ALARM.COM HOLDINGS INC (ALRM) Stock Institutional Trading Activity


ALARM.COM HOLDINGS INC (ALRM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Disciplined Growth Investors, Renaissance Technologies LLC, Polen Capital Management, Bares Capital Management, and ValueAct Holdings. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

Explore more:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2021Bares Capital ManagementBuy30,000678,922$57,579
Q3 2021Polen Capital ManagementBuy12,018159,811$12,496
Q3 2021Renaissance Technologies LLCSell-14,200160,200$12,526
Q3 2021Disciplined Growth InvestorsSell-22,2301,177,330$92,055
Q3 2021Bares Capital ManagementBuy294,822648,922$50,739
Q2 2021Polen Capital ManagementBuy9,192147,793$12,518
Q2 2021Renaissance Technologies LLCBuy52,500174,400$14,772
Q2 2021Akre Capital ManagementSell-3,2001,978,658$167,592
Q2 2021Disciplined Growth InvestorsBuy30,0541,199,560$101,603
Q2 2021Bares Capital ManagementBuy51,866354,100$29,992
Q1 2021Renaissance Technologies LLCBuy54,413121,900$10,530
Q1 2021Polen Capital ManagementBuy24,317138,601$11,972
Q1 2021Disciplined Growth InvestorsSell-169,7661,169,506$101,022
Q1 2021Bares Capital ManagementSell-49,324302,234$26,107
Q4 2020Polen Capital ManagementBuy21,655114,284$11,823
Q4 2020Disciplined Growth InvestorsBuy766,1701,339,272$138,548
Q4 2020Bares Capital ManagementSell-15,333351,558$36,369
Q3 2020Renaissance Technologies LLCSell-140,84267,487$3,729
Q3 2020Polen Capital ManagementBuy18,32392,629$5,118
Q3 2020Akre Capital ManagementBuy196,9881,981,858$109,498
Q3 2020Disciplined Growth InvestorsSell-15,478573,102$31,664
Q3 2020Bares Capital ManagementSell-93,540366,891$20,271
Q2 2020Polen Capital ManagementBuy39,88874,306$4,816
Q2 2020Akre Capital ManagementBuy13,4001,784,870$115,677
Q2 2020Disciplined Growth InvestorsSell-182,280588,580$38,146
Q2 2020Bares Capital ManagementSell-551,919460,431$29,841
Q1 2020Polen Capital ManagementBuy13,84934,418$1,339
Q1 2020Akre Capital ManagementBuy163,9681,771,470$68,928
Q1 2020Disciplined Growth InvestorsBuy770,860770,860$29,994
Q1 2020Bares Capital ManagementSell-512,0361,012,350$39,391

Frequently asked questions about ALRM activity

  • Which institutional owners are buying ALRM?

    Institutional owners buying ALRM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ALRM activity?

    "Buy" means an investor increased their reported position in ALRM compared to the prior reporting period. This reflects growing exposure to ALARM.COM HOLDINGS INC (ALRM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ALRM increasing?

    Institutional interest in ALRM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.