Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,964,493
+$4,701,338 QoQ
Shares Held
191,877
+94.4% QoQ
Ownership
0.391%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 311 holders
Holding Since
Sep 2020
24 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, 2026MILLENNIUM MANAGEMENT LLC holds $4,289,524,296 across 124 Software - Application names. ALRM ranks #54 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,347,035 | $342,820,407 | |
| 2 | LYFT |
Lyft, Inc.
|
21,537,770 | $314,666,819 | |
| 3 | INTU |
Intuit Inc.
|
1,140,650 | $297,709,650 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,818,282 | $279,799,036 | |
| 5 | PAYX |
Paychex Inc
|
2,329,624 | $229,071,927 | |
| 6 | TTAN |
ServiceTitan, Inc.
|
3,143,620 | $222,285,370 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,739,872 | $197,709,163 | |
| 8 | CRM |
Salesforce, Inc.
|
1,001,684 | $156,923,815 |
All Filings in ALRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,964,493 | 191,877 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,263,155 | 98,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,977,404 | 234,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,527,198 | 236,006 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,284,644 | 111,095 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,003,855 | 107,886 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,006,032 | 213,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,444,657 | 282,507 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,463,789 | 385,014 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,032,991 | 166,041 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,882,777 | 183,887 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,526,916 | 41,330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,472,224 | 67,187 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,915,197 | 336,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,116,706 | 366,142 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,877,708 | 44,368 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $568,555 | 9,191 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $675,831 | 10,169 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,529,717 | 18,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,929,745 | 88,627 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,945,167 | 105,610 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $649,577 | 7,520 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $584,492 | 5,650 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,269,117 | 41,070 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||