DDC
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DF Dent & Co’s Alarm.com ALRM Stock Holding History

DF Dent & Co’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 		$13M Sell
299,977
-110,254
-27% -$5.26M 0.25% 86
2025
Q4 		$20.9M Sell
410,231
-21,646
-5% -$1.1M 0.3% 78
2025
Q3 		$22.9M Buy
431,877
+75,898
+21% +$4.24M 0.3% 76
2025
Q2 		$20.1M Buy
355,979
+4,919
+1% +$273K 0.26% 81
2025
Q1 		$19.5M Sell
351,060
-6,260
-2% -$376K 0.26% 79
2024
Q4 		$21.7M Sell
357,320
-2,079
-0.6% -$124K 0.28% 79
2024
Q3 		$19.6M Buy
359,399
+67,824
+23% +$4.16M 0.24% 84
2024
Q2 		$18.5M Buy
291,575
+98,376
+51% +$6.5M 0.24% 72
2024
Q1 		$14M Buy
193,199
+1,130
+0.6% +$76.7K 0.17% 76
2023
Q4 		$12.4M Buy
192,069
+2,933
+2% +$168K 0.16% 80
2023
Q3 		$11.6M Sell
189,136
-2,082
-1% -$118K 0.17% 75
2023
Q2 		$9.88M Buy
191,218
+1,463
+0.8% +$72K 0.13% 84
2023
Q1 		$9.54M Buy
189,755
+17,427
+10% +$897K 0.13% 85
2022
Q4 		$8.53M Buy
172,328
+44,770
+35% +$2.47M 0.13% 82
2022
Q3 		$8.27M Sell
127,558
-371
-0.3% -$25.5K 0.13% 82
2022
Q2 		$7.91M Buy
127,929
+9,650
+8% +$593K 0.11% 86
2022
Q1 		$7.86M Sell
118,279
-74,953
-39% -$5.3M 0.09% 92
2021
Q4 		$16.4M Sell
193,232
-1,378
-0.7% -$113K 0.16% 76
2021
Q3 		$15.2M Buy
194,610
+50,082
+35% +$4.14M 0.16% 71
2021
Q2 		$12.2M Buy
144,528
+4,077
+3% +$348K 0.13% 75
2021
Q1 		$12.1M Buy
140,451
+38,162
+37% +$3.6M 0.14% 73
2020
Q4 		$10.6M Buy
102,289
+9,766
+11% +$709K 0.12% 70
2020
Q3 		$5.11M Buy
92,523
+35,979
+64% +$2.22M 0.07% 83
2020
Q2 		$3.67M Buy
+56,544
New +$2.85M 0.06% 88

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

DF Dent & Co's ALRM Position: Q1 2026 in Review

DF Dent & Co reduced its Alarm.com (ALRM) stake by 27% in Q1 2026, selling an estimated $5.26M and leaving 299,977 shares worth $13M. The position accounts for 0.25% of the portfolio, ranked #86.

DF Dent & Co first reported a position in ALRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.9M in Q3 2025. 295 funds tracked by Wall St. Rank hold ALRM as of Q1 2026.

  • DF Dent & Co held 299,977 shares of Alarm.com worth $13M as of Q1 2026.
  • DF Dent & Co sold 110,254 Alarm.com shares in Q1 2026, an estimated $5.26M.
  • Alarm.com made up 0.25% of DF Dent & Co's portfolio in Q1 2026, its #86 holding.
  • DF Dent & Co first reported a position in Alarm.com in Q2 2020 and has held it in 24 quarters since.
  • DF Dent & Co's Alarm.com position peaked at $22.9M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Alarm.com as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.