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Geneva Capital Management’s Alarm.com ALRM Stock Holding History

Geneva Capital 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
Q2 		$38.7M Sell
828,409
-241,674
-23% -$10.8M 0.89% 42
2026
Q1 		$46.2M Sell
1,070,083
-84,270
-7% -$4.02M 0.98% 37
2025
Q4 		$58.9M Sell
1,154,353
-144,424
-11% -$7.36M 1.11% 32
2025
Q3 		$68.9M Sell
1,298,777
-6,086
-0.5% -$340K 1.18% 31
2025
Q2 		$73.8M Sell
1,304,863
-5,353
-0.4% -$297K 1.24% 28
2025
Q1 		$72.9M Buy
1,310,216
+12,198
+0.9% +$732K 1.36% 21
2024
Q4 		$78.9M Sell
1,298,018
-9,464
-0.7% -$564K 1.37% 25
2024
Q3 		$71.5M Buy
1,307,482
+10,630
+0.8% +$653K 1.19% 28
2024
Q2 		$82.4M Sell
1,296,852
-4,876
-0.4% -$322K 1.5% 22
2024
Q1 		$94.3M Sell
1,301,728
-8,620
-0.7% -$585K 1.66% 19
2023
Q4 		$84.7M Buy
1,310,348
+2,565
+0.2% +$147K 1.6% 21
2023
Q3 		$80M Sell
1,307,783
-473
-0% -$26.7K 1.69% 19
2023
Q2 		$67.6M Buy
1,308,256
+1,589
+0.1% +$78.2K 1.33% 28
2023
Q1 		$65.7M Buy
1,306,667
+22,432
+2% +$1.15M 1.34% 26
2022
Q4 		$63.5M Sell
1,284,235
-12,408
-1% -$684K 1.43% 25
2022
Q3 		$84.1M Buy
1,296,643
+52,315
+4% +$3.59M 1.94% 9
2022
Q2 		$77M Sell
1,244,328
-9,274
-0.7% -$570K 1.77% 12
2022
Q1 		$83.3M Sell
1,253,602
-568
-0% -$40.2K 1.61% 15
2021
Q4 		$106M Buy
1,254,170
+72,459
+6% +$5.93M 1.71% 16
2021
Q3 		$92.4M Sell
1,181,711
-5,588
-0.5% -$462K 1.57% 17
2021
Q2 		$101M Sell
1,187,299
-17,776
-1% -$1.52M 1.64% 14
2021
Q1 		$104M Sell
1,205,075
-25,869
-2% -$2.44M 1.78% 12
2020
Q4 		$127M Buy
1,230,944
+35,142
+3% +$2.55M 2.16% 6
2020
Q3 		$66.1M Buy
1,195,802
+28,773
+2% +$1.78M 1.36% 20
2020
Q2 		$75.6M Buy
1,167,029
+38,776
+3% +$1.95M 1.64% 13
2020
Q1 		$43.9M Buy
+1,128,253
New +$49.2M 1.25% 26

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
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

Geneva Capital Management's ALRM Position: Q2 2026 in Review

Geneva Capital Management reduced its Alarm.com (ALRM) stake by 23% in Q2 2026, selling an estimated $10.8M and leaving 828,409 shares worth $38.7M. The position accounts for 0.89% of the portfolio, ranked #42.

Geneva Capital Management first reported a position in ALRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $127M in Q4 2020. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Geneva Capital Management held 828,409 shares of Alarm.com worth $38.7M as of Q2 2026.
  • Geneva Capital Management sold 241,674 Alarm.com shares in Q2 2026, an estimated $10.8M.
  • Alarm.com made up 0.89% of Geneva Capital Management's portfolio in Q2 2026, its #42 holding.
  • Geneva Capital Management first reported a position in Alarm.com in Q1 2020 and has held it in 26 quarters since.
  • Geneva Capital Management's Alarm.com position peaked at $127M in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.