What is the 13F Pro Quality Score for ALRM?

13F Pro ranks Alarm.com Holdings, Inc. (ALRM) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ALRM's current score at https://13fpro.ai/company/ALRM (free sign-up required for the full ranking).

Where does 13F Pro source ALRM data?

All Alarm.com Holdings, Inc. fundamentals and ownership data come directly from SEC EDGAR. Alarm.com Holdings, Inc. files with the SEC under CIK 1459200. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ALRM in?

Alarm.com Holdings, Inc. (ALRM) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives ALRM's revenue?

Per Alarm.com Holdings, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: SaaS and license revenue ($188.8M, +11% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ALRM.

What are ALRM's largest expenses?

Alarm.com Holdings, Inc.'s latest 10-Q reports these as the largest expense items: Research and development ($71.0M, +3% YoY); General and administrative ($36.6M, +35% YoY); Sales and marketing ($33.0M, +6% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is ALRM research updated on 13F Pro?

ALRM's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Alarm.com Holdings, Inc.(ALRM)Stock Analysis

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13F Pro Quality Score

57.1/100

Rank #1,124 of 2,961 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

54.4/100

Profitability

58.4/100

Balance Sheet

74.3/100

Earnings Quality

64.8/100

Free Cash Flow

69.7/100

Institutional Flow

33.1/100

Revenue Scale

51.0/100

Dilution Risk

30.7/100

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Why ALRM Scores 57/100

exact factor attribution · 2026-09-11

ALRM's composite is driven by free cash flow and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+3.0 pts

70th pct

Capital efficiency

+2.4 pts

74th pct

Earnings quality

+1.5 pts

65th pct

Profitability

+1.3 pts

58th pct

Revenue growth

+0.9 pts

54th pct

Scale

+0.1 pts

51th pct

Earnings growth

-0.2 pts

46th pct

Institutional flow

-0.8 pts

33th pct

Shareholder dilution

-1.0 pts

31th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ALRM Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Alarm.com Holdings, Inc. (ALRM), a Technology sector company. 13F Pro's AI-powered ranking engine scores ALRM at 57.1/100 on a 32-signal composite quality model, placing it at rank #1,124 of 2,961 stocks — the top half of the AI-ranked universe. Areas of concern include institutional flow (33.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Alarm.com Holdings, Inc. reports quarterly revenue of $277.7M, net income of $24.2M, an operating margin of 11.7%. Top institutional holders of ALRM by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, DISCIPLINED GROWTH INVESTORS, based on the most recent SEC filings. ALRM trades on the Nasdaq exchange and files with the SEC under CIK 1459200. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ALRM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Alarm.com Holdings, Inc. directly from SEC EDGAR. Alarm.com Holdings, Inc.'s 13F Pro composite quality score has ranged between 45 and 69 since 2021, currently 57.1 — a declining long-term trajectory across 67 quarterly and live scoring snapshots.

What's Driving ALRM's Business? Latest 10-Q Breakdown

AI-extracted from Alarm.com Holdings, Inc.'s 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

SaaS and license revenue grew 11% to $188.8M; total revenue increased 9% to $277.7M, but net income fell 29% to $24.2M due to higher legal costs and lower interest income.

Biggest Revenue Drivers

SaaS and license revenue$188.8M+11% YoY

Growth in subscriber base, including revenue impact from subscribers added in 2025, plus increased sales of energy management and demand response solutions from acquisition of RGS.

Biggest Revenue Drivers

Total revenue: $277.7M+9% YoY

SaaS and license revenue$188.8M+11% YoY

Growth in subscriber base, including revenue impact from subscribers added in 2025, plus increased sales of energy management and demand response solutions from acquisition of RGS.

Largest Expense Items

Research and development$71.0M+3% YoY

Increases in personnel and related costs plus external consultant expenses from acquisitions of BTR and RGS, partially offset by decreased Alarm.com segment costs.

General and administrative$36.6M+35% YoY

Increased legal costs related to intellectual property legal matters and increased personnel costs, partially offset by decreased provision for credit losses.

Sales and marketing$33.0M+6% YoY

Increased personnel and related costs for sales teams in the Other segment, partially offset by decreased marketing conference costs in Alarm.com segment.

Cost of SaaS and license revenue$29.9M+26% YoY

Increased amounts paid to wireless network providers and distributed energy resource providers due to growth in subscriber base and energy management solutions.

Margins: Gross margin remained flat at 66% of revenue. Operating margin declined to 12% from 13% YoY, primarily due to a $9.2M increase in intellectual property litigation costs and higher cost of SaaS and license revenue as a percentage of that revenue segment (16% vs 14% prior year).

