MARKET-DISCOVERED GROUP
Price direction is split across 19 measured members. Capital-flow agreement is 16%, so the basket is not yet clean.
No session event has enough timestamp precision to place on the clock.
THU, MAR 12ASAN filing documented shared operating contextrestructuring affecting expense · date precision only
MON, MAY 4QLYS filing documented shared operating contextrestructuring affecting expense · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BL, BLKB, BOX, CCC, CRM, CXM, DOCU, FRSH, HUBS, INTA, MANH, PAYC, PCTY, PD, PTC, QLYS, TEAM, VERX, WDAY.
“Cost of Revenues Three Months Ended March 31, Change 2026 2025 $ % (in thousands, except percentages) Cost of revenues $ 29,990 $ 28,926 $ 1,064 4 % Cost of revenues increased by $1.1 million for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to an increase in personnel costs of $0.9 million, driven by additional employees hired to support the growth of our business, an impairment of our property and equipment of $0.6 million, an increase in shared cloud platform cost of $0.2 million, partially offset by a decrease in depreciation and amortization expense of $0.6 million resulting from certain of our assets that became fully depreciated or amortized.”
QLYS 10-Q · 2026-05-05
“Research and Development Expenses Year Ended December 31, Change 2025 2024 $ % (in thousands, except percentages) Research and development $ 117,284 $ 111,852 $ 5,432 5 % Research and development expenses increased by $5.4 million in 2025 compared to 2024, primarily due to an increase in personnel costs of $4.4 million, driven by additional employees hired to support the growth of our business and an increase in incentive compensation, an increase in overhead allocations of $1.8 million, and an increase in shared cloud platform costs of $1.0 million, partially offset by a decrease in stock-based compensation of $1.1 million driven by lower average grant-date fair value and geographic mix, and a decrease in professional service expense of $0.7 million.”
QLYS 10-K · 2026-02-20
“Interest expense decreased $0.5 million during fiscal 2026 compared to fiscal 2025 primarily due to a decrease in interest rates.”
ASAN 10-K · 2026-03-13
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
14/25 active11 rising · 8 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| QLYS | Qualys, Inc. | Most unusual | -0.0% | 0% of 5 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| PTC | PTC Inc. | Participating | +0.7% | 0% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| CLVT | Clarivate Plc | Participating | — | 0% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| BLKB | Blackbaud, Inc. | Participating | +2.3% | 0% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| CHKP | Check Point Software Technologies Ltd. | Participating | +0.1% | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| DSGX | The Descartes Systems Group Inc. | Participating | +0.6% | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| BL | BlackLine, Inc. | Participating | -0.2% | 0% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| CCC | CCC Intelligent Solutions Holdi | Participating | — | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| CXM | Sprinklr, Inc. | Participating | — | 0% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| FRSH | Freshworks Inc. | Participating | -0.3% | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| DOCU | DocuSign, Inc. | Participating | -0.4% | 0% of 5 sessions | Price participation with accumulating signed flow. |
| VERX | Vertex, Inc. | Participating | -0.8% | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| MANH | Manhattan Associates, Inc. | Participating | +1.6% | 20% of 5 sessions | Price participation is not yet confirmed by per-name flow. |
| TEAM | Atlassian Corporation | Quiet / lagging | -1.8% | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| ASAN | Asana, Inc. | Quiet / lagging | — | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PD | PagerDuty, Inc. | Quiet / lagging | — | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| CRM | Salesforce, Inc. | Quiet / lagging | +1.7% | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| MNDY | monday.com Ltd. | Quiet / lagging | -0.5% | 20% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PAYC | Paycom Software, Inc. | Quiet / lagging | +1.1% | 40% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| BOX | Box, Inc. | Quiet / lagging | +0.1% | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PCTY | Paylocity Holding Corporation | Quiet / lagging | +0.7% | 20% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| INTA | Intapp, Inc. | Quiet / lagging | +3.3% | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| HUBS | HubSpot, Inc. | Quiet / lagging | -0.0% | 0% of 5 sessions | Not participating yet; a breadth test or a genuine divergence. |
| WDAY | Workday, Inc. | Quiet / lagging | +1.4% | 0% of 5 sessions | 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 2 completed episodes across 5 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.