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Confirmed

Cloud-Based Software

19 names are moving together; 79% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
BOXBox, Inc.Technology+2.0%Group member
QTWOQ2 Holdings, Inc.Technology-1.4%Group member
VERXVertex, Inc.Technology-3.8%Group member
BSYBentley Systems, IncorporatedTechnology-1.9%Group member
GDDYGoDaddy Inc.Technology+0.3%Group member
WKWorkiva Inc.Technology-1.5%Group member
BLKBBlackbaud, Inc.Technology-3.5%Group member
ACIWACI Worldwide, Inc.Technology-2.3%Group member
APPFAppFolio, Inc.Technology-3.1%Group member
SPSCSPS Commerce, Inc.Technology-0.2%Group member
ADSKAutodesk, Inc.Technology-3.0%Group member
BLBlackLine, Inc.Technology-3.3%Group member
ALRMAlarm.com Holdings, Inc.Technology-0.2%Group member
KDKyndryl Holdings, Inc.Technology-5.8%Group member
FLUTFlutter Entertainment plcConsumer Cyclical-3.5%Group member
GLBEGlobal-E Online Ltd.Consumer Cyclical+0.2%Group member
TRMBTrimble Inc.Technology-1.4%Group member
PTCPTC Inc.Technology-2.3%Group member
DKNGDraftKings Inc.Consumer Cyclical-4.8%Most structurally connected

Why we believe this

Cohort

19 names

Participation

79% this session

Observed history

1 daily builds

Filing coverage

18/19 members

credit / rates affecting interest expense

This fluctuation was 40 primarily due to increased interest expense as a result of the Term B Loan that was entered into in March 2025 and the inclusion of interest income on customer deposits in revenue in the three months ended March 31, 2026 rather than in interest income in the three months ended March 31, 2025.

DKNG 10-Q

product pipeline / R&D affecting expense

37 Table of contents Research and Development R&D expense increased $14.5 million, or 13%, during the nine months ended September 30, 2025, as compared to the same period in 2024, primarily due to higher personnel and related expenses.

ACIW 10-Q

restructuring affecting expense

Restructuring, other exit costs, and facility reductions 30 (75) (71) % 105 The decrease is due to the restructuring plan initiated during the first quarter of fiscal 2026 which was substantially complete as of January 31, 2026.

ADSK 10-Q

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

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.