Position in ALRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,752,798
-$3,950,043 QoQ
Shares Held
248,965
-13.6% QoQ
Ownership
0.503%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NOMURA HOLDINGS INC holds $353,455,595 across 39 Software - Application names. ALRM ranks #13 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BILL |
BILL Holdings, Inc.
|
1,728,795 | $66,212,848 | |
| 2 | VERX |
Vertex, Inc.
|
2,621,641 | $31,171,311 | |
| 3 | DDOG |
Datadog, Inc.
|
180,226 | $21,275,679 | |
| 4 | NOW |
ServiceNow, Inc.
|
193,359 | $20,215,682 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
72,722 | $20,207,261 | |
| 6 | MSTR |
Strategy Inc
|
147,884 | $18,455,922 | |
| 7 | INTU |
Intuit Inc.
|
40,220 | $17,390,322 | |
| 8 | SHOP |
Shopify Inc.
|
142,866 | $16,946,763 |
All Filings in ALRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,752,798 | 248,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,702,841 | 288,178 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,312,889 | 288,487 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,745,410 | 278,335 | Shares | Defined | 2025-08-18 | |
| 2025-03-31 | $16,445,465 | 295,516 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $18,074,380 | 297,276 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $15,505,997 | 283,629 | Shares | Defined | 2025-01-13 | |
| 2024-06-30 | $14,360,866 | 226,013 | Shares | Defined | 2024-08-14 | |
| 2021-12-31 | $382,493 | 4,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $841,871 | 10,767 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $511,926 | 6,044 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||