Alarm.com Holdings, Inc. (ALRM) research
Alarm.com Holdings, Inc.- 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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- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +94% to ALRM (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +173% to ALRM (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +1555% to ALRM (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +94% to ALRM (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +173% to ALRM (2026Q2)
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Every signal on ALRM, as it fires
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.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in ALRM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 011642105 · 2026Q2 | $31.6M | 0.02% | , |
| D. E. Shaw & Co., Inc.CUSIP 011642105 · 2026Q2 | $10.4M | 0.01% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 011642105 · 2026Q2 | $9M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 011642105 · 2026Q2 | $3.4M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 011642105 · 2026Q2 | $2.7M | 0.00% | , |
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
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
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.
| Metric | ALRM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.0B USD | 795M USD | 71 | 25 |
| Gross margin | n/a | 71.6% | n/a | 20 |
| Operating margin | 13.2% | 3.1% | 78 | 24 |
| Net margin | 13.0% | 2.5% | 87 | 25 |
| Return on equity | 15.5% | 7.3% | 72 | 22 |
| P / E | 21.6x | 33.2x | 25 | 13 |
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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