Position in ALRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$245,513
+$19,673 QoQ
Shares Held
5,255
+0.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#195
of 311 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SUMMITRY LLC holds $76,663,574 across 14 Software - Application names. ALRM ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
519,597 | $37,494,119 | |
| 2 | CRM |
Salesforce, Inc.
|
222,898 | $34,919,200 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,232 | $723,806 | |
| 4 | PAYX |
Paychex Inc
|
5,799 | $570,215 | |
| 5 | DSGX |
Descartes Systems Group Inc
|
6,579 | $455,529 | |
| 6 | NICE |
NICE Ltd.
|
4,162 | $378,117 | |
| 7 | AGYS |
Agilysys Inc
|
3,422 | $357,599 | |
| 8 | PLUS |
Eplus Inc
|
3,838 | $319,436 |
All Filings in ALRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,513 | 5,255 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $225,840 | 5,229 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $268,875 | 5,270 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $237,586 | 4,476 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $217,624 | 3,847 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||