271 tracked 13F filers disclose a position in ALRM as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $394.6M | 9.1M | ▼−1.2% Reduced · −114K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $170.8M | 4.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DISCIPLINED GROWTH INVESTORS INC /MN | $167.5M | 3.6M | ▲+9.7% Added · +317K sh | Q2 2026 | |
| 4 | BANK OF MONTREAL /CAN/ | $114.8M | 2.7M | ▲+19% Added · +426K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $102.2M | 2.2M | ▲+7.5% Added · +152K sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $93.0M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $62.5M | 1.3M | ▲+6.6% Added · +83K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $54.5M | 1.3M | ▼−5.6% Reduced · −75K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $48.3M | 1.1M | ▲+1.1% Added · +12K sh | Q1 2026 | |
| 10 | FMR LLC | $41.9M | 969K | ▲+21% Added · +165K sh | Q1 2026 | |
| 11 | GENEVA CAPITAL MANAGEMENT LLC | $38.7M | 828K | ▼−23% Reduced · −242K sh | Q2 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $33.7M | 779K | ▲+44% Added · +238K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $29.4M | 681K | ▲+120% Added · +372K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $27.7M | 642K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | $27.2M | 629K | ▼−30% Reduced · −266K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.0M | 580K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $24.4M | 565K | ▼−4.3% Reduced · −25K sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $19.8M | 458K | ▼−24% Reduced · −144K sh | Q1 2026 | |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $21.0M | 449K | ▲+59% Added · +167K sh | Q2 2026 | |
| 20 | RIVERBRIDGE PARTNERS LLC | $18.4M | 395K | ▼−33% Reduced · −198K sh | Q2 2026 | |
| 21 | DEUTSCHE BANK AG\ | $15.4M | 357K | ▼−14% Reduced · −60K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $15.2M | 351K | ▲+11% Added · +35K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $15.1M | 349K | ▼−9.5% Reduced · −37K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $14.8M | 342K | →First observed position No prior filed position | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $14.8M | 342K | ▼−4.1% Reduced · −15K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in ALRM and 27 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 150 funds | $238.5B |
| AMAZON.COM INCAMZN | 147 funds | $178.2B |
| META PLATFORMS INC-CLASS AMETA | 143 funds | $96.1B |
| APPLE INCAAPL | 140 funds | $260.8B |
| ALPHABET INC-CL AGOOGL | 140 funds | $142.9B |
| ELI LILLY & COLLY | 140 funds | $69.8B |
| NVIDIA CORPNVDA | 139 funds | $343.8B |
| ALPHABET INC-CL CGOOG | 138 funds | $110.8B |
| COSTCO WHOLESALE CORPCOST | 138 funds | $35.2B |
| MASTERCARD INC - AMA | 137 funds | $48.6B |
| INTUITIVE SURGICAL INCISRG | 137 funds | $26.4B |
| VISA INC-CLASS A SHARESV | 136 funds | $53.7B |
Ranked by how many of ALRM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Trundle Stephen | Chief Executive Officer, Director | Sell (S) | 50K | $2.9M |
| Aug 12, 2026 | Bradley Kevin Christopher | Chief Financial Officer | Sell (S) | 5K | $297K |
| Jul 2, 2026 | Bradley Kevin Christopher | Chief Financial Officer | Sell (S) | 724 | $35K |
| Jun 12, 2026 | Ramos Daniel | See Remarks | Sell (S) | 2K | $93K |
| Jun 10, 2026 | Ramos Daniel | See Remarks | Sell (S) | 8K | $370K |
| Jun 10, 2026 | Bradley Kevin Christopher | Chief Financial Officer | Sell (S) | 2K | $102K |
| May 26, 2026 | Kerzner Daniel | See Remarks | Sell (S) | 4K | $173K |
| May 26, 2026 | Ramos Daniel | See Remarks | Sell (S) | 3K | $111K |
| May 26, 2026 | Trundle Stephen | Chief Executive Officer, Director | Sell (S) | 6K | $266K |
| May 18, 2026 | Kerzner Daniel | See Remarks | Sell (S) | 2K | $83K |
| May 18, 2026 | Trundle Stephen | Chief Executive Officer, Director | Sell (S) | 3K | $128K |
| May 18, 2026 | Ramos Daniel | See Remarks | Sell (S) | 2K | $68K |
| Class | 13F holders | Value held |
|---|---|---|
| ALRMthis pagecs | 271 funds | $2.0B |
| ALRM 2.25 06/01/29Sovereign/Corporate | 38 funds | $289.2M |
| ALRM 0 01/15/26NOTE 1/1 | 1 funds | $41K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ALRM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ALRM/capital-change-brief"
Use Arkolith's capital_change_brief for ALRM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ALRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.