Alarm.com Holdings, Inc. (ALRM) — Institutional Holders, Q2 2026

341 institutional investment managers reported a ALRM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ALRM stock profile

ALRM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

113

Trimmed

116

Sold out

Biggest buyers

BlackRockAdded · +2,180,310 sh+$101.9M
BANK OF MONTREALAdded · +797,549 sh+$37.3M
DISCIPLINED GROWTH INVESTORSAdded · +316,628 sh+$14.8M
AMERICAN CENTURY COMPANIESAdded · +286,963 sh+$13.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +231,574 sh+$10.8M

Biggest sellers

ALGERT GLOBALTrimmed · -405,009 sh-$18.9M
SG Americas SecuritiesTrimmed · -323,592 sh-$15.1M
GENEVA CAPITAL MANAGEMENTTrimmed · -241,674 sh-$11.3M
BROWN CAPITAL MANAGEMENTTrimmed · -238,573 sh-$11.1M
TUDOR INVESTMENT ET ALSold out · -238,175 sh-$11.1M

ALRM 13F holders ranked 1–100 of 341

Institutional investors reporting a position in Alarm.com Holdings, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 18,942,105 sh	18,942,105	$452.4M	<0.01%	+13.0%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,035,026 sh	4,035,026	$188.5M	<0.01%	+2.0%
3	DISCIPLINED GROWTH INVESTORS#3 · 3,585,614 sh	3,585,614	$167.5M	2.84%	+9.7%
4	BANK OF MONTREAL#4 · 3,455,190 sh	3,455,190	$161.4M	0.05%	+30.0%
5	STATE STREET#5 · 15,371,123 sh	15,371,123	$114.8M	<0.01%	+25.8%
6	VANGUARD CAPITAL MANAGEMENT#6 · 2,141,371 sh	2,141,371	$100.0M	<0.01%	-0.6%
7	STEELHEAD PARTNERS#7 · 90,000,000 sh	90,000,000	$85.5M	6.10%	0.0%
8	GEODE CAPITAL MANAGEMENT#8 · 1,338,291 sh	1,338,291	$62.5M	<0.01%	+6.6%
9	DIMENSIONAL FUND ADVISORS#9 · 1,258,666 sh	1,258,666	$58.8M	0.01%	+12.6%
10	MORGAN STANLEY#10 · 3,289,422 sh	3,289,422	$57.3M	<0.01%	-2.4%
11	DAVIDSON KEMPNER CAPITAL MANAGEMENT#11 · 57,500,000 sh	57,500,000	$54.4M	0.65%	-13.5%
12	WOLVERINE ASSET MANAGEMENT#12 · 56,461,929 sh	56,461,929	$53.6M	0.47%	+4.7%
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#13 · 1,010,774 sh	1,010,774	$47.2M	0.02%	+29.7%
14	GENEVA CAPITAL MANAGEMENT#14 · 828,409 sh	828,409	$38.7M	0.89%	-22.6%
15	FMR#15 · 775,426 sh	775,426	$36.2M	<0.01%	-20.0%
16	JPMORGAN CHASE#16 · 14,530,071 sh	14,530,071	$32.4M	<0.01%	-24.8%
17	TWO SIGMA INVESTMENTS#17 · 676,619 sh	676,619	$31.6M	0.02%	-93.3%
18	NORTHERN#18 · 662,824 sh	662,824	$31.0M	<0.01%	+3.2%
19	CHARLES SCHWAB INVESTMENT MANAGEMENT#19 · 630,227 sh	630,227	$29.4M	<0.01%	+8.7%
20	GOLDMAN SACHS GROUP#20 · 599,173 sh	599,173	$28.0M	<0.01%	+6.0%
21	PRICE T ROWE ASSOCIATES#21 · 577,171 sh	577,171	$27.0M	<0.01%	-8.3%
22	AMERICAN CENTURY COMPANIES#22 · 575,362 sh	575,362	$26.9M	0.01%	+99.5%
23	ACADIAN ASSET MANAGEMENT#23 · 538,569 sh	538,569	$25.1M	0.03%	+41.4%
