Position in ALRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,448,419
-$7,156,945 QoQ
Shares Held
394,872
-33.4% QoQ
Ownership
0.804%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#24
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RIVERBRIDGE PARTNERS LLC holds $359,102,405 across 16 Software - Application names. ALRM ranks #10 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TYL |
Tyler Technologies Inc
|
251,422 | $73,530,878 | |
| 2 | NOW |
ServiceNow, Inc.
|
490,814 | $48,728,013 | |
| 3 | PCTY |
Paylocity Holding Corp
|
328,366 | $34,324,097 | |
| 4 | GWRE |
Guidewire Software, Inc.
|
266,959 | $32,849,304 | |
| 5 | FICO |
Fair Isaac Corp
|
24,897 | $29,746,437 | |
| 6 | WK |
Workiva Inc
|
436,284 | $21,164,136 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
291,102 | $20,155,902 | |
| 8 | SAP |
Sap SE
|
125,736 | $19,377,174 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,448,419 | 394,872 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $25,605,364 | 592,854 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $36,905,878 | 723,361 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $43,283,555 | 815,440 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $49,935,244 | 882,716 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $56,316,909 | 1,011,984 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $67,267,600 | 1,106,375 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $65,155,487 | 1,191,796 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $80,489,739 | 1,266,757 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $117,865,352 | 1,626,402 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $107,728,583 | 1,667,109 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $118,148,464 | 1,932,425 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $102,131,773 | 1,976,234 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $93,743,490 | 1,864,429 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $93,712,151 | 1,893,940 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $127,412,605 | 1,964,425 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $125,703,726 | 2,032,068 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $135,148,337 | 2,033,529 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $162,659,049 | 1,917,923 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $144,028,091 | 1,842,027 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $156,724,052 | 1,850,343 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $153,353,955 | 1,775,341 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $189,616,711 | 1,832,931 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $92,902,930 | 1,681,501 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $108,149,548 | 1,668,717 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $65,330,045 | 1,679,004 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||