SEIZERT CAPITAL PARTNERS, LLC
Position in ALRM — Alarm.com Holdings, Inc.
CIK 1134283
BIRMINGHAM, MI
Position in ALRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,454,653
+$1,862,498 QoQ
Shares Held
116,752
+40.4% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#54
of 314 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SEIZERT CAPITAL PARTNERS, LLC holds $172,140,653 across 11 Software - Application names. ALRM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
668,781 | $57,722,488 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
648,613 | $40,246,436 | |
| 3 | ADBE |
Adobe Inc.
|
185,889 | $38,110,962 | |
| 4 | ADSK |
Autodesk, Inc.
|
56,780 | $11,039,167 | |
| 5 | YALA |
Yalla Group Ltd
|
1,069,979 | $5,874,184 | |
| 6 | PCTY |
Paylocity Holding Corp
|
52,990 | $5,539,044 | |
| 7 | ALRM |
Alarm.com Holdings, Inc.
This page
|
116,752 | $5,454,653 | |
| 8 | DSGX |
Descartes Systems Group Inc
|
57,737 | $3,997,709 |
All Filings in ALRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,454,653 | 116,752 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,592,155 | 83,171 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,216,649 | 82,647 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,242,790 | 79,932 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,606,212 | 81,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,430,686 | 79,617 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,123,904 | 51,380 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,869,026 | 52,479 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,363,426 | 52,934 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,898,886 | 53,800 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,422,145 | 52,958 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,712,787 | 60,726 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,045,192 | 58,924 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,800,677 | 35,813 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,074,597 | 41,928 | Shares | Sole | 2023-03-28 | |
| 2022-09-30 | $2,960,015 | 45,637 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,823,104 | 45,637 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,037,089 | 45,698 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,872,509 | 45,661 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,479,689 | 44,503 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,477,930 | 17,449 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||