489 600 (18.5 %) Interest expense, net $ (8,200) $ (3,808) 115.3 % For the three months ended March 31, 2026, interest expense, net increased compared to the same period in the prior year, primarily due to higher weighted average debt outstanding and higher weighted average interest rates on borrowings following the January 2026 repayment of the 2026 Notes, which had a 0.125% coupon rate.”
BSY 10-Q
product pipeline / R&D affecting expense
“For the three months ended March 31, 2026, on a constant currency basis, research and development expenses increased primarily due to an increase in headcount‑related costs of $6,436, mainly due to increases in headcount, and annual and other compensation costs, and to a lesser extent, higher acquisition‑related retention incentives.”
BSY 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GRNDsupplier · Not moving with the group now
Filing receipt · AMZN / GRND
“We rely on third parties to operate critical business systems to process sensitive data and other user data in a variety of contexts, including, without limitation, data…”
GRND · supplier
BSYsupplier · Moving with the group now · 115 min observed
Filing receipt · MSFT / BSY
“Our Production and Suppliers Our principal supplier of cloud services is Microsoft, with whom we have entered into a multi-year contract for a committed level of expendi…”
BSY · supplier
SHOPpartner · Moving with the group now · 115 min observed
Filing receipt · KVYO / SHOP
“In July 2022, we completed a series of transactions to memorialize our strategic partnership with Shopify, which established Klaviyo as the recommended email solution fo…”
SHOP · partner
PYPLcustomer · Current intraday read unavailable
Filing receipt · SKLZ / PYPL
“This is done via the end-user’s pre-authorized credit card or PayPal account.”
PYPL · customer
TTDtext peer · Not moving with the group now
No filing excerpt is available for this relationship.