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.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2019Polen Capital ManagementBuy2,80020,569$884
Q4 2019Akre Capital ManagementBuy239,6621,607,502$69,074
Q4 2019Bares Capital ManagementBuy321,7961,524,386$65,503
Q3 2019Polen Capital ManagementBuy13917,769$829
Q3 2019Akre Capital ManagementBuy767,0701,367,840$63,796
Q3 2019Bares Capital ManagementSell-257,7881,202,590$56,089
Q2 2019Polen Capital ManagementBuy1,29817,630$943
Q2 2019Renaissance Technologies LLCSell-92,123208,329$11,146
Q1 2019Polen Capital ManagementBuy95716,332$1,060
Q1 2019Renaissance Technologies LLCBuy138,352300,452$19,499
Q1 2019Bares Capital ManagementSell-1,981,9581,460,378$94,779
Q4 2018Polen Capital ManagementBuy4,96315,375$798
Q4 2018Bares Capital ManagementSell-117,2903,442,336$178,554
Q3 2018Polen Capital ManagementBuy86610,412$598
Q3 2018Bares Capital ManagementBuy156,9823,559,626$204,323
Q2 2018Polen Capital ManagementBuy1,0319,546$385
Q2 2018Akre Capital ManagementBuy117,283600,770$24,259
Q2 2018Bares Capital ManagementSell-14,2473,402,644$137,399
Q1 2018Polen Capital ManagementBuy2,5268,515$322
Q1 2018Akre Capital ManagementBuy16,789483,487$18,247
Q1 2018Bares Capital ManagementBuy747,1523,416,891$128,953
Q4 2017Polen Capital ManagementBuy5,9895,989$226
Q4 2017Renaissance Technologies LLCSell-171,100162,100$6,119
Q4 2017Akre Capital ManagementBuy66,698466,698$17,618
Q4 2017Bares Capital ManagementSell-32,1472,669,739$100,783
Q3 2017Renaissance Technologies LLCSell-259,800333,200$15,054
Q3 2017Bares Capital ManagementSell-79,1442,701,886$122,071
Q2 2017Renaissance Technologies LLCBuy226,000593,000$22,315
Q2 2017Bares Capital ManagementBuy456,0092,781,030$104,650
Q1 2017Renaissance Technologies LLCBuy73,200367,000$11,282

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.