YOUSIF CAPITAL MANAGEMENT, LLC
Position in ALRM — Alarm.com Holdings, Inc.
CIK 1858789
BLOOMFIELD HILLS, MI
Position in ALRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$617,171
+$44,861 QoQ
Shares Held
13,210
-0.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 311 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $149,826,277 across 54 Software - Application names. ALRM ranks #41 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
71,197 | $15,944,568 | |
| 2 | UBER |
Uber Technologies, Inc
|
202,727 | $14,628,780 | |
| 3 | CRM |
Salesforce, Inc.
|
84,397 | $13,221,634 | |
| 4 | NOW |
ServiceNow, Inc.
|
99,526 | $9,880,941 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
26,151 | $9,814,993 | |
| 6 | ADBE |
Adobe Inc.
|
41,034 | $8,412,790 | |
| 7 | ROP |
Roper Technologies Inc
|
24,020 | $8,128,127 | |
| 8 | DDOG |
Datadog, Inc.
|
29,815 | $7,762,633 |
All Filings in ALRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,171 | 13,210 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $572,310 | 13,251 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $687,035 | 13,466 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $817,644 | 15,404 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,043,999 | 18,455 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,015,946 | 18,256 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,135,075 | 18,669 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,039,604 | 19,016 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,276,455 | 20,089 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,631,227 | 22,509 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,594,950 | 24,682 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,507,773 | 24,661 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,359,390 | 26,304 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,409,448 | 28,032 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,567,130 | 31,672 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,625,403 | 40,478 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,364,907 | 38,230 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,774,040 | 41,740 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,494,172 | 41,200 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||