🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Alarm.com Holdings, Inc.

ALRM Technology
$52.23 $-0.01 (-0.02%)
Market Cap: $2.58 B
Gurus Holding
4
Popularity Rank
#2473
% of Shares Held
1.02%
Net Activity (Q1 2026)
-$169,684.53

Guru Ownership Trend

Guru Analysis for Alarm.com Holdings, Inc. (ALRM)

Alarm.com Holdings, Inc. (ALRM), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $26.35 M.

Top institutional holders include Paul Tudor Jones and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $169,684.53 net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 24.7%.

Key Holders

Top 5 by Value

$10.29 M
$7.13 M
$4.04 M
$334,894

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$2.98 M
Total Buy Value
New Buys 0
Additions 4
-$3.15 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Alarm.com Holdings, Inc. (ALRM)

Major holders include Paul Tudor Jones ($10.29 M), Cliff Asness ($7.13 M), Steven Cohen ($4.04 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 504,561 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $169,684.53, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited ALRM. The total reported sell value was $3.15 M.

Yes, 0 managers opened new positions in ALRM, and 4 increased their existing holdings. The total reported buy value was $2.98 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 9.5% 238,175 $10.29 M Q1 2026
0.00% Add 21.7% 165,054 $7.13 M Q1 2026
0.01% Add 24.7% 93,578 $4.04 M Q1 2026
0.00% Add 6.0% 7,754 $334,894 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form