MARKET-DISCOVERED GROUP
Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.
WED, MAY 20GEN filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only
WED, AUG 5AVPT filing documented shared operating contextproduct pipeline / R&D affecting expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BL, BOX, CRM, DBX, DOCU, FRSH, GEN, GWRE, INTA, IOT, MDB, NET, NOW, PATH, PCOR, QTWO, SAIL, TEAM, TRMB, TTAN, VERX, WDAY, ZETA, ZM.
“Research and development expense, including the impact of the additional week in the first quarter of fiscal 2026, increased $80 million, primarily due to a $31 million increase in headcount costs, a $19 million increase in equipment expenses, a $17 million increase in stock-based compensation expense and an $8 million increase in occupancy and IT costs.”
GEN 10-K · 2026-05-21
“Restructuring and other costs increased $22 million, primarily due to a $19 million increase in severance and termination benefits in connection with the Fiscal 2027 Plan.”
GEN 10-Q · 2026-08-07
“Non-operating income (expense), net Three Months Ended (In millions) July 3, 2026 July 4, 2025 Interest expense $ (124) $ (156) Interest income 3 9 Foreign exchange gain (loss) (1) — Gain (loss) on sale of property — (1) Other 2 2 Total non-operating income (expense), net $ (120) $ (146) Three Months Ended July 3, 2026 Compared with Three Months Ended July 4, 2025 Non-operating income (expense), net, decreased by $26 million, primarily due to a $32 million decrease in interest expense.”
GEN 10-Q · 2026-08-07
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
No high-confidence filing-linked outsiders are available for this group yet.
03 · WHO IS IN IT
28/36 active12 rising · 12 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| GWRE | Guidewire Software, Inc. | Participating | +3.8% | — | Price participation is not yet confirmed by per-name flow. |
| PEGA | Pegasystems Inc. | Participating | -0.2% | — | Price participation is not yet confirmed by per-name flow. |
| WK | Workiva Inc. | Participating | -0.4% | — | Price participation is not yet confirmed by per-name flow. |
| NICE | NICE Ltd. | Participating | -0.1% | — | Price participation is not yet confirmed by per-name flow. |
| TRMB | Trimble Inc. | Participating | +1.0% | — | Price participation is not yet confirmed by per-name flow. |
| NOW | ServiceNow, Inc. | Participating | -0.9% | — | Price participation is not yet confirmed by per-name flow. |
| CRM | Salesforce, Inc. | Participating | +1.7% | — | Price participation is not yet confirmed by per-name flow. |
| DOCU | DocuSign, Inc. | Participating | -0.4% | — | Price participation is not yet confirmed by per-name flow. |
| BL | BlackLine, Inc. | Participating | -0.2% | — | Price participation is not yet confirmed by per-name flow. |
| VEEV | Veeva Systems Inc. | Participating | -1.1% | — | Price participation is not yet confirmed by per-name flow. |
| FRSH | Freshworks Inc. | Participating | -0.3% | — | Price participation is not yet confirmed by per-name flow. |
| VERX | Vertex, Inc. | Participating | -0.8% | — | Price participation is not yet confirmed by per-name flow. |
| QTWO | Q2 Holdings, Inc. | Participating | -0.2% | — | Price participation is not yet confirmed by per-name flow. |
| WDAY | Workday, Inc. | Participating | +1.4% | — | Price participation is not yet confirmed by per-name flow. |
| IOT | Samsara Inc. | Participating | +2.5% | — | Price participation is not yet confirmed by per-name flow. |
| NTNX | Nutanix, Inc. | Participating | +1.8% | — | Price participation is not yet confirmed by per-name flow. |
| MDB | MongoDB, Inc. Class A Common Stock | Participating | +2.6% | — | Price participation is not yet confirmed by per-name flow. |
| AVPT | AvePoint, Inc. | Participating | +1.8% | — | Price participation is not yet confirmed by per-name flow. |
| ZETA | Zeta Global Holdings Corp. | Quiet / lagging | +4.3% | — | Not participating yet; a breadth test or a genuine divergence. |
| GTLB | GitLab Inc. | Quiet / lagging | -0.9% | — | Not participating yet; a breadth test or a genuine divergence. |
| BOX | Box, Inc. | Quiet / lagging | +0.1% | — | Not participating yet; a breadth test or a genuine divergence. |
| TEAM | Atlassian Corporation | Quiet / lagging | -1.8% | — | Not participating yet; a breadth test or a genuine divergence. |
| GEN | Gen Digital Inc. | Most unusual | +2.7% | — | Most unusual activity in this snapshot; performance direction may differ. |
| DBX | Dropbox, Inc. | Quiet / lagging | +1.4% | — | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.
Only 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.
Historical cohort observations are not available yet.