24	Select Equity Group, L.P.#24 · 462,015 sh	462,015	$21.6M	0.11%	+17.8%
25	PUBLIC SECTOR PENSION INVESTMENT BOARD#25 · 449,034 sh	449,034	$21.0M	0.05%	+59.5%
26	BANK OF AMERICA#26 · 435,559 sh	435,559	$20.3M	<0.01%	-95.0%
27	CAMDEN ASSET MANAGEMENT L P#27 · 20,471,000 sh	20,471,000	$19.4M	0.56%	0.0%
28	Calamos Advisors#28 · 20,000,000 sh	20,000,000	$19.0M	0.06%	0.0%
29	RIVERBRIDGE PARTNERS#29 · 394,872 sh	394,872	$18.4M	0.52%	-33.4%
30	DEUTSCHE BANK AG\#30 · 369,222 sh	369,222	$17.3M	<0.01%	+3.5%
31	BNP PARIBAS FINANCIAL MARKETS#31 · 352,261 sh	352,261	$16.5M	<0.01%	-96.5%
32	WELLS FARGO & COMPANY#32 · 2,299,465 sh	2,299,465	$16.0M	<0.01%	+30.8%
33	VANGUARD FIDUCIARY#33 · 329,224 sh	329,224	$15.4M	<0.01%	-3.7%
34	Walleye Capital#34 · 14,476,895 sh	14,476,895	$15.0M	0.05%	New
35	Bank of New York Mellon#35 · 306,917 sh	306,917	$14.3M	<0.01%	+5.9%
36	Squarepoint Ops#36 · 15,000 sh	15,000	$14.3M	0.02%	+400.0%
37	PRINCIPAL FINANCIAL GROUP#37 · 300,689 sh	300,689	$14.0M	<0.01%	+0.2%
38	NOMURA#38 · 265,748 sh	265,748	$12.4M	0.01%	+6.7%
39	AQR CAPITAL MANAGEMENT#39 · 265,580 sh	265,580	$12.4M	<0.01%	+60.9%
40	CENTAURUS FINANCIAL#40 · 263,992 sh	263,992	$12.3M	0.52%	-2.9%
41	Man Group plc#41 · 12,298,000 sh	12,298,000	$11.7M	0.02%	-0.1%
42	KIM#42 · 12,000,000 sh	12,000,000	$11.4M	1.14%	+20.0%
43	Invesco Ltd.#43 · 243,487 sh	243,487	$11.4M	<0.01%	-9.5%
44	FEDERATED HERMES#44 · 225,238 sh	225,238	$10.5M	0.02%	+2.0%
45	D. E. Shaw#45 · 223,355 sh	223,355	$10.4M	<0.01%	-6.3%
46	ABSOLUTE INVESTMENT ADVISERS#46 · 11,000,000 sh	11,000,000	$10.4M	—	+10.0%
47	Nuveen#47 · 206,016 sh	206,016	$9.6M	<0.01%	-41.3%
48	MILLENNIUM MANAGEMENT#48 · 191,877 sh	191,877	$9.0M	<0.01%	+94.4%
49	Qube Research & Technologies Ltd#49 · 191,175 sh	191,175	$8.9M	<0.01%	-45.3%
50	DF DENT#50 · 187,384 sh	187,384	$8.8M	0.17%	-37.5%
51	Groupe la Francaise#51 · 9,000,000 sh	9,000,000	$8.6M	0.05%	0.0%
52	NORGES BANK#52 · 167,419 sh	167,419	$7.8M	<0.01%	—
53	MARSHALL WACE, LLP#53 · 166,557 sh	166,557	$7.8M	<0.01%	+34.0%
54	OAKTREE CAPITAL MANAGEMENT#54 · 8,171,000 sh	8,171,000	$7.8M	0.11%	+710.6%
55	Russell Investments Group, Ltd.#55 · 3,678,231 sh	3,678,231	$7.8M	<0.01%	+554.5%
56	LSV ASSET MANAGEMENT#56 · 163,400 sh	163,400	$7.6M	0.01%	+28.8%
57	HEALTHCARE OF ONTARIO PENSION PLAN FUND#57 · 162,214 sh	162,214	$7.6M	0.01%	+182.5%
58	SSI INVESTMENT MANAGEMENT#58 · 8,000,000 sh	8,000,000	$7.6M	0.44%	+45.5%
59	SG Americas Securities#59 · 159,894 sh	159,894	$7.5M	<0.01%	-66.9%
60	Evanson Financial#60 · 153,432 sh	153,432	$7.2M	—	—
61	JACOBS LEVY EQUITY MANAGEMENT#61 · 147,959 sh	147,959	$6.9M	0.02%	-4.3%
62	MERCER GLOBAL ADVISORS#62 · 143,255 sh	143,255	$6.7M	<0.01%	+2.4%
