restructuring affecting expense
“The increase was also due in part to a $1.4 million increase in one-time restructuring costs as a result of the wind-down of CarOffer.”
CARG 10-Q
Confirmed
Real Estate Services
15 names are moving together; 0% are participating in the current session.
2 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| YELP | Yelp Inc. | Communication Services | -3.0% | 1/7 observed active sessions |
| AGYS | Agilysys, Inc. | Technology | -5.1% | 1/7 observed active sessions |
| QNST | QuinStreet, Inc. | Communication Services | +0.4% | 3/7 observed active sessions |
| COUR | Coursera, Inc. | Consumer Defensive | +0.7% | Group member |
| IIIV | i3 Verticals, Inc. | Technology | -1.4% | 1/7 observed active sessions |
| CNXC | Concentrix Corporation | Technology | -5.5% | Group member |
| OOMA | Ooma, Inc. | Technology | +0.5% | 2/7 observed active sessions |
| PRGS | Progress Software Corporation | Technology | -1.8% | 1/7 observed active sessions |
| TRUP | Trupanion, Inc. | Financial Services | -5.7% | 3/7 observed active sessions |
| MAX | MediaAlpha, Inc. | Communication Services | +1.7% | 2/7 observed active sessions |
| ACIW | ACI Worldwide, Inc. | Technology | -2.3% | 1/7 observed active sessions |
| SPSC | SPS Commerce, Inc. | Technology | -0.2% | 2/7 observed active sessions |
| ALRM | Alarm.com Holdings, Inc. | Technology | -0.2% | 3/7 observed active sessions |
| GIB | CGI Inc. | Technology | -3.3% | 1/7 observed active sessions |
| CARG | CarGurus, Inc. | Consumer Cyclical | +0.8% | Most structurally connected |
Why we believe this
Cohort
15 namesParticipation
0% this sessionObserved history
18 daily buildsFiling coverage
14/15 memberscredit / rates affecting interest expense
“27 Table of contents Other Income and Expense Interest expense for the three months ended March 31, 2026, decreased $2.5 million, or 17% compared to the same period in 2025, primarily due to lower comparative debt balances as well as a decrease in interest rates.”
ACIW 10-Q
product pipeline / R&D affecting expense
“113 Table of Contents For the year ended December 31, 2024, the effective tax rate for continuing operations was 23.5 % , which is higher than the statutory tax rate of 21 %, primarily due to state and local income taxes, non-deductible meals, entertainment, and transportation expenses, and the Section 162 (m) excess officer compensation limitation, partially offset by federal and state research and development tax credits.”
CARG 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Connected, outside the group
AMZN
CARGsupplier · Not moving with the group now
Filing receipt · AMZN / CARG
“These facilities include hosting through Amazon Web Services, a provider of cloud infrastructure services.”
CARG · supplier
MSFT
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
CARS
CARGtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
MA
ACIWpartner · Not moving with the group now
Filing receipt · MA / ACIW
“For example, organizations such as Visa and Mastercard can act as both technology partners and business partners, depending on the nature of the collaboration.”
ACIW · partner
PAY
ACIWcompetitor · Moving with the group now · 115 min observed
Filing receipt · PAY / ACIW
“Bill Payments The primary competitors for our bill payments solution include Alacriti, FIS, Fiserv, InvoiceCloud, Kubra, One Inc., Paymentus, PayNearMe, Repay, as well a…”
ACIW · competitor
History
2026-07-13 → 2026-07-142 observed active sessions · 11.1% of active names held across the episode
2026-06-25 → 2026-07-025 observed active sessions · 0% of active names held across the episode