22 names are moving together; 82% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| EFX | Equifax, Inc. | Industrials | -1.9% | Group member |
| TRU | TransUnion | Financial Services | -2.0% | Group member |
| ABNB | Airbnb, Inc. | Consumer Cyclical | -0.4% | 1/1 observed active sessions |
| FICO | Fair Isaac Corporation | Technology | -1.4% | Group member |
| EXPO | Exponent, Inc. | Industrials | +3.6% | 1/1 observed active sessions |
| FOUR | Shift4 Payments, Inc. | Technology | -1.4% | 1/1 observed active sessions |
| GPN | Global Payments Inc. | Industrials | -3.2% | Group member |
| CBRE | CBRE Group Inc | Real Estate | -1.8% | Group member |
| JLL | Jones Lang LaSalle Incorporated | Real Estate | -1.9% | 1/1 observed active sessions |
| WAY | Waystar Holding Corp. | Healthcare | +0.7% | Group member |
| LULU | lululemon athletica inc. | Consumer Cyclical | -0.5% | Group member |
| HQY | HealthEquity, Inc. | Healthcare | -0.4% | Group member |
| CIGI | Colliers International Group In | Real Estate | -0.7% | Group member |
| OMC | Omnicom Group Inc. | Communication Services | -1.1% | Group member |
| TFX | Teleflex Incorporated | Healthcare | +3.3% | Group member |
| CHWY | Chewy, Inc. | Consumer Cyclical | -1.1% | Group member |
| NIQ | NIQ Global Intelligence plc | — | -1.8% | Group member |
| WU | Western Union Company (The) | Financial Services | -17.2% | Group member |
| NRDS | NerdWallet, Inc. | Communication Services | — | Group member |
| PAYO | Payoneer Global Inc. | Technology | — | 1/1 observed active sessions |
| REAX | The Real Brokerage, Inc. | Real Estate | — | Group member |
| TRIP | TripAdvisor, Inc. | Consumer Cyclical | — | Group member |
Cohort
22 namesParticipation
82% this sessionObserved history
1 daily buildsFiling coverage
20/22 memberscredit / rates affecting interest expense
“Non-Operating Income & Expenses Three Months Ended March 31, (in millions) 2026 2025 $ Change Interest expense $ (65) $ (29) $ (36) The increase in interest expense was primarily due to new debt issuances in 2025 related to the acquisition of Global Blue.”
FOUR 10-Q
restructuring affecting expense
“41 Table of Contents (in millions, except percentages) 2024 2025 % Change Other expense, net $ (40) $ (112) 180 % The change in other expense, net of $72 million in 2025, was primarily due to net foreign exchange losses of $64 million, partially offset by lower impairment charges on investments in privately-held companies compared to the prior year.”
ABNB 10-K
credit / rates
“This increase was primarily due to a $232 million increase in payments for the repurchase of common stock, a $139 million increase in distributions to noncontrolling interests, a $16 million decrease in borrowings on the settlement line of credit and a $15 million increase in payments of preferred dividends, partially offset by a $73 million change in settlement activity.”
FOUR 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GPNcustomer · Not moving with the group now
Filing receipt · FIS / GPN
“As consideration for the Issuer Solutions Acquisition, FIS has agreed to sell to Global Payments all of its equity interests in Worldpay for a pre-tax value of $6.6 bill…”
GPN · customer
ABNBcompetitor · Moving with the group now · 115 min observed
Filing receipt · EXPE / ABNB
“Other competitors have arisen, including alternative accommodation property managers, who operate their own booking sites in addition to listing on Airbnb, Vrbo, and Boo…”
ABNB · competitor
CHWYcustomer · Current intraday read unavailable
Filing receipt · SRXH / CHWY
“Revenue channels The Company groups its revenue channels into three categories: Digital, which includes the sale of product to online retailers such as Amazon and Chewy,…”
CHWY · customer
WUcompetitor · Current intraday read unavailable
Filing receipt · IMXI / WU
“We compete with larger companies, such as Western Union, MoneyGram, Remitly and Euronet, and a number of other smaller money services business (“MSB”) entities.”
WU · competitor
ABNBtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.