Montanaro Asset Management Ltd

Position in ALRM — Alarm.com Holdings, Inc.

CIK 1831133 LONDON, X0

Position in ALRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,195,123

-$924,900 QoQ

Shares Held

111,197

-21.5% QoQ

Ownership

0.227%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#57

of 311 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Technology · as of Jun 30, 2026

Montanaro Asset Management Ltd holds $26,014,497 across 3 Software - Application names. ALRM ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BSY	Bentley Systems Inc	380,833	$11,383,098
2	MANH	Manhattan Associates Inc	67,765	$9,436,276
3	ALRM	Alarm.com Holdings, Inc. This page	111,197	$5,195,123

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,195,123	111,197	-21.5%	Shares	Sole	2026-08-12
2026-03-31	$6,120,023	141,700	-5.6%	Shares	Sole	2026-05-11
2025-12-31	$7,658,102	150,100	-8.6%	Shares	Sole	2026-03-10
2025-09-30	$8,721,044	164,300	-7.5%	Shares	Sole	2025-11-13
2025-06-30	$10,046,832	177,600	+1.6%	Shares	Sole	2025-08-05
2025-03-31	$9,727,063	174,790	-26.7%	Shares	Sole	2025-05-13
2024-12-31	$14,488,640	238,300	+6.4%	Shares	Sole	2025-02-12
2024-09-30	$12,240,613	223,900	+6.4%	Shares	Sole	2024-11-04
2024-06-30	$13,368,816	210,400	-2.8%	Shares	Sole	2024-07-30
2024-03-31	$15,682,508	216,400	+5.0%	Shares	Sole	2024-05-14
2023-12-31	$13,311,720	206,000	-21.7%	Shares	Sole	2024-02-09
2023-09-30	$16,079,820	263,000	0.0%	Shares	Sole	2023-11-13
2023-06-30	$13,591,840	263,000	-22.2%	Shares	Sole	2023-08-11
2023-03-31	$16,994,640	338,000	+3.0%	Shares	Sole	2023-04-18
2022-12-31	$16,229,440	328,000	-13.2%	Shares	Sole	2023-02-08
2022-09-30	$24,517,080	378,000	+41.0%	Shares	Sole	2022-11-09
2022-06-30	$16,578,480	268,000	0.0%	Shares	Sole	2022-08-05
2022-03-31	$17,811,280	268,000	+10.6%	Shares	Sole	2022-05-12
2021-12-31	$20,545,222	242,250	+15.5%	Shares	Sole	2022-02-11
2021-09-30	$16,400,352	209,750	-23.1%	Shares	Sole	2021-11-15
2021-06-30	$23,101,925	272,750	+2.2%	Shares	Sole	2021-08-13
2021-03-31	$23,063,460	267,000	-11.1%	Shares	Sole	2021-05-12
2020-12-31	$31,066,035	300,300	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.