Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,611,639
+$2,187,027 QoQ
Shares Held
676,619
-0.7% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#13
of 311 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Derivatives in ALRM
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$312,760
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $4,237,952,028 across 123 Software - Application names. ALRM ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,161,507 | $564,153,327 | |
| 2 | HUBS |
Hubspot Inc
|
1,819,744 | $332,121,477 | |
| 3 | FIG |
Figma, Inc.
|
12,727,784 | $230,245,612 | |
| 4 | ADBE |
Adobe Inc.
|
1,093,171 | $224,121,918 | |
| 5 | TEAM |
Atlassian Corp
|
2,494,603 | $194,055,167 | |
| 6 | U |
Unity Software Inc.
|
6,750,900 | $192,940,722 | |
| 7 | DUOL |
Duolingo, Inc.
|
1,629,242 | $187,395,414 | |
| 8 | PAYC |
Paycom Software, Inc.
|
1,400,923 | $176,068,002 |
All Filings in ALRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,611,639 | 676,619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,424,612 | 681,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,797,526 | 309,634 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,958,391 | 187,611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,827,061 | 85,329 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,238,521 | 40,225 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,173,820 | 52,201 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,503,964 | 64,093 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,576,991 | 40,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $524,103 | 7,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,124,770 | 32,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $385,182 | 6,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,990,101 | 57,858 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,190,196 | 43,560 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $400,788 | 8,100 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,746,037 | 26,272 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $703,923 | 8,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,760 | 4,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $4,459,332 | 57,032 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $364,210 | 4,300 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $2,054,822 | 24,260 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $525,140 | 6,200 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $9,159,562 | 106,038 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $336,882 | 3,900 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $354,158 | 4,100 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $1,548,025 | 14,964 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,883,205 | 160,782 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,492,369 | 69,316 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,723,855 | 70,004 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||