$ALRM

$64.59 +$0.45 (0.7%) Close

$ALRM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 49.1M shares outstanding

Who owns ALRM?

By type of holder

Institutions 98.7% Insiders 1.3% Everyone else 0.0%

Concentration Top 10 holders own 67.9%

BlackRock, Inc. 19.3% · Trundle Stephen 9.4%

Institutional ownership

98.7%

+1.3 pts vs last qtr

Institutional holders

314

+19 vs last qtr

Net shares bought

+660.2K

by institutions in Q2 2026

New / sold out

59 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of Montreal /can/ +797.5K
BlackRock, Inc. +355.3K

Biggest sellers in Q2 2026

Algert Global LLC −405.0K
SG Americas Securities, LLC −323.6K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.27M

19 notices from 9 people

Shares covered

131.0K

0.27% of the company

Arranged in advance

27%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Daniel Kerzner Officer $1.77M
Darius Nevin Director 10b5-1 $1.66M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+23.1%

+2.33% a year

Each share's claim on the business

−18.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$228M vs $288M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years4% 1–3 years8% Under 1 year3%

Quarterly turnover

10.1%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ALRM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.5M	19.34%	+355.3K (+3.9%)	≤2021	0.0%
Shares held by quarter Peak holding9.5M (Q2'26) Change over 8 quarters+565.2K Share of the company19.340% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	4.0M	8.22%	+79.3K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+4.0M Share of the company8.220% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

9.5M

% of company

19.34%

Change vs last qtr

+355.3K (+3.9%)

Held since

≤2021

Vanguard Portfolio Management LLC

4.0M

% of company

8.22%

Change vs last qtr

+79.3K (+2.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Alarm.com Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ALRM on Form N-PORT; together they hold 44.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$139M	3.0M	6.06%	0.12%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$69.7M	1.5M	3.04%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$139M

% of company

6.06%

% of the fund

0.12%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$69.7M

% of company

3.04%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Alarm.com Holdings, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TS Trundle Stephen Insider	4.6M	9.43%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.430% Trundle Stephen's insider activity →
BJ Bedell Jeffrey A Insider	505.8K	1.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.030% Bedell Jeffrey A's insider activity →

Trundle Stephen

Insider

4.6M

% of company

9.43%

Change vs last qtr

—

Held since

—

Bedell Jeffrey A

Insider

505.8K

% of company

1.03%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Alarm.com Holdings, Inc..

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