JACOBS LEVY EQUITY MANAGEMENT, INC
Position in ALRM — Alarm.com Holdings, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in ALRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,912,644
+$232,361 QoQ
Shares Held
147,959
-4.3% QoQ
Ownership
0.301%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 311 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $920,252,625 across 45 Software - Application names. ALRM ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
683,922 | $140,217,688 | |
| 2 | MANH |
Manhattan Associates Inc
|
792,256 | $110,321,648 | |
| 3 | DOCU |
Docusign, Inc.
|
2,043,909 | $90,790,437 | |
| 4 | TEAM |
Atlassian Corp
|
1,099,747 | $85,549,319 | |
| 5 | CVLT |
Commvault Systems Inc
|
581,002 | $82,345,413 | |
| 6 | INTU |
Intuit Inc.
|
307,471 | $80,249,931 | |
| 7 | YOU |
Clear Secure, Inc.
|
1,038,992 | $57,903,024 | |
| 8 | PEGA |
Pegasystems Inc
|
1,117,570 | $33,493,572 |
All Filings in ALRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,912,644 | 147,959 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,680,283 | 154,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,544,786 | 147,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,069,964 | 152,034 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,090,176 | 160,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,526,364 | 189,153 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,798,403 | 29,579 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||