Position in ALRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,692,873
+$649,124 QoQ
Shares Held
143,255
+2.4% QoQ
Ownership
0.292%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 311 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,516,194 across 113 Software - Application names. ALRM ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
133,684 | $29,938,531 | |
| 2 | UBER |
Uber Technologies, Inc
|
348,310 | $25,134,049 | |
| 3 | CRM |
Salesforce, Inc.
|
134,104 | $21,008,732 | |
| 4 | ZM |
Zoom Communications, Inc.
|
211,846 | $18,284,428 | |
| 5 | SNOW |
Snowflake Inc.
|
71,165 | $18,111,492 | |
| 6 | ADBE |
Adobe Inc.
|
79,882 | $16,377,407 | |
| 7 | NOW |
ServiceNow, Inc.
|
156,061 | $15,493,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
36,648 | $13,754,727 |
All Filings in ALRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,692,873 | 143,255 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,043,749 | 139,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,138,718 | 139,920 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $7,553,071 | 142,296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,651,884 | 135,264 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,531,058 | 135,329 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,156,198 | 134,148 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $328,786 | 5,088 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $297,812 | 4,871 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $229,562 | 4,442 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $205,092 | 4,079 | Shares | Sole | 2023-05-16 | |
| 2022-09-30 | $223,377 | 3,444 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $207,045 | 3,347 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||