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
Technology Consulting
31 names are moving together; 61% are participating in the current session.
6 observed Confirmed episodes
Co-movement
Observed member paths adjusted against SPY. Shading marks the latest observation window.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ALRM | Alarm.com Holdings, Inc. | Technology | +1.5% | Group member |
| TOST | Toast, Inc. | Technology | +1.6% | 1/19 observed active sessions |
| Z | Zillow Group, Inc. | Communication Services | +3.2% | 2/19 observed active sessions |
| GIB | CGI Inc. | Technology | -0.1% | 7/19 observed active sessions |
| ACIW | ACI Worldwide, Inc. | Technology | +0.1% | Group member |
| DASH | DoorDash, Inc. | Consumer Cyclical | +2.2% | Group member |
| SPSC | SPS Commerce, Inc. | Technology | +3.1% | 2/19 observed active sessions |
| CARG | CarGurus, Inc. | Consumer Cyclical | +2.0% | 1/19 observed active sessions |
| EEFT | Euronet Worldwide, Inc. | Technology | +3.1% | 4/19 observed active sessions |
| WGS | GeneDx Holdings Corp. | Healthcare | +4.5% | 1/19 observed active sessions |
| AXON | Axon Enterprise, Inc. | Industrials | +9.2% | Group member |
| HNGE | Hinge Health, Inc. | Healthcare | +3.7% | Group member |
| AGYS | Agilysys, Inc. | Technology | — | Group member |
| BLND | Blend Labs, Inc. | Technology | — | Group member |
| CERT | Certara, Inc. | Healthcare | — | Group member |
| CNXC | Concentrix Corporation | Technology | — | 2/19 observed active sessions |
| COUR | Coursera, Inc. | Consumer Defensive | — | 1/19 observed active sessions |
| DFIN | Donnelley Financial Solutions, | Technology | — | 2/19 observed active sessions |
| EVH | Evolent Health, Inc | Healthcare | — | Group member |
| FLYW | Flywire Corporation - Voting | Technology | — | 1/19 observed active sessions |
| GDYN | Grid Dynamics Holdings, Inc. | Technology | — | Group member |
| IIIV | i3 Verticals, Inc. | Technology | — | 2/19 observed active sessions |
| MAX | MediaAlpha, Inc. | Communication Services | — | Group member |
| OOMA | Ooma, Inc. | Technology | — | Group member |
Why we believe this
Cohort
31 namesParticipation
61% this sessionObserved history
59 daily buildsFiling coverage
30/31 memberscredit / rates
“We received net proceeds of $7.0 million on the Revolving Credit Facility, proceeds of $4.1 million from the exercise of stock options and the issuance of common stock under our 2017 Employee Stock Purchase Plan, as amended, and $17.7 million for settlement assets and liabilities due to processing timing.”
ACIW 10-Q
credit / 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
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
IBTA
DASHcustomer · Current intraday read unavailable
Filing receipt · IBTA / DASH
“We have strategic relationships with Walmart Inc.”
DASH · customer
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
OMDA
HNGEcompetitor · Current intraday read unavailable
Filing receipt · OMDA / HNGE
“Our competitors fall into the following categories: • Digital platforms that provide broad MSK care or programs that address a segment of MSK care, including Kaia Health…”
HNGE · competitor
History
2026-07-07 → 2026-07-093 observed active sessions · 0% of active names held across the episode
2026-06-24 → 2026-07-026 observed active sessions · 0% of active names held across the episode
2026-06-16 → 2026-06-183 observed active sessions · 0% of active names held across the episode
2026-06-101 observed active session · 100% of active names held across the episode
2026-05-14 → 2026-05-152 observed active sessions · 42.9% of active names held across the episode
2026-04-30 → 2026-05-074 observed active sessions · 0% of active names held across the episode