Position in ALRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$325,217
+$322,194 QoQ
Shares Held
6,961
+9844.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 311 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Arax Advisory Partners holds $140,172,139 across 132 Software - Application names. ALRM ranks #48 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
202,087 | $19,871,214 | |
| 2 | FICO |
Fair Isaac Corp
|
7,673 | $9,167,546 | |
| 3 | NOW |
ServiceNow, Inc.
|
91,175 | $9,051,854 | |
| 4 | UBER |
Uber Technologies, Inc
|
120,900 | $8,724,144 | |
| 5 | DDOG |
Datadog, Inc.
|
28,722 | $7,478,059 | |
| 6 | CRM |
Salesforce, Inc.
|
35,784 | $5,605,921 | |
| 7 | TEAM |
Atlassian Corp
|
71,052 | $5,527,135 | |
| 8 | ADP |
Automatic Data Processing Inc
|
22,760 | $5,097,102 |
All Filings in ALRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,217 | 6,961 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,023 | 70 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,663 | 111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,631 | 4,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,618 | 117 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,553 | 42 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,296 | 42 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,668 | 42 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||