Which hedge funds own ALRM? ALARM COM HLDGS INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in ALRM (ALARM COM HLDGS INC) in their Q2 2026 13F filings, worth $194.8m in total. The largest holder by portfolio weight is Caden Capital Partners, LP at 2.6% of its book. 14 opened a new position this quarter: MQS Management LLC, Fox Run Management, L.L.C., Campbell & CO Investment Adviser LLC, Mirabella Financial Services LLP. 8 exited: Landscape Capital Management, L.L.C., Twinbeech Capital LP, iSAM Funds (UK) Ltd.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $7.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $17.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $195m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Landscape Capital Management, L.L.C. | 0.2% | $3.8m |
| Twinbeech Capital LP | 0.1% | $1.3m |
| iSAM Funds (UK) Ltd | 0.1% | $208k |
| Tudor Investment Corp ET AL | 0.06% | $10.3m |
| Engineers Gate Manager LP | 0.02% | $1.6m |
| Quantbot Technologies LP | 0.0% | $94.5k |
| Verition Fund Management LLC | 0.0% | $210k |
| Elequin Capital, LP | 0.0% | $561 |
Ownership over time
Who discovered ALRM first? Beta
The run: Q3 2015 → Q1 2019, +457%
| Dragoneer Investment Group, LLC high conviction | Q2 2015 | 6.1% | +6.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.