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Alarm.com Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Alarm.com Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 161 institutions that filed 13F reports for both quarters added to or opened positions in Alarm.com Holdings, and 141 cut or closed them. Together they added a net 492K shares, +1.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 69K shares (−0.6%); index fund managers were net buyers of 706K shares (+3.5%). 52 opened a new position and 34 sold out entirely.

Bought, Q2 2026 161 institutions, 52 of them new holders Sold, Q2 2026 141 institutions, 34 of them sold out
Net change, all compared +492K shares (+1.0%)
Net change, active managers −69K shares (−0.6%), 24 bought, 26 sold

Buyers versus sellers

institutions compared, 340
Active managers and hedge funds 24 bought · 26 sold · −69K
Index fund managers 6 bought · 5 sold · +706K
Other institutions 131 bought · 110 sold · −145K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of Montreal +798K +30.0% 3.5M $161M
Blackrock, Inc. Index funds +355K +3.9% 9.5M $443M
Jpmorgan Chase & Co +338K +592.7% 395K $18.4M
Disciplined Growth Investors Inc Active manager +317K +9.7% 3.6M $168M
American Century Companies Inc Active manager +287K +99.5% 575K $26.9M
Arrowstreet Capital, Limited Partnership Hedge fund +232K +29.7% 1.0M $47.2M
Public Sector Pension Investment Board +167K +59.5% 449K $21M
Acadian Asset Management LLC Active manager +158K +41.4% 539K $25.1M
State Street Corp Index funds +152K +7.5% 2.2M $102M
Dimensional Fund Advisors LP +141K +12.6% 1.3M $58.8M
Healthcare Of Ontario Pension Plan Trust Fund +105K +182.5% 162K $7.6M
AQR Capital Management LLC Hedge fund +101K +60.9% 266K $12.4M
Bank Of America Corp +94K +27.4% 436K $20.3M
Millennium Management LLC Hedge fund +93K +94.4% 192K $9M
Geode Capital Management, LLC Index funds +83K +6.6% 1.3M $62.5M
Vanguard Portfolio Management LLC Index funds +79K +2.0% 4.0M $189M
Select Equity Group, L.P. Active manager +70K +17.8% 462K $21.6M
Schonfeld Strategic Advisors LLC Hedge fund +62K +342.7% 80K $3.7M
Wells Fargo & Company +58K +24.2% 299K $14M
Victory Capital Management Inc Active manager +53K +215.9% 78K $3.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Algert Global LLC Hedge fund −405K −77.0% 121K $5.6M
SG Americas Securities, LLC −324K −66.9% 160K $7.5M
Geneva Capital Management LLC Active manager −242K −22.6% 828K $38.7M
Brown Capital Management LLC −239K −66.4% 121K $5.6M
Tudor Investment Corp Et Al Hedge fund −238K Sold out 0 —
Riverbridge Partners LLC Active manager −198K −33.4% 395K $18.4M
FMR LLC Active manager −194K −20.0% 775K $36.2M
Handelsbanken Fonder AB −175K −91.5% 16K $762,000
Qube Research & Technologies Ltd Hedge fund −158K −45.3% 191K $8.9M
Nuveen, LLC −145K −41.3% 206K $9.6M
Jane Street Group, LLC −133K Sold out 0 —
Summit Creek Advisors LLC −132K −69.1% 59K $2.8M
Df Dent & Co Inc −113K −37.5% 187K $8.8M
BNP Paribas Financial Markets −105K −23.0% 352K $16.5M
Canada Pension Plan Investment Board −91K −77.2% 27K $1.3M
Motley Fool Wealth Management, LLC −87K Sold out 0 —
Landscape Capital Management, L.L.C. −87K Sold out 0 —
Public Employees Retirement System Of Ohio −82K −99.4% 474 $22,145
Morgan Stanley −80K −6.3% 1.2M $55.3M
Connor, Clark & Lunn Investment Management Ltd. −74K −51.5% 69K $3.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Apollon Wealth Management, LLC 48K $2.2M
Magnetar Financial LLCHedge fund 39K $1.8M
Walleye Trading LLC 27K $1.3M
Fox Run Management, L.L.C. 21K $968,739
Campbell & Co Investment Adviser LLC 20K $914,778
Vident Advisory, LLC 16K $725,516
Ieq Capital, LLC 15K $709,957
Aquatic Capital Management LLC 15K $681,411
Quadrature Capital LtdHedge fund 14K $663,471
Entropy Technologies, LP 14K $655,715

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Tudor Investment Corp Et AlHedge fund 238K $10.3M
Jane Street Group, LLC 133K $5.8M
Motley Fool Wealth Management, LLC 87K $3.8M
Landscape Capital Management, L.L.C. 87K $3.8M
Mirova 62K $2.7M
Susquehanna Fundamental Investments, LLC 62K $2.7M
Engineers Gate Manager LPHedge fund 36K $1.6M
Twinbeech Capital LP 31K $1.3M
Man Group PLCHedge fund 17K $729,004
Sbi Okasan Asset Management Co.Ltd. 13K $567,356

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
313
Ten largest holders
61.2%
of 13F-reported shares
Index fund managers
43.2%
of 13F-reported shares
Active managers and hedge funds
25.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 26 3 5 −69K −0.6%
Index fund managers 6 5 0 0 +706K +3.5%
Other institutions 131 110 49 29 −145K −1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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