Position in ALRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$62,524,954
+$8,288,205 QoQ
Shares Held
1,338,291
+6.6% QoQ
Ownership
2.73%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $37,042,565,494 across 181 Software - Application names. ALRM ranks #56 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,812,652 | $3,305,840,967 | |
| 2 | CRM |
Salesforce, Inc.
|
19,814,297 | $3,104,107,767 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
7,184,139 | $2,696,351,049 | |
| 4 | ADP |
Automatic Data Processing Inc
|
11,955,019 | $2,677,326,504 | |
| 5 | DDOG |
Datadog, Inc.
|
9,536,964 | $2,483,043,946 | |
| 6 | NOW |
ServiceNow, Inc.
|
24,274,498 | $2,409,972,160 | |
| 7 | ADBE |
Adobe Inc.
|
11,615,763 | $2,381,463,729 | |
| 8 | INTU |
Intuit Inc.
|
6,934,202 | $1,809,826,722 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,524,954 | 1,338,291 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $54,236,749 | 1,255,771 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $62,230,726 | 1,219,732 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $64,347,715 | 1,212,278 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $68,014,789 | 1,202,312 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $66,028,223 | 1,186,491 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,442,902 | 1,142,153 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $62,834,034 | 1,149,333 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $73,066,170 | 1,149,924 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $80,049,274 | 1,104,585 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $69,043,626 | 1,068,456 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $62,432,866 | 1,021,146 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $50,958,133 | 986,032 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,212,536 | 958,881 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $45,053,172 | 910,533 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $57,077,708 | 880,014 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $51,750,096 | 836,568 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $55,446,846 | 834,289 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $70,851,122 | 835,410 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $63,412,324 | 811,003 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $67,396,467 | 795,708 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $66,555,271 | 770,494 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $73,614,813 | 711,598 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,783,903 | 665,772 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $42,303,625 | 652,733 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,219,840 | 545,357 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||