Position in ALRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,335,607
+$560,052 QoQ
Shares Held
30,924
+103.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026TWINBEECH CAPITAL LP holds $18,015,880 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
95,932 | $5,952,580 | |
| 2 | PCOR |
Procore Technologies, Inc.
|
94,821 | $3,851,629 | |
| 3 | DUOL |
Duolingo, Inc.
|
24,789 | $2,851,230 | |
| 4 | ESTC |
Elastic N.V.
|
33,822 | $1,928,530 | |
| 5 | PTC |
Ptc Inc.
|
15,079 | $1,713,125 | |
| 6 | VERX |
Vertex, Inc.
|
46,150 | $529,802 | |
| 7 | INTU |
Intuit Inc.
|
1,264 | $329,904 | |
| 8 | NAVN |
Navan, Inc.
|
12,233 | $279,768 |
All Filings in ALRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,335,607 | 30,924 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $775,555 | 15,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,825,155 | 34,385 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $634,020 | 11,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $396,902 | 6,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,776,377 | 105,659 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,046,870 | 47,952 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $836,956 | 11,549 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||