MORGAN STANLEY

Position in ALRM — Alarm.com Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to ALRM Full portfolio

Position in ALRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$55,289,471

+$740,418 QoQ

Shares Held

1,183,422

-6.3% QoQ

Ownership

2.41%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 311 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in ALRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,404 across 179 Software - Application names. ALRM ranks #50 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

All Filings in ALRM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,289,471	1,183,422	-6.3%	Shares	Defined	2026-08-13
2026-03-31	$54,549,053	1,263,002	-5.6%	Shares	Defined	2026-05-15
2025-12-31	$68,277,715	1,338,254	+0.9%	Shares	Defined	2026-05-27
2025-09-30	$70,406,368	1,326,420	+10.4%	Shares	Defined	2026-05-27
2025-06-30	$67,942,487	1,201,034	+19.1%	Shares	Defined	2025-08-15
2025-03-31	$56,126,470	1,008,562	-3.8%	Shares	Defined	2025-05-15
2024-12-31	$63,764,177	1,048,753	-25.1%	Shares	Defined	2025-05-15
2024-09-30	$76,567,080	1,400,532	+42.0%	Shares	Defined	2025-05-14
2024-06-30	$62,667,843	986,274	+75.4%	Shares	Defined	2025-05-14
2024-03-31	$40,738,643	562,145	-15.6%	Shares	Defined	2024-10-17
2023-12-31	$43,051,196	666,221	+24.8%	Shares	Defined	2024-08-16
2023-09-30	$32,647,716	533,983	+5.1%	Shares	Defined	2023-11-15
2023-06-30	$26,248,009	507,895	+5.1%	Shares	Defined	2023-08-14
2023-03-31	$24,293,180	483,158	+8.6%	Shares	Defined	2023-05-15
2022-12-31	$22,005,138	444,728	+35.2%	Shares	Defined	2023-02-14
2022-09-30	$21,332,450	328,900	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$19,995,498	323,238	+46.0%	Shares	Defined	2022-10-27
2022-03-31	$14,714,241	221,400	+7.0%	Shares	Defined	2022-10-27
2021-12-31	$17,552,612	206,964	-9.5%	Shares	Defined	2022-02-14
2021-09-30	$17,880,017	228,674	+12.6%	Shares	Defined	2021-11-15
2021-06-30	$17,198,501	203,052	-16.7%	Shares	Defined	2021-08-23
2021-03-31	$21,058,577	243,790	+53.0%	Shares	Defined	2021-05-17
2020-12-31	$16,483,308	159,336	-50.3%	Shares	Defined	2021-02-16
2020-09-30	$17,724,807	320,811	+102.8%	Shares	Defined	2020-11-13
2020-06-30	$10,252,876	158,199	+33.3%	Shares	Defined	2020-08-14
2020-03-31	$4,616,357	118,642	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.