Leaderboard Movers

Dilution Decelerators

Yelp

Carvana

Unity

Roblox

C3.ai

Dilution Accelerators

Bumble

Wayfair

Atlassian

Lyft

Snap

Leaderboard

				Cohort	Sector
1	0	NFLX	Netflix	Mega Cap	Big Tech	0.3%	0.21x	0.19x	3.9%
2	0	NVDA	Nvidia	Mega Cap	Big Tech	0.3%	0.21x	0.19x	6.6%
3	0	BKNG	Booking	Large Cap	Internet	0.5%	0.34x	0.17x	6.8%
4	-2	GLBE	Global-E	Small Cap	Software	0.6%	0.18x	0.26x	13.9%
5	-4	AAPL	Apple	Mega Cap	Big Tech	0.4%	0.28x	0.26x	10.7%
6	-2	SHOP	Shopify	Large Cap	Software	0.4%	0.26x	0.15x	22.4%
7	0	MSFT	Microsoft	Mega Cap	Big Tech	0.4%	0.27x	0.25x	15.8%
8	+3	SPOT	Spotify	Large Cap	Internet	0.5%	0.39x	0.19x	8.6%
9	+5	CDNS	Cadence	Large Cap	Software	0.5%	0.33x	0.19x	28.7%
10	0	IBM	IBM	Mega Cap	Software	0.6%	0.46x	0.26x	14.2%
11	0	APPF	Appfolio	Small Cap	Software	0.8%	0.23x	0.33x	29.3%
12	-2	HOOD	Robinhood	Large Cap	Internet	1.0%	0.73x	0.35x	16.6%
13	0	ADBE	Adobe	Large Cap	Software	1.1%	0.78x	0.45x	19.7%
14	-29	PLTR	Palantir	Mega Cap	Software	0.8%	0.60x	0.34x	32.5%
15	+3	PAYC	Paycom	Small Cap	Software	1.1%	0.33x	0.47x	28.9%
16	+1	NON-TECH	Non-Tech Aggregate	Non-Tech	Non-Tech	0.3%	1.03x	1.03x	6.8%
17	+1	SPSC	SPS Commerce	Small Cap	Software	1.4%	0.41x	0.58x	34.6%
18	-9	ADSK	Autodesk	Large Cap	Software	1.3%	0.91x	0.52x	32.9%
19	-1	PYPL	Paypal	Mid Cap	Internet	1.5%	0.58x	0.53x	18.0%
20	-2	UBER	Uber	Large Cap	Internet	1.3%	0.96x	0.46x	18.7%
21	-4	GWRE	Guidewire	Mid Cap	Software	1.2%	0.46x	0.50x	55.5%
22	+1	VEEV	Veeva	Mid Cap	Software	1.4%	0.55x	0.60x	34.7%
23	-6	CVNA	Carvana	Large Cap	Internet	1.7%	1.19x	0.58x	10.8%
24	+1	NOW	ServiceNow	Large Cap	Software	1.1%	0.79x	0.46x	42.7%
25	+8	GDDY	GoDaddy	Mid Cap	Internet	1.9%	0.71x	0.65x	20.2%
26	0	CRM	Salesforce	Large Cap	Big Tech	1.3%	0.96x	0.89x	24.5%
27	+8	QLYS	Qualys	Small Cap	Software	2.1%	0.60x	0.86x	25.3%
28	-4	PANW	Palo Alto Networks	Large Cap	Software	1.3%	0.95x	0.55x	37.9%
29	-1	TOST	Toast	Mid Cap	Software	1.6%	0.59x	0.65x	40.8%
30	-1	SSNC	SS&C	Mid Cap	Software	1.9%	0.74x	0.81x	17.9%

Showing 1-30 of 91 companies

Page 1 of 4

Non-Tech Leaderboard

				Cohort	Sector
1	-1	KO	Coca Cola	Mega Cap	Non-Tech	0.1%	0.36x	0.32x	5.3%
2	-1	LOW	Lowes	Large Cap	Non-Tech	0.2%	0.58x	0.58x	3.2%
3	-1	PEP	Pepsico	Large Cap	Non-Tech	0.1%	0.52x	0.52x	3.8%
4	+3	MCD	McDonalds	Large Cap	Non-Tech	0.2%	0.65x	0.65x	2.3%
5	0	LLY	Eli Lilly	Mega Cap	Non-Tech	0.1%	0.45x	0.40x	7.0%
6	0	V	Visa	Mega Cap	Non-Tech	0.3%	1.02x	0.91x	3.9%
7	0	PG	Procter & Gamble	Mega Cap	Non-Tech	0.3%	1.33x	1.19x	3.3%
8	-1	UNH	UnitedHealth	Mega Cap	Non-Tech	0.3%	1.25x	1.12x	6.0%
9	-1	COST	Costco	Mega Cap	Non-Tech	0.3%	1.20x	1.07x	12.5%
10	+2	UAL	United Airlines	Mid Cap	Non-Tech	0.5%	1.00x	1.79x	5.8%
11	0	MRK	Merck	Mega Cap	Non-Tech	0.3%	1.37x	1.22x	6.6%
12	0	MAR	Marriott	Large Cap	Non-Tech	0.4%	1.36x	1.36x	9.0%
13	0	DIS	Disney	Large Cap	Non-Tech	0.6%	2.29x	2.28x	19.5%