Select Equity Group
ALRM icon

Select Equity Group’s Alarm.com ALRM Stock Holding History

Select Equity Group’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 		$21.6M Buy
462,015
+69,658
+18% +$3.12M 0.11% 107
2026
Q1 		$16.9M Buy
392,357
+48,326
+14% +$2.31M 0.09% 113
2025
Q4 		$17.6M Buy
344,031
+31,922
+10% +$1.63M 0.08% 124
2025
Q3 		$16.6M Buy
312,109
+93,468
+43% +$5.22M 0.07% 112
2025
Q2 		$12.4M Buy
218,641
+18,207
+9% +$1.01M 0.05% 107
2025
Q1 		$11.2M Buy
200,434
+171,274
+587% +$10.3M 0.05% 108
2024
Q4 		$1.77M Sell
29,160
-644
-2% -$38.4K 0.01% 126
2024
Q3 		$1.63M Sell
29,804
-810
-3% -$49.7K 0.01% 126
2024
Q2 		$1.95M Buy
30,614
+1,709
+6% +$113K 0.01% 137
2024
Q1 		$2.09M Buy
28,905
+429
+2% +$29.1K 0.01% 130
2023
Q4 		$1.84M Buy
28,476
+19,246
+209% +$1.1M 0.01% 139
2023
Q3 		$564K Buy
+9,230
New +$522K ﹤0.01% 168

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

Select Equity Group's ALRM Position: Q2 2026 in Review

Select Equity Group increased its Alarm.com (ALRM) stake by 18% in Q2 2026, buying an estimated $3.12M and bringing the position to 462,015 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #107.

Select Equity Group first reported a position in ALRM in Q3 2023 and has held it in 12 quarters since. 314 funds tracked by Wall St. Rank hold ALRM as of Q2 2026.

  • Select Equity Group held 462,015 shares of Alarm.com worth $21.6M as of Q2 2026.
  • Select Equity Group bought 69,658 Alarm.com shares in Q2 2026, an estimated $3.12M.
  • Alarm.com made up 0.11% of Select Equity Group's portfolio in Q2 2026, its #107 holding.
  • Select Equity Group first reported a position in Alarm.com in Q3 2023 and has held it in 12 quarters since.
  • 314 funds tracked by Wall St. Rank held Alarm.com as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.