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

ALRM ranks #2013 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

314 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.

California State Teachers Retirement System has added to its ALRM position for two straight quarters, increasing it by $67.5M to reach $69.8M today.

Geneva Capital Management LLC has trimmed its ALRM position for two straight quarters, cutting it by $20.2M while still holding $38.7M.

ALRM is up 1.7% 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 28.4.

• 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