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
Confirmed
Information Technology Services
9 names are moving together; 89% are participating in the current session.
1 observed Confirmed episode
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| EFX | Equifax, Inc. | Industrials | +0.8% | 1/1 observed active sessions |
| TRU | TransUnion | Financial Services | +1.8% | Group member |
| ALRM | Alarm.com Holdings, Inc. | Technology | +1.5% | Group member |
| GIB | CGI Inc. | Technology | -0.1% | 1/1 observed active sessions |
| ACIW | ACI Worldwide, Inc. | Technology | +0.1% | 1/1 observed active sessions |
| LOPE | Grand Canyon Education, Inc. | Consumer Defensive | +3.3% | Group member |
| OMC | Omnicom Group Inc. | Communication Services | +0.7% | Group member |
| CARG | CarGurus, Inc. | Consumer Cyclical | +2.0% | 1/1 observed active sessions |
| KFY | Korn Ferry | Industrials | +0.8% | 1/1 observed active sessions |
Why we believe this
Cohort
9 namesParticipation
89% this sessionObserved history
1 daily buildsFiling coverage
8/9 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
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
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
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
NATL
ACIWcompetitor · Not moving with the group now
Filing receipt · NATL / ACIW
“Our competitors include other large companies in the information technology industry, as well as, independent ATM companies and financial institutions, such as Fidelity…”
ACIW · competitor
CARS
CARGtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
V
ACIWpartner · Not moving with the group now
Filing receipt · V / 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
History
2026-08-031 observed active session · 100% of active names held across the episode