Brown Capital Management’s Alarm.com ALRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
359,177
-145,551
| -29% | -$6.95M | 2.2% | 19 |
|
|
2025
Q4 | $25.8M | Sell |
504,728
-622,398
| -55% | -$31.7M | 2.11% | 18 |
|
|
2025
Q3 | $59.8M | Sell |
1,127,126
-576,431
| -34% | -$32.2M | 2.47% | 17 |
|
|
2025
Q2 | $96.4M | Sell |
1,703,557
-92,601
| -5% | -$5.14M | 2.8% | 16 |
|
|
2025
Q1 | $100M | Sell |
1,796,158
-596,472
| -25% | -$35.8M | 3.01% | 13 |
|
|
2024
Q4 | $145M | Sell |
2,392,630
-411,250
| -15% | -$24.5M | 3.37% | 11 |
|
|
2024
Q3 | $153M | Sell |
2,803,880
-395,711
| -12% | -$24.3M | 3.3% | 14 |
|
|
2024
Q2 | $203M | Sell |
3,199,591
-245,828
| -7% | -$16.3M | 4.11% | 7 |
|
|
2024
Q1 | $250M | Sell |
3,445,419
-1,047,093
| -23% | -$71.1M | 4.42% | 6 |
|
|
2023
Q4 | $290M | Sell |
4,492,512
-397,706
| -8% | -$22.8M | 4.36% | 6 |
|
|
2023
Q3 | $299M | Sell |
4,890,218
-21,278
| -0.4% | -$1.2M | 4.58% | 4 |
|
|
2023
Q2 | $254M | Sell |
4,911,496
-261,553
| -5% | -$12.9M | 3.6% | 11 |
|
|
2023
Q1 | $260M | Sell |
5,173,049
-42,193
| -0.8% | -$2.17M | 3.89% | 9 |
|
|
2022
Q4 | $258M | Sell |
5,215,242
-522,198
| -9% | -$28.8M | 4.27% | 8 |
|
|
2022
Q3 | $372M | Sell |
5,737,440
-65,249
| -1% | -$4.48M | 5.22% | 4 |
|
|
2022
Q2 | $359M | Sell |
5,802,689
-35,669
| -0.6% | -$2.19M | 4.81% | 5 |
|
|
2022
Q1 | $388M | Buy |
5,838,358
+285,237
| +5% | +$20.2M | 3.86% | 10 |
|
|
2021
Q4 | $471M | Sell |
5,553,121
-103,453
| -2% | -$8.46M | 3.9% | 12 |
|
|
2021
Q3 | $442M | Sell |
5,656,574
-275,074
| -5% | -$22.7M | 3.62% | 11 |
|
|
2021
Q2 | $502M | Buy |
5,931,648
+444,404
| +8% | +$38M | 3.81% | 10 |
|
|
2021
Q1 | $474M | Sell |
5,487,244
-48,849
| -0.9% | -$4.6M | 3.53% | 10 |
|
|
2020
Q4 | $573M | Sell |
5,536,093
-66,286
| -1% | -$4.81M | 3.96% | 8 |
|
|
2020
Q3 | $310M | Sell |
5,602,379
-25,613
| -0.5% | -$1.58M | 2.57% | 19 |
|
|
2020
Q2 | $365M | Buy |
5,627,992
+388,013
| +7% | +$19.5M | 3.14% | 16 |
|
|
2020
Q1 | $204M | Buy |
5,239,979
+254,276
| +5% | +$11.1M | 2.36% | 19 |
|
|
2019
Q4 | $214M | Buy |
4,985,703
+254,911
| +5% | +$11.5M | 2.05% | 25 |
|
|
2019
Q3 | $221M | Buy |
4,730,792
+242,186
| +5% | +$11.9M | 2.14% | 24 |
|
|
2019
Q2 | $240M | Buy |
4,488,606
+1,264,342
| +39% | +$78M | 2.28% | 22 |
|
|
2019
Q1 | $209M | Buy |
3,224,264
+445,406
| +16% | +$27M | 2.12% | 23 |
|
|
2018
Q4 | $144M | Buy |
2,778,858
+53,432
| +2% | +$2.58M | 1.73% | 23 |
|
|
2018
Q3 | $156M | Buy |
2,725,426
+181,601
| +7% | +$9.13M | 1.42% | 24 |
|
|
2018
Q2 | $103M | Buy |
2,543,825
+770,220
| +43% | +$32M | 1.05% | 26 |
|
|
2018
Q1 | $66.9M | Buy |
+1,773,605
| New | +$66.9M | 0.76% | 28 |
|
Other funds holding ALRM
VPM
DGI
VCM
GCM
Brown Capital Management's ALRM Position: Q1 2026 in Review
Brown Capital Management reduced its Alarm.com (ALRM) stake by 29% in Q1 2026, selling an estimated $6.95M and leaving 359,177 shares worth $15.5M. The position accounts for 2.2% of the portfolio, ranked #19.
Brown Capital Management first reported a position in ALRM in Q1 2018 and has held it in 33 quarters since. The position peaked at $573M in Q4 2020. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.
- Brown Capital Management held 359,177 shares of Alarm.com worth $15.5M as of Q1 2026.
- Brown Capital Management sold 145,551 Alarm.com shares in Q1 2026, an estimated $6.95M.
- Alarm.com made up 2.2% of Brown Capital Management's portfolio in Q1 2026, its #19 holding.
- Brown Capital Management first reported a position in Alarm.com in Q1 2018 and has held it in 33 quarters since.
- Brown Capital Management's Alarm.com position peaked at $573M in Q4 2020.
- 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.
Based on Brown Capital Management's 13F filing for Q1 2026, filed 14 May 2026.