Polen Capital Management
ALRM icon

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

Polen 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
2025
Q1 		– Sell
-21,461
Closed -$1.3M – 119
2024
Q4 		$1.3M Sell
21,461
-96,863
-82% -$5.77M ﹤0.01% 98
2024
Q3 		$6.47M Sell
118,324
-9,841
-8% -$604K 0.02% 55
2024
Q2 		$8.14M Buy
128,165
+2,741
+2% +$181K 0.02% 49
2024
Q1 		$9.09M Sell
125,424
-3,489
-3% -$237K 0.02% 54
2023
Q4 		$8.33M Sell
128,913
-12,522
-9% -$718K 0.02% 55
2023
Q3 		$8.65M Sell
141,435
-2,097
-1% -$119K 0.02% 58
2023
Q2 		$7.42M Sell
143,532
-6,825
-5% -$336K 0.02% 56
2023
Q1 		$7.56M Sell
150,357
-820
-0.5% -$42.2K 0.02% 55
2022
Q4 		$7.48M Sell
151,177
-23,272
-13% -$1.28M 0.02% 55
2022
Q3 		$11.3M Buy
174,449
+14,242
+9% +$977K 0.03% 44
2022
Q2 		$9.91M Sell
160,207
-31,094
-16% -$1.91M 0.03% 46
2022
Q1 		$12.7M Sell
191,301
-8,474
-4% -$600K 0.02% 52
2021
Q4 		$16.9M Buy
199,775
+39,964
+25% +$3.27M 0.03% 51
2021
Q3 		$12.5M Buy
159,811
+12,018
+8% +$994K 0.02% 54
2021
Q2 		$12.5M Buy
147,793
+9,192
+7% +$785K 0.02% 51
2021
Q1 		$12M Buy
138,601
+24,317
+21% +$2.29M 0.03% 43
2020
Q4 		$11.8M Buy
114,284
+21,655
+23% +$1.57M 0.03% 38
2020
Q3 		$5.12M Buy
92,629
+18,323
+25% +$1.13M 0.01% 50
2020
Q2 		$4.82M Buy
74,306
+39,888
+116% +$2.01M 0.01% 39
2020
Q1 		$1.34M Buy
34,418
+13,849
+67% +$604K 0.01% 47
2019
Q4 		$884K Buy
20,569
+2,800
+16% +$126K ﹤0.01% 55
2019
Q3 		$829K Buy
17,769
+139
+0.8% +$6.81K ﹤0.01% 47
2019
Q2 		$943K Buy
17,630
+1,298
+8% +$80.1K ﹤0.01% 44
2019
Q1 		$1.06M Buy
16,332
+957
+6% +$58.1K 0.01% 36
2018
Q4 		$798K Buy
15,375
+4,963
+48% +$240K 0.01% 37
2018
Q3 		$598K Buy
10,412
+866
+9% +$43.5K ﹤0.01% 43
2018
Q2 		$385K Buy
9,546
+1,031
+12% +$42.8K ﹤0.01% 49
2018
Q1 		$322K Buy
8,515
+2,526
+42% +$95.3K ﹤0.01% 48
2017
Q4 		$226K Buy
+5,989
New +$259K ﹤0.01% 50

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 $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Polen Capital Management's ALRM Position: Q1 2025 in Review

Polen Capital Management sold out of Alarm.com (ALRM) in Q1 2025, closing a stake of 21,461 shares — an estimated $1.3M sold.

Polen Capital Management first reported a position in ALRM in Q4 2017 and held it in 29 quarters. The position peaked at $16.9M in Q4 2021. 308 funds tracked by Wall St. Rank hold ALRM as of Q1 2025.

  • Polen Capital Management reported no remaining Alarm.com position as of Q1 2025 after selling out during the quarter.
  • Polen Capital Management sold 21,461 Alarm.com shares in Q1 2025, an estimated $1.3M.
  • Polen Capital Management first reported a position in Alarm.com in Q4 2017 and held it in 29 quarters.
  • Polen Capital Management's Alarm.com position peaked at $16.9M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Alarm.com as of Q1 2025.

Based on Polen Capital Management's 13F filing for Q1 2025, filed 12 May 2025.