Tax-loss harvesting alternatives for DLB

Among the 49 Application Software peers screened, TRMB (Trimble Inc.) has tracked DLB most closely over the past year, with a return correlation of 0.38. The strongest fund stand-in is XSW (SPDR S&P Software & Services) at 0.36 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

Run this search live in the Screener →

STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
TRMB	Trimble Inc.	Application Software	0.38	0.38	0.44	0.51
ADBE	Adobe Inc.	Application Software	0.35	0.30	0.38	0.44
BLKB	Blackbaud	Application Software	0.35	0.32	0.36	0.40
SPSC	SPS Commerce, Inc.	Application Software	0.34	0.34	0.38	0.42
BSY	Bentley Systems	Application Software	0.33	0.32	0.39	—
QTWO	Q2 Holdings, Inc.	Application Software	0.33	0.37	0.41	0.40
CRM	Salesforce Inc.	Application Software	0.33	0.31	0.38	0.43
CDNS	Cadence Design Systems	Application Software	0.32	0.31	0.38	0.44
CXM	Sprinklr, Inc.	Application Software	0.31	0.29	0.34	—
APPF	AppFolio	Application Software	0.31	0.23	0.28	0.34
MANH	Manhattan Associates	Application Software	0.30	0.29	0.36	0.43
PTC	PTC Inc.	Application Software	0.29	0.32	0.38	0.43
ADSK	Autodesk	Application Software	0.29	0.34	0.42	0.48
ALRM	Alarm.Com, Inc.	Application Software	0.28	0.33	0.37	0.38
DOCU	DocuSign Inc.	Application Software	0.28	0.28	0.34	0.32
SNPS	Synopsys Inc.	Application Software	0.28	0.31	0.37	0.43
NOW	ServiceNow	Application Software	0.27	0.26	0.35	0.40
RNG	RingCentral, Inc.	Application Software	0.27	0.31	0.37	0.34
WDAY	Workday Inc.	Application Software	0.27	0.28	0.34	0.40
PATH	UiPath Inc.	Application Software	0.27	0.29	0.35	—
ZM	Zoom Video Communications	Application Software	0.26	0.30	0.35	0.18
BOX	Box, Inc.	Application Software	0.26	0.23	0.30	0.34
DT	Dynatrace	Application Software	0.26	0.28	0.34	0.37
BL	BlackLine Systems, Inc.	Application Software	0.26	0.31	0.38	0.32
INTU	Intuit Inc.	Application Software	0.25	0.28	0.37	0.45
GWRE	Guidewire Software	Application Software	0.24	0.22	0.31	0.35
TYL	Tyler Technologies	Application Software	0.24	0.27	0.36	0.38
DBX	Dropbox	Application Software	0.24	0.26	0.34	0.37
PEGA	Pegasystems	Application Software	0.24	0.23	0.31	0.37
ACIW	ACI Worldwide	Application Software	0.23	0.31	0.35	0.42
BILL	Bill Holdings	Application Software	0.23	0.24	0.29	0.31
SHOP	Shopify Inc.	Application Software	0.22	0.25	0.35	0.36
RAMP	LiveRamp Holdings, Inc.	Application Software	0.22	0.31	0.35	0.35
TTD	The Trade Desk	Application Software	0.21	0.21	0.32	0.32
HUBS	HubSpot Inc.	Application Software	0.21	0.26	0.34	0.39
FICO	Fair Isaac	Application Software	0.19	0.22	0.30	0.43
AGYS	Agilysys, Inc.	Application Software	0.16	0.20	0.24	0.31
U	Unity Software	Application Software	0.16	0.25	0.33	—
ZS	Zscaler Inc.	Application Software	0.15	0.21	0.30	0.27
CALX	Calix	Application Software	0.15	0.21	0.28	0.29
FIVN	Five9, Inc.	Application Software	0.14	0.26	0.32	0.30
YOU	Clear Secure, Inc.	Application Software	0.14	0.18	0.27	—
DDOG	Datadog Inc.	Application Software	0.13	0.16	0.27	0.26
TEAM	Atlassian Corp.	Application Software	0.12	0.23	0.28	0.28
LIF	Life360	Application Software	0.12	0.19	—	—
MDB	MongoDB Inc.	Application Software	0.12	0.16	0.26	0.29
PLTR	Palantir Technologies	Application Software	0.11	0.18	0.27	—
TWLO	Twilio Inc.	Application Software	0.11	0.22	0.29	0.31
SNOW	Snowflake Inc.	Application Software	0.08	0.15	0.26	—

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
XSW	SPDR S&P Software & Services	Software (Equal Wt)	INDUSTRY	0.36	0.44	0.51	0.56
IGV	iShares Expanded Tech-Software	Software	INDUSTRY	0.31	0.38	0.46	0.53
WCLD	WisdomTree Cloud Computing	Cloud Computing	SUB-IND	0.30	0.38	0.45	0.46
CLOU	Global X Cloud Computing ETF	Cloud Computing	SUB-IND	0.30	0.40	0.48	0.50
SKYY	First Trust Cloud Computing	Cloud Computing	SUB-IND	0.29	0.38	0.47	0.52
CIBR	First Trust Cybersecurity ETF	Cybersecurity	SUB-IND	0.28	0.36	0.45	0.52
BUG	Global X Cybersecurity ETF	Cybersecurity	SUB-IND	0.28	0.35	0.42	0.46
HACK	ETFMG Prime Cyber Security	Cybersecurity	SUB-IND	0.24	0.34	0.43	0.51
QQQM	Invesco Nasdaq 100 ETF	Nasdaq 100	BROAD	0.22	0.36	0.47	—
QQQ	Invesco QQQ Trust	Nasdaq 100	BROAD	0.21	0.36	0.47	0.55
VGT	Vanguard Info Tech ETF	Tech Sector	SECTOR	0.18	0.34	0.46	0.56
XLK	Technology Select Sector SPDR	Tech Sector	SECTOR	0.17	0.33	0.44	0.55

NEXT STEPS

Harvesting a loss in DLB?

Estimate what the harvest could save →Check the eight wash-sale traps →Document the trade with a Tax Memo →

Replacement research for DLB's peers

TRMB ADBE BLKB SPSC BSY QTWO CRM CDNS CXM APPF MANH PTC ADSK ALRM DOCU SNPS NOW RNG WDAY PATH ZM BOX DT BL INTU GWRE TYL DBX PEGA ACIW BILL SHOP RAMP TTD HUBS FICO AGYS U ZS CALX FIVN YOU DDOG TEAM LIF MDB PLTR TWLO SNOW

Browse all tickers →

Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.