Alarm.com Holdings Inc (ALRM) 13F Filing Data & Analysis (Q2 2026)

ALRM ranks #2015 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

316 institutions disclose a position in ALRM, but none treat it as a major bet — even Disciplined Growth Investors Inc /mn, its most concentrated holder, allocates just 2.8% of its own portfolio to it.

Y-Intercept has added to its ALRM position for two straight quarters, increasing it by $1.3M to reach $2.0M today.

State of Alaska, Department of Revenue has trimmed its ALRM position for two straight quarters, cutting it by $603.0K while still holding $569.0K.

ALRM is up 1.5% today, and institutions have been net buyers of $232.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ALRM posted net income of $117.3M over the trailing twelve months, and currently trades at a P/E of 29.9.

• Profitable — net income of $117.3M over the trailing twelve months
• Revenue grew 8.7% year over year
• Net income declined year over year, from $128.5M to $117.3M
• Generated $153.3M in positive operating cash flow
• Current ratio of 1.92x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.47x equity — within a conventional range