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Root Financial Partners’s Alarm.com ALRM Stock Holding History

Root Financial Partners’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 		– Sell
-216
Closed -$9.33K – 517
2026
Q1 		$9.33K Buy
216
+122
+130% +$5.82K ﹤0.01% 1715
2025
Q4 		$4.8K Buy
94
+7
+8% +$357 ﹤0.01% 1777
2025
Q3 		$4.62K Buy
+87
New +$4.86K ﹤0.01% 1757

Other funds holding ALRM

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Root Financial Partners's ALRM Position: Q2 2026 in Review

Root Financial Partners sold out of Alarm.com (ALRM) in Q2 2026, closing a stake of 216 shares — an estimated $9.33K sold.

Root Financial Partners first reported a position in ALRM in Q3 2025 and held it in 3 quarters. The position peaked at $9.33K in Q1 2026. 59 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Root Financial Partners reported no remaining Alarm.com position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 216 Alarm.com shares in Q2 2026, an estimated $9.33K.
  • Root Financial Partners first reported a position in Alarm.com in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Alarm.com position peaked at $9.33K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.