John Overdeck’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
Q2 | $31.6M | Sell |
676,619
-4,664
| -0.7% | -$209K | 0.02% | 768 |
|
|
2026
Q1 | $29.4M | Buy |
681,283
+371,649
| +120% | +$17.7M | 0.02% | 739 |
|
|
2025
Q4 | $15.8M | Buy |
309,634
+122,023
| +65% | +$6.22M | 0.02% | 841 |
|
|
2025
Q3 | $9.96M | Buy |
187,611
+102,282
| +120% | +$5.71M | 0.01% | 965 |
|
|
2025
Q2 | $4.83M | Buy |
85,329
+45,104
| +112% | +$2.5M | 0.01% | 1251 |
|
|
2025
Q1 | $2.24M | Sell |
40,225
-11,976
| -23% | -$719K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $3.17M | Sell |
52,201
-11,892
| -19% | -$709K | 0.01% | 1405 |
|
|
2024
Q3 | $3.5M | Buy |
64,093
+23,536
| +58% | +$1.44M | 0.01% | 1285 |
|
|
2024
Q2 | $2.58M | Buy |
40,557
+33,325
| +461% | +$2.2M | 0.01% | 1382 |
|
|
2024
Q1 | $524K | Sell |
7,232
-25,649
| -78% | -$1.74M | ﹤0.01% | 2308 |
|
|
2023
Q4 | $2.12M | Buy |
32,881
+26,581
| +422% | +$1.52M | ﹤0.01% | 1490 |
|
|
2023
Q3 | $385K | Sell |
6,300
-51,558
| -89% | -$2.91M | ﹤0.01% | 2388 |
|
|
2023
Q2 | $2.99M | Buy |
57,858
+14,298
| +33% | +$703K | 0.01% | 1191 |
|
|
2023
Q1 | $2.19M | Buy |
43,560
+35,460
| +438% | +$1.83M | 0.01% | 1331 |
|
|
2022
Q4 | $401K | Buy |
+8,100
| New | +$447K | ﹤0.01% | 2116 |
|
|
2022
Q2 | – | Sell |
-26,272
| Closed | -$1.75M | – | 2472 |
|
|
2022
Q1 | $1.75M | Buy |
26,272
+17,972
| +217% | +$1.27M | 0.01% | 1421 |
|
|
2021
Q4 | $704K | Sell |
8,300
-48,732
| -85% | -$3.99M | ﹤0.01% | 2895 |
|
|
2021
Q3 | $4.46M | Buy |
57,032
+32,772
| +135% | +$2.71M | 0.01% | 1316 |
|
|
2021
Q2 | $23.7M | Sell |
24,260
-81,778
| -77% | -$6.99M | 0.05% | 431 |
|
|
2021
Q1 | $9.16M | Buy |
106,038
+91,074
| +609% | +$8.59M | 0.02% | 738 |
|
|
2020
Q4 | $1.55M | Sell |
14,964
-145,818
| -91% | -$10.6M | ﹤0.01% | 1670 |
|
|
2020
Q3 | $8.88M | Buy |
160,782
+91,466
| +132% | +$5.66M | 0.03% | 549 |
|
|
2020
Q2 | $4.49M | Sell |
69,316
-688
| -1% | -$34.6K | 0.02% | 686 |
|
|
2020
Q1 | $2.72M | Sell |
70,004
-35,628
| -34% | -$1.55M | 0.02% | 799 |
|
|
2019
Q4 | $4.54M | Buy |
105,632
+45,243
| +75% | +$2.04M | 0.01% | 1018 |
|
|
2019
Q3 | $2.82M | Buy |
60,389
+23,081
| +62% | +$1.13M | 0.01% | 1172 |
|
|
2019
Q2 | $2M | Buy |
+37,308
| New | +$2.3M | 0.01% | 1443 |
|
|
2018
Q4 | – | Sell |
-24,641
| Closed | -$1.41M | – | 2943 |
|
|
2018
Q3 | $1.41M | Buy |
+24,641
| New | +$1.24M | ﹤0.01% | 1724 |
|
|
2018
Q2 | – | Sell |
-90,710
| Closed | -$3.42M | – | 3269 |
|
|
2018
Q1 | $3.42M | Buy |
90,710
+18,756
| +26% | +$707K | 0.01% | 1167 |
|
|
2017
Q4 | $2.72M | Sell |
71,954
-220,617
| -75% | -$9.52M | 0.01% | 1268 |
|
|
2017
Q3 | $13.2M | Buy |
+292,571
| New | +$12.1M | 0.05% | 429 |
|
|
2017
Q2 | – | Sell |
-145,556
| Closed | -$4.47M | – | 2921 |
|
|
2017
Q1 | $4.47M | Buy |
+145,556
| New | +$4.23M | 0.02% | 988 |
|
|
2016
Q4 | – | Sell |
-8,307
| Closed | -$240K | – | 3047 |
|
|
2016
Q3 | $240K | Buy |
+8,307
| New | +$232K | ﹤0.01% | 2878 |
|
|
2015
Q4 | – | Sell |
-23,824
| Closed | -$278K | – | 2647 |
|
|
2015
Q3 | $278K | Buy |
+23,824
| New | +$387K | ﹤0.01% | 1819 |
|
Other funds holding ALRM
DGI
John Overdeck's ALRM Position: Q2 2026 in Review
John Overdeck reduced its Alarm.com (ALRM) stake by 0.68% in Q2 2026, selling an estimated $209K and leaving 676,619 shares worth $31.6M. The position accounts for 0.02% of the portfolio, ranked #768.
John Overdeck first reported a position in ALRM in Q3 2015 and has held it in 34 quarters since. 311 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.
- John Overdeck held 676,619 shares of Alarm.com worth $31.6M as of Q2 2026.
- John Overdeck sold 4,664 Alarm.com shares in Q2 2026, an estimated $209K.
- Alarm.com made up 0.02% of John Overdeck's portfolio in Q2 2026, its #768 holding.
- John Overdeck first reported a position in Alarm.com in Q3 2015 and has held it in 34 quarters since.
- 311 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.