Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of computer security specialist SourceFire (Nasdaq: FIRE) spiked for a brief moment today to 23.3% above Friday's closing price before settling down to a less abrupt trading range some 7% above that old Friday level.

So what: SourceFire has no news of its own to explain this move, and shrugged off an analyst upgrade without much of a market reaction Friday. But fellow network security experts FortiNet (Nasdaq: FTNT) and Symantec (Nasdaq: SYMC) spiked in unison with SourceFire in a move befitting an Olympic-level team of synchronized swimmers, albeit to smaller degrees.

Now what: None of the jumping security stocks has anything major going on today and none of the spikes had much staying power. This could be a delayed and somewhat misdirected reaction to buyout news elsewhere in the enterprise computing sector, or perhaps a well-heeled hedge fund or mutual fund opening large positions in the security sector. If it's the latter, we'll see the details in Form 4 or Form 13 SEC filings over the next few weeks, and if not, you can chalk this up to another one of Mr. Market's nutty antics.

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Fool contributor Anders Bylund holds no position in any of the companies discussed here. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.