Position in ALRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,416,606
-$7,234,321 QoQ
Shares Held
241,181
-30.3% QoQ
Ownership
0.488%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,411,290,496 across 157 Software - Application names. ALRM ranks #38 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
6,907,706 | $1,403,507,703 | |
| 2 | CRM |
Salesforce, Inc.
|
3,856,272 | $719,850,292 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,288,084 | $668,091,879 | |
| 4 | INTU |
Intuit Inc.
|
1,287,895 | $556,860,038 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,524,512 | $473,037,727 | |
| 6 | PAYX |
Paychex Inc
|
4,239,248 | $390,519,523 | |
| 7 | SHOP |
Shopify Inc.
|
3,073,182 | $364,540,847 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,415 | $188,789,044 |
All Filings in ALRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,416,606 | 241,181 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,650,927 | 345,961 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,889,364 | 318,187 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,235,144 | 357,701 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,815,071 | 356,066 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,814,165 | 375,233 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,984,842 | 328,971 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,695,293 | 325,705 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,719,956 | 51,331 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,257,309 | 19,457 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $743,704 | 12,164 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,300,215 | 25,159 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $736,752 | 14,653 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $257,244 | 5,199 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $434,884 | 6,705 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $368,250 | 5,953 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,550,068 | 38,370 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,954,587 | 82,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,775,580 | 73,866 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,104,750 | 72,075 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,148,914 | 94,338 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,676,916 | 132,208 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,784,865 | 122,803 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,830,555 | 136,253 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,347,256 | 111,726 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||