Themes / Group
Inactive · established relationshipLatest completed snapshot · 04:10 ET

MARKET-DISCOVERED GROUP

Software Stocks

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 21 measured members. Capital-flow agreement is 17%, so the basket is not yet clean.

Price breadth7 up · 14 downRelative median unavailable
Capital-flow alignment17%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 5/100 · lift 0.8×
Evidence depth3 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

WED, FEB 18APPN filing documented shared operating contextrestructuring affecting expense · date precision only

TUE, JUN 23AI filing documented shared operating contextrestructuring affecting expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

16/21 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AI, FIVN, HUBS, IOT, NVDA, SONO, TEAM, WDAY.

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 · 2026-06-24
product pipeline / R&D affecting expense

We expect future cash tax savings resulting from the full expensing of U.S. research and development expenses under the OBBBA.

AGYS 10-K · 2026-05-21
demand / volume affecting revenue

Higher prices for goods due to tariffs may reduce consumer spending, which could lead to decreased demand for our customers’ products, which may ultimately affect our revenue and profitability.

AGYS 10-K · 2026-05-21
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

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.

CRMNot confirming

AI · text peer

NOWNot confirming

ASAN · text peer

WKNot confirming

WDAY · text peer

AVPTNot confirming

RPD · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
WIXMNDYNVDAIOTHUBSEEFTWDAYTEAMSPTASANAICGNTFIVNFLYWAPPNRDVTLSPDSAPSONORPDAGYS

5/21 active7 rising · 14 falling

MemberUnusual activityToday's moveRead now
WIXWix.com Ltd.
Most unusual · 100/100
+2.0%
Flow confirmerActive in 0% of observed group sessions
MNDYmonday.com Ltd.
Elevated · 80/100
-1.1%
Active; unclassifiedActive in 0% of observed group sessions
NVDANVIDIA Corporation
Elevated · 75/100
+2.1%
Flow divergenceActive in 0% of observed group sessions
IOTSamsara Inc.
Elevated · 66/100
-3.0%
Active; unclassifiedActive in 0% of observed group sessions
HUBSHubSpot, Inc.
Elevated · 58/100
-2.6%
Flow confirmerActive in 0% of observed group sessions
EEFTEuronet Worldwide, Inc.
Quiet · 38/100
+1.6%
Watch / laggardActive in 0% of observed group sessions
WDAYWorkday, Inc.
Quiet · 31/100
-2.4%
Watch / laggardActive in 0% of observed group sessions
TEAMAtlassian Corporation
Quiet · 29/100
-2.8%
Watch / laggardActive in 0% of observed group sessions
SPTSprout Social, Inc
Quiet · 0/100
+3.4%
Watch / laggardActive in 0% of observed group sessions
ASANAsana, Inc.
Quiet · 0/100
-3.2%
Watch / laggardActive in 0% of observed group sessions
AIC3.ai, Inc.
Quiet · 0/100
-3.2%
Watch / laggardActive in 0% of observed group sessions
CGNTCognyte Software Ltd.
Quiet · 0/100
-2.2%
Watch / laggardActive in 0% of observed group sessions
FIVNFive9, Inc.
Quiet · 0/100
-1.4%
Watch / laggardActive in 0% of observed group sessions
FLYWFlywire Corporation - Voting
Quiet · 0/100
-1.1%
Watch / laggardActive in 0% of observed group sessions
APPNAppian Corporation
Quiet · 0/100
+1.1%
Watch / laggardActive in 0% of observed group sessions
RDVTRed Violet, Inc.
Quiet · 0/100
-0.9%
Watch / laggardActive in 0% of observed group sessions
LSPDLightspeed Commerce Inc. Subord
Quiet · 0/100
+0.8%
Watch / laggardActive in 0% of observed group sessions
SAPSAP SE
Quiet · 0/100
-0.8%
Watch / laggardActive in 0% of observed group sessions
SONOSonos, Inc.
Quiet · 0/100
-0.8%
Watch / laggardActive in 0% of observed group sessions
RPDRapid7, Inc.
Quiet · 0/100
-0.5%
Watch / laggardActive in 0% of observed group sessions
AGYSAgilysys, Inc.
Quiet · 0/100
+0.5%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
WIXWix.com Ltd.Most unusual+2.0%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
MNDYmonday.com Ltd.Participating-1.1%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
NVDANVIDIA CorporationParticipating+2.1%0% of 0 sessionsPrice participation with distributing signed flow.
IOTSamsara Inc.Participating-3.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
HUBSHubSpot, Inc.Participating-2.6%0% of 0 sessionsPrice participation with accumulating signed flow.
EEFTEuronet Worldwide, Inc.Quiet / lagging+1.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
WDAYWorkday, Inc.Quiet / lagging-2.4%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TEAMAtlassian CorporationQuiet / lagging-2.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
SPTSprout Social, IncQuiet / lagging+3.4%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
ASANAsana, Inc.Quiet / lagging-3.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
AIC3.ai, Inc.Quiet / lagging-3.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CGNTCognyte Software Ltd.Quiet / lagging-2.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
FIVNFive9, Inc.Quiet / lagging-1.4%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
FLYWFlywire Corporation - VotingQuiet / lagging-1.1%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
APPNAppian CorporationQuiet / lagging+1.1%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
RDVTRed Violet, Inc.Quiet / lagging-0.9%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
LSPDLightspeed Commerce Inc. SubordQuiet / lagging+0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
SAPSAP SEQuiet / lagging-0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
SONOSonos, Inc.Quiet / lagging-0.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
RPDRapid7, Inc.Quiet / lagging-0.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
AGYSAgilysys, Inc.Quiet / lagging+0.5%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

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 point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

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.

Structural support3 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-08-2513 names in the durable cohort
2026-08-2421 names in the durable cohort
2026-08-2121 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
AGYS0% · 0 episodes
AI0% · 0 episodes
APPN0% · 0 episodes
ASAN0% · 0 episodes
CGNT0% · 0 episodes
EEFT0% · 0 episodes
FIVN0% · 0 episodes
FLYW0% · 0 episodes
HUBS0% · 0 episodes
IOT0% · 0 episodes
LSPD0% · 0 episodes
MNDY0% · 0 episodes
NVDA0% · 0 episodes
RDVT0% · 0 episodes
RPD0% · 0 episodes
SAP0% · 0 episodes
SONO0% · 0 episodes
SPT0% · 0 episodes
TEAM0% · 0 episodes
WDAY0% · 0 episodes
WIX0% · 0 episodes