20 of 25 durable members are active; the relationship is active now.
What would weaken it: This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Active members confirm the current move. Quiet members are the next breadth test—not proof that the whole relationship is active.
| TICKER | Company | Role now | Today | Trader read |
|---|---|---|---|---|
| G | Genpact Limited | Leader | +2.5% | Most active member in this snapshot. |
| RELX | RELX PLC PLC | Quiet / lagging | -2.4% | Has not joined the current move; watch for follow-through or divergence. |
| FISV | Fiserv, Inc. | Participating | +0.1% | Confirming the current relationship move. |
| FIS | Fidelity National Information S | Quiet / lagging | -0.1% | Has not joined the current move; watch for follow-through or divergence. |
| CSGP | CoStar Group, Inc. | Participating | -2.1% | Confirming the current relationship move. |
| DOX | Amdocs Limited | Quiet / lagging | +6.9% | Has not joined the current move; watch for follow-through or divergence. |
| SSNC | SS&C Technologies Holdings, Inc | Quiet / lagging | +0.8% | Has not joined the current move; watch for follow-through or divergence. |
| MCO | Moody's Corporation | Quiet / lagging | -2.2% | Has not joined the current move; watch for follow-through or divergence. |
| EXLS | ExlService Holdings, Inc. | Quiet / lagging | +2.8% | Has not joined the current move; watch for follow-through or divergence. |
| ROP | Roper Technologies, Inc. | Quiet / lagging | +0.7% | Has not joined the current move; watch for follow-through or divergence. |
| ACN | Accenture plc | Quiet / lagging | +0.3% | Has not joined the current move; watch for follow-through or divergence. |
| INFY | Infosys Limited | Quiet / lagging | -1.0% | Has not joined the current move; watch for follow-through or divergence. |
| GIB | CGI Inc. | Quiet / lagging | +2.1% | Has not joined the current move; watch for follow-through or divergence. |
| ACIW | ACI Worldwide, Inc. | Participating | -4.5% | Confirming the current relationship move. |
| CTSH | Cognizant Technology Solutions | Quiet / lagging | +2.0% | Has not joined the current move; watch for follow-through or divergence. |
| ALRM | Alarm.com Holdings, Inc. | Quiet / lagging | -0.7% | Has not joined the current move; watch for follow-through or divergence. |
| EPAM | EPAM Systems, Inc. | Participating | -15.4% | Confirming the current relationship move. |
| MSCI | MSCI Inc. | Quiet / lagging | -0.8% | Has not joined the current move; watch for follow-through or divergence. |
| DXC | DXC Technology Company | Quiet / lagging | -0.4% | Has not joined the current move; watch for follow-through or divergence. |
| HQY | HealthEquity, Inc. | Quiet / lagging | -1.0% | Has not joined the current move; watch for follow-through or divergence. |
| SPGI | S&P Global Inc. | Quiet / lagging | -1.2% | Has not joined the current move; watch for follow-through or divergence. |
| NDAQ | Nasdaq, Inc. | Quiet / lagging | +0.1% | Has not joined the current move; watch for follow-through or divergence. |
| KFY | Korn Ferry | Quiet / lagging | -0.6% | Has not joined the current move; watch for follow-through or divergence. |
| RHI | Robert Half Inc. | Quiet / lagging | +0.3% | Has not joined the current move; watch for follow-through or divergence. |
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ACN, CSGP, CTSH, DXC, EPAM, FIS, FISV, HQY, KFY, NDAQ, RHI, SPGI, SSNC.
“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
“Our interest expense increased to $21.8 million in the first quarter of 2026 from $17.7 million in the first quarter of 2025, primarily due to incremental interest expense on our senior notes issued in November 2025, partially offset by lower interest expense on our term loan due to a lower SOFR and reduced volume in the first quarter of 2026 compared to the first quarter of 2025.”
G 10-Q
“For example, failure to comply with the GDPR may lead to regulatory enforcement actions, which can result in monetary penalties of up to 4% of worldwide revenue, orders to discontinue certain data processing operations, civil lawsuits, or reputational damage.”
ACN 10-K
Filing-linked companies outside the group, ranked as confirmation candidates. A relationship is evidence of exposure—not proof that the outsider will move.
ACIWpartner · Not moving with the group now
Filing receipt · MSFT / ACIW
“Building on these foundations, ACI Connetic—our fully cloud‑native banking platform launched in 2025—advances this strategy by conforming fully to Cloud Native Computing…”
ACIW · partner
FIScustomer · Not moving with the group now
Filing receipt · GPN / FIS
“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…”
FIS · customer
ACIWpartner · Not moving with the group now
Filing receipt · AMZN / ACIW
“Building on these foundations, ACI Connetic—our fully cloud‑native banking platform launched in 2025—advances this strategy by conforming fully to Cloud Native Computing…”
ACIW · partner
MSCIcustomer · Not moving with the group now
Filing receipt · BLK / MSCI
“For the three months ended March 31, 2026, our largest client organization by revenue, BlackRock, accounted for 11.7% of our consolidated operating revenues, with 96.0%…”
MSCI · customer
ACNcompetitor · Current intraday read unavailable
Filing receipt · INOD / ACN
“We also compete with broader technology and business process services providers, including Accenture, Cognizant Technology Solutions, EXLService Holdings, Inc., Genpact…”
ACN · competitor