Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,435,145
+$135,756 QoQ
Shares Held
223,355
-6.3% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 311 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $4,283,301,443 across 111 Software - Application names. ALRM ranks #54 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,135,509 | $557,367,849 | |
| 2 | SHOP |
Shopify Inc.
|
2,394,385 | $273,390,878 | |
| 3 | ESTC |
Elastic N.V.
|
4,787,065 | $272,958,445 | |
| 4 | U |
Unity Software Inc.
|
9,082,560 | $259,579,564 | |
| 5 | ZM |
Zoom Communications, Inc.
|
2,736,806 | $236,213,725 | |
| 6 | SAP |
Sap SE
|
1,450,152 | $223,482,924 | |
| 7 | ROP |
Roper Technologies Inc
|
522,807 | $176,912,660 | |
| 8 | DT |
Dynatrace, Inc.
|
3,906,408 | $171,530,375 |
All Filings in ALRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,435,145 | 223,355 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,299,389 | 238,467 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,306,007 | 280,400 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,191,945 | 229,690 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,524,254 | 62,299 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,607,369 | 46,853 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,145,936 | 35,295 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,471,209 | 100,077 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,399,169 | 116,449 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,679,618 | 78,372 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,036,261 | 155,312 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,980,554 | 163,241 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,919,709 | 172,595 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,907,296 | 117,488 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,366,578 | 47,829 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,182,073 | 18,225 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,342,795 | 21,707 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,309,294 | 125,027 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,979,857 | 94,091 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,853,403 | 100,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $842,426 | 9,946 | Shares | Defined | 2021-08-16 | |
| 2020-06-30 | $258,332 | 3,986 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $770,534 | 19,803 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||