OSAM
ALRM icon

O'Shaughnessy Asset Management’s Alarm.com ALRM Stock Holding History

O'Shaughnessy 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
2025
Q3 		– Sell
-3,818
Closed -$216K – 2555
2025
Q2 		$216K Sell
3,818
-522
-12% -$29K ﹤0.01% 1796
2025
Q1 		$242K Buy
4,340
+867
+25% +$52K ﹤0.01% 1697
2024
Q4 		$211K Buy
+3,473
New +$207K ﹤0.01% 1722
2024
Q3 		– Sell
-3,578
Closed -$227K – 2116
2024
Q2 		$227K Sell
3,578
-344
-9% -$22.7K ﹤0.01% 1491
2024
Q1 		$284K Buy
+3,922
New +$266K ﹤0.01% 1340
2022
Q4 		– Sell
-3,502
Closed -$227K – 1391
2022
Q3 		$227K Buy
+3,502
New +$240K ﹤0.01% 1027
2022
Q2 		– Sell
-3,557
Closed -$236K – 1251
2022
Q1 		$236K Buy
3,557
+43
+1% +$3.04K ﹤0.01% 1005
2021
Q4 		$298K Hold
3,514
– – 0.01% 874
2021
Q3 		$275K Buy
3,514
+530
+18% +$43.8K 0.01% 886
2021
Q2 		$253K Sell
2,984
-4
-0.1% -$342 0.01% 913
2021
Q1 		$258K Buy
2,988
+4
+0.1% +$377 0.01% 827
2020
Q4 		$309K Buy
+2,984
New +$217K 0.01% 680
2020
Q2 		– Sell
-1,007
Closed -$39K – 1723
2020
Q1 		$39K Sell
1,007
-6,121
-86% -$267K ﹤0.01% 816
2019
Q4 		$306K Sell
7,128
-1,795
-20% -$80.9K 0.01% 508
2019
Q3 		$416K Sell
8,923
-6
-0.1% -$294 0.01% 395
2019
Q2 		$476K Buy
8,929
+7,240
+429% +$447K 0.01% 376
2019
Q1 		$109K Buy
+1,689
New +$102K ﹤0.01% 633

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Shaughnessy Asset Management's ALRM Position: Q3 2025 in Review

O'Shaughnessy Asset Management sold out of Alarm.com (ALRM) in Q3 2025, closing a stake of 3,818 shares — an estimated $216K sold.

O'Shaughnessy Asset Management first reported a position in ALRM in Q1 2019 and held it in 17 quarters. The position peaked at $476K in Q2 2019. 305 funds tracked by Wall St. Rank hold ALRM as of Q3 2025.

  • O'Shaughnessy Asset Management reported no remaining Alarm.com position as of Q3 2025 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,818 Alarm.com shares in Q3 2025, an estimated $216K.
  • O'Shaughnessy Asset Management first reported a position in Alarm.com in Q1 2019 and held it in 17 quarters.
  • O'Shaughnessy Asset Management's Alarm.com position peaked at $476K in Q2 2019.
  • 305 funds tracked by Wall St. Rank held Alarm.com as of Q3 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.