ALARM.COM HOLDINGS INC (ALRM) Institutional Ownership Changes & 13F Activity

ALARM.COM HOLDINGS INC (ALRM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Disciplined Growth Investors, Renaissance Technologies LLC, Polen Capital Management, Bares Capital Management, and ValueAct Holdings.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Disciplined Growth InvestorsSell-148,5313,268,986$141,187,505
Q4 2025Disciplined Growth InvestorsBuy85,4223,417,517$174,361,717
Q3 2025Disciplined Growth InvestorsSell-159,7293,332,095$176,867,603
Q3 2025Renaissance Technologies LLCSell-1,00024,100$1,279,228
Q2 2025Disciplined Growth InvestorsBuy102,4813,491,824$197,532,484
Q2 2025Renaissance Technologies LLCBuy90025,100$1,419,907
Q1 2025Disciplined Growth InvestorsBuy447,7873,389,343$188,616,938
Q1 2025Renaissance Technologies LLCSell-27,30024,200$1,346,730
Q4 2024Renaissance Technologies LLCSell-128,10051,500$3,131,200
Q4 2024Polen Capital ManagementSell-96,86321,461$1,304,823
Q4 2024Disciplined Growth InvestorsBuy66,7072,941,556$178,846,605
Q3 2024Bares Capital ManagementSell-560,91312,998$710,601
Q3 2024Disciplined Growth InvestorsBuy163,8512,874,849$157,167,995
Q3 2024Renaissance Technologies LLCSell-69,100179,600$9,818,732
Q3 2024Polen Capital ManagementSell-9,841118,324$6,468,791
Q2 2024Disciplined Growth InvestorsBuy158,4652,710,998$172,256,813
Q2 2024Renaissance Technologies LLCBuy50,500248,700$15,802,398
Q2 2024Bares Capital ManagementSell-20,000573,911$36,466,305
Q2 2024Polen Capital ManagementBuy2,741128,165$8,143,630
Q1 2024Disciplined Growth InvestorsBuy816,8232,552,533$184,982,067
Q1 2024Bares Capital ManagementSell-71,223593,911$43,040,730
Q1 2024Renaissance Technologies LLCSell-58,200198,200$14,364
Q1 2024Polen Capital ManagementSell-3,489125,424$9,089,506
Q4 2023Renaissance Technologies LLCBuy63,900256,400$16,569
Q4 2023Polen Capital ManagementSell-12,522128,913$8,330,387
Q4 2023Bares Capital ManagementSell-2,685665,134$42,980,959
Q4 2023Disciplined Growth InvestorsSell-4221,735,710$112,161,580
Q3 2023ValueAct HoldingsBuy585,400585,400$35,791,356
Q3 2023Renaissance Technologies LLCSell-33,100192,500$11,769
Q3 2023Disciplined Growth InvestorsSell-14,2801,736,132$106,147,110

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.

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