Position in ALRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,457,714
+$15,994,548 QoQ
Shares Held
395,071
+592.7% QoQ
Ownership
0.805%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,052,266,521 across 153 Software - Application names. ALRM ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,457,714 | 395,071 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,463,166 | 57,031 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,575,079 | 50,472 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,825,526 | 72,071 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $9,832,032 | 173,803 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $10,289,237 | 184,892 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $14,260,333 | 234,545 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $18,427,615 | 337,070 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $9,371,067 | 147,483 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $9,499,438 | 131,081 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $8,286,478 | 128,234 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $4,127,071 | 67,502 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,758,486 | 92,076 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,091,935 | 81,383 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $3,046,433 | 61,581 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $4,104,923 | 63,289 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,756,323 | 60,723 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $4,739,594 | 71,315 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,600,251 | 77,824 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,111,229 | 52,580 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,030,351 | 83,003 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,998,804 | 196,791 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $18,775,656 | 181,495 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,597,918 | 173,718 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,410,819 | 52,628 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,051,437 | 155,524 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||