Position in ALRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,634,618
-$9,878,236 QoQ
Shares Held
120,604
-66.4% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#53
of 311 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BROWN CAPITAL MANAGEMENT LLC holds $161,304,200 across 17 Software - Application names. ALRM ranks #13 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
97,832 | $25,471,539 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
133,623 | $16,442,310 | |
| 3 | MANH |
Manhattan Associates Inc
|
116,118 | $16,169,431 | |
| 4 | APPF |
Appfolio Inc
|
99,549 | $15,962,682 | |
| 5 | AGYS |
Agilysys Inc
|
132,299 | $13,825,245 | |
| 6 | TYL |
Tyler Technologies Inc
|
38,028 | $11,121,668 | |
| 7 | QTWO |
Q2 Holdings, Inc.
|
218,489 | $10,509,320 | |
| 8 | RDVT |
Red Violet, Inc.
|
116,602 | $7,429,879 |
All Filings in ALRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,634,618 | 120,604 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,512,854 | 359,177 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,751,222 | 504,728 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $59,827,848 | 1,127,126 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $96,370,219 | 1,703,557 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $99,956,192 | 1,796,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $145,471,904 | 2,392,630 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $153,288,119 | 2,803,880 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,302,012 | 3,199,591 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $249,689,514 | 3,445,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $290,306,125 | 4,492,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $298,987,928 | 4,890,218 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,826,113 | 4,911,496 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,100,903 | 5,173,049 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,050,174 | 5,215,242 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $372,130,358 | 5,737,440 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $358,954,341 | 5,802,689 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $388,017,272 | 5,838,358 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $470,960,192 | 5,553,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $442,287,521 | 5,656,574 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $502,410,585 | 5,931,648 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $473,988,136 | 5,487,244 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $572,708,820 | 5,536,093 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $309,531,439 | 5,602,379 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $364,750,161 | 5,627,992 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $203,887,582 | 5,239,979 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||