ALARM COM HLDGS INC ALRM
COM · Common Stock · CUSIP 011642105 · ISIN US0116421050
American security company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Shares outstanding: 49.1m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $46.72. Options: 4 managers hold calls ($509.2k notional), 6 hold puts ($5.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 255 |
| Q4 2022 | 246 |
| Q1 2023 | 248 |
| Q2 2023 | 252 |
| Q3 2023 | 250 |
| Q4 2023 | 286 |
| Q1 2024 | 302 |
| Q2 2024 | 298 |
| Q3 2024 | 299 |
| Q4 2024 | 310 |
| Q1 2025 | 309 |
| Q2 2025 | 306 |
| Q3 2025 | 305 |
| Q4 2025 | 306 |
| Q1 2026 | 295 |
| Q2 2026 | 314 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 140 | 149 |
| Q4 2024 | 156 | 156 |
| Q1 2025 | 138 | 162 |
| Q2 2025 | 150 | 160 |
| Q3 2025 | 149 | 152 |
| Q4 2025 | 142 | 152 |
| Q1 2026 | 144 | 149 |
| Q2 2026 | 162 | 142 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.6m | $2.7m | 1.65 |
| Q4 2025 | $1.3m | $1.3m | 0.98 |
| Q1 2026 | $4.4m | $7.6m | 1.75 |
| Q2 2026 | $509.2k | $5.0m | 9.83 |
Biggest buyers
| BANK OF MONTREAL /CAN/ | Added | +797.5k |
| BlackRock, Inc. | Added | +355.3k |
| JPMORGAN CHASE & CO | Added | +338.0k |
| DISCIPLINED GROWTH INVESTORS INC /MN | Added | +316.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +287.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +231.6k |
| Public Sector Pension Investment Board | Added | +167.5k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +157.7k |
| STATE STREET CORP | Added | +152.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +141.3k |
Biggest sellers
| ALGERT GLOBAL LLC | Reduced | -405.0k |
| SG Americas Securities, LLC | Reduced | -323.6k |
| GENEVA CAPITAL MANAGEMENT LLC | Reduced | -241.7k |
| BROWN CAPITAL MANAGEMENT LLC | Reduced | -238.6k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -238.2k |
| RIVERBRIDGE PARTNERS LLC | Reduced | -198.0k |
| FMR LLC | Reduced | -193.7k |
| Handelsbanken Fonder AB | Reduced | -174.5k |
| Qube Research & Technologies Ltd | Reduced | -158.0k |
| Nuveen, LLC | Reduced | -145.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $257.0k5.5k shares |
| Walleye Capital LLC | Added | $242.9k5.2k shares |
| GROUP ONE TRADING LLC | New | $4.7k100 shares |
| SIMPLEX TRADING, LLC | Reduced | $4.7k100 shares |
Biggest puts
| BANK OF MONTREAL /CAN/ | Reduced | $3.7m80.0k shares |
| CITADEL ADVISORS LLC | New | $439.2k9.4k shares |
| SIMPLEX TRADING, LLC | Added | $336.4k7.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $261.6k5.6k shares |
| IMC-Chicago, LLC | New | $219.6k4.7k shares |
| GROUP ONE TRADING LLC | New | $14.0k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.1 pts · filed 2025-04-29 | 16.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 8.0% |
| BANK OF MONTREAL /CAN/ 13G · institution +1.6 pts · filed 2026-08-12 | 7.0% |
| DISCIPLINED GROWTH INVESTORS INC /MN 13G · institution -0.3 pts · filed 2026-05-15 | 6.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $5.6m | — |
| Q1 2025 | 0 | — | 1 | $294.0k | — |
| Q2 2025 | 0 | — | 6 | $2.0m | $1.9m |
| Q3 2025 | 0 | — | 1 | $42.8k | $42.8k |
| Q4 2025 | 1 | $1.3m | 3 | $2.9m | — |
| Q1 2026 | 0 | — | 2 | $1.7m | $1.7m |
| Q2 2026 | 0 | — | 4 | $1.4m | $829.1k |
| Q3 2026 | 0 | — | 2 | $3.2m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-24 | Trundle Stephen Chief Executive Officer, director | Sold plan | $2.9m50.0k shares |
| 2026-08-12 | Bradley Kevin Christopher Chief Financial Officer | Sold | $297.4k5.4k shares |
| 2026-07-02 | Bradley Kevin Christopher Chief Financial Officer | Sold plan | $35.1k724 shares |
| 2026-06-12 | Ramos Daniel Officer | Sold | $93.0k2.0k shares |
| 2026-06-10 | Ramos Daniel Officer | Sold | $369.8k8.0k shares |
| 2026-06-10 | Bradley Kevin Christopher Chief Financial Officer | Sold | $101.5k2.2k shares |
| 2026-05-26 | Trundle Stephen Chief Executive Officer, director | Sold plan | $265.9k6.1k shares |
| 2026-05-26 | Kerzner Daniel Officer | Sold plan | $172.7k3.9k shares |
| 2026-05-26 | Ramos Daniel Officer | Sold plan | $110.9k2.5k shares |
