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Confirmed

Digital Experience Software

22 names are moving together; 59% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
CLVTClarivate PlcTechnology+1.1%Group member
FICOFair Isaac CorporationTechnology-5.1%Group member
DKNGDraftKings Inc.Consumer Cyclical-4.8%Group member
ACIWACI Worldwide, Inc.Technology-2.3%Group member
EFOREverforth, Inc.Technology-6.2%Group member
UPWKUpwork Inc.Communication Services-0.8%Group member
YELPYelp Inc.Communication Services-3.0%Group member
NCTIntercont (Cayman) LimitedIndustrials+3.5%Group member
ALRMAlarm.com Holdings, Inc.Technology-0.2%Most structurally connected
OSCROscar Health, Inc.Healthcare-1.7%Group member
MSCIMSCI Inc.Financial Services-1.4%Group member
BLKBBlackbaud, Inc.Technology-3.5%Group member
AGYSAgilysys, Inc.Technology-5.1%Group member
FVRRFiverr International Ltd.Communication Services-1.9%Group member
PRGSProgress Software CorporationTechnology-1.8%Group member
MANManpowerGroupIndustrials-3.5%Group member
DUOLDuolingo, Inc.Technology-3.2%Group member
RUBIRubico Inc.Industrials-5.2%Group member
PLTKPlaytika Holding Corp.Communication Services-4.6%Group member
CNXCConcentrix CorporationTechnology-5.5%Group member
WIXWix.com Ltd.Technology+0.7%Group member
GDDYGoDaddy Inc.Technology+0.3%Group member

Why we believe this

Cohort

22 names

Participation

59% this session

Observed history

1 daily builds

Filing coverage

18/22 members

credit / rates affecting interest expense

30 Interest Expense Three Months Ended March 31, % Change 2026 2025 Interest expense $ (3,672) $ (4,314) (15) % % of total revenue (1) % (2) % Interest expense decreased by $0.6 million primarily due to the maturity of the 2026 Notes on January 15, 2026.

ALRM 10-Q

restructuring affecting expense

Adjustments resulting from impairment, fair value or observable price changes are recorded in other income / (expense), net in our consolidated statements of operations.

ALRM 10-K

demand / volume affecting revenue

The SaaS and license revenue for our Other segment increased $8.0 million primarily due to an increase in sales of our energy management and demand response solutions, including revenue from the purchase of RGS on November 21, 2025.

ALRM 10-Q

Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.