ALRM Alarm.com Holdings, Inc.

NASDAQ
$53.96

Alarm.com Holdings, Inc. (ALRM) Institutional Ownership

What the institutions did with ALRM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
341
filed both this quarter and last
Managers holding
306
+15 on the quarter
Buyers
160
50 opened new
Sellers
143
35 sold out entirely
Buyer share
52.8%
of managers who traded it
Breadth
+5.6
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 9.5M 19.6%
VANGUARD PORTFOLIO MANAGEMENT LLC 4.0M 8.3%
DISCIPLINED GROWTH INVESTORS INC /MN 3.6M 7.4%
BANK OF MONTREAL /CAN/ 3.5M 7.1%
STATE STREET CORP 2.2M 4.5%
VANGUARD CAPITAL MANAGEMENT LLC 2.1M 4.4%
GEODE CAPITAL MANAGEMENT, LLC 1.3M 2.8%
DIMENSIONAL FUND ADVISORS LP 1.3M 2.6%
MORGAN STANLEY 1.2M 2.4%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.0M 2.1%
GENEVA CAPITAL MANAGEMENT LLC 828.4K 1.7%
FMR LLC 775.4K 1.6%
TWO SIGMA INVESTMENTS, LP 676.6K 1.4%
NORTHERN TRUST CORP 662.8K 1.4%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 630.2K 1.3%
GOLDMAN SACHS GROUP INC 599.2K 1.2%
PRICE T ROWE ASSOCIATES INC /MD/ 577.2K 1.2%
AMERICAN CENTURY COMPANIES INC 575.4K 1.2%
ACADIAN ASSET MANAGEMENT LLC 538.6K 1.1%
Select Equity Group, L.P. 462.0K 1.0%
Public Sector Pension Investment Board 449.0K 0.9%
BANK OF AMERICA CORP /DE/ 435.6K 0.9%
JPMORGAN CHASE & CO 395.1K 0.8%
RIVERBRIDGE PARTNERS LLC 394.9K 0.8%
DEUTSCHE BANK AG\ 369.2K 0.8%

Largest changes

Manager Action Previous Current Change
BANK OF MONTREAL /CAN/ Increased 2.7M 3.5M +797.5K
ALGERT GLOBAL LLC Reduced 525.8K 120.8K -405.0K
BlackRock, Inc. Increased 9.1M 9.5M +355.3K
JPMORGAN CHASE & CO Increased 57.0K 395.1K +338.0K
SG Americas Securities, LLC Reduced 483.5K 159.9K -323.6K
DISCIPLINED GROWTH INVESTORS INC /MN Increased 3.3M 3.6M +316.6K
AMERICAN CENTURY COMPANIES INC Increased 288.4K 575.4K +287.0K
GENEVA CAPITAL MANAGEMENT LLC Reduced 1.1M 828.4K -241.7K
BROWN CAPITAL MANAGEMENT LLC Reduced 359.2K 120.6K -238.6K
TUDOR INVESTMENT CORP ET AL Sold Out 238.2K 0 -238.2K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Increased 779.2K 1.0M +231.6K
RIVERBRIDGE PARTNERS LLC Reduced 592.9K 394.9K -198.0K
FMR LLC Reduced 969.1K 775.4K -193.7K
Handelsbanken Fonder AB Reduced 190.8K 16.3K -174.5K
Public Sector Pension Investment Board Increased 281.6K 449.0K +167.5K
Qube Research & Technologies Ltd Reduced 349.2K 191.2K -158.0K
ACADIAN ASSET MANAGEMENT LLC Increased 380.9K 538.6K +157.7K
STATE STREET CORP Increased 2.0M 2.2M +152.0K
Nuveen, LLC Reduced 351.0K 206.0K -145.0K
DIMENSIONAL FUND ADVISORS LP Increased 1.1M 1.3M +141.3K
JANE STREET GROUP, LLC Sold Out 133.2K 0 -133.2K
Summit Creek Advisors LLC Reduced 191.4K 59.1K -132.3K
DF DENT & CO INC Reduced 300.0K 187.4K -112.6K
BNP PARIBAS FINANCIAL MARKETS Reduced 457.6K 352.3K -105.4K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Increased 57.4K 162.2K +104.8K
AQR CAPITAL MANAGEMENT LLC Increased 165.1K 265.6K +100.5K
BANK OF AMERICA CORP /DE/ Increased 341.9K 435.6K +93.7K
MILLENNIUM MANAGEMENT LLC Increased 98.7K 191.9K +93.2K
CANADA PENSION PLAN INVESTMENT BOARD Reduced 118.2K 26.9K -91.3K
Motley Fool Wealth Management, LLC Sold Out 87.5K 0 -87.5K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold Out 87.3K 0 -87.3K
GEODE CAPITAL MANAGEMENT, LLC Increased 1.3M 1.3M +82.5K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Reduced 82.8K 474 -82.4K
MORGAN STANLEY Reduced 1.3M 1.2M -79.6K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 4.0M 4.0M +79.3K
Connor, Clark & Lunn Investment Management Ltd. Reduced 143.2K 69.5K -73.7K
Trexquant Investment LP Reduced 126.3K 55.2K -71.1K
Select Equity Group, L.P. Increased 392.4K 462.0K +69.7K
UBS Group AG Reduced 133.6K 70.3K -63.3K
MIROVA Sold Out 62.1K 0 -62.1K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Sold Out 62.1K 0 -62.1K
Schonfeld Strategic Advisors LLC Increased 18.0K 79.6K +61.6K
WELLS FARGO & COMPANY/MN Increased 241.2K 299.5K +58.3K
VICTORY CAPITAL MANAGEMENT INC Increased 24.7K 78.1K +53.4K
PRICE T ROWE ASSOCIATES INC /MD/ Reduced 629.5K 577.2K -52.3K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Increased 579.6K 630.2K +50.6K
HRT FINANCIAL LP Increased 64.6K 107.0K +42.4K
MARSHALL WACE, LLP Increased 124.3K 166.6K +42.2K
CAPITAL FUND MANAGEMENT S.A. Increased 73.4K 115.0K +41.6K
Assenagon Asset Management S.A. Reduced 70.4K 30.9K -39.5K
Magnetar Financial LLC New 0 39.2K +39.2K
LSV ASSET MANAGEMENT Increased 126.9K 163.4K +36.5K
Engineers Gate Manager LP Sold Out 36.2K 0 -36.2K
Balyasny Asset Management L.P. Reduced 73.6K 37.6K -36.0K
GOLDMAN SACHS GROUP INC Increased 565.1K 599.2K +34.1K
SEIZERT CAPITAL PARTNERS, LLC Increased 83.2K 116.8K +33.6K
New Age Alpha Advisors, LLC Reduced 41.4K 8.2K -33.3K
Holocene Advisors, LP Increased 22.8K 55.7K +32.9K
TWINBEECH CAPITAL LP Sold Out 30.9K 0 -30.9K
Montanaro Asset Management Ltd Reduced 141.7K 111.2K -30.5K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.