DISCIPLINED GROWTH INVESTORS INC /MN
Position in ALRM — Alarm.com Holdings, Inc.
CIK 1050442
MINNEAPOLIS, MN
Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$167,519,886
+$26,332,381 QoQ
Shares Held
3,585,614
+9.7% QoQ
Ownership
7.30%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#3
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $677,210,364 across 10 Software - Application names. ALRM ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALRM |
Alarm.com Holdings, Inc.
This page
|
3,585,614 | $167,519,886 | |
| 2 | IDCC |
InterDigital, Inc.
|
510,096 | $144,423,480 | |
| 3 | SPSC |
Sps Commerce Inc
|
2,123,881 | $121,422,276 | |
| 4 | MNDY |
monday.com Ltd.
|
1,263,335 | $91,452,820 | |
| 5 | ADSK |
Autodesk, Inc.
|
309,345 | $60,142,854 | |
| 6 | DT |
Dynatrace, Inc.
|
908,550 | $39,894,430 | |
| 7 | INTU |
Intuit Inc.
|
86,019 | $22,450,959 | |
| 8 | PAYX |
Paychex Inc
|
151,732 | $14,919,807 |
All Filings in ALRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,519,886 | 3,585,614 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $141,187,505 | 3,268,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $174,361,717 | 3,417,517 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $176,867,602 | 3,332,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $197,532,483 | 3,491,824 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $188,616,937 | 3,389,343 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $178,846,604 | 2,941,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $157,167,994 | 2,874,849 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $172,256,812 | 2,710,998 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $184,982,066 | 2,552,533 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $112,161,580 | 1,735,710 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $106,147,110 | 1,736,132 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $90,461,292 | 1,750,412 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,324,160 | 1,756,646 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $94,802,195 | 1,915,970 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $125,584,785 | 1,936,244 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $119,409,162 | 1,930,313 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $79,121,826 | 1,190,518 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $99,393,842 | 1,171,959 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $92,055,432 | 1,177,330 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $101,602,732 | 1,199,560 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $101,021,928 | 1,169,506 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $138,547,688 | 1,339,272 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,663,885 | 573,102 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $38,145,869 | 588,580 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $29,994,162 | 770,860 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||