Cliff Asness's ALRM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 165,054 shares of Alarm.com Holdings, Inc. (ALRM) worth $7.13 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ALRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 36,715 shares. Largest reduction occurred in Q4 2019, reducing 20,239 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Alarmcom Holdings (ALRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alarmcom Holdings (ALRM) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +29,427 | Add 21.70% | 165,054 | $43.19 |
| Q4 2025 | +16,593 | Add 13.94% | 135,627 | $51.02 |
| Q3 2025 | +36,715 | Add 44.60% | 119,034 | $53.08 |
| Q2 2025 | +23,314 | Add 39.51% | 82,319 | $56.57 |
| Q1 2025 | +4,246 | Add 7.75% | 59,005 | $55.65 |
| Q4 2024 | +2,993 | Add 5.78% | 54,759 | $60.80 |
| Q3 2024 | +5,584 | Add 12.09% | 51,766 | $54.67 |
| Q2 2024 | +12,441 | Add 36.87% | 46,182 | $63.54 |
| Q1 2024 | +8,121 | Add 31.70% | 33,741 | $72.47 |
| Q4 2023 | +15,331 | Add 149.00% | 25,620 | $64.62 |
| Q3 2023 | +1,216 | Add 13.40% | 10,289 | $61.14 |
| Q2 2023 | +404 | Add 4.66% | 9,073 | $51.68 |
| Q1 2023 | +8,669 | New Buy | 8,669 | $50.28 |
| Q4 2022 | -3,526 | Sold Out | 0 | $0.00 |
| Q3 2022 | +60 | Add 1.73% | 3,526 | $64.95 |
| Q2 2022 | -6,227 | Reduce 64.24% | 3,466 | $61.74 |
| Q1 2022 | -1,573 | Reduce 13.96% | 9,693 | $66.44 |
| Q4 2021 | -675 | Reduce 5.65% | 11,266 | $84.77 |
| Q3 2021 | -476 | Reduce 3.83% | 11,941 | $78.22 |
| Q2 2021 | -4,701 | Reduce 27.46% | 12,417 | $84.72 |
| Q1 2021 | +2,186 | Add 14.64% | 17,118 | $86.40 |
| Q4 2020 | +5,992 | Add 67.02% | 14,932 | $103.47 |
| Q3 2020 | +8,940 | New Buy | 8,940 | $55.26 |
| Q1 2020 | -8,761 | Sold Out | 0 | $0.00 |
| Q4 2019 | -20,239 | Reduce 69.79% | 8,761 | $42.92 |
| Q3 2019 | -3,766 | Reduce 11.49% | 29,000 | $46.66 |
| Q2 2019 | +524 | Add 1.63% | 32,766 | $53.50 |
| Q1 2019 | +11,902 | Add 58.52% | 32,242 | $64.92 |
| Q4 2018 | -20 | Reduce 0.10% | 20,340 | $51.87 |
| Q3 2018 | -7,747 | Reduce 27.56% | 20,360 | $57.42 |
| Q2 2018 | -18,097 | Reduce 39.17% | 28,107 | $40.38 |
| Q1 2018 | +2,108 | Add 4.78% | 46,204 | $37.75 |
| Q4 2017 | +11,607 | Add 35.73% | 44,096 | $37.76 |
| Q3 2017 | +2,814 | Add 9.48% | 32,489 | $45.18 |
| Q2 2017 | -4,117 | Reduce 12.18% | 29,675 | $37.64 |
| Q1 2017 | +6,543 | Add 24.01% | 33,792 | $30.75 |
| Q4 2016 | -3,106 | Reduce 10.23% | 27,249 | $27.82 |
| Q3 2016 | +30,355 | New Buy | 30,355 | $28.86 |
Cliff Asness's Alarmcom Holdings Investment FAQs
Cliff Asness first purchased Alarm.com Holdings, Inc. (ALRM) in Q3 2016, acquiring 30,355 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Alarm.com Holdings, Inc. (ALRM) for 38 quarters since Q3 2016.
Cliff Asness's largest addition to Alarm.com Holdings, Inc. (ALRM) was in Q3 2025, adding 119,034 shares worth $6.32 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 165,054 shares of Alarm.com Holdings, Inc. (ALRM), valued at approximately $7.13 M.
As of the Q1 2026 filing, Alarm.com Holdings, Inc. (ALRM) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Alarm.com Holdings, Inc. (ALRM) was 165,054 shares, as reported at the end of Q1 2026.