| 2026-05-18 | Trundle Stephen Chief Executive Officer, director | Sold plan | $128.2k2.9k shares |
| 2026-05-18 | Kerzner Daniel Officer | Sold plan | $83.4k1.9k shares |
| 2026-05-18 | Ramos Daniel Officer | Sold plan | $68.0k1.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 9.5m $443.5m | Added +355.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 4.0m $188.5m | Added +79.3k |
| DISCIPLINED GROWTH INVESTORS INC /MN 2.84% of their portfolio | 3.6m $167.5m | Added +316.6k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 3.5m $161.4m | Added +797.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $102.2m | Added +152.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.1m $100.0m | Reduced -12.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $62.5m | Added +82.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.3m $58.8m | Added +141.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $55.3m | Reduced -79.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 1.0m $47.2m | Added +231.6k |
| GENEVA CAPITAL MANAGEMENT LLC 0.89% of their portfolio | 828.4k $38.7m | Reduced -241.7k |
| FMR LLC 0.00% of their portfolio | 775.4k $36.2m | Reduced -193.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 676.6k $31.6m | Reduced -4.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 662.8k $31.0m | Added +20.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 630.2k $29.4m | Added +50.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 599.2k $28.0m | Added +34.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 577.2k $27.0m | Reduced -52.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 575.4k $26.9m | Added +287.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.03% of their portfolio | 538.6k $25.1m | Added +157.7k |
| Select Equity Group, L.P. 0.11% of their portfolio | 462.0k $21.6m | Added +69.7k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 449.0k $21.0m | Added +167.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 435.6k $20.3m | Added +93.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 395.1k $18.4m | Added +338.0k |
| RIVERBRIDGE PARTNERS LLC 0.52% of their portfolio | 394.9k $18.4m | Reduced -198.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 369.2k $17.3m | Added +12.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 352.3k $16.5m | Reduced -105.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 329.2k $15.4m | Reduced -12.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 306.9k $14.3m | Added +17.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 300.7k $14.0m | Added +485 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 299.5k $14.0m | Added +58.3k |
| NOMURA HOLDINGS INC 0.05% of their portfolio | 265.7k $12.4m | Added +16.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 265.6k $12.4m | Added +100.5k |
| CENTAURUS FINANCIAL, INC. 0.48% of their portfolio | 264.0k $12.3m | Reduced -7.8k |
| Invesco Ltd. 0.00% of their portfolio | 243.5k $11.4m | Reduced -25.7k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 225.2k $10.5m | Added +4.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 223.4k $10.4m | Reduced -15.1k |
| Nuveen, LLC 0.00% of their portfolio | 206.0k $9.6m | Reduced -145.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 191.9k $9.0m | Added +93.2k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 191.2k $8.9m | Reduced -158.0k |
| DF DENT & CO INC 0.17% of their portfolio | 187.4k $8.8m | Reduced -112.6k |
| NORGES BANK 0.00% of their portfolio | 167.4k $7.8m | Not comparable |
| MARSHALL WACE, LLP 0.01% of their portfolio | 166.6k $7.8m | Added +42.2k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 163.4k $7.6m | Added +36.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 162.2k $7.6m | Added +104.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 159.9k $7.5m | Reduced -323.6k |
| Evanson Financial, LLC 0.35% of their portfolio | 153.4k $7.2m | First filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 148.0k $6.9m | Reduced -6.7k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 143.3k $6.7m | Added +3.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 140.3k $6.6m | Reduced -24.6k |