63	VOLORIDGE INVESTMENT MANAGEMENT#63 · 140,313 sh	140,313	$6.6M	0.03%	-14.9%
64	CREDIT INDUSTRIEL ET COMMERCIAL#64 · 6,556,000 sh	6,556,000	$6.3M	0.40%	0.0%
65	TORONTO DOMINION BANK#65 · 6,254,001 sh	6,254,001	$5.9M	<0.01%	+128.8%
66	WINMILL#66 · 126,100 sh	126,100	$5.9M	1.30%	0.0%
67	RHUMBLINE ADVISERS#67 · 123,087 sh	123,087	$5.8M	<0.01%	-5.5%
68	Ovata Capital Management Ltd#68 · 6,000,000 sh	6,000,000	$5.7M	0.43%	New
69	ALGERT GLOBAL#69 · 120,750 sh	120,750	$5.6M	0.07%	-77.0%
70	BROWN CAPITAL MANAGEMENT#70 · 120,604 sh	120,604	$5.6M	1.13%	-66.4%
71	SEIZERT CAPITAL PARTNERS#71 · 116,752 sh	116,752	$5.5M	0.23%	+40.4%
72	Wellesley Asset Management#72 · 5,626,000 sh	5,626,000	$5.4M	0.49%	-0.4%
73	CAPITAL FUND MANAGEMENT S.A.#73 · 114,963 sh	114,963	$5.4M	0.02%	+56.7%
74	Legal & General Group Plc#74 · 111,918 sh	111,918	$5.2M	<0.01%	-0.3%
75	Montanaro Asset Management Ltd#75 · 111,197 sh	111,197	$5.2M	1.64%	-21.5%
76	HRT FINANCIAL#76 · 106,998 sh	106,998	$5.0M	0.01%	+65.5%
77	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#77 · 106,840 sh	106,840	$5.0M	<0.01%	+0.9%
78	STATE OF WISCONSIN INVESTMENT BOARD#78 · 4,023,430 sh	4,023,430	$4.9M	<0.01%	+33.0%
79	MACKENZIE FINANCIAL#79 · 101,946 sh	101,946	$4.8M	<0.01%	-10.1%
80	Empyrean Capital Partners#80 · 5,000,000 sh	5,000,000	$4.7M	0.16%	New
81	Swiss National Bank#81 · 94,600 sh	94,600	$4.4M	<0.01%	+1.2%
82	Lombard Odier Asset Management (Europe) Ltd#82 · 4,402,000 sh	4,402,000	$4.2M	0.18%	0.0%
83	ENVESTNET ASSET MANAGEMENT#83 · 82,649 sh	82,649	$3.9M	<0.01%	-2.5%
84	AMERIPRISE FINANCIAL#84 · 82,203 sh	82,203	$3.8M	<0.01%	-5.8%
85	Amundi#85 · 2,334,576 sh	2,334,576	$3.8M	<0.01%	-0.1%
86	OSSIAM#86 · 80,687 sh	80,687	$3.8M	0.05%	0.0%
87	Schonfeld Strategic Advisors#87 · 79,569 sh	79,569	$3.7M	0.01%	+342.7%
88	SEI INVESTMENTS#88 · 78,810 sh	78,810	$3.7M	<0.01%	+3.7%
89	VICTORY CAPITAL MANAGEMENT#89 · 78,118 sh	78,118	$3.6M	<0.01%	+215.9%
90	Point72 Asset Management, L.P.#90 · 73,687 sh	73,687	$3.4M	<0.01%	-21.3%
91	LAZARD ASSET MANAGEMENT#91 · 2,571,956 sh	2,571,956	$3.4M	<0.01%	-43.9%
92	UBS Group AG#92 · 70,331 sh	70,331	$3.3M	<0.01%	-47.4%
93	BARCLAYS PLC#93 · 69,504 sh	69,504	$3.2M	<0.01%	-11.1%
94	Connor, Clark & Lunn Investment Management Ltd.#94 · 69,453 sh	69,453	$3.2M	<0.01%	-51.5%
95	AMERICAN CAPITAL MANAGEMENT#95 · 68,544 sh	68,544	$3.2M	0.14%	-1.8%
96	Jupiter Topco#96 · 65,004 sh	65,004	$3.0M	<0.01%	—
97	ALLIANCEBERNSTEIN L.P.#97 · 67,593 sh	67,593	$2.9M	<0.01%	+9.0%
98	MIRAE ASSET GLOBAL ETFS Ltd.#98 · 60,684 sh	60,684	$2.8M	<0.01%	-2.3%
99	Summit Creek Advisors#99 · 59,056 sh	59,056	$2.8M	0.94%	-69.1%
100	OFI INVEST ASSET MANAGEMENT#100 · 3,300,000 sh	3,300,000	$2.7M	0.03%	0.0%

