Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,361,784
-$361,496 QoQ
Shares Held
71,956
-16.5% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $1,582,987,959 across 73 Software - Application names. ALRM ranks #27 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
842,895 | $316,355,350 | |
| 2 | ADSK |
Autodesk, Inc.
|
1,274,794 | $247,845,449 | |
| 3 | ADBE |
Adobe Inc.
|
692,225 | $141,919,969 | |
| 4 | MANH |
Manhattan Associates Inc
|
734,350 | $102,258,237 | |
| 5 | UBER |
Uber Technologies, Inc
|
1,292,380 | $93,258,140 | |
| 6 | FROG |
JFrog Ltd
|
1,006,961 | $91,512,615 | |
| 7 | NOW |
ServiceNow, Inc.
|
822,666 | $81,674,280 | |
| 8 | PTC |
Ptc Inc.
|
689,886 | $78,377,948 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,361,784 | 71,956 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,723,280 | 86,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,735,113 | 347,611 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,899,207 | 186,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,910,816 | 122,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $868,529 | 15,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,977,353 | 65,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,322,248 | 24,186 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,057,114 | 16,637 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $99,283 | 1,370 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $94,668 | 1,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $86,451 | 1,414 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,693 | 1,484 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $74,615 | 1,484 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $73,428 | 1,484 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $96,252 | 1,484 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,800 | 1,484 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $71,976 | 1,083 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $105,503 | 1,244 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $90,934 | 1,163 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $104,519 | 1,234 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $106,592 | 1,234 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $91,036 | 880 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $48,620 | 880 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $93,261 | 1,439 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $37,859 | 973 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||