Cliff Asness's ALRM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 119,034 shares of Alarm.com Holdings, Inc. (ALRM) worth $6.32 M, representing 0.00% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +30,355 | New Buy | 30,355 | $28.86 |
| Q4 2016 | -3,106 | Reduce 10.23% | 27,249 | $27.82 |
| Q1 2017 | +6,543 | Add 24.01% | 33,792 | $30.75 |
| Q2 2017 | -4,117 | Reduce 12.18% | 29,675 | $37.64 |
| Q3 2017 | +2,814 | Add 9.48% | 32,489 | $45.18 |
| Q4 2017 | +11,607 | Add 35.73% | 44,096 | $37.76 |
| Q1 2018 | +2,108 | Add 4.78% | 46,204 | $37.75 |
| Q2 2018 | -18,097 | Reduce 39.17% | 28,107 | $40.38 |
| Q3 2018 | -7,747 | Reduce 27.56% | 20,360 | $57.42 |
| Q4 2018 | -20 | Reduce 0.10% | 20,340 | $51.87 |
| Q1 2019 | +11,902 | Add 58.52% | 32,242 | $64.92 |
| Q2 2019 | +524 | Add 1.63% | 32,766 | $53.50 |
| Q3 2019 | -3,766 | Reduce 11.49% | 29,000 | $46.66 |
| Q4 2019 | -20,239 | Reduce 69.79% | 8,761 | $42.92 |
| Q1 2020 | -8,761 | Sold Out | 8,761 | $0.00 |
| Q3 2020 | +8,940 | New Buy | 8,940 | $55.26 |
| Q4 2020 | +5,992 | Add 67.02% | 14,932 | $103.47 |
| Q1 2021 | +2,186 | Add 14.64% | 17,118 | $86.40 |
| Q2 2021 | -4,701 | Reduce 27.46% | 12,417 | $84.72 |
| Q3 2021 | -476 | Reduce 3.83% | 11,941 | $78.22 |
| Q4 2021 | -675 | Reduce 5.65% | 11,266 | $84.77 |
| Q1 2022 | -1,573 | Reduce 13.96% | 9,693 | $66.44 |
| Q2 2022 | -6,227 | Reduce 64.24% | 3,466 | $61.74 |
| Q3 2022 | +60 | Add 1.73% | 3,526 | $64.95 |
| Q4 2022 | -3,526 | Sold Out | 3,526 | $0.00 |
| Q1 2023 | +8,669 | New Buy | 8,669 | $50.28 |
| Q2 2023 | +404 | Add 4.66% | 9,073 | $51.68 |
| Q3 2023 | +1,216 | Add 13.40% | 10,289 | $61.14 |
| Q4 2023 | +15,331 | Add 149.00% | 25,620 | $64.62 |
| Q1 2024 | +8,121 | Add 31.70% | 33,741 | $72.47 |
| Q2 2024 | +12,441 | Add 36.87% | 46,182 | $63.54 |
| Q3 2024 | +5,584 | Add 12.09% | 51,766 | $54.67 |
| Q4 2024 | +2,993 | Add 5.78% | 54,759 | $60.80 |
| Q1 2025 | +4,246 | Add 7.75% | 59,005 | $55.65 |
| Q2 2025 | +23,314 | Add 39.51% | 82,319 | $56.57 |
| Q3 2025 | +36,715 | Add 44.60% | 119,034 | $53.08 |
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 37 quarters since Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Alarm.com Holdings, Inc. (ALRM) was in Q3 2025, adding 119,034 shares worth $6.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 119,034 shares of Alarm.com Holdings, Inc. (ALRM), valued at approximately $6.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Alarm.com Holdings, Inc. (ALRM) was 119,034 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.