Holocene Advisors, LP

Position in ALRM — Alarm.com Holdings, Inc.

CIK 1700574 New York, NY

Position in ALRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,600,201

+$1,617,456 QoQ

Shares Held

55,655

+144.6% QoQ

Ownership

0.113%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#80

of 311 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Holocene Advisors, LP holds $622,442,465 across 32 Software - Application names. ALRM ranks #22 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	447,022	$113,767,099
2	U	Unity Software Inc.	3,719,509	$106,303,567
3	DDOG	Datadog, Inc.	392,333	$102,147,819
4	SAP	Sap SE	638,000	$98,322,180
5	TYL	Tyler Technologies Inc	269,008	$78,674,079
6	NOW	ServiceNow, Inc.	375,000	$37,230,000
7	PCOR	Procore Technologies, Inc.	227,887	$9,256,769
8	TEAM	Atlassian Corp	89,294	$6,946,180

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,600,201	55,655	+144.6%	Shares	Sole	2026-08-14
2026-03-31	$982,745	22,754	-34.5%	Shares	Sole	2026-05-15
2025-12-31	$1,773,710	34,765	-20.5%	Shares	Sole	2026-02-17
2025-09-30	$2,321,666	43,739	-11.3%	Shares	Sole	2025-11-14
2025-06-30	$2,788,901	49,300	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$2,796,301	50,248	+16.2%	Shares	Sole	2025-05-15
2024-12-31	$2,628,080	43,225	-26.1%	Shares	Sole	2025-02-14
2024-09-30	$3,199,780	58,529	+108.1%	Shares	Sole	2024-11-14
2024-06-30	$1,787,062	28,125	+7.5%	Shares	Sole	2024-08-14
2024-03-31	$1,895,742	26,159	+777.5%	Shares	Sole	2024-05-15
2021-12-31	$252,818	2,981	-50.8%	Shares	Sole	2022-02-14
2020-06-30	$392,489	6,056	-76.5%	Shares	Sole	2020-08-14
2020-03-31	$1,004,734	25,822	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.