| WINMILL & CO. INC 1.30% of their portfolio | 126.1k $5.9m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 123.1k $5.8m | Reduced -7.2k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 120.8k $5.6m | Reduced -405.0k |
| BROWN CAPITAL MANAGEMENT LLC 1.13% of their portfolio | 120.6k $5.6m | Reduced -238.6k |
| SEIZERT CAPITAL PARTNERS, LLC 0.23% of their portfolio | 116.8k $5.5m | Added +33.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.04% of their portfolio | 115.0k $5.4m | Added +41.6k |
| Legal & General Group Plc 0.00% of their portfolio | 111.9k $5.2m | Reduced -345 |
| Montanaro Asset Management Ltd 1.64% of their portfolio | 111.2k $5.2m | Reduced -30.5k |
| HRT FINANCIAL LP 0.01% of their portfolio | 107.0k $5.0m | Added +42.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 106.8k $5.0m | Added +977 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 101.9k $4.8m | Reduced -11.5k |
| Swiss National Bank 0.00% of their portfolio | 94.6k $4.4m | Added +1.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 93.2k $4.3m | Reduced -12.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 82.6k $3.9m | Reduced -2.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 82.2k $3.8m | Reduced -5.0k |
| OSSIAM 0.05% of their portfolio | 80.7k $3.8m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 79.6k $3.7m | Added +61.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 78.8k $3.7m | Added +2.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 78.1k $3.6m | Added +53.4k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 73.7k $3.4m | Reduced -19.9k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 72.0k $3.4m | Reduced -14.3k |
| UBS Group AG 0.00% of their portfolio | 70.3k $3.3m | Reduced -63.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 69.8k $3.3m | Added +10.8k |
| BARCLAYS PLC 0.00% of their portfolio | 69.5k $3.2m | Reduced -8.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 69.5k $3.2m | Reduced -73.7k |
| AMERICAN CAPITAL MANAGEMENT INC 0.14% of their portfolio | 68.5k $3.2m | Reduced -1.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 67.6k $2.9m | Added +5.6k |
| Jupiter Topco LLC 0.00% of their portfolio | 65.0k $3.0m | First filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 60.7k $2.8m | Reduced -1.4k |
| Summit Creek Advisors LLC 0.94% of their portfolio | 59.1k $2.8m | Reduced -132.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 57.0k $2.7m | Reduced -2.3k |
| Holocene Advisors, LP 0.01% of their portfolio | 55.7k $2.6m | Added +32.9k |
| Trexquant Investment LP 0.02% of their portfolio | 55.2k $2.6m | Reduced -71.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 53.6k $2.5m | Reduced -14.7k |
| Motley Fool Asset Management LLC 0.09% of their portfolio | 51.9k $2.4m | Reduced -3.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 51.7k $2.4m | Added +480 |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 51.1k $2.4m | Added +10.2k |
| Apollon Wealth Management, LLC 0.03% of their portfolio | 47.5k $2.2m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 46.5k $2.2m | Added +6.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 45.9k $2.1m | Added +1.0k |
| XTX Topco Ltd 0.03% of their portfolio | 45.0k $2.1m | Added +747 |
| Quantinno Capital Management LP 0.00% of their portfolio | 44.4k $2.1m | Added +24.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 43.1k $2.0m | Reduced -919 |
| MARTINGALE ASSET MANAGEMENT L P 0.05% of their portfolio | 41.5k $1.9m | Reduced -3 |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 40.8k $1.9m | Added +5.4k |
| Magnetar Financial LLC 0.02% of their portfolio | 39.2k $1.8m | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 38.1k $1.8m | Added +1.6k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 37.6k $1.8m | Reduced -36.0k |
| Cardinal Capital Management 0.21% of their portfolio | 37.3k $1.7m | Added +2.4k |
| Graham Capital Management, L.P. 0.04% of their portfolio | 34.9k $1.6m | Added +28.2k |
| Amundi 0.00% of their portfolio | 34.6k $1.6m | Reduced -3.3k |