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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 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
5,350,227
combined, among listed positions
Reported value
$232m
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: 17 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +524,024.

Managers listing ALRM in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)969,125$42munder 0.1%Added+165,27115 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP779,200$34munder 0.1%Added+237,63314 May 2026 (the filing on sec.gov)
Two Sigma Investments LP681,283$29munder 0.1%Added+371,64915 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc629,489$27munder 0.1%Trimmed-266,13015 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC380,902$16munder 0.1%Added+176,64613 May 2026 (the filing on sec.gov)
Invesco Ltd269,177$12munder 0.1%Added+25,34912 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.238,467$10munder 0.1%Trimmed-41,93315 May 2026 (the filing on sec.gov)
Tudor Investment Corp238,175$10munder 0.1%Added+20,59115 May 2026 (the filing on sec.gov)
AQR Capital Management LLC165,054$7.1munder 0.1%Added+29,42715 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC164,908$7.1munder 0.1%Trimmed-54,47215 May 2026 (the filing on sec.gov)
Jane Street Group LLC133,153$5.8munder 0.1%Trimmed-5,18112 May 2026 (the filing on sec.gov)
Marshall Wace LLP124,320$5.4munder 0.1%Added+112,51515 May 2026 (the filing on sec.gov)
Millennium Management LLC98,707$4.3munder 0.1%Trimmed-136,05215 May 2026 (the filing on sec.gov)
Point72 Asset Management LP93,578$4.0munder 0.1%Added+18,54615 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC73,581$3.2munder 0.1%Added+68,46015 May 2026 (the filing on sec.gov)
AllianceBernstein LP62,008$3.2munder 0.1%Added+3,15815 May 2026 (the filing on sec.gov)
Citadel Advisors LLC59,308$2.6munder 0.1%Added+14,77815 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP40,911$1.8munder 0.1%Added+28,76615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP37,353$1.6munder 0.1%Added+11,86615 May 2026 (the filing on sec.gov)
Holocene Advisors LP22,754$983kunder 0.1%Trimmed-12,01115 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd21,786$941kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC17,975$776kunder 0.1%Trimmed-12,94315 May 2026 (the filing on sec.gov)
Man Group PLC16,879$729kunder 0.1%Trimmed-8,14315 May 2026 (the filing on sec.gov)
Walleye Capital LLC10,264$443kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP9,657$417kunder 0.1%Added+2,67415 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (2)

Exited (2)

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 →