9 names are moving together; 67% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MANH | Manhattan Associates, Inc. | Technology | +0.1% | Group member |
| GWRE | Guidewire Software, Inc. | Technology | +0.4% | Group member |
| DSGX | The Descartes Systems Group Inc | Technology | -1.3% | Group member |
| PCOR | Procore Technologies, Inc. | Technology | -2.3% | Group member |
| SHOP | Shopify Inc. | Technology | +0.7% | Group member |
| GPN | Global Payments Inc. | Industrials | -1.4% | Group member |
| EEFT | Euronet Worldwide, Inc. | Technology | -0.6% | Most structurally connected |
| PYPL | PayPal Holdings, Inc. | Financial Services | -0.6% | Group member |
| FOUR | Shift4 Payments, Inc. | Technology | +1.6% | Group member |
Cohort
9 namesParticipation
67% this sessionObserved history
1 daily buildsFiling coverage
8/9 membersproduct pipeline / R&D affecting expense
“The $15.0 million increase in research and development expenses during the three months ended April 30, 2026, compared to the same period a year ago, was primarily due to increases in personnel costs of $11.0 million associated with higher headcount, and web hosting and software subscription costs of $2.8 million driven by increased product development efforts.”
GWRE 10-Q
demand / volume affecting revenue
“Our revenue is also impacted by seasonal consumer spending patterns, which historically have resulted in higher volumes and revenue being reported in our second and third fiscal quarters.”
FOUR 10-K
supply chain
“Adjustments resulting from translation of such financial statements are reflected in accumulated other comprehensive (loss) income as a separate component of consolidated equity.”
EEFT 10-K
Payment Technology Solutions can stay leader-led if PCOR and the next software names fail to join while EEFT keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.