Position in ALRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$471,824
-$137,543 QoQ
Shares Held
10,099
-28.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,863,885,079 across 72 Software - Application names. ALRM ranks #53 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,949,694 | $436,633,968 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,543,481 | $255,697,585 | |
| 3 | NOW |
ServiceNow, Inc.
|
2,130,971 | $211,562,798 | |
| 4 | PAYX |
Paychex Inc
|
2,045,500 | $201,134,011 | |
| 5 | ADBE |
Adobe Inc.
|
936,022 | $191,903,228 | |
| 6 | CRM |
Salesforce, Inc.
|
964,601 | $151,114,391 | |
| 7 | INTU |
Intuit Inc.
|
189,077 | $49,349,097 | |
| 8 | SHOP |
Shopify Inc.
|
336,981 | $38,476,488 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,824 | 10,099 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $609,367 | 14,109 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $723,258 | 14,176 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $738,978 | 13,922 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $716,627 | 12,668 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $729,293 | 13,105 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,040,652 | 17,116 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $722,736 | 13,220 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,024,645 | 16,126 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,041,247 | 14,368 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $702,289 | 10,868 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $670,582 | 10,968 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $377,883 | 7,312 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $298,812 | 5,943 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $311,030 | 6,286 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $629,076 | 9,699 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $803,436 | 12,988 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $384,603 | 5,787 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $477,225 | 5,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $388,682 | 4,971 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $418,162 | 4,937 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $413,327 | 4,785 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,659,750 | 16,044 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $633,330 | 11,463 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $884,783 | 13,652 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $450,615 | 11,581 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||