40 names are moving together; 57% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VSTM | Verastem, Inc. | Healthcare | +2.4% | Group member |
| Z | Zillow Group, Inc. | Communication Services | -3.8% | Most structurally connected |
| ZG | Zillow Group, Inc. | Communication Services | -3.6% | Group member |
| ZD | Ziff Davis, Inc. | Communication Services | -1.2% | Group member |
| CPAY | Corpay, Inc. | Technology | +0.8% | Group member |
| TMO | Thermo Fisher Scientific Inc | Healthcare | +0.5% | Group member |
| CELC | Celcuity Inc. | Healthcare | -5.2% | Group member |
| DASH | DoorDash, Inc. | Consumer Cyclical | -0.3% | Group member |
| PCLA | PicoCELA Inc. | Communication Services | -9.0% | Group member |
| TECH | Bio-Techne Corp | Healthcare | +0.2% | Group member |
| TNDM | Tandem Diabetes Care, Inc. | Healthcare | +0.2% | Group member |
| CERT | Certara, Inc. | Healthcare | -0.6% | Group member |
| LOCO | El Pollo Loco Holdings, Inc. | Consumer Cyclical | +1.4% | Group member |
| GBTG | Global Business Travel Group, I | Consumer Cyclical | +0.1% | Group member |
| ABNB | Airbnb, Inc. | Consumer Cyclical | +1.2% | Group member |
| FOUR | Shift4 Payments, Inc. | Technology | +3.1% | Group member |
| FWONA | Liberty Media Corporation - Ser | Communication Services | -0.3% | Group member |
| GSBD | Goldman Sachs BDC, Inc. | Financial Services | +2.9% | Group member |
| WU | Western Union Company (The) | Financial Services | +0.3% | Group member |
| ETSY | Etsy, Inc. | Consumer Cyclical | +4.2% | Group member |
| LMND | Lemonade, Inc. | Financial Services | +0.2% | Group member |
| MTN | Vail Resorts, Inc. | Consumer Cyclical | +1.9% | Group member |
| NRP | Natural Resource Partners LP Li | Energy | -1.4% | Group member |
| WPP | WPP plc | Communication Services | +6.6% | Group member |
Cohort
40 namesParticipation
57% this sessionObserved history
1 daily buildsFiling coverage
37/40 memberscredit / rates affecting interest expense
“Interest expense decreased $18 million, or 50%, for the year ended December 31, 2025, as compared to the year ended December 31, 2024, primarily due to the settlement of the 2024 Notes, 2025 Notes and 2026 Notes.”
Z 10-K
restructuring affecting expense
“This was driven by a net loss of $112 million, adjusted by share-based compensation of $448 million, depreciation and amortization of $240 million, accretion of bond discount of $27 million, amortization of contract cost assets of $19 million, amortization of right of use assets of $10 million, impairment costs of $6 million, and $19 million in other adjustments to reconcile net loss to cash provided by 51 Table of Contents operating activities.”
Z 10-K
credit / rates
“The cash outflows were partially offset by $33 million of proceeds from the exercise of option awards and $28 million of net borrowings on our master repurchase agreements related to Zillow Home Loans.”
Z 10-Q
Digital Media & Payments can stay leader-led if AVR and the next software names fail to join while Z keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.