InvestorLens

ALRM — ALARM COM HLDGS INC

Information Technology

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying ALRM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 4 buying vs 0 selling last quarter
72
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their ALRM position last quarter, 4 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin, Steve Cohen, …)
  • +4 tracked investors reported holding ALRM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Information Technologysource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About ALARM COM HLDGS INC (ALRM)

ALARM COM HLDGS INC (ALRM) appears in the most recent 13F filings of 4 tracked institutional investors. ALARM COM HLDGS INC is classified in the Information Technology sector. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $33M. Across recent filings, tracked investors recorded 11 new positions, 8 increased, 8 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in ALRM

58
/100
Mixed Activity
Added / Increased19
Reduced8
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track ALRM

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

ALRM Ownership Composition

How ALARM COM HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
67% of tracked value
Institutions
4
tracked investors
Total Reported
$23.3M
combined 13F value
Types2
  • Multi-Strategy / Quant66.6%
  • Value & Distressed33.4%
Multi-Strategy / Quant(3)
66.6%
Value & Distressed(1)
33.4%

Tracked investors currently reporting ALRM

2 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    191.9K
    Value
    $9M
    % Portfolio
    0.00%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    8.2M
    Value
    $7.8M
    % Portfolio
    0.11%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    66.4K
    Value
    $3.1M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    73.7K
    Value
    $3.4M
    % Portfolio
    0.00%

Previously held ALRM

These investors reported ALRM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp238.2K$10.3MMar 31, 2026
Ray DalioBridgewater Associates44.3K$2.3MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold ALRM?
4 tracked institutional investors disclosed a position in ALRM (ALARM COM HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of ALRM?
Izzy Englander, Millennium Management, holds the largest disclosed position in ALRM, valued at $33M.
Did institutional ownership of ALRM increase or decrease?
Across recent 13F filings, tracked investors recorded 11 new positions, 8 increased, 8 reduced, and 6 fully exited ALRM.
What sector is ALRM in?
ALARM COM HLDGS INC is classified in the Information Technology GICS sector.
Where does this ALRM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
ALRM (ALARM COM HLDGS INC) — Institutional Holders & 13F — InvestorLens