Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,591
+$73,973 QoQ
Shares Held
1,832
+581.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 311 holders
Holding Since
Dec 2025
3 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, 2026Kemnay Advisory Services Inc. holds $11,077,197 across 46 Software - Application names. ALRM ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWRE |
Guidewire Software, Inc.
|
66,672 | $8,203,989 | |
| 2 | FIG |
Figma, Inc.
|
13,274 | $240,126 | |
| 3 | AGYS |
Agilysys Inc
|
1,776 | $185,592 | |
| 4 | DBD |
DIEBOLD NIXDORF, Inc
|
2,168 | $184,323 | |
| 5 | DAVE |
Dave Inc./DE
|
445 | $165,802 | |
| 6 | PCTY |
Paylocity Holding Corp
|
1,431 | $149,582 | |
| 7 | DOCU |
Docusign, Inc.
|
3,089 | $137,213 | |
| 8 | RNG |
RingCentral, Inc.
|
3,343 | $130,310 |
All Filings in ALRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,591 | 1,832 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,618 | 269 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,928 | 1,155 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||