Watch Items from the Filing

Ten largest service provider partners represented 42% of revenue for H1 2026 vs 46% prior year; one service provider partner individually represented 15-20% of revenue.
EcoFactor patent infringement lawsuit ongoing; SkyBell filed July 2025 for trade secret misappropriation and added copyright infringement allegations May 2026; loss not probable or estimable at this time.
Tariff refunds: company filed for ~$14.5M in IEEPA tariff refunds in Q2 2026; recorded less than one-third and processed commensurate customer refunds; no additional receivables recorded due to recovery probability uncertainty.
Cash decreased from $960.6M (Dec 31, 2025) to $479.4M (June 30, 2026) primarily due to $500M repayment of 2026 convertible notes in January 2026; company repurchased $45M in stock during H1 2026.
Alarm.com segment represents 87% of revenue but is in investment phase; Other segment (13% of revenue) incurred operating losses, with significant R&D and sales costs from recent acquisitions (RGS, BTR, CHeKT).

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$277.7M

Net Income

Q2 2026

$24.2M

Free Cash Flow

Q2 2026

$37.0M

Operating Margin

Q2 2026

11.7%

ROIC

Q2 2026

15.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+7.6% YoY

$1.01BFY 2025

FY22 $842.6MFY23 $881.7MFY24 $939.8MFY25 $1.01B

Net Income

+7.4% YoY

$131.6MFY 2025

FY22 $55.6MFY23 $80.3MFY24 $122.5MFY25 $131.6M

Operating Income

+23.1% YoY

$133.6MFY 2025

FY22 $51.0MFY23 $66.8MFY24 $108.5MFY25 $133.6M

EPS (Diluted)

+7.4% YoY

$2.46FY 2025

FY22 $1.07FY23 $1.53FY24 $2.29FY25 $2.46

Total Assets

+4.8% YoY

$2.14BFY 2025

FY22 $1.33BFY23 $1.44BFY24 $2.04BFY25 $2.14B

Total Debt

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Op. Cash Flow

-25.7% YoY

$153.3MFY 2025

FY22 $56.9MFY23 $136.0MFY24 $206.4MFY25 $153.3M

Free Cash Flow

-30.2% YoY

$137.0MFY 2025

FY22 $28.3MFY23 $128.4MFY24 $196.3MFY25 $137.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.01B +7.6%	$939.8M +6.6%	$881.7M +4.6%	$842.6M +12.5%	$749.0M +21.2%	$618.0M
Net Income	$131.6M +7.4%	$122.5M +52.5%	$80.3M +44.4%	$55.6M +8.7%	$51.2M	—
Operating Income	$133.6M +23.1%	$108.5M +62.4%	$66.8M +30.9%	$51.0M -17.1%	$61.6M +9.4%	$56.3M
EPS (Diluted)	$2.46 +7.4%	$2.29 +49.7%	$1.53 +43.0%	$1.07 +5.9%	$1.01 -34.0%	$1.53
Total Assets	$2.14B +4.8%	$2.04B +41.6%	$1.44B +8.3%	$1.33B +7.9%	$1.23B +68.4%	$731.7M
Total Debt	—	—	—	—	—	$110.0M
Operating Cash Flow	$153.3M -25.7%	$206.4M +51.8%	$136.0M +139.0%	$56.9M -44.8%	$103.2M +1.1%	$102.1M
Free Cash Flow	$137.0M -30.2%	$196.3M +52.8%	$128.4M +354.5%	$28.3M -69.3%	$92.1M +7.2%	$85.9M

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Available Research

13F Pro tracks comprehensive data for Alarm.com Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ALRM

BlackRock, Inc.
$443.5M9,492,105 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$188.5M4,035,026 sh
DISCIPLINED GROWTH INVESTORS INC /MN
$167.5M3,585,614 sh
BANK OF MONTREAL /CAN/
$161.4M3,455,190 sh
STATE STREET CORP
$102.2M2,188,123 sh
VANGUARD CAPITAL MANAGEMENT LLC
$100.0M2,141,371 sh
STEELHEAD PARTNERS LLC
$85.5M90,000,000 sh
GEODE CAPITAL MANAGEMENT, LLC
$62.5M1,338,291 sh
DIMENSIONAL FUND ADVISORS LP
$58.8M1,258,666 sh
MORGAN STANLEY
$55.3M1,183,422 sh

Fund	Value	Shares
BlackRock, Inc.	$443.5M	9,492,105
VANGUARD PORTFOLIO MANAGEMENT LLC	$188.5M	4,035,026
DISCIPLINED GROWTH INVESTORS INC /MN	$167.5M	3,585,614
BANK OF MONTREAL /CAN/	$161.4M	3,455,190
STATE STREET CORP	$102.2M	2,188,123
VANGUARD CAPITAL MANAGEMENT LLC	$100.0M	2,141,371
STEELHEAD PARTNERS LLC	$85.5M	90,000,000
GEODE CAPITAL MANAGEMENT, LLC	$62.5M	1,338,291
DIMENSIONAL FUND ADVISORS LP	$58.8M	1,258,666
MORGAN STANLEY	$55.3M	1,183,422

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Is ALRM a good stock to buy?

13F Pro's AI-powered analysis of Alarm.com Holdings, Inc. (ALRM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ALRM are available on the ALRM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ALRM is classified as a mid company.

Which hedge funds own ALRM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ALRM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Alarm.com Holdings, Inc.'s investment landscape.