Funds that sold out of ALRM in Q2 2026 (34)

Held ALRM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ALRM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
AQR Arbitrage19,950,000 sh	19,950,000	$18.4M
TUDOR INVESTMENT ET AL238,175 sh	238,175	$10.3M
JANE STREET GROUP1,133,153 sh	1,133,153	$6.7M
Motley Fool Wealth Management87,478 sh	87,478	$3.8M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.87,345 sh	87,345	$3.8M
MIROVA62,101 sh	62,101	$2.7M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS62,073 sh	62,073	$2.7M
Engineers Gate Manager36,217 sh	36,217	$1.6M
TWINBEECH CAPITAL30,924 sh	30,924	$1.3M
SBI Okasan Asset Management Ltd.13,400 sh	13,400	$567.4K
BLAIR WILLIAM12,066 sh	12,066	$521.1K
QUADRANT CAPITAL GROUP11,258 sh	11,258	$292.1K
Point5,268 sh	5,268	$227.5K
HighTower Advisors5,213 sh	5,213	$225.2K
TWO SIGMA SECURITIES5,171 sh	5,171	$223.3K
Robeco Institutional Asset Management B.V.4,951 sh	4,951	$213.8K
Verition Fund Management4,867 sh	4,867	$210.2K
iSAM Funds (UK) Ltd4,821 sh	4,821	$208.2K
Quantbot Technologies2,189 sh	2,189	$94.5K
Advisory Services Network733 sh	733	$31.7K
VEGA INVESTMENT SOLUTIONS471 sh	471	$20.3K
Caitong International Asset Management , Ltd425 sh	425	$18.4K
SUMMIT SECURITIES GROUP338 sh	338	$14.6K
TWIN PEAKS WEALTH ADVISORS332 sh	332	$14.3K
MAI Capital Management286 sh	286	$12.4K
Root Financial Partners216 sh	216	$9.3K
Meramec Financial Planners90 sh	90	$4.2K
Physician Wealth Advisors20 sh	20	$864.00
Breakwater Investment Management11 sh	11	$476.00
CoreCap Advisors10 sh	10	$432.00
Vermillion Wealth Management3 sh	3	$130.00
Dunhill Financial1 sh	1	$44.00
Avion Wealth11 sh	11	$0.00
Elequin Securities13 sh	13	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.