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John Overdeck’s Alarm.com ALRM Stock Holding History

John Overdeck’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
2021
Q4 		– Sell
-4,000
Closed -$313K – 4227
2021
Q3 		$313K Sell
4,000
-2,200
-35% -$182K ﹤0.01% 3641
2021
Q2 		$20.7M Buy
6,200
+2,100
+51% +$179K 0.05% 480
2021
Q1 		$354K Buy
+4,100
New +$386K ﹤0.01% 3209
2020
Q1 		– Sell
-8,800
Closed -$378K – 3039
2019
Q4 		$378K Buy
8,800
+2,800
+47% +$126K ﹤0.01% 3012
2019
Q3 		$280K Buy
+6,000
New +$294K ﹤0.01% 3003

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

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.