DGI
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Disciplined Growth Investors’s Alarm.com ALRM Stock Holding History

Disciplined Growth Investors’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
Q2 		$168M Buy
3,585,614
+316,628
+10% +$14.2M 2.84% 11
2026
Q1 		$141M Sell
3,268,986
-148,531
-4% -$7.09M 2.89% 13
2025
Q4 		$174M Buy
3,417,517
+85,422
+3% +$4.35M 3.34% 11
2025
Q3 		$177M Sell
3,332,095
-159,729
-5% -$8.91M 3.2% 10
2025
Q2 		$198M Buy
3,491,824
+102,481
+3% +$5.69M 3.78% 8
2025
Q1 		$189M Buy
3,389,343
+447,787
+15% +$26.9M 3.9% 8
2024
Q4 		$179M Buy
2,941,556
+66,707
+2% +$3.97M 3.4% 8
2024
Q3 		$157M Buy
2,874,849
+163,851
+6% +$10.1M 2.97% 9
2024
Q2 		$172M Buy
2,710,998
+158,465
+6% +$10.5M 3.24% 7
2024
Q1 		$185M Buy
2,552,533
+816,823
+47% +$55.5M 3.37% 7
2023
Q4 		$112M Sell
1,735,710
-422
-0% -$24.2K 2.45% 15
2023
Q3 		$106M Sell
1,736,132
-14,280
-0.8% -$807K 2.53% 15
2023
Q2 		$90.5M Sell
1,750,412
-6,234
-0.4% -$307K 2.04% 19
2023
Q1 		$88.3M Sell
1,756,646
-159,324
-8% -$8.2M 2.27% 18
2022
Q4 		$94.8M Sell
1,915,970
-20,274
-1% -$1.12M 2.43% 17
2022
Q3 		$126M Buy
1,936,244
+5,931
+0.3% +$407K 3.49% 9
2022
Q2 		$119M Buy
1,930,313
+739,795
+62% +$45.5M 3.21% 12
2022
Q1 		$79.1M Buy
1,190,518
+18,559
+2% +$1.31M 1.72% 27
2021
Q4 		$99.4M Sell
1,171,959
-5,371
-0.5% -$439K 2% 22
2021
Q3 		$92.1M Sell
1,177,330
-22,230
-2% -$1.84M 1.82% 23
2021
Q2 		$102M Buy
1,199,560
+30,054
+3% +$2.57M 1.94% 20
2021
Q1 		$101M Sell
1,169,506
-169,766
-13% -$16M 2.05% 21
2020
Q4 		$139M Buy
1,339,272
+766,170
+134% +$55.6M 2.67% 13
2020
Q3 		$31.7M Sell
573,102
-15,478
-3% -$957K 0.74% 41
2020
Q2 		$38.1M Sell
588,580
-182,280
-24% -$9.17M 0.92% 40
2020
Q1 		$30M Buy
+770,860
New +$33.6M 0.69% 44

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Disciplined Growth Investors's ALRM Position: Q2 2026 in Review

Disciplined Growth Investors increased its Alarm.com (ALRM) stake by 9.7% in Q2 2026, buying an estimated $14.2M and bringing the position to 3,585,614 shares worth $168M. The position accounts for 2.84% of the portfolio, ranked #11.

Disciplined Growth Investors first reported a position in ALRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $198M in Q2 2025. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Disciplined Growth Investors held 3,585,614 shares of Alarm.com worth $168M as of Q2 2026.
  • Disciplined Growth Investors bought 316,628 Alarm.com shares in Q2 2026, an estimated $14.2M.
  • Alarm.com made up 2.84% of Disciplined Growth Investors's portfolio in Q2 2026, its #11 holding.
  • Disciplined Growth Investors first reported a position in Alarm.com in Q1 2020 and has held it in 26 quarters since.
  • Disciplined Growth Investors's Alarm.com position peaked at $198M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.