Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,585,340
+$4,639,442 QoQ
Shares Held
462,015
+17.8% QoQ
Ownership
0.941%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#20
of 311 holders
Holding Since
Sep 2023
12 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, 2026Select Equity Group, L.P. holds $744,965,240 across 11 Software - Application names. ALRM ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,320,215 | $228,146,740 | |
| 2 | WDAY |
Workday, Inc.
|
1,331,948 | $163,057,074 | |
| 3 | CRM |
Salesforce, Inc.
|
828,563 | $129,802,679 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
1,290,947 | $89,385,170 | |
| 5 | SHOP |
Shopify Inc.
|
291,826 | $33,320,692 | |
| 6 | ADEA |
Adeia Inc.
|
803,196 | $26,449,244 | |
| 7 | ALKT |
Alkami Technology, Inc.
|
1,450,006 | $26,274,108 | |
| 8 | ALRM |
Alarm.com Holdings, Inc.
This page
|
462,015 | $21,585,340 |
All Filings in ALRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,585,340 | 462,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,945,898 | 392,357 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,552,461 | 344,031 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,566,745 | 312,109 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,368,521 | 218,641 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,154,152 | 200,434 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,772,928 | 29,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,629,384 | 29,804 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,945,213 | 30,614 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,094,745 | 28,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,840,119 | 28,476 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $564,322 | 9,230 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||