Balyasny Asset Management
ALRM icon

Balyasny Asset Management’s Alarm.com ALRM Stock Holding History

Balyasny Asset Management’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.18M Buy
73,581
+68,460
+1,337% +$3.27M ﹤0.01% 1573
2025
Q4 		$261K Sell
5,121
-58,195
-92% -$2.97M ﹤0.01% 2786
2025
Q3 		$3.36M Sell
63,316
-52,946
-46% -$2.95M ﹤0.01% 1566
2025
Q2 		$6.58M Sell
116,262
-12,627
-10% -$701K 0.01% 1158
2025
Q1 		$7.17M Buy
128,889
+75,145
+140% +$4.51M 0.01% 1089
2024
Q4 		$3.27M Sell
53,744
-2,222
-4% -$132K ﹤0.01% 1473
2024
Q3 		$3.06M Buy
55,966
+11,760
+27% +$722K 0.01% 1488
2024
Q2 		$2.81M Buy
44,206
+30,413
+220% +$2.01M ﹤0.01% 1411
2024
Q1 		$1,000K Buy
+13,793
New +$937K ﹤0.01% 1791
2023
Q4 		– Sell
-11,119
Closed -$680K – 2459
2023
Q3 		$680K Buy
+11,119
New +$629K ﹤0.01% 1663
2023
Q2 		– Sell
-5,429
Closed -$273K – 2239
2023
Q1 		$273K Sell
5,429
-15,769
-74% -$812K ﹤0.01% 2146
2022
Q4 		$1.05M Sell
21,198
-12,254
-37% -$676K ﹤0.01% 1637
2022
Q3 		$2.17M Buy
33,452
+3,741
+13% +$257K 0.01% 1448
2022
Q2 		$1.84M Buy
29,711
+6,510
+28% +$400K 0.01% 1466
2022
Q1 		$1.54M Buy
23,201
+9,202
+66% +$651K ﹤0.01% 1469
2021
Q4 		$1.19M Sell
13,999
-10,005
-42% -$818K ﹤0.01% 1397
2021
Q3 		$1.88M Buy
24,004
+14,978
+166% +$1.24M 0.01% 1162
2021
Q2 		$765K Sell
9,026
-11,424
-56% -$976K ﹤0.01% 1403
2021
Q1 		$1.77M Buy
+20,450
New +$1.93M 0.01% 1073
2020
Q4 		– Sell
-60,151
Closed -$3.32M – 1288
2020
Q3 		$3.32M Buy
+60,151
New +$3.72M 0.02% 712
2019
Q4 		– Sell
-20,896
Closed -$975K – 1144
2019
Q3 		$975K Sell
20,896
-23,977
-53% -$1.18M 0.01% 839
2019
Q2 		$2.4M Buy
+44,873
New +$2.77M 0.02% 822
2018
Q3 		– Sell
-18,185
Closed -$734K – 1632
2018
Q2 		$734K Buy
18,185
+9,941
+121% +$413K ﹤0.01% 1219
2018
Q1 		$311K Sell
8,244
-11,431
-58% -$431K ﹤0.01% 1599
2017
Q4 		$743K Buy
+19,675
New +$849K ﹤0.01% 1418

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Balyasny Asset Management's ALRM Position: Q1 2026 in Review

Balyasny Asset Management increased its Alarm.com (ALRM) stake by 1,337% in Q1 2026, buying an estimated $3.27M and bringing the position to 73,581 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Balyasny Asset Management first reported a position in ALRM in Q4 2017 and has held it in 25 quarters since. The position peaked at $7.17M in Q1 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • Balyasny Asset Management held 73,581 shares of Alarm.com worth $3.18M as of Q1 2026.
  • Balyasny Asset Management bought 68,460 Alarm.com shares in Q1 2026, an estimated $3.27M.
  • Alarm.com made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1573 holding.
  • Balyasny Asset Management first reported a position in Alarm.com in Q4 2017 and has held it in 25 quarters since.
  • Balyasny Asset Management's Alarm.com position peaked at $7.17M in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.