MAM
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Montanaro Asset Management’s Alarm.com ALRM Stock Holding History

Montanaro Asset 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 		$5.2M Sell
111,197
-30,503
-22% -$1.37M 1.64% 24
2026
Q1 		$6.12M Sell
141,700
-8,400
-6% -$401K 1.83% 27
2025
Q4 		$7.66M Sell
150,100
-14,200
-9% -$724K 2.13% 24
2025
Q3 		$8.72M Sell
164,300
-13,300
-7% -$742K 2.18% 19
2025
Q2 		$10M Buy
177,600
+2,810
+2% +$156K 2.59% 18
2025
Q1 		$9.73M Sell
174,790
-63,510
-27% -$3.81M 2.85% 17
2024
Q4 		$14.5M Buy
238,300
+14,400
+6% +$858K 2.99% 14
2024
Q3 		$12.2M Buy
223,900
+13,500
+6% +$829K 2.18% 23
2024
Q2 		$13.4M Sell
210,400
-6,000
-3% -$397K 2.49% 21
2024
Q1 		$15.7M Buy
216,400
+10,400
+5% +$706K 2.83% 16
2023
Q4 		$13.3M Sell
206,000
-57,000
-22% -$3.27M 2.5% 17
2023
Q3 		$16.1M Hold
263,000
– – 2.83% 16
2023
Q2 		$13.6M Sell
263,000
-75,000
-22% -$3.69M 2.15% 23
2023
Q1 		$17M Buy
338,000
+10,000
+3% +$515K 2.64% 19
2022
Q4 		$16.2M Sell
328,000
-50,000
-13% -$2.76M 2.64% 20
2022
Q3 		$24.5M Buy
378,000
+110,000
+41% +$7.55M 3.75% 10
2022
Q2 		$16.6M Hold
268,000
– – 2.49% 21
2022
Q1 		$17.8M Buy
268,000
+25,750
+11% +$1.82M 2.2% 20
2021
Q4 		$20.5M Buy
242,250
+32,500
+15% +$2.66M 2.07% 19
2021
Q3 		$16.4M Sell
209,750
-63,000
-23% -$5.21M 1.98% 21
2021
Q2 		$23.1M Buy
272,750
+5,750
+2% +$491K 2.91% 16
2021
Q1 		$23.1M Sell
267,000
-33,300
-11% -$3.14M 3.4% 12
2020
Q4 		$31.1M Buy
+300,300
New +$21.8M 5.24% 5

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

Montanaro Asset Management's ALRM Position: Q2 2026 in Review

Montanaro Asset Management reduced its Alarm.com (ALRM) stake by 22% in Q2 2026, selling an estimated $1.37M and leaving 111,197 shares worth $5.2M. The position accounts for 1.64% of the portfolio, ranked #24.

Montanaro Asset Management first reported a position in ALRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.1M in Q4 2020. 315 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Montanaro Asset Management held 111,197 shares of Alarm.com worth $5.2M as of Q2 2026.
  • Montanaro Asset Management sold 30,503 Alarm.com shares in Q2 2026, an estimated $1.37M.
  • Alarm.com made up 1.64% of Montanaro Asset Management's portfolio in Q2 2026, its #24 holding.
  • Montanaro Asset Management first reported a position in Alarm.com in Q4 2020 and has held it in 23 quarters since.
  • Montanaro Asset Management's Alarm.com position peaked at $31.1M in Q4 2020.
  • 315 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.