Position in ALRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,634,048
+$2,153,237 QoQ
Shares Held
163,400
+28.8% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#43
of 311 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $1,408,549,569 across 31 Software - Application names. ALRM ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,336,664 | $366,061,782 | |
| 2 | ADBE |
Adobe Inc.
|
1,769,487 | $362,780,224 | |
| 3 | RNG |
RingCentral, Inc.
|
3,977,000 | $155,023,460 | |
| 4 | LYFT |
Lyft, Inc.
|
7,712,648 | $112,681,787 | |
| 5 | ZM |
Zoom Communications, Inc.
|
1,132,643 | $97,758,417 | |
| 6 | DBD |
DIEBOLD NIXDORF, Inc
|
1,121,411 | $95,342,363 | |
| 7 | UPBD |
Upbound Group, Inc.
|
2,280,279 | $48,387,520 | |
| 8 | GTM |
ZoomInfo Technologies Inc.
|
12,827,919 | $37,585,802 |
All Filings in ALRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,634,048 | 163,400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,480,811 | 126,900 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,091,788 | 119,400 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,243,188 | 61,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,329,395 | 23,500 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||