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Alarm.com Holdings, Inc. (ALRM) research

Alarm.com Holdings, Inc.
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Sector
Technology
Last price
$53.14
As of

Alarm.com Holdings, Inc. (ALRM): 5 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-08-06.

As of . Source: SEC EDGAR filings for ALRM. Method and limitations.

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You are seeing 5 of 15 signals recorded on ALRM since 2026-05-26.

The five above all landed on 2026-09-06. The other 10 were recorded on 3 other days. 10 of the 15 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in ALRM (2026Q2)

Manager / securityMarket value% portfolioQoQ
TWO SIGMA INVESTMENTS, LPCUSIP 011642105 · 2026Q2$31.6M0.02%,
D. E. Shaw & Co., Inc.CUSIP 011642105 · 2026Q2$10.4M0.01%,
MILLENNIUM MANAGEMENT LLCCUSIP 011642105 · 2026Q2$9M0.00%,
Point72 Asset Management, L.P.CUSIP 011642105 · 2026Q2$3.4M0.00%,
CITADEL ADVISORS LLCCUSIP 011642105 · 2026Q2$2.7M0.00%,

Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.

Recent SEC filings, ALRM

ALRM against its peers

ALRM's operating margin of 13.2% ranks in the 78th percentile of 24 Technology sub-industry peers, fiscal periods ending between 2025-09-30 and 2026-06-30.

MetricALRMPeer medianPercentilen
Revenue FY1.0B USD795M USD7125
Gross marginn/a71.6%n/a20
Operating margin13.2%3.1%7824
Net margin13.0%2.5%8725
Return on equity15.5%7.3%7222
P / E21.6x33.2x2513

Peers (25): TDC, APPN, FIVN, INTA, AVPT, PONY, SPSC, FRSH, RAMP, ASAN, DBD, NN, QTWO, CLSK, BLKB, FSLY, TENB, WK, BILL, AMPL, YOU, PGY, DXC, AI, BL. Fiscal periods ending between 2025-09-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (ALRM: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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