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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
31 Mar 2025
the date the book describes
Filed
21 May 2025
latest of these filings; the earliest 12 May 2025
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 2 listed it in both
Shares listed
337,215
combined, among listed positions
Reported value
$19m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ALRM in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Acadian Asset Management LLC268,662$15munder 0.1%Trimmed-235,15121 May 2025 (the filing on sec.gov)
Holocene Advisors LP50,248$2.8munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Winton Group Ltd18,305$1.0m0.06%Added+90715 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (1)

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 →