Position in ALRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,263,155
-$7,714,249 QoQ
Shares Held
98,707
-58.0% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026MILLENNIUM MANAGEMENT LLC holds $3,978,957,339 across 122 Software - Application names. ALRM ranks #75 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYFT |
Lyft, Inc.
|
21,765,114 | $289,476,016 | |
| 2 | CWAN |
Clearwater Analytics Holdings, Inc.
|
9,294,096 | $219,805,370 | |
| 3 | HUBS |
Hubspot Inc
|
900,179 | $219,733,693 | |
| 4 | DDOG |
Datadog, Inc.
|
1,843,266 | $217,597,551 | |
| 5 | NOW |
ServiceNow, Inc.
|
1,624,772 | $169,869,912 | |
| 6 | ADP |
Automatic Data Processing Inc
|
689,547 | $140,102,159 | |
| 7 | TTAN |
ServiceTitan, Inc.
|
2,046,619 | $129,878,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
427,458 | $118,777,754 |
All Filings in ALRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||