8 names are moving together; 38% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| OWL | Blue Owl Capital Inc. | Financial Services | +1.2% | 2/8 observed active sessions |
| CHYM | Chime Financial, Inc. | Technology | +1.6% | 1/8 observed active sessions |
| UPST | Upstart Holdings, Inc. | Financial Services | +1.6% | Group member |
| DAVE | Dave Inc. | Technology | -1.0% | 3/8 observed active sessions |
| GME | GameStop Corporation | Consumer Cyclical | -0.8% | 1/8 observed active sessions |
| EVLV | Evolv Technologies Holdings, In | Industrials | — | Most structurally connected |
| FTRE | Fortrea Holdings Inc. | Healthcare | — | Group member |
| PGY | Pagaya Technologies Ltd. | Technology | — | 1/8 observed active sessions |
Cohort
8 namesParticipation
38% this sessionObserved history
66 daily buildsFiling coverage
8/8 memberscredit / rates affecting interest expense
“The decrease of $0.9 million, or 12%, was primarily attributable to lower prevailing interest rates during 2025, as well as the elimination of interest expense associated with the convertible note held by FTX Ventures Ltd., which was repurchased in January 2024.”
DAVE 10-K
restructuring affecting expense
“General and Administrative Expenses Three Months Ended June 30, 2025 2024 $ Change % Change (Restated) Personnel related (including stock-based compensation) $ 6,206 $ 6,931 $ (725) (10) % Professional fees 2,191 1,654 537 32 % Insurance costs 775 766 9 1 % Non-recurring professional and other expense 8,066 4,710 3,356 71 % $ 17,238 $ 14,061 $ 3,177 23 % The decrease in personnel related expenses is due to a decrease in stock-based compensation of $0.9 million, which resulted primarily from the termination of certain executives as well as the reduction in force in January 2025, partially offset by an increase in severance costs of $0.2 million.”
EVLV 10-Q
demand / volume
“As disclosed in Note 5 to our financial statements, RPO at March 31, 2026 was $299.0 million, an increase of approximately 2% from December 31, 2025, driven by continued market demand.”
EVLV 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
EVLVcustomer · Not moving with the group now
Filing receipt · TGT / EVLV
“Under the Rebate Program, eligible resellers that attain at least 25% of their current fiscal year total contract value (“TCV”) target (“Annual Target”) in a given quart…”
EVLV · customer
DAVEsupplier · Current intraday read unavailable
Filing receipt · FLO / DAVE
“Our principal products include breads, buns, rolls, snack items (bars, cakes, cookies, and crackers), bagels, English muffins, tortillas, and baking mixes and are sold u…”
DAVE · supplier
UPSTtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.
CHYMpartner · Not moving with the group now
Filing receipt · TBBK / CHYM
“10 For additional information about the risks to our business related to competition, see the section titled “Risk Factors—Risks Related to Our Business—We face substant…”
CHYM · partner
OWLpartner · Not moving with the group now
Filing receipt · OTF / OWL
“Joint Ventures On May 6, 2024, Credit SLF, a Delaware limited liability company, was formed as a joint venture between us, Blue Owl Capital Corporation, Blue Owl Capital…”
OWL · partner