restructuring affecting expense
“The increase was primarily attributable to an increase in cash paid for payroll and related costs, restructuring costs, and to vendors, partially offset by cash received from customers.”
AI 10-K
Confirmed
Enterprise Software Solutions
32 names are moving together; 59% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| XMTR | Xometry, Inc. | Industrials | +0.7% | Group member |
| GDYN | Grid Dynamics Holdings, Inc. | Technology | +0.8% | Group member |
| AI | C3.ai, Inc. | Technology | +2.3% | Group member |
| EVLV | Evolv Technologies Holdings, In | Industrials | +1.0% | Group member |
| SNAP | Snap Inc. | Communication Services | -1.0% | Group member |
| BIIB | Biogen Inc. | Healthcare | +4.9% | Group member |
| CLIK | CLICK HOLDINGS LIMITED | Consumer Cyclical | -1.4% | Group member |
| DJCO | Daily Journal Corp. (S.C.) | Technology | +1.5% | Group member |
| FRHC | Freedom Holding Corp. | Financial Services | -2.0% | Group member |
| LIF | Life360, Inc. | Technology | -4.3% | Group member |
| NXDR | Nextdoor Holdings, Inc. | Communication Services | +0.2% | Group member |
| PDD | PDD Holdings Inc. | Consumer Cyclical | -0.6% | Group member |
| PTON | Peloton Interactive, Inc. | Consumer Cyclical | +3.6% | Group member |
| AIOS | AIOS Tech Inc. | Technology | -4.7% | Group member |
| CPNG | Coupang, Inc. | Consumer Cyclical | -4.6% | Group member |
| FATE | Fate Therapeutics, Inc. | Healthcare | -2.9% | Group member |
| LYFT | Lyft, Inc. | Technology | +0.5% | Group member |
| TMHC | Taylor Morrison Home Corporatio | Consumer Cyclical | +0.0% | Most structurally connected |
| BULL | Webull Corporation | Technology | -1.3% | Group member |
| MGM | MGM Resorts International | Consumer Cyclical | +0.8% | Group member |
| OKTA | Okta, Inc. | Technology | +0.7% | Group member |
| OPEN | Opendoor Technologies Inc | Real Estate | -5.9% | Group member |
| PSKY | Paramount Skydance Corporation | Communication Services | +1.5% | Group member |
| RBRK | Rubrik, Inc. | Technology | -0.5% | Group member |
Why we believe this
Cohort
32 namesParticipation
59% this sessionObserved history
1 daily buildsFiling coverage
25/32 memberscredit / rates affecting interest expense
“The decreases in net income and diluted earnings per common share in the year ended December 31, 2025 compared to the prior year were primarily attributable to lower homebuilding gross margin, higher interest expense, and higher loss on extinguishment of debt, partially offset by lower general and administrative expenses, other expenses, and lower weighted average shares outstanding.”
TMHC 10-K
restructuring
“In addition, the West region was negatively impacted by an impairment charge during the year ended December 31, 2025.”
TMHC 10-K
Enterprise Software Solutions can stay leader-led if BIIB and the next software names fail to join while TMHC 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.