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ALRM in the 13F filings

Alarm Com HLDGS Inc · CUSIP 011642105

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed
5,390,839
combined, among listed positions
Reported value
$252m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +40,612.

Managers listing ALRM in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Arrowstreet Capital LP1,010,774$47munder 0.1%Added+231,57413 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)775,426$36munder 0.1%Trimmed-193,69913 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP676,619$32munder 0.1%Trimmed-4,66414 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc577,171$27munder 0.1%Trimmed-52,31814 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC538,569$25munder 0.1%Added+157,66713 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC265,580$12munder 0.1%Added+100,52614 Aug 2026 (the filing on sec.gov)
Invesco Ltd243,487$11munder 0.1%Trimmed-25,69014 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.223,355$10munder 0.1%Trimmed-15,11214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC191,877$9.0munder 0.1%Added+93,17014 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP166,557$7.8munder 0.1%Added+42,23713 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC140,313$6.6munder 0.1%Trimmed-24,59514 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC79,569$3.7munder 0.1%Added+61,59414 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP73,687$3.4munder 0.1%Trimmed-19,89114 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd65,004$3.0munder 0.1%Added+43,21814 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP67,593$2.9munder 0.1%Added+5,58514 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC56,962$2.7munder 0.1%Trimmed-2,3462 Sep 2026 (the filing on sec.gov)
Holocene Advisors LP55,655$2.6munder 0.1%Added+32,90114 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP51,111$2.4munder 0.1%Added+10,20014 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC37,579$1.8munder 0.1%Trimmed-36,00214 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP31,450$1.5munder 0.1%Added+21,79314 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC26,895$1.3munder 0.1%Added+16,6313 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP24,570$1.1munder 0.1%Trimmed-12,78314 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC11,036$516kunder 0.1%Added+5,87927 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

035810201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ALRM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20154$30mn.a.n.a.
Q3 20152$20mn.a.n.a.
Q4 20152$34mn.a.n.a.
Q1 20162$25mn.a.n.a.
Q2 20162$28mn.a.n.a.
Q3 20162$29mn.a.n.a.
Q4 20162$26mn.a.n.a.
Q1 20172$13mn.a.n.a.
Q2 20172$16mn.a.n.a.
Q3 20175$124mn.a.n.a.
Q4 20175$121mn.a.n.a.
Q1 20187$141mn.a.n.a.
Q2 20185$161mn.a.n.a.
Q3 20185$229mn.a.n.a.
Q4 20186$208mn.a.n.a.
Q1 20196$234mn.a.n.a.
Q2 20194$188mn.a.n.a.
Q3 20194$184mn.a.n.a.
Q4 20195$186mn.a.n.a.
Q1 20206$248mn.a.n.a.
Q2 20209$439mn.a.n.a.
Q3 20207$294mn.a.n.a.
Q4 20206$494mn.a.n.a.
Q1 20214$310mn.a.n.a.
Q2 20215$325mn.a.n.a.
Q3 20213$242mn.a.n.a.
Q4 20213$265mn.a.n.a.
Q1 20224$141mn.a.n.a.
Q2 20224$130mn.a.n.a.
Q3 20223$136mn.a.n.a.
Q4 20224$64mn.a.n.a.
Q1 20234$53mn.a.n.a.
Q2 20234$27mn.a.n.a.
Q3 20233$66mn.a.n.a.
Q4 20232$31m02
Q1 20243$42m11
Q2 20247$47m60
Q3 20245$29m43
Q4 20243$33m21
Q1 20253$19m22
Q2 20251$9.1m01
Q3 20251$11m10
Q4 20251$10m1812
Q1 20261$16m1712
Q2 20263$33m1315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ALRM and GOOGL →ALRM and AMZN →ALRM and MSFT →Choose a stock to compare with ALRM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ALRM, latest filings →Back to the 13F